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Outpatient and ER Workup Guide

Instinct is not only built for inpatients, but also outpatients! Learn how most of our hospitals have gone fully paperless.

Updated over a week ago

Table of Contents


💡 ProTip: Check out our Pick The Brain article Outpatient Mode For The Win for more information!

Getting Started

The Outpatient (OP) Board is a great place to organize patients with special services who are not categorized as being an inpatient. For example, many hospitals will keep their daily internal medicine, oncology, or emergency services all planned out on the Outpatient Board.

Here’s how to do this

  1. Pick a service from the filter feature and Instinct will display any patients pertaining to that service.

2. If a doctor is not assigned to a case right away, front desk teams can leave this field blank or use a placeholder account so Dr. ‘s can assign themselves as they’re ready to take a new case.


Workup System

Leave the “Tx” view up and you can use Instinct as a workup system to get rid of using paper workup sheets.

Many clinics will also put both the “OP” and “IP” Boards on a TV screen so all orders appear for the entire staff to see.


Sorting

Sort boards by patient name, triage tag, or check-in time to customize your boards based on workflow preferences. These can be listed as ascending or descending so all new checked-in patients will appear at the top of your board, for example.

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Sorted by patient name A-Z

Sort by Triage Tag (Red to Pink)

Sorted ascending


Outpatient Groups

An easy way to add an outpatient workup is by utilizing the outpatient groups (click here for a refresher on how to create Product Groups).

Protip: include “ER” or “OP” at the beginning of outpatient group names for easy access.

  1. Search for any outpatient group.

  1. It’s helpful to have all orders turned off by default, allowing you to pick and choose which treatments you’d like to perform. Similar to any other group, you can also select the start time, frequency, route, and quantity.

This becomes even more useful if the patient becomes admitted, keeping the outpatient workup and inpatient treatments together for easy referencing and continuity of care.


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