Instinct

Creating and Maintaining Snippets

Learn how to create and maintain your hospital's charts in Instinct!

Creating and Maintaining Medical Record Charts

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

Automation Triggers, Conditions, and Actions

Learn how to create and utilize workflow tags within Instinct!

Creating and Maintaining Workflow Tags in Admin

Workflow tags allow you to label a treatment (or group of treatments) with a tag to increase workflow efficiency.

Creating and Using Workflow Tags

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?

Learn about the standard snippets in Instinct.

Standard Snippets

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

Caroline Welch

Meridythe Lanoue

Melissa Duarte

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

Automations, Snippets & Templates

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