Instinct

Meridythe Lanoue

Caroline Welch

Book appointments, work the calendar, and move patients through check-in and check-out.

Appointment & Scheduling

Appointment Cards Cheat Sheet

Appointment Search

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

Upcoming Appointments for Deceased Patients

Learn how to access the appointments and event calendars in Instinct EMR

Accessing Appointment and Event Calendars

Maintaining the Appointment Calendar

Learn how to navigate and use the Events Appointment Calendar.

Events Appointment Calendar

Booking & Calendar Views 

Learn how to easily schedule appointments within Instinct.

Scheduling Appointments

Learn how to create and maintain time blocks within the Appointment Calendar.

Time Blocks

Learn how to edit scheduled appointments in the Appointments Calendar

Editing Scheduled Appointments

Check-in, Check-out & Registration

Learn how to add new drop-off availabilities in the Appointment Calendar.

Adding New Drop-Off Availabilities

Learn how to update a drop-off appointment directly in the Appointment Calendar.

Editing Individual Drop-Offs

Learn how to schedule a drop-off appointment.

Scheduling Drop-Off Appointments

How to create and edit drop-off appointments.

Drop-off Appointments

Learn how to confirm appointments, including drop-offs, in the Appointment Calendar.

Marking Appointments as 'Confirmed' or 'No Show'

Learn how to confirm appointments and enable reminders.

Confirmation and Reminders

Pick the Brain

Instinct Academy

Careville

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

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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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