Instinct

Creating and Maintaining Snippets

Learn about the standard snippets in Instinct.

Standard Snippets

Creating and Maintaining Chart Templates

Using Snippets in Chart Templates

In Instinct EMR, Estimate Templates let you store pre-made estimates for common procedures and emergencies, and the Estimate Footer lets you display your practice's policies, terms and conditions, and a…

Creating an Estimate Template & Estimate Footer

Learn how to create and utilize workflow tags within Instinct!

Creating and Maintaining Workflow Tags in Admin

Automation Triggers, Conditions, and Actions

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?

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

In Instinct EMR, the person who last edited an automation (or created it, if no one has edited it since) is notified the same day it fails.

Get Notified When an Automation Fails

Meridythe Lanoue

Melissa Duarte

Brian Stone

Automate routine steps and reuse snippets, chart, and estimate templates.

Automations, Snippets & Templates

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