• Careville Home
  • Instinct.vet
  • Pick The Brain Articles
  • Instinct Emergencies

Hello, How Can We Help You?

Instinct EMR
Navigation
Back To TopicsEMR User Guides
  • Account Deposits, Account Credits, & Unapplied Payments Guide
  • EMR Health/Service Reminders Guide
  • Username and Passwords
  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
  • Transaction Summary Report
  • Standalone Patient Documents
  • Open Invoices Report
  • Incomplete Charts Report
  • Accounts Receivable (A/R) Summary Report
  • EMR Vaccine Reminders Guide
  • EMR PDF Label Printing Guide
  • Provider Summary and Details Analytic Reports
  • EMR Financials and Account Ledger Guide
  • EMR Analytics Guide
  • EMR End of Day Processing Guide
  • EMR Discounts Guide
  • EMR Invoice Guide
  • EMR Refunds and Returns Guide
  • EMR Taxes Guide
  • Invoice Closing
  • EMR Integrations Reference Guide
  • Asteris Integration
  • Cubex Integration
  • Heska Point-Of-Care Diagnostics Integration
  • IDEXX Diagnostic Integration
  • EMR Controlled Substance Report
  • EMR Gravity Text/Link To Pay
  • Merging and Transfers Guide
  • EMR Administrator Guide
  • EMR Business Office Guide
  • EMR Reference Guide
  • EMR Charting Guide
  • Rapid Registration
  • EMR Anesthesia (Ax) Mode
  • Outage Guidelines
  • EMR Rounds/Case Review Guide
  • EMR Drawing Block Guide
  • Task List User Guide
  • User Roles and Permissions Guide
  • EMR Student/Draft Mode Guide
  • EMR Appointment & Event Calendars
  • EMR Estimate Guide
  • EMR Prescription Guide
  • EMR DYMO Integration with Web Connect Service Guide
  • EMR Shareville Guide
  • EMR Shareville rVet Guide
  • EMR Comm Log User Guide
  • EMR Referrer Guide
  • EMR Gravity Payments User Guide
  • EMR Inventory Guide
  • Outpatient and ER Workup Guide
  • Common Hospitalization Workflows
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • How Instinct EMR Captures Charges
  • Streamlining Charges - Instinct EMR Tips and Guidelines
  • Dictation Programs in Instinct
Analytic Reports
  • Taxes, Non-taxable Sales, and Discounts Report
  • Transaction Details Report
  • Transaction Summary Report
  • Open Invoices Report
  • Incomplete Charts Report
  • Accounts Receivable (A/R) Summary Report
  • Provider Summary and Details Analytic Reports
  • EMR Controlled Substance Report
EMR Training Videos, Quizzes & Webinars
  • Instinct Academy
  • EMR Training Guide Quizzes
  • EMR Training Video: Appointment & Event Calendars
  • EMR Ax Mode Training Video
  • Instinct EMR Reference Video
EMR ProTips
  • Provider Commissions Reporting in Instinct
  • Filters/Sorting Guide
  • Insulin Therapy Guide
  • Snippets
  • Routine Maintenance of Instinct
  • 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?
  • 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?
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
  • 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
  • EMR On-Site Go-Live Guide
  • What is an EMR Superuser?
  • EMR Virtual Go-Live Guide
  • Medical and Workflow Guidelines
March 2022 EMR Release Updates
Print

March 2022 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

Analytics – Report Permission Update

Task List Improvement

Snippets – Admin Search Field

Invoice – Set Date/Time When Adding a Line Item

Veterinary License Numbers & Credentials

Payment Permission

Update Transactions

Patient Transfer Updates


πŸ“ˆ Analytics – Report Permission Update

Individual Analytic Report Permissions are now available!  

Administrative Users can now assign Permissions to User Roles, allowing access to individual Analytic Reports without having access to all Analytic Reports. Simply create new User Roles in the Admin area under Staff, for various access to Analytic Reports.

Some examples you could create are as follows: 

  • Analytics – EOD (End of Day) – Includes access to Transaction Details Report, Transaction Summary Report, and Accounts Receivable Summary Report
  • Analytics – Inventory – Includes access to the Controlled Substance Report
  • Analytics – Doctors – Includes access to the Incomplete Chart Report and Patient Census Report

Example of what the User with the Analytics – EOD Role would see in the Analytic Section: 

New Permissions for access to Individual Analytic Reports are: 

  • Analytics Accounts Receivable Summary Report
  • Analytics Controlled Substance Report
  • Analytics Incomplete Charts Report
  • Analytics Order summary Report
  • Analytics Patient Census Report
  • Analytics Practice Summary Report
  • Analytics Provider Summary Report
  • Analytics Referrer Details Report
  • Analytics Revenue Details Report
  • Analytics Taxes Discount Report
  • Analytics Transaction Details Report
  • Analytics Transaction Summary Report

πŸ’‘ Please note: Scheduled Analytic Reports are not affected by these permissions and any emails on file will still receive all Scheduled Analytics Reports.

Check out our Analytics Careville guide for more information on how to schedule, generate, and download reports. πŸ‘€


βœ… Task List Improvement

You can now associate a Patient to a Task!

Once a Patient is linked, clicking anywhere on the patient name will take you to the Patient’s Chart.

Need a refresher on how our Task List works? Check out our Careville guide for more information!


βœ‚οΈ Snippets – Admin Search Field

You can now search for Snippets by name using the search field in the upper right hand corner of the Snippets Admin screen.


πŸ’² Invoice Set Date/Time When Adding a Line Item

You now have the ability to set the date/time when adding an Invoice line item by clicking on the time field. Previously, you could only adjust the date/time after it was added to the Invoice.

πŸ’‘ Please Note: The date/time picker still defaults to β€œnow” when initially added to the Invoice. Adding a group to the Invoice will also default the time of each item to “now”, and you can edit the date/time individually after the group has been added to the Invoice.


πŸ—ƒοΈVeterinary License Numbers & Credentials

You will now be able to add Veterinary License numbers and credentials to staff member information.

For staff with the Doctor class, the following fields will display:

  1. Degree(s) / Certification
  2. Vet State License #
  3. DEA License #
  4. State Controlled Substances License

Staff members with the Staff class will now have one field displayed – Degree(s) / Certification. 

Check out our Admin Careville guide for more information on how to add and edit staff members. πŸ‘€


πŸ’΅ Payment Permission

We have a new Transaction Update permission that will allow you to change the date and time on any Account Payment transaction (more on this below).

πŸ’‘ Please Note: This will not be added to any staff members or roles automatically. You will need to manually add this for any applicable roles. 

Need a refresher on how to update user roles and permissions? Check out our Careville guide for more information!


πŸ“ Update Transactions

Users with the Transaction Update permission shown above will be able to change the date/time on the Payment Panel when applying a new Payment, or change the date/time using the 3-dot-menu option next to each posted transaction.

πŸ’‘ Please Note: Gravity customers using the Clover Device will not be able to change the date/time on transactions.

For all non-gravity transactions, a new Date field will now display on the payments Panel. The date will default to the current date/time – Now. When creating a new transaction, you can either keep the default or change it to any date or time in the past. Future dates and times are not supported.

Visit Tab
Account Payoff Tab
Date/Time Picker

Reports – Date and Time Revisions
If a transaction date/time is revised, all analytical reports will reflect the new information.

For example: If you generate a weekly Transaction Detail Report that has a Credit Card Payment for $100 on 3/8/22 at 1:00 PM and then change the date and time to 3/2/22 at 12:00 PM, the weekly report for March 7th will no longer display the transaction.


πŸš‡ Patient Transfer Updates

Our patient transfer feature has been updated to only allow transfers for checked-out patients.


CONTACT US

Instinct Science
54 East Oakland Ave
Doylestown, PA 18901
sayhi@instinct.vet
866.267.1818
GET ON OUR LIST TESTIMONIALS PRIVACY & TERMS
ABOUT JOIN US INVESTORS
Made with 🧑 in Philadelphia
Β© 2023 Instinct Science, LLC
Instinct System Status
  • Careville Home
  • Instinct.vet
  • Pick The Brain Articles
  • Instinct Emergencies
 

Loading Comments...