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Keep Instinct Running Smoothly

Instinct EMR and Instinct Treatment Plan (ITP) are designed to be self-sufficient, but a few routine habits can prevent slowness and keep your workflow moving. Use this guide proactively—or as a checklist when you notice performance issues.

Written by Melissa Duarte

Manage long-term patients

Patients who have been checked in for 30 or more days accumulate a large amount of data. Every time a treatment sheet opens, all of that data loads, which can significantly slow things down.

Check out long-term patients, including any cleaning or reminder checklists created as treatment sheets, every 30 days. Rebuild their treatment sheets after check-out.

Tip: Have your admin team create Product Groups to quickly rebuild long-term patient treatment sheets, including cleaning checklists. You can also sort patients by check-in time to identify your longest visits.


Clear overdue treatments

A large number of overdue treatments can significantly slow down treatment sheet loading. A red dot next to a patient's name means that the patient has at least one overdue treatment.

Tip: Use the Bulk Edit feature to quickly move overdue treatments. Apply a filter to see which patients are overdue.


Limit background programs on your workstation

Large numbers of open programs can occasionally affect the performance of Instinct EMR and ITP. Keep your workstation free of unnecessary background programs—you may notice an overall improvement in speed after closing them.


Troubleshooting checklist

If Instinct is running slowly or experiencing connectivity issues, work through these steps:

  • Check your internet speed at fast.com. For small practices, aim for at least 10 Mbps; for larger practices, at least 30 Mbps.

  • If you suspect a network issue, connect a laptop to a 4G hotspot (such as your smartphone) and test Instinct. If performance improves, contact your IT team—this may be caused by an overactive firewall or security setting.

  • Check each board for patients who have been checked in for 30 or more days.

  • Look for patients with a red dot, indicating overdue treatments.

  • Confirm your workstation does not have multiple other programs running in the background.- Restart the application and/or your computer. Closing and reopening the application or restarting your computer often resolves connectivity problems.

  • Ensure your browser is updated to the latest version if using the web version of Instinct.

  • If Instinct displays a message like "Instinct detected that you lost internet connection," restart your computer to resolve the issue.

  • If the error persists, ask an Admin to clear your user context in the admin section of Instinct. Ensure you are logged out before this action is performed.

  • If multiple users are affected, restart the entire computer station area or consult your IT department for further investigation.


Still need help?

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

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