In Instinct EMR and Instinct Treatment Plan, workflow planning means defining how your team will complete day-to-day tasks before go-live. Practices that establish clear workflows before launching experience a smoother transition, greater staff confidence, and faster adoption.
What is a workflow?
A workflow is the series of steps your team follows to complete a task. Common workflows include:
Scheduling appointments
Checking patients in
Recording medical histories
Performing treatments
Communicating with clients
Reviewing diagnostics
Discharging patients
Collecting payments
Even routine tasks can vary across team members. For example, one receptionist may upload outside records directly into the patient's visit, while another stores them in the non-visit documents section. Inconsistency like this can create confusion, duplicate work, and communication gaps. Workflow planning helps your team agree on one standard process that everyone follows.
Why plan workflows before go-live?
Establishing workflows before your go-live date gives your team a significant advantage. Rather than making workflow decisions during a busy clinic day, your team enters go-live with shared expectations and greater confidence.
With clear workflows in place, your practice can:
Reduce uncertainty on go-live day
Create consistent documentation standards
Improve communication between departments
Configure the system to support your preferred processes
Identify opportunities to simplify existing steps
Train staff using standardized procedures
Reduce duplicate work
Improve the client and patient experience
Frequently asked questions
Do we need to change how we do things?
Workflow planning isn't about changing everything. It's about making intentional decisions, so every team member understands who is responsible for each task, when it should happen, and how it should be documented.
When should we start planning?
Start as early as possible—ideally during onboarding, before your go-live date. The more decisions your team makes in advance, the smoother go-live will be.
Still need help?
Contact support via live chat or email [email protected].