Instinct

Find all accounts in your system, their associated patients, and the account creation date.

Accounts and Patients Dashboard

Understand appointment trends over time, including breakdowns by service, provider, patient species, and appointment cancellations and no shows.

Appointments Overview Dashboard

Observe visit trends over time, including patient demographics and reasons for visit at both an aggregated and single visit level.

Visits Overview Dashboard

Patient details including signalment, status, ward, provider, referring veterinarian, and invoices.

Patient Census Detail Report

See your Account and Patient Alert usage, including which accounts and patient alerts are associated with, for better management of your alert list.

Account and Patient Alert Usage Dashboard

Identify visits without an associated referring vet, within a defined time period.

Visits without Referrers (rVet) Dashboard

Gain valuable insights into your referral partnerships to help you optimize your outreach strategies

Referrals Overview Dashboard

Manage your product catalog more efficiently with trends in product usage over time.

Product Usage Dashboard

Meridythe Lanoue

Visits, appointments, check-ins, census, and referral volume at a glance.

Operational

Pick the Brain

Instinct Academy

Careville

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Create your workspace and invite the people you work with.

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

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

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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