As part of your go-live preparation, this workshop recording walks practice admins through two setup tasks in Instinct EMR and Instinct Treatment Plan (ITP): building document templates and configuring your appointment calendar. Watch the full recording below, or use the included links to related articles to read more.
To read more about creating and maintaining your practice's charts, see Creating and Maintaining Medical Record Charts. Our Maintaining the Appointment Calendar article covers creating appointment types, staff groups, and time slot templates in full. Reminder rule setup, message variables, and enabling SMS are covered in Set Up Appointment Reminders.
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