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Instinct Treatment Plan Business Office Guide
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Instinct Treatment Plan Business Office Guide

Instinct makes it easy to register a new patient and add a new patient to an existing Account.

Table of Contents

How to Register a New Patient

Account Admin: Checking In and Viewing Patients

Transfer Patient

Existing Patient & Client Search

ITP Business Office Guide Quiz

How to Register a New Patient

  1. Access the Business Office screen in the left navigation bar.
  1. Under the “Patient Registration” category, click “+ New Patient” at the top of the screen to add patient and account details:

💡 ProTip: You can also add a new patient to an existing account by selecting “Existing Account” seen above.

Note: If you prefer to add the Account (owner) details first, either click “New Account” in the Account column (above screenshot) or start in the Accounts category (below screenshot).

Account Admin: Checking In and Viewing Patients

You have the option to add new patients to accounts and check in existing patients directly from the Account Admin. Simply search for the Account (owner) info and select the toggle to Check-In this patient:

Please note: Only one patient can be Checked-In at a time.

Transfer Patient

Check out our Merge or Transfer Patients to a New Account article to learn more about this feature!

Patient Search: Use the search bar to find existing Instinct patients, using patient first and/or last names, patient PIMS code, account PIMS code, microchip number, phone number, and contact names,. The search bar will provide not only exact matches, but also close matches, in case of accidental misspellings!

 Search will only work for currently registered patients.

Existing Account: Finding existing client accounts is as easy as searching by owner first or last name, phone number, and account PIMS code in the Accounts tab, using the search bar at the top.

Phone Number Search: Phone numbers are searchable in several formats.

  • Phone number without spaces – 1234567890
  • Whole number with non-space separators – 123-456-7890 (dashes) or 123.456.7890 (periods)
  • Phone number without area code – 456-7890
  • Last four digits of a phone number – 7890

⚠️ Please note: Phone numbers with country code (1-123-456-7890) are not supported.

Existing clients can also be found when registering a new patient, simply by selecting that option in the patient registration window:

🧠Test your knowledge with our Careville Quiz!