• 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
Task List User Guide
Print

Task List User Guide

This helpful guide will walk you through utilizing the Task List for your daily workflow!


Table of Contents

How to Add a New Task

Editing/Voiding Tasks

Completing Tasks

Task List Quiz


Task List Overview

Task List is an easy way to assign time-sensitive tasks to yourself or other staff members in Instinct and is accessed in the left navigation panel.

As Tasks are added, the left navigation bar will also display a color-coded Task List count for any Tasks that are assigned to you.

  • If the circle is orange, it indicates tasks due today.
  • If the circle is green, it indicates tasks due tomorrow.
  • If the circle is red, it indicates tasks are overdue.
  • If the circle is gray, it indicates the number of upcoming tasks that are not overdue, due today, or due tomorrow.

📓 Please Note: You can have an unlimited number of tasks but the Task List counter shown above has a limit of 50. If there are more than 50 tasks due, only 50 will show until the list is reduced.

Once clicked, the Task List panel opens on the right side of the screen and can be pinned, allowing you to freely navigate the different sections of Instinct without having to reopen the Task List . If there are no open, completed, or voided tasks, the panel will indicate that you’re all caught up on tasks.

‘My Tasks’ are displayed by default, however, you can also use the assignee drop down to view other Task Lists.

  • For Instinct Treatment Plan hospitals: Assignee will display My Tasks, Doctor, and Staff users.
  • For Instinct EMR hospitals: Assignee will display My Tasks, Groups, Doctor, and Staff users.
    • Groups are based on Calendar Groups in Admin.

How to Add a New Task

To add a new Task, simply open the Task List from the left navigation panel and click + New Task. You can then add the Assignee via dropdown, Name of the task, any optional Details, link directly to a Patient, and the Due Date.

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

📓 Please Note: If your Task List is ‘pinned’ and you navigate to a new screen while in the middle of adding a new task, any details entered will be not be saved and you will have to re-enter this information.

Tasks are sorted on the To Do List by Due Date, with the soonest Due Date listed at the top.

  • If the Due Date is in red text, it indicates tasks are overdue.
  • If the Due Date is in orange text, it indicates tasks due today.
  • If the Due Date is in green text, it indicates tasks due tomorrow.

Editing/Voiding Tasks

Hovering over any task displays a tooltip text that will show the date, time, and user who created the task. Clicking the 3-dot-menu next to the task will give you the options to Edit and Void the task.

When voiding a Task, a reason is required.


Completing Tasks

Clicking the checkbox next to the task name will Complete this task and move it underneath any ‘To Do’ tasks as shown below.

📓 Please Note: Only the last 15 Completed and Voided tasks will be displayed in the task bar pane.

Once a task is Completed, the 3 dot menu will display the following options:

  • Undo Complete: Automatically opens the task and moves it to the To-Do section. Any notes on the completed task are no longer displayed.
  • Edit Note: Allows you to fill out an optional note for each completed task. Any notes added show as an orange icon with tooltip text and this note can be edited any number of times.

Once a task is Voided, the 3 dot menu will displays the following options:

  • Edit Note:  Allows you to edit the required note while keeping the status of the task Voided.
  • Undo Void: Automatically opens the task and moves it to the To-Do section. Any previous notes on the voided task will no longer be displayed.

🧠Test your knowledge with our Careville Quiz!


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
© 2023 Instinct Science, LLC
Instinct System Status
  • Careville Home
  • Instinct.vet
  • Pick The Brain Articles
  • Instinct Emergencies
 

Loading Comments...