Instinct

Meridythe Lanoue

Caroline Welch

Appointments

Appointment Cards Cheat Sheet

Appointment Search

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

Schedule, edit, confirm, and cancel appointments.

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

Set up calendars, events, and time blocks.

Calendars & Availability

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

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Instinct Academy

Careville

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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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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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