Find migrated visits, chart documents, and files
Migrated visits are displayed on the Charts screen with their original check-in and check-out dates, and each document or file is attached to the visit it belonged to in your legacy PIMS.
Search for the patient and open their record.
Navigate to Chart → Visits.
Select a visit to view the attached documents and files.
Each migrated item keeps its original file name and format. For example, a rabies certificate that was a PDF in your legacy PIMS appears as a PDF in Instinct, with its original file name. Medical notes and lab reports appear as individual chart documents on the associated visit.
Find records that are not tied to a visit
Documents from your legacy PIMS that have no associated visit appear in the Non-Visit Documents section of the patient's chart.
The following migrated records are stored as text in chart documents in this section:
Patient diagnoses
Patient vitals
Patient notes
Active and historical prescriptions, in a chart document named Prescription History
Find migrated vaccine and service reminders
Migrated reminders are displayed on the patient's information panel in their chart (left panel with patient and client information) under Reminders.
Each reminder label from your legacy PIMS is also created as a new entry in Admin → Reminder Labels, and contains (Imported) in the label.
Note: Migrated reminders are not directly tied to any vaccine products. |
Frequently asked questions
Why are some patient details stored in a chart document instead of a field?
Diagnoses, vitals, and notes migrate as text in chart documents, so the information is preserved exactly as it was recorded in your legacy PIMS.
What if a record is missing or looks incorrect?
Contact support as soon as you notice it. Instinct EMR recommends reviewing migrated data and reporting any issues within the first 2 weeks after go-live.
Which records are not migrated?
See What Data Is Transferred During Migration? for the full list of what is and is not included.
Still need help?
Contact support via live chat or email [email protected].