Instinct

Betsy Reichenberg

Meridythe Lanoue

Brian Stone

Everything a new user or practice needs from install and login to go-live day.

Getting Started 

This guide walks you through every step of the installation process for both Windows and Mac computers, including downloading your installation files, configuring your Instinct Token, and verifying that the…

Install the Instinct Practice System

Logging into Instinct

Use the Instinct MSI installer to deploy Instinct across multiple Windows computers in your veterinary practice. This installation method is designed for IT administrators or anyone using Microsoft Group Policy…

Install Instinct Using the MSI Installer

Install Instinct on a Personal Computer

Install, log in, switch locations, and handle outages.

Installing & Accessing Intinct

Navigating Change

Let your clients know you're upgrading. Download and print this sign to post in your practice.

Onboarding Sign (Printable)

Everything You Need to Know Before, During, and After Your Onsite Go-Live

Onsite Go-Live Guide

Everything You Need to Know Before, During, and After Your Virtual Go-Live.

Virtual Go-Live Guide

Melissa Duarte

Go-live guides, handouts, and videos for training your team.

Go-Live & Training Resources

Nicole Baldwin

Instinct EMR for Primary Care (IPC)

Registering a New Patient

Transfer a Patient

Merge a Patient

Merge an Account

Client & Patient Accounts

Send Medical Records

Sending a Client Email

Update Client and Patient Info

Document Client Communication

Upload Past Medical Records or Non-Integrated Diagnostic Results

Client Communication & Records

Schedule an Appointment

Checking In a Patient

Managing an Existing Appointment

Checking Out a Patient

Appointments & Scheduling

Start a Chart Document

Charting

Add Health Service History

Add Vaccine History

Capture Client Consent on Documents

Document Diagnosis and Problems

Rabies or Vaccine Certificate

Record the Patient's Weight

Print a Patient Label

Ordering Treatments

Editing Completed Treatments

Completing Treatments

Create an AX Sheet

Record Intake Vitals

Record a Vaccination

Tx Sheet/Ax Mode

Prescribing Medications - Dispensed

Prescribing Medications - Written

Prescriptions

Managing Lab Results

Diagnostics & Labs

Process A Payment

Process A Refund With Instinct Payments

Process A Refund From Account Credit

Apply a Deposit to a Current Visit

Apply a Deposit to a Future Visit

Capture Client Signature for an Estimate

Create an Estimate

Billing & Payments

Completing a Task

Assigning a Task

Task List

Pick the Brain

Instinct Academy

Careville

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

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