In Instinct EMR and Instinct Treatment Plan, you can filter tasks by status, group them by status, priority, or patient, and sort them within each group.
Group tasks by status, priority, or patient
Grouping organizes your task list into sections so you can see related tasks together.
Open the Tasks List from the left navigation panel.
Select the Filter icon → Group by
Select Status, Priority, or Patient.
Instinct displays the tasks in sections based on your selection.
Sort tasks within each group
Open the Tasks List from the left navigation panel.
Select the Filter icon → Sort
Select Due Date, Priority, Title, or Patient.
Instinct sorts tasks within each group. When two tasks tie, Instinct sorts them by due date, then by priority.
Filter tasks by status
Open the Tasks List from the left navigation panel.
Select the Filter icon → Filter by status
Select All statuses, To-do, In progress, Completed, or Voided.
When you filter by status, Instinct shows up to 200 tasks with that status. Without a filter, the list shows up to 50 tasks.
Find the right patient by owner name
When you search for a patient, Instinct shows the owner's name under the patient's name. This appears in two places:
The patient picker when creating or editing a task.
When searching from the Practice tab.
Tasks created by automations automatically assign patients based on the automation trigger and conditions.
Frequently asked questions
Can I group tasks by due date?
No. You can group by status, priority, or patient. You can sort by due date within each group.
Why do I see only 50 tasks?
Filter by a Status or use the search bar to show up to 200 tasks.
Submit feedback
Feel free to submit a feature request to give us feedback on task filters, grouping, and sorting. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email [email protected].