Instinct

Accounts

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

Accounts in the Business Office

Account Alerts Overview

Adding Account Alerts

Client Accounts

Patient Registration in the Business Office

Learn how to register a patient in record speed!

Rapid Registration

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

Pet Profile Pictures

Patient Accounts

Patient and Visit Alerts Overview

Adding Patient/Visit Alerts

Alerts: Best Practices

Alert Not Available

Adding Patient/Visit alerts and best practices

Patient/Visit Alerts

For unconnected ITP Practices, learn how to manually check patients in/out.

Manual Check In/Out Guide

How to check patients in or out of Instinct.

Checking Patient's In/Out 

Learn how to merge duplicate clients in Instinct!

Merge Accounts

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

Merge Patients

Transfer Patients

Learn how to merge or transfer patients and accounts.

Merge or Transfer Accounts/Patients

Pick the Brain

Instinct Academy

Careville

Find answers and get help from Intercom Support and Community Experts

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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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