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

When migrating to Instinct EMR, specific categories of data transfer from your legacy PIMS. This article outlines what is and is not included so your practice can plan accordingly.

What Data Is Transferred During Migration

PIMS Systems Supported for Data Migration

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

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

Go-Live & Training Resources

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

Register, Find, and Edit Client Accounts

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

New Users

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

Using Emojis in Instinct 😊😔🤣😍

Caroline Welch

Search, filters, shortcuts, and moving around fast.

Navigating Instinct

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