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Pet Owner Portal: Account Settings and Clinic Information

In Instinct EMR, the Pet Owner Portal provides a central place to view their pet's details, contact information, and practice details. This article covers the Settings page and the Clinic panel in the portal.

Written by Meridythe Lanoue

How to access Settings and sign out

Pet owners can access Settings and sign out by selecting the gear icon in the upper-right corner of the portal. From the drop-down, select Settings to open the settings page, or Sign Out to log out.


View pet information

In Settings, all active pets linked to the account are displayed. Selecting a pet displays the following read-only information:

  • Patient name

  • Patient ID

  • Species

  • Sex

  • Breed

  • Date of birth

Note: Pet information is view-only. Pet owners cannot edit patient details through the portal. Staff must make any corrections directly in Instinct EMR.


Upload a pet profile photo

Pet owners can upload a profile photo for each pet from the Settings page.

  1. In Settings, select the pet you want to update from the left panel.

  2. Select Change Profile Photo.

  3. Upload the photo.

Warning: Pet photos are shared with Instinct EMR. Any photo a pet owner uploads through the portal will appear in Instinct EMR. Likewise, any photo already uploaded into Instinct EMR by the practice will be visible to the pet owner when the portal is enabled. Practices should review existing pet photos in Instinct EMR before launching the portal.


View contact information

The Contacts section in Settings displays the names of all contacts associated with the account. Selecting a contact shows all associated email addresses, phone numbers, and addresses.

Note: Contact information is view-only. Pet owners cannot edit contact details through the portal. Contact the practice to request changes.


Find practice contact information

Pet owners can select Clinic in the upper right corner of the portal at any time to view the practice's contact details, including:

  • Practice name

  • Address

  • Website

  • Email

  • Phone number

The phone number and email address are selectable — pet owners can tap or click to call or email directly. If the practice has multiple locations, all locations and their contact information are displayed.


Frequently asked questions

Can pet owners update their contact information through the portal?

No. All contact and pet information in the portal is view-only. Pet owners must contact the practice directly to request any changes.

Will photos uploaded by the practice be visible to pet owners?

Yes. Any photo already in Instinct EMR for a patient will be visible to the pet owner once the portal is enabled. Practices should review existing pet photos before launching.

What if a pet owner belongs to a practice with multiple locations — which clinic details do they see?

All locations and their contact information are displayed in the Clinic panel.


Still need help?

Contact support via live chat or email [email protected].

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