💡 Important Note: Cornerstone must be on version 9.2 or higher in order for automatic check in/check out to work.
The check-in/out process for patients in Instinct is driven by Cornerstone.
Check-In Through Cornerstone
Once a patient has been checked in to Cornerstone, they will automatically appear on the Instinct OP Board within 1-4 minutes. The grey arrow under the ‘In/Out’ column on the Status Board lets you know they were checked in via Cornerstone as opposed to a manual check in via Instinct (manual check ins will not have the sync icon). If there is a Summary/Reason for visit or Doctor selected in Cornerstone while checking the patient in, these will transfer to Instinct.
To maintain a consistent workflow, it is ideal for the front desk team to complete as much information on the Instinct Status Board as they can after checking a patient into Cornerstone. This helps the medical team know who is checked in, why they are here, which doctor they are assigned to, any specific alerts, and more!
Check-Out Through Cornerstone
If a patient was checked in via Cornerstone, the only way to remove them from Instinct is to check them out of Cornerstone.
Force Check Out
This feature can help to “Force Check Out” a patient who is no longer checked in to Cornerstone, but is still appearing on Instinct due to a lag in your internet connection. Please note that this should only be used if the patient has been checked out of Cornerstone completely but is not being removed from Instinct. If you click ‘Force Check Out’ for a patient who is still checked in to Cornerstone, they will reappear in Instinct after a few minutes because Instinct is still identifying them as being checked in.
To Force Check Out a patient, click the 3-dot menu next to the patient’s name on the Status Board and select “Force Check Out”.
Force check out will not work if the patient is still checked in to Cornerstone.
If a patient is being force checked out and has a similar name as another patient, Instinct will suggest merging the patient records. Please ensure that the suggested patient is indeed a duplicate before merging, as merges cannot be undone!
Refresh Patient Info
If patient or account information is updated in Cornerstone after the patient is checked into Instinct you can click the “Refresh Patient Info” option from the 3-dot menu next to the patient’s name to force an import of the changes from your practice information management software (PIMS) into Instinct.
📑Note: Users may need to navigate away from and back to the current screen to see changes reflected.
If the “Refresh Patient Info” button is not manually clicked, the changes made in the Cornerstone/Avimark/Infinity/Impromed will display after the patient is checked in again within Cornerstone/Avimark/Infinity/Impromed.
💡Important Note: When a patient is checked out, the patient and/or account information will not update.