Instinct

Apply A Deposit

How to add a Vaccine or Service Reminder.

Add a Reminder

How to capture client consent on documents.

Capture Client Consent on Documents

How to capture client signatures for estimates.

Capture Client Signature for Estimates

Checking In a Patient

Checking Out a Patient

Create an Ax Sheet

Create an Estimate

Document Client Communications

Document Diagnosis/Problems

Editing an Invoice

IDEXX Workflow

Managing an Existing Appointment

Managing Lab Results

Merge a Patient

Order Imaging with Asteris

Prescribing Medications

Print a Patient Label

Process a Payment

Process a Refund

Schedule an Appointment

Start a Chart Document

Transfer a Patient

How to update client, patient, or referrer information.

Update Client, Patient, Referrer Info

Upload Past Medical Records

How to use snippets in Charts and Comm Log.

Using Snippets

Snap Sheets

Pick the Brain

Find answers and get help from Intercom Support and Community Experts

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