As part of your go-live preparation, this workshop recording walks practice admins through Admin setup for Instinct EMR and Instinct Treatment Plan (ITP): how well-built products, product groups, and estimate templates connect to drive accurate treatment sheets and client-facing estimates, as well as an Automations walkthrough and Pet Owner Portal setup. Watch the full recording below, or use the included links to related articles to read more.
To learn more about managing products and product groups, visit our collection of Products articles. Our Creating an Estimate Template & Estimate Footer article covers building estimate templates in full. See Pet Owner Portal: Overview and Pet Owner Access to learn about the portal, or How Do I Create an Automation? for a walkthrough on building automations.
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