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Instinct EMR
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  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
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  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan
  • Hardware & Technology Guidelines
  • February 2022 Instinct Release Updates
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • Front Desk Guide
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  • Outage Guidelines
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Task List User Guide
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • User Roles and Permissions Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • August 2021 Instinct Release Updates
  • Instinct Treatment Plan Assign To Me
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Instinct Treatment Plan Business Office Guide
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • How do I skip or not complete a treatment?
  • Common Hospitalization Workflows
  • Instinct Treatment Plan Administrator Guide
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Cornerstone Integration
  • Rounds/Case Review Guide
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Missed Charges Guide
  • Other/Miscellaneous orders
  • Charge Auditor's Guide
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • Multi-frequency orders using tabs
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan Controlled Substance Report
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Student/Draft Mode Guide
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
  • Automatic Charges
  • Update Patient/Client IDs
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • Triage Tags
  • Manual Check In/Out Guide
  • How does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
  • EzyVet Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan Training Videos
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
Instinct EMR
  • Invoice Closing
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • EMR Administrator Guide
  • EMR Reference Guide
  • EMR Business Office Guide
  • EMR Charting Guide
  • EMR Integrations Reference Guide
  • EMR End of Day Processing Guide
  • EMR Refunds and Returns Guide
  • Rapid Registration
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • Instinct System Status
  • EMR On-Site Go-Live Guide
  • Outage Guidelines
  • December 2021 EMR Release Updates
  • Asteris Integration
  • Instinct EMR Reference Video
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • IDEXX Diagnostic Integration
  • EMR Rounds/Case Review Guide
  • November 2021 EMR Release Updates
  • EMR Drawing Block Guide
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • Task List User Guide
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Cubex Integration
  • Alerts Guide
  • October 2021 EMR Release Updates
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • September 2021 EMR Release Updates
  • What is an EMR Superuser?
  • EMR Financials and Account Ledger Guide
  • August 2021 EMR Release Updates
  • EMR Virtual Go-Live Guide
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR Dymo Label Printer Guide
  • EMR Invoice Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Analytics Guide
  • EMR Comm Log User Guide
  • Heska Point-Of-Care Diagnostics Integration
  • EMR Taxes Guide
  • EMR Discounts Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Appointment & Event Calendar Quick Guide
  • EMR Controlled Substance Report
  • EMR Invoice Tags
  • EMR ID System
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • 24 Hour Treatment View
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • How do I skip or not complete a treatment?
  • Common Hospitalization Workflows
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Rounds/Case Review Guide
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • Accessing Plumb's Drug Formulary in EMR
  • How do I exit full screen so I can minimize Instinct?
  • Multi-frequency orders using tabs
  • Medical and Workflow Guidelines
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Student/Draft Mode Guide
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • Hardware & Technology Guidelines
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Automatic Charges
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Maintaining Instinct
  • Triage Tags
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
  • Dictation Programs in Instinct
EMR Training Videos
  • Instinct EMR Reference Video
EMR ProTips
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • Merge or Transfer Patients to a New Account in Instinct EMR
  • EMR Product Groups
  • How does Instinct EMR handle Daylight Saving Time?
  • How do I set up an on-the-way patient in EMR?
  • How Do I Print In Instinct EMR?
  • Alerts Guide
  • Patient Safety Warnings For Chemotherapy Medications
  • What is an EMR Superuser?
  • Reopening a Visit/Treatment Sheet
  • How do I copy/paste Vitals in EMR?
  • EMR Assign To Me
  • EMR Invoice Tags
  • EMR ID System
  • 24 Hour Treatment View
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • How do I skip or not complete a treatment?
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • Accessing Plumb's Drug Formulary in EMR
  • How do I exit full screen so I can minimize Instinct?
  • Multi-frequency orders using tabs
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Automatic Charges
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Triage Tags
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
Instinct Treatment Plan ProTips
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • Instinct Treatment Plan Assign To Me
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • How do I skip or not complete a treatment?
  • Common OP/IP Product Groups
  • How do I record vitals if the patient isn’t due for them now?
  • Differences between Optional q1h Frequency, Every 1h, PRN, and UC
  • How do I view a previous Tx Sheet or download/print a Tx Sheet?
  • Alerts Guide
  • Filters/Sorting Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • Adding order notes, call parameters, or specific instructions to a treatment
  • Do orders reschedule automatically if I complete a treatment before/after the scheduled time?
  • Copy All Medications
  • Viewing Discontinued Medications
  • Other/Miscellaneous orders
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • Multi-frequency orders using tabs
  • Using Emojis in Instinct
  • Vital Notes
  • How do I print a Tx Sheet?
  • How do I copy/paste vitals?
  • How Do I View or Change the Code Status?
  • Adding a One-Off treatment
  • Who Added, Changed, or Discontinued an Order?
  • Adding an Alert that doesn’t exist
  • Automatic Charges
  • Update Patient/Client IDs
  • Bulk Edit On Treatment Sheet
  • Can I change my PIN or login credentials?
  • Workflow Tags
  • How do I indicate other Patient Care Team Members?
  • Patient Safety Warning Systems
  • Triage Tags
  • How does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • How do I copy/paste from Instinct
  • How do I edit completed Vital entries?
  • How does My Board and pinning work?
  • How do I move the tx sheet if my patient was transferred to our other location?
  • Why is there no calculator for this medication order?
  • How to edit/delete a completed treatment
  • Creating/editing a Vital product
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
Uncategorized
  • February 2022 Instinct Release Updates
  • May 2022 EMR Release Updates
  • Email Filtering with Analytic Reports
  • I already audited this bill, but now all the charges are missed again
  • Outage Guidelines
Instinct Treatment Plan Technology Guidelines
  • Hardware & Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Cornerstone Integration
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
  • Installing Instinct with ezyVet
EMR Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
EMR Release Updates
  • May 2022 EMR Release Updates
  • April 2022 EMR Release Updates
  • March 2022 EMR Release Updates
  • February 2022 EMR Release Updates
  • January 2022 EMR Release Updates
  • December 2021 EMR Release Updates
  • November 2021 EMR Release Updates
  • October 2021 EMR Release Updates
  • September 2021 EMR Release Updates
  • August 2021 EMR Release Updates
Instinct Treatment Plan Release Updates
  • February 2022 Instinct Release Updates
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • August 2021 Instinct Release Updates
EMR Onboarding Documents
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
Instinct Treatment Plan Onboarding Documents
  • Cornerstone Integration
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
IDEXX Diagnostic Integration
Print

IDEXX Diagnostic Integration

Instinct is partnered with IDEXX to offer diagnostic integration!


Table of Contents

Diagnostic Integration at a Glance

Scheduling and Completing IDEXX Laboratory Treatments

Viewing Laboratory Results

Void and Undo Void


💡 Diagnostic Integration at a Glance

When an IDEXX-connected lab order is completed on the Treatment Sheet, the following will happen:

  • A new IDEXX Chart document is created automatically with a status of “To Review”. 
  • Once the Chart document is opened and reviewed, the request is initiated by clicking “Order”.
  • If this is an In-House request, clicking “Order” triggers a request to your In-House IDEXX machine(s). If this is a Reference Lab request, clicking “Order” provides a link within the Chart document to easily print the IDEXX requisition form. The status for both In-House and Reference Lab requests is then updated to “Requested”.
  • Once results are available for In-House and Reference Lab requests, the status of the Chart document is updated to ‘Received’ and results can be viewed by clicking the orange “View Results” icon. 

📓 Please Note: To set up a new IDEXX integration with Instinct, please contact us at support@instinct.vet. Once integrated with Instinct, laboratory orders are managed by your hospital administrator team.


⚙ Getting Started

Users must have the admin_integrations Permission added to their User Role to manage their Idexx VetConnect credentials.

Once Instinct Support has notified you that your IDEXX integration is ready, you will then need to add your credentials to the IDEXX integration in the ‘Integration’ Admin section.

Clicking Add Credentials will bring up a screen to enter your IDEXX VetConnect username and password. Once saved, the button will change to Activate and clicking that button allows you to start ordering IDEXX integrated laboratory treatments!


🔬 Scheduling and Completing IDEXX Laboratory Treatments

You can schedule and complete laboratory treatments like any other treatment in Instinct. IDEXX specific treatments display a diagnostics icon on both the Order tab and line item on the TX screen as shown below. While the diagnostics icon will not display if ordered as a One-Off, you can still complete One-Offs for IDEXX treatments.

🚨 Test Tube Icon not displaying when ordering in the Treatment Order form? If the Test Tube Icon is not appearing next to the Idexx product name in the Treatment Order form, the product has not been mapped to the Idexx Integration. Please reach out to support@instinct.vet to have the product mapped! Don’t forget to include the product PIMS ID, Product Label and if an Idexx Reference Lab test, the Idexx test code.

Once the treatment is completed, the Order History screen will display a Review Lab Form button. Selecting this button opens the order form within the chart document panel to the right.

Or, you can navigate to the order form from the Chart screen.

Clicking on Notes opens a popup to edit the technician name, collection date, previous reference #, and any order notes (order notes are only available for Reference Labs).

If this is an In-House request, clicking Order triggers a request to your In-House IDEXX machine(s). If this is a Reference Lab request, clicking Order initiates the IDEXX requisition form within the Chart document to easily print and send out with your samples. The Order button must be clicked to send the order to IDEXX.

📓 Please Note: Sometimes the Chart will be generated with a Created status first, however it will automatically update to To Review once the IDEXX API receives it. 

Once the Lab Form is ordered, View Results will display in the Order History screen if the IDEXX report document is in a Requested or Received status.

From the Chart screen, you’ll see the Chart document as a Requested status.

If the lab document is a Reference Lab, a requisition View Form button will display (this button does not display for In-House tests). Selecting the View Form button automatically downloads and opens the requisition form for printing to include with the blood sample going out to IDEXX.


🧪 Viewing Laboratory Results

To view laboratory results in the Order History, click the View Results button. To view results when the status of the Chart document displays Received, simply click on the Chart document.

The IDEXX results are accessed by clicking the View Results test tube icon under Attachments on the right side of the screen. 

View results from a completed treatment

View results from the Chart screen

Some results may come back from IDEXX at different intervals. Each time we receive new results from IDEXX, the attachment is updated. The PDF will always display the most recently returned results. At the bottom of the screen, Results Updated will also reflect the time the results were most recently updated.

🚨 IMPORTANT NOTE: In-House and Reference Lab diagnostics will not yet send a ‘Completed’ notification so it will be up to each doctor to determine when the results are complete.

In addition to the View Results icon, you can also Download Results as a PDF. Clicking this Attachment automatically downloads and opens the results as a PDF.


✍Editing Lab Integration Chart Document Names

Chart Document Names can be edited by clicking on the Chart document to open up the document on the right – side of the screen. Hover over and click on the Chart document name to start editing.

When done with editing, click on the orange checkmark to save.

🚫 Void and Undo Void

Attachments within the Lab Integration Chart Document:

Void and Undo Void is allowed within the Lab Integration Chart document using the 3-dot menu next to the Attachment. However, this only Voids the Attachment within Instinct. If IDEXX lab results need to be cancelled, you will still need to log into your IDEXX VetConnect Plus interface and cancel them. To undo a Void, simply click Undo Void.

Lab Integration Chart Document

If a Lab Integration Chart document is created for the wrong patient or a test that is no longer needed, use the 3-dot menu to the left of the Chart Name to select Void.

Once Void is selected, a reason for voiding the document needs to be entered to continue.

Once the document is Voided, it will be greyed out and can be filtered from the list of current Chart Documents. To Undo the Void, simply use the 3-dot menu to the left of the Chart Name and select Undo Void.

📓 Please Note: A future version of this IDEXX integration will further integrate with rVet Sharing (Shareville), Comm Log Attachments, and printing patient records. Until then, we recommend that you Download Results as a PDF to share with rVets and owners when needed. 

CONTACT US

Instinct Science
54 East Oakland Ave
Doylestown, PA 18901
sayhi@instinct.vet
866.267.1818
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