Instinct

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

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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.

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

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

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

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