Instinct

Admin

Learn how you can use Product Groups to quickly and easily create Treatment Sheets/Ax Sheets for common work-ups and procedures.

Creating and Maintaining Product Groups

Learn how to create and edit vaccine classes (i.e. items that are vaccines) and reminder lables directly in Instinct!

Maintaining Vaccines and Reminder Labels

See where you can dispay a full list of Treatment Categories and their order in Instinct!

Treatment Categories in Admin

Learn how to create and utilize workflow tags within Instinct!

Creating and Maintaining Workflow Tags in Admin

Learn how to use invoice tags to quickly generate custom reports.

Invoice Tags

The Inventory Section of Admin is where admins can create and edit products, products groups, and more!

Inventory Section

Learn how to create and edit product classes (i.e. procedures, inventory supplies, and treatments) in Instinct!

Maintaining Products in Admin

Learn how to easily set up products to allow for deceased status automation

Using the Mark as Deceased setting

Learn how to create and edit product + calculator classes (i.e. medication items that utilize a calculator) in Instinct!

Maintaining Medications (Product + Calculator Classes) in Admin

Learn how to create and edit automatic charges (items that bill in the background when other items are ordered) in Instinct!

Maintaining Automatic Charges in Admin

Learn how to use and manage vial charges in Instinct!

Vial Charging

Our Support Team has a super simple process to help you with updating product prices in bulk.

Bulk Price Increase | What You Need to Know

How to adjust, edit, or add patient safety warnings in Instinct!

How To Edit Patient Safety Warnings

How To Turn On the BSA (m2) Calculator

Learn about the different types of Product Types that can be created.

Products

Learn how to create and maintain your hospital's charts in Instinct!

Creating and Maintaining Medical Record Charts

Using Snippets in Chart Templates

Learn how to create and utilize snippets for easy input into medical records, prescriptions, and more!

Creating and Maintaining Snippets

Estimate Templates and the Footer allow for customization of estimates, boosting efficiency and reducing missed items.

Creating Estimate Templates & Estimate Footer

The Medical Record Section of Admin is where admins can create and edit chart templates, snippets, ax mode sheets, and more!

Medical Record Section

Learn how to create and manage appointment types, staff groups and templates in Instinct!

Maintaining the Appointment Calendar

Learn how to create and maintain events at your hospital using Instinct's Event Calendar.

Creating and Managing the Event Calendar

The Calendar Section of Admin is where admins can create and edit appointment types, staff groups, and calendar templates.

Calendar Section

Preventive Care Reminders

Configure reminders and customize reminder messages

Reminders Section

The Practice Section of Admin is where admins can create and edit staff, services, hospitalizations, and much more!

Practice Section

Automations allow your practice to trigger actions automatically based on patient activity, so your team can focus on care instead of repetitive tasks. You can build an Automation from scratch…

How do I create an Automation?

Where can I find Automation Logs?

Automation Triggers, Conditions, and Actions

Learn how Automations can streamline workflows and reduce manual tasks.

Automations

Managing Staff and Permissions

Clearing a User's Context

Can I set up Instinct to approve or double-check treatments that a student/new staff member orders before they’re added to the tx sheet?

How to turn on Draft Mode

Staff

Creating and Managing Exams in Admin

Creating and Managing Services in Admin

Exams and Services

Creating and Managing Hospitalization Levels in Admin

Common Hospitalization Workflows

Creating Hospitalization types and common workflows

Hospitalizations

Creating and Managing Wards within Admin

Creating and Managing Code Statuses in Admin

Wards and Code Statuses

Creating and Maintaining Patient Alerts in Admin

Creating and Maintaining Account Alerts in Admin

Alerts

Learn how to create and maintain payment devices in Instinct!

Creating and Managing Payment Devices in Admin

Learn how to create and manage payment methods in Instinct!

Creating and Managing Payment Methods in Admin

Learn how to create and maintain taxes in Instinct!

Creating and Managing Taxes in Admin

Creating and Maintaining Discounts in Admin

Financials

Pick the Brain

Instinct Academy

Careville

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.