Enabling the Assistant features
The permission admin_intelligence must be enabled for staff to manage/enable Assistant and its features.
A practice admin must enable Assistant in Admin → Practice → Intelligence and accept the Terms of Service.
Each Assistant feature has its own toggle. You can enable Chart Summarizer, Visit Summarizer, or Plumb’s Assistant on an individual basis in Admin → Practice → Intelligence.
Note: The Terms of Service can be reviewed at any time at the top of the Intelligence settings in Admin.
Access Assistant from a patient’s Chart
Open a patient record in Instinct EMR.
Click Assistant in the upper right side of the Chart toolbar.
Choose either a summary type or choose to open the Assistant panel.
Access Assistant anywhere within Instinct EMR
Open Assistant from any screen in Instinct EMR in two ways:
Select Assistant in the left side navigation pane.
Select Ask in the top navigation bar when Global Navigation is on
Click the agent selector at the bottom of the chat (e.g., "Plumb's Assistant"). A Select an Agent menu appears with three options: Chart Summarizer, Visit Summarizer, and Plumb’s Assistant.
Apply filters (if prompted) — A Filters panel will appear. Choose a patient (and visit for the Visit Summarizer) from the drop-down and click Update Filters.
Type a question in the chat box and send. You can also tap one of the suggested prompts displayed on the home screen.
Summary Types
Patient Summary — Generate a concise summary of a patient's chart history—including conditions, visits, medications, and reminders
Visit Summary — Generate a concise summary of a visit, including the reason for the visit, treatments, medications administered, and discharge status.
To select a specific visit, choose from the Visit drop-down located at the bottom of the chat window.
You can ask follow-up questions directly in the chat window.
Plumb’s Assistant
Plumb’s Assistant can be utilized anywhere within Instinct EMR
How to access Plumb's Assistant
Open the Assistant panel anywhere in Instinct, or select Assistant → Open Assistant from a patient chart’s toolbar.
From here, there are two ways to navigate to Plumb’s Assistant:
Explore → Plumb’s Assistant
New → Plumb’s
How to use Plumb's Assistant
Type your question in plain language.
Review the response—each answer cites the relevant section from Plumb’s Veterinary Drugs throughout the response, as well as at the bottom of each response in the Sources section.
For example:
• “What is the dose of metronidazole for a 10kg dog?”
• “Does gabapentin interact with tramadol?”
Sources
For Chart and Visit summaries, we recommend cross-checking information against the patient record. Sources for Chart and Visit summaries can be found at the bottom of responses. Clicking on a source will lead you to the corresponding visit or to the patient’s Chart.
Plumb’s Assistant lists sources at the bottom of responses as well as throughout the response. Clicking on a source will lead you to the Plumb’s website.
Frequently asked questions
Why don't I see Assistant in the app?
This feature needs to be enabled by Instinct. Please reach out to your Customer Success Manager or our support team to discuss this feature for your practice.
Can all staff use the Assistant?
Yes. Once enabled by a practice admin, all staff at the practice can access the Assistant. There is no per-user permission; enabling the feature makes it available to everyone.
What should I do if the Assistant gets something wrong?
Feel free to use the feedback options in the chat panel by hovering over the Sources section of any Assistant response to flag consistent issues—this helps us improve the product.
Choosing the thumbs down icon will open a window where feedback can be given
Do I need to start a brand new chat if I want to ask Plumb’s Assistant a question after summarizing a patient’s chart?
No, you can toggle between agent types within the same chat window at any time by clicking the current agent’s name and selecting a different agent from the menu.
Still need help?
Contact support via live chat or email [email protected].