Instinct

Visual step-by-step guides for common workflows

How-To Guides

Schedule an Appointment

Managing an Existing Appointment

Scheduling, updating, and following up on patient appointments

Scheduling & Appointments

Add a Reminder

How to update client, patient, or referrer information.

Update Client, Patient, Referrer Info

Transfer a Patient

Print a Patient Label

Merge a Patient

Checking Out a Patient

Checking In a Patient

Check patients in and out, update records, and manage patient information throughout their visit

Patient Management

How to use snippets in Charts and Comm Log.

Using Snippets

Upload Past Medical Records

Start a Chart Document

Document Diagnosis/Problems

Document Client Communications

How to capture client consent on documents.

Capture Client Consent on Documents

Creating and completing charts, assessments, and other clinical documents during a patient encounter

Clinical Documentation

Prescribing Medications

Order Imaging with Asteris

Managing Lab Results

IDEXX Workflow

Create an Ax Sheet

Prescribe medications, order labs and imaging, and manage diagnostic results

Diagnostics & Treatments

Process a Refund

Process a Payment

Editing an Invoice

Create an Estimate

Apply A Deposit

How to capture client signatures for estimates.

Capture Client Signature for Estimates

Creating estimates, collecting signatures, applying deposits, and processing payments and refunds

Billing & Payments

Pick the Brain

Instinct Academy

Careville

Find answers and get help from Intercom Support and Community Experts

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{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.

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