Instinct

Information about Client and Patient Accounts

Accounts

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

Accounts in the Business Office

Client Accounts

Learn how to search, edit, register, check-in patients and more!

Patient Registration

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

Pet Profile Pictures

Patient Accounts

Account Alerts are a way to tag key information regarding accounts internally and will never display on PDF reports.

Account Alerts Overview

Find where you can add account alerts in Instinct!

Adding Account Alerts

Account Alerts are notifications that inform staff of important account - related issues.

Account Alerts

Patient and Visit Alerts are a flexible list of digital cage stickers where you can add as many alerts as you’d like.

Patient and Visit Alerts Overview

Adding Patient/Visit Alerts in Instinct

Can't find the alert that you need? No problem, utilize the 'Other - See Notes' alert and talk with your Admin about adding what you need.

Alert Not Available

Alerts can help to improve communication, ensuring important patient information is relayed at every step.

Alerts: Best Practices

Patient/Visit alerts inform the staff of important patient-related information.

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

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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