Instinct

Meridythe Lanoue

Melissa Duarte

Colleen Brauer

Admin & Settings

In Instinct EMR and ITP, practice admins can create vital sign products directly in Admin. Once saved, vitals are immediately available for use on patient treatment sheets.

Create Vital Signs in 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

Treatment Categories keep your Tx Sheet organized by grouping related products together.

Treatment Categories

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

	Wards, services, exams, taxes, and reply-to settings.

Practice Configuration

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

Maintaining Products in Admin

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 Turn On the BSA (m2) Calculator

In Instinct EMR, you can control which products are active at each location—keeping each site's product list accurate without deleting items globally. This is available to practices with Multi-Location Pricing…

Activate/Deactivate Products by Location

In Instinct EMR and ITP, automatic charges can be attached to constant rate infusions (CRIs) and IV fluids, so fees are invoiced at a set frequency the moment an order…

Set Up Automatic Charges for CRIs and IV Fluids

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

Caroline Welch

Users & Permissions 

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

Creating and Managing the Event Calendar

	Set up patient, visit, and account alerts.

Alerts

Set Up Preventive Care Reminders

In Instinct EMR, Reply-To Settings let you customize the email address that receives client replies to appointment reminders and Comm Log messages—directing responses to the inbox of your choice.

Configure Reply-To Settings for Reminders

Automate routine steps and reuse common text.

Automations & Snippets

Betsy Reichenberg

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

In Instinct EMR, the Automations page now includes category tabs so you can quickly filter and browse automations by practice area. The Audit Log has moved from a tab to…

Navigate Automations by Category

Learn how Automations can streamline workflows and reduce manual tasks.

Automations

Managing Staff and Permissions

Staff

Creating and Managing Exams in Admin

Creating and Managing Services in Admin

Exams and Services

Creating and Managing Hospitalization Levels in Admin

Choosing the Right Hospitalization

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

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

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