Instinct

Tips and Tricks

Logging into Instinct

‘Instinct needs to authenticate your practice’ message

How to access Instinct from a web browser on a tablet

How to log in, access Instinct from different devices, and resolve authentication issues

Getting Started & Access

Using Emojis in Instinct 😊😔🤣😍

Zoom In/Out and Other Keyboard Shortcuts

Force Check-Out

Tips for moving around Instinct faster, including keyboard shortcuts and helpful features

Navigation & Productivity

In most connected practices, check in/out, invoice flags, and sending invoice items back are all controlled by your practice software.

AVImark/Impromed/Infinity Connection to Instinct Not Working

Cornerstone Connection To Instinct Not Working

FAQ – Technology update for Cornerstone-connected Hospitals

ITP Connected Practices Only: Charges Not Syncing

Troubleshooting and FAQs for practices connected to Cornerstone, AVImark, Impromed, Infinity, and ITP

Integrations & Connections

What to do if you experience an internet, power, or other outage.

Internet/Power Outage Guidelines

Maintaining Instinct

Instinct Science Security Overview

Instinct & Daylight Savings Time

Guidance on keeping Instinct running smoothly, including outage prep, security, and time settings

System & Maintenance

Pick the Brain

Instinct Academy

Careville

Find answers and get help from Intercom Support and Community Experts

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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