Instinct

Betsy Reichenberg

Melissa Duarte

Meridythe Lanoue

New to Instinct? Start here, from install to your first shift.

Getting Started 

Workflow Planning Before Go-Live

In Instinct EMR and Instinct Treatment Plan, workflow planning is a collaborative process that involves staff from every department. This article walks through who to include in workflow discussions and…

Build Your Practice Workflows Before Go-Live

Prepare and Submit Your Product List for Onboarding

ITP Superuser: Role, Responsibilities, and Pre-Training Checklist

Instinct EMR Superuser: Role, Responsibilities, and Pre-Training Checklist

Medication Safety Best Practices

In Instinct EMR and Instinct Treatment Plan, IV fluids, additives, and Continuous Rate Infusions (CRIs) are documented as separate Treatment Sheet entries to improve clarity and reduce errors during treatment…

Best Practices for CRI and IV Fluid Documentation

Medical Record Data Migration: Overview and Process

What Data Is Transferred During Migration?

PIMS Systems Supported for Data Migration

In Instinct EMR, records migrated from your legacy PIMS appear as native chart documents, files, and visits rather than combined PDFs. This article explains where to find each type of…

Find Migrated Records in Instinct EMR

What to prepare and expect before and during your onboarding project.

Onboarding

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

In Instinct, connected refers to practices where your PIMS connects to Instinct for check-in and check-out. On your go-live day, your Instinct onboarding team will coordinate disconnecting your old PIMS…

Manage Checked-In Patients on EMR Go-Live Day (Connected Practices)

Manage Patients on EMR Go-Live Day (Unconnected Practices)

Transferring A/R Balances from Your Old PIMS to Instinct EMR

Admin Workshop - Products, Estimate Templates, Automations, and the Pet Owner Portal

Admin Workshop - Build Document Templates and Set Up Your Calendar

Patient Visit Overview for Front Desk Teams

Patient Visit Overview for General Practice Teams

Patient Visit Overview for ER and Specialty Teams

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

Go-Live & Training Resources

How to Log In to Instinct

If your practice has more than one location, you can set your default location on the Instinct lock screen.

How to Switch Locations

The Instinct desktop app no longer automatically scans your computer for token files. When logging in on a new workstation or after clearing your cache, you'll select your token file…

Desktop App Login: Selecting Your Token File

Learn how to edit, create, and maintain clients/accounts in Instinct!

Register and Edit Client Accounts

Using Emojis in Instinct 😊🤣😍

The fastest way to get help from the Instinct support team is through the in-app support chat in Instinct EMR or Instinct Treatment Plan. You can submit tickets, check their…

How to Reach the Team or Submit a Request

Caroline Welch

New Users

Find and Review Your Patient

Review a Patient's History Before a Visit

Start Your Chart Document

Enter Orders on the Treatment Sheet

Review and Follow Up on Diagnostic Results

Review Prior Prescriptions and Dispense a New One

Communicate Your Care Plan to the Client

Close the Record and Hand Off

Nicole Baldwin

Chart a visit, build a treatment sheet, finish your shift.

Veterinarians 

Instinct's Top Navigation Bar

Universal Search in Instinct EMR and Instinct Treatment Plan is a single search box that finds patients and documents across your practice—without navigating to a specific screen or Chart first.

Universal Search: Overview

In Instinct EMR and Instinct Treatment Plan, Universal Search lets you find patients and documents from one search box—without opening a separate screen or knowing where to look first.

How to Use Universal Search

How Timestamps Display in Instinct

Zoom In/Out and Other Keyboard Shortcuts

User Dashboard: Your Personal Home Base in Instinct EMR

Search, filters, shortcuts, and moving around fast.

Navigating Instinct

Login

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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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