Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Appointments/Drop-Offs linked to Patient Visits
🌞 Daylight Saving Time
Status Boards & Treatment Sheets
If you participate in DST, the 2AM hour will simply be missing from the treatment sheet and when selecting a start time as shown below:
Following human medical best practices, all treatment orders will maintain their scheduled frequencies (ie, q2, q4, q6…) so that important treatments and their schedules are not altered.
This means any treatments originally scheduled for even hours will change to odd hours after 12AM (and vice versa) until (a) the patient is checked out or (b) the order is edited.
Don’t forget about our Bulk Edit feature to quickly reschedule any existing treatments after DST!
Appointments & Event Calendars
Unlike our Status Boards and Treatment Sheets, Appointment & Event Calendars will still display the 2AM hour, but the time bar will change from 1:59AM to 3:00AM, skipping the 2AM hour. Availability blocks will also display the 2AM hour, but the Open Appts and Time Duration will indicate one hour less than what is displayed.
Please note that you are unable to schedule an appointment at the 2AM hour during DST and any appointment reminders scheduled for 2AM will not be sent.
Throughout Instinct EMR, time stamps will continue to be documented in Charts, Comm Logs, RX panel, etc. with the current time, as this information is based on the time and time zone settings of your operating system.
💬 Client Chat
Once enabled, a new Chat icon will display in the left navigation bar which will open up a messaging panel in the right side of your screen.
From there you can easily send and receive messages from your clients through this Chat screen.
Then any messages will be displayed in the Client Chat section of the Comm Log.
Learn more about this feature in our EMR Client Chat Guide!
💰 Invoice Screen Improvements
Our Invoice Screen will be updating to include a new Invoice column that will allow you to easily view all visit invoices in chronological order. Each Visit Invoice will display the Invoice ID, Reason for Visit, Check-in date, and Invoice Total. Open Invoices will be indicated by an orange dot to the right of the Visit Invoice number. To view the details of a Visit Invoice, simply click on the Invoice block. You will be able to easily navigate to that visit by clicking on the Go To Visit button in the upper right screen of the Invoice.
The Invoice icon also received an update. 🥰
📆 Appointments/Drop-Offs linked to Patient Visits
The Patient Check In Screen has been updated to include a new Appointment field that will allow you to link an Appointment or Drop-Off to a Patient’s Visit when checking in a patient or editing their visit.
- If the patient has an existing appointment, you can link an appointment to the visit
- The first appointment or drop-off that does not have a visit associated with it and is for today’s date, will be pre-populated
- If no appointments or drop-offs meet the above criteria, the first appointment will be auto selected
- The first 10 active (not canceled or no-show) appointments and/or drop-offs, starting from yesterday’s date are listed as options in the appointment dropdown
Once the visit is linked to an appointment, you will be able to see the appointment’s status while in the Appointment Calendar List View:
Checked-In icon with date and time of check-in
Checked-Out icon with date and time of check-out
OTW icon when a patient is placed on the On the Way board
No new permissions are needed to use this feature; however, there is a new permission that will allow you to override any Default Provider that has been set for a Product: product_override_default_provider.
Provider Default for Products
To add a new Default Provider for a Product, head to the Admin > Products, and search for (or add) the Product you would like to assign a Default Provider to.
In the Default Provider dropdown, simply select the provider’s name and click save.
You can also add/edit a Default Provider using the Bulk Edit in the Product Admin.
Deactivating a Doctor or Changing Doctor Class
When a staff member who is assigned as a Default Provider changes from the Doctor Class to the Staff Class, or is being deactivated, Instinct will display the following warning:
“You are about to change a staff member’s role to no longer be a doctor. Their name will not be available to select from any provider dropdowns/You are about to deactivate a staff member. They will no longer be able to login, and their name will not be available to select from any dropdowns. Additionally, they will be removed from 3 products that they are set as the default provider for. Are you sure you want to change this staff member’s role?/deactivate this staff member?”
Tx Sheet & Ax Mode
When a product with a Default Provider is ordered on the TX or AX sheet, the product will automatically be assigned to the Default Provider. A tooltip will also display that reads “This product has a default provider, which may be different from the visit provider”.
If a One-Off order with a Default Provider is completed, the order will be added to the TX Sheet with its Default Provider.
If a Product Group is ordered that includes products with a Default Provider, those products will be added to the TX Sheet with the Default Provider that is assigned to the individual Product.
When entering or editing an invoice line item that has a Default Provider, the DR column will display the Default Provider and the field will be disabled unless you have the product_override_default_provider permission.
If a Product with a Default Provider has an Automatic Fee attached, the Automatic Fee will be assigned to the Default Provider when added to the Invoice.