Instinct

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

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

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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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