A handy checklist to make sure your hospital is staying up to date and maintaining all things Instinct.
Table of Contents
Instinct is fully customizable when it comes to your hospital workflows and this doesn’t stop after Go-live. As protocols and preferences change, Instinct can adapt with your team to be used at its fullest potential.
Here are some key items we recommend reviewing regularly to keep your hospital up to date:
Alerts: Admin users can add/edit/remove alerts to customize these based on your own workflows. In addition to the common, “Caution – Will Bite” alert, you can also include helpful outpatient communication alerts including “Owner waiting for results”, “Owner Visiting”, or “Lab Work Pending”.
Workflow Tags: As new products and procedures are added to Instinct, workflow tags should also be considered to improve filter functionality. Looking for a refresher on how to add workflow tags? Click here!
Plumb’s Links: Whenever you add a new medication to Instinct, you’ll need to request that Plumb’s get linked for easy drug lookup at the time of ordering. Please reach out to us at support@instinct.vet if you have a list of new medications that you would like included. And remember, you always have the ability to search for monographs via the sidebar search within the app at any time.
Patient Safety Warnings: The same goes for your drug safety warnings! As medications get added, don’t forget to set their safety warnings. Updating patient safety warnings in Instinct is easy!
- Search and select medications in the Product Admin section.
- Click “Add/Edit Safety Warnings”.
- Review and edit safety ranges as needed (remember these are per species).

Product Groups: Having product groups made in advance for common scenarios that come through the practice can be extremely helpful and increase efficiency for your medical team. It’s also a good idea to periodically discuss these groups with your team and identify any that should be added, updated, or removed. Need a refresher on how to edit your product groups? We’ve got you covered here!
Product Pricing: You’ll want to regularly keep product pricing up to date in Instinct. For some hospitals, this is handled automatically via our sync with your main system.
All other hospitals can manually update prices in the Products section by clicking the Admin gear on the left sidebar:

💡 ProTip: if you would like help bulk updating prices please reach out to us at support@instinct.vet and we can help!
Automatic Charges: Don’t forget to review automatic charges! This may include charges attached to products (IV Fluids, Blood Pressure, etc.) or Hospitalization, Ward, and Exam fees. If you need a refresher on adding automatic charges to products click here. Looking to specifically improve hospitalization charges? Check out our Pick The Brain article here for some tips!
Staff: If you’re going through your staff list and don’t recognize some of the names, it’s time to deactivate those users who no longer need access to Instinct. You can also use the “Only Show Active Users” toggle at the top of the page to streamline the process!
Training: Instinct is designed for ease of use even without training! Still, if you want to make sure your team is utilizing Instinct to their fullest potential, our Instinct Careville website includes helpful training videos and user guides. We also have a “What’s New” section within Careville that we keep current with all new features that you and your team may benefit from.
You can also always feel free to reach out to our support team at support@instinct.vet to go over any tips, extra training, or suggestions. We’re always available to help!