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Instinct EMR
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Analytic Reports
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  • Accounts Receivable (A/R) Summary Report
  • EMR Controlled Substance Report
  • Deceased Patients Report
  • Incomplete Charts Report
  • Open Invoices Report
  • Order Summary Report
  • Patient Census Detail Report
  • Practice Summary Report
  • Provider Commissions Reporting in Instinct
  • Provider Summary and Details Analytic Reports
  • Referrer Details Report
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  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
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Integrations
  • Integrations Reference Guide
  • Antech Diagnostic Integration
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  • Client Chat (Powered by Twilio)
  • Cubex Integration
  • Dictation Programs in Instinct
  • DYMO Integration with Web Connect Service Guide
  • Gravity Payments User Guide
  • Gravity Text/Link To Pay
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX VetConnect
EMR Training Videos, Quizzes & Webinars
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  • Getting Started With Instinct EMR: An Admin Training Guide
  • Getting Started With Instinct EMR: A Training Guide
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  • Meet Instinct EMR
  • Instinct EMR Reference Video
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  • EMR Training Video: Look Up
  • EMR Training Video: Navigating EMR
  • EMR Training Video: Patient Info Bar
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  • EMR Training Video: Plumb's Veterinary Drug Formulary
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  • EMR Training Video: Rx Module
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  • EMR Training Video: Vaccine & Service Reminders
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Instinct Academy
  • Instinct Office Hours 
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EMR Training Videos
  • Instinct EMR Reference Video
  • EMR Training Video: Admin - Calendar Section
  • EMR Training Video: Admin - Medical Record Section
  • EMR Training Video: Admin - Overview
  • EMR Training Video: Analytics Module
  • EMR Training Video: Analytics Reports Overview
  • EMR Training Video: Antech Diagnostic Integration
  • EMR Training Video: Appointment & Event Calendars
  • EMR Training Video: Asteris Integration
  • EMR Training Video: Ax Mode
  • EMR Training Video: Business Office Overview
  • EMR Training Video: Business Office - Accounts
  • EMR Training Video: Business Office - Appointments
  • EMR Training Video: Business Office - Events
  • EMR Training Video: Business Office - Financials
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  • EMR Training Video: Charts
  • EMR Training Video: Client Chat
  • EMR Training Video: Comm Log
  • EMR Training Video: Estimates
  • EMR Training Video: Gravity Payments Integration
  • EMR Training Video: Heska Diagnostic Integration
  • EMR Training Video: IDEXX Integration
  • EMR Training Video: Invoice
  • EMR Training Video: Look Up
  • EMR Training Video: Navigating EMR
  • EMR Training Video: Patient Info Bar
  • EMR Training Video: Payments and Ledger
  • EMR Training Video: Plumb's Veterinary Drug Formulary
  • EMR Training Video: Rapid Registration
  • EMR Training Video: Rx Module
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  • EMR Training Video: Task List
  • EMR Training Video: Treatment Sheet
  • EMR Training Video: Vaccine & Service Reminders
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EMR ProTips
  • Heska Request ID
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  • 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?
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  • Adding a One-Off treatment
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  • 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
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  • Why is there a money symbol next to some orders?
EMR Technology Guidelines
  • Zebra Label Printer Setup on macOS
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Hardware & Technology Guidelines
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EMR Release Updates
  • September 2023 EMR Release Updates
  • August 2023 EMR Release Updates
  • July 2023 EMR Release Updates
  • June 2023 EMR Release Updates
  • May 2023 EMR Release Updates
  • April 2023 EMR Release Updates
  • March 2023 EMR Release Updates
  • February 2023 EMR Release Updates
  • January 2023 EMR Release Updates
  • December 2022 EMR Release Updates
  • November 2022 EMR Release Updates
  • October 2022 EMR Release Updates
  • September 2022 EMR Release Updates
  • August 2022 EMR Release Updates
  • July 2022 EMR Release Updates
  • June 2022 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
EMR Onboarding Documents
  • Getting Started With Instinct EMR: An Admin Training Guide
  • Getting Started With Instinct EMR: A Training Guide
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
July 2023 EMR Release Updates
Print

July 2023 EMR Release Updates

Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.


Table of Contents

Voiding Transactions Window

Clearing Context

Can’t Save/Check in Patients Bugfix

Expanding Vitals Snippets

Add Void Option Back to Lab Charts When in “To Review” Status

rVet Sharing Toggle Changes In the Admin Chart Template builder

PDF Emojis Removal

DICOM Image Support

Reminders Bugfix


Voiding Transactions Window

Payment and Refund transactions can be voided/unvoided at any time, without restriction again.

However, if a payment transaction has funds reallocated (Unapply Payments), you will not be able to void the transaction, and a tooltip will display explaining why.

Gravity transactions still cannot be voided after 15 minutes


Clearing Context

Fixed an issue where some users would be repeatedly logged out of Instinct and unable to log back in without having their context cleared. This bug has been squished! 🐛


Can’t Save/Check in Patients Bugfix

Fixed an issue where users could not save, edit, or check-in new patients or accounts. This was caused by duplicate email or phone numbers on the account section (main contact, alternate contact, or an archived contact). Now, the Save option will be disabled until the duplicate contact information is removed.


Expanding Vitals Snippets

We have increased the snippet options for Vitals recordings! Previously, Vitals snippets were only available for:

  • Intake
  • SOAP
  • Latest
  • All

Now, Vitals snippets will also be available for each individual category within the Vitals screen. The new snippet list will include the following Vitals Snapshot options:

  • Intake
  • SOAP
  • Latest
  • Latest Basic Observ.
  • Latest Infusions
  • Latest Monitoring
  • Latest Patient Care
  • Latest Medications
  • Latest Diagnostics
  • Latest Procedures
  • Latest Misc.
  • All
  • All Basic Observ.
  • All Infusions
  • All Monitoring
  • All Patient Care
  • All Medications
  • All Diagnostics
  • All Procedures
  • All Misc.

Add Void Option Back to Lab Charts When in “To Review” Status

We previously took away the ability to void lab documents when they are in the “To Review” status due to a small bug. 🐛

But it is now back! You can again Void lab requests (specifically IDEXX and Antech) in the 3-dot menu while in the To Review status on the Charts screen.


rVet Sharing Toggle Changes In the Admin Chart Template builder

The rVet sharing toggle in the Admin Chart builder is now a drop down menu with a couple of new options!

  • Available means this document won’t send to the rVet portal automatically, but users will be able to turn on sharing once this document is completed for a patient.
  • Automatically On means that this document will automatically go to the rVet portal when completed, though this can still be turned off at the patient and document level.
  • Never Allow means there will be no option to share this document in the portal for any patient.

PDF Emojis Removal

Based on customer feedback we have removed the emojis in the header of our PDFs.

Affected PDFs:

  • Tx Sheets
  • Estimates
  • Invoices
  • Account Ledger Statements
  • Printed Records
  • Shareville Documents

DICOM Image Support

You can now upload DICOM (file type .dcm) images (radiographs, CT, and MRI files) to Instinct. DICOM images can be uploaded to the Patient Attachments, Patient Visits, or to the bottom of individual Chart documents.

DICOM files are not available to print or export in bulk.


Reminders Bugfix

We fixed a small bug 🐛 in the Reminders feature where the Date Given field was not calculating the Next Due field accurately.

You should no longer see this error!


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