Instinct

Meridythe Lanoue

Caroline Welch

Melissa Duarte

Client and patient records, messaging, and referral communication.

Communication

Shareville & Referrers

Easily document how a patient was referred to your hospital, including the practice name and veterinarian.

Adding/Maintaining Referrers in EMR

Learn how to delete or merge a referring hospital in Instinct EMR

Deleting/Merging a Referrer

When adding or checking in a new patient, you will have an option to include the referring veterinarian or hospital.

Linking a Referrer to a Patient

Updating rVets on Current Patients

How to create, edit, and delete referrers.

Referrers

Shareville is Instinct's helpful portal where referring veterinarians can get automatic email notifications and review patient documents.

Enabling Shareville for a rHosp

The Shareville Portal is where referring veterinarians can review and download patient documents on demand as they are finalized.

Shareville Portal Overview

Accessing Shareville

Learn how to share important patient information with referring veterinarians using Instinct’s Shareville portal system.

Shareville Automation

Instinct Shareville: rVet Guide

Deceased Patient Notification in Shareville

What Documents Go to Shareville?

Shareville Troubleshooting Tips/Tricks

How to manage and resolve access issues to patient records in the Instinct Shareville Portal

Resolve Common Access Issues to  Instinct's Shareville Portal

Shareville

In Instinct EMR, appointment reminder rules let you automate email and SMS notifications to pet owners—upon booking, before the appointment, and on the day of the visit.

Set Up Appointment Reminders

Add a Reminder

Health/Service Reminders

Multi-location EMR practices can assign a location to patient reminders, ensuring preventive care communications are tied to the right clinic. Single-location practices are not affected by this change.

Multi-Location Patient Reminders

Printing Health/Service Reminders

This feature will allow you to administer vaccines, track vaccination status/due dates, and automatically notify clients about reminders.

Setting Up Vaccine Reminders

Vaccine Reminders

Reminder Emails

Brian Stone

Set up health, vaccine, and appointment reminders that bring clients back.

Reminders

Weight-Based Medication Review

Best Practice Recommendations for Client Chat (Powered by Twilio)

Multimedia Messages

In Instinct EMR and Instinct EMR for Primary Care, the Notifications page is a central place to view and manage alerts about activity in your practice.

Notifications: View and Manage In-App Alerts

Receiving Messages with Client Chat (Powered by Twilio)

Sending a Message with Client Chat (Powered by Twilio)

Using Client Chat (Powered by Twilio)

How to archive alternative contacts in Client Chat.

Archiving Alternate Contacts in Client Chat

Client Chat & Messaging

This guide will walk you through Instinct’s thought process on ordering Insulin on the treatment sheet as well as making treatment groups.

Insulin Therapy Guide

Product Groups

Charge Capture for Fluids, Additives, and CRI’s

Deceased patient details including signalment, status, ward, provider, and referring veterinarian.

Deceased Patients Report

Learn how to easily update the patient to deceased in Instinct!

How do I mark a patient as deceased?

You can easily merge two patients into one account in Instinct. This is helpful if a duplicate patient has accidentally been created.

Merge Patients

Merge a Patient

Now you can easily upload a pet’s picture directly in Instinct.

Pet Profile Pictures

Learn what happens to future appointments and drop-offs for deceased patients.

Upcoming Appointments for Deceased Patients

Update Client and Patient Info

Learn how to easily set up products to allow for deceased status automation

Using the Mark as Deceased setting

Update, merge, and maintain client and patient records.

Client & Patient Records

Set Up Hospitalization Charges

The Communication Log (Comm Log), is a simple way for EMR hospital staff to document and reference all patient-related communication.

Accessing the Comm Log

Snippets are a great tool allowing you to quickly add pre-populated text to any document field.

Comm Log Snippets

Document Client Communication

Document Client Communications

How to Create a Comm Log

How to send a Comm Log email

Sending Attachments From The Comm Log

Sending a Client Email

View, Edit, and Copy/Paste Comm Log history

How to view Client Chat messages in the Comm Log.

Viewing Client Chat Messages in the Comm Log

Comm Log

Capture Client Signature for an Estimate

How to capture client signatures for estimates.

Capture Client Signature for Estimates

In Instinct EMR and Instinct EMR for Primary Care, you can email an estimate directly to a pet owner so they can review and sign from any device. Once signed,…

Estimate Signatures: Send and Collect Digital Signatures Remotely

Capture Client Consent on Documents

Collect signatures and consent, in person or remotely.

Signature & Consent

Referrer details by hospital and referring veterinarian.

Referrer Details Report

Patient information reports available in Instinct.

Patient Reports

Pet Owner Portal: Overview and Pet Owner Access

Direct Booking lets pet owners schedule appointments through the Instinct Pet Owner Portal. In Instinct EMR, practice admins control exactly which appointment types and doctors are available for online booking.

How Pet Owners Schedule Appointments Online

Manage client access to medical records, appointments and more!

Pet Owner Portal

Enable and Configure Direct Booking in the Pet Owner Portal

Enable client booking through the Pet Owner Portal

Direct Booking

Pick the Brain

Instinct Academy

Careville

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