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

Hello, How Can We Help You?

Instinct Treatment Plan
Navigation
Back To TopicsInstinct Treatment Plan User Guides
  • Username and Passwords
  • AVImark Integration
  • ImproMed Integration
  • Instinct Treatment Plan Anesthesia (Ax) Mode
  • Front Desk Guide
  • Instinct Treatment Plan Administrator Guide
  • Instinct Treatment Plan Business Office Guide
  • Outage Guidelines
  • Cornerstone Integration
  • Task List User Guide
  • User Roles and Permissions Guide
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Common Hospitalization Workflows
  • Rounds/Case Review Guide
  • Missed Charges Guide
  • Charge Auditor's Guide
  • Instinct Treatment Plan Controlled Substance Report
  • Student/Draft Mode Guide
  • Ordering, Charging, & Changing Fluids, Additives, and CRI's
  • Maintaining Instinct
  • Manual Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan Training Videos, Quizzes & Webinars
  • Instinct Academy
  • ITP Training Guide Quizzes
  • 1 - General Overview
  • 2 - Status Board
  • 3 - Status Board Advanced Features
  • 4 - Treatment Sheet Overview and Completing Treatments
  • 5 - How to Make a Treatment Sheet
  • 6 - Vitals Screen
  • 7 - Patient Safety Warnings
  • 8 - Invoice
  • 9 - Admin
  • 10 - Assign To Me Button
  • 11 - Fluids, Additives, Transfusions, and CRIs
  • 12 - Using Instinct on TVs and in the Outpatient and ER Environment
  • 13 - One-Off Treatments and My Board Quick Switcher
  • 14 - How to Edit a Treatment, Discontinue, and Complete a Treatment in the Past
  • 15 - ITP Ax Mode Training Video
Instinct Academy Webinars
  • Instinct Academy
Instinct Treatment Plan ProTips
  • Filters/Sorting Guide
  • Insulin Therapy Guide
  • Routine Maintenance of Instinct
  • I cannot send charges back to Cornerstone
  • Patients are no longer checking in/out of Instinct
  • I already audited this bill, but now all the charges are missed again
  • Patient Safety Warnings For Chemotherapy Medications
  • Accessing Plumb's Drug Formulary in Instinct
  • Instinct Treatment Plan Assign To Me
  • 24 Hour Treatment View
  • Reopening a treatment sheet
  • Status Board not showing all patients
  • How do I mark a patient as deceased?
  • Merge or Transfer Patients to a New Account
  • 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?
  • Alerts Guide
  • Communication Tools in Instinct
  • Weight Calculator (optional)
  • Advanced Patient Search
  • Handy Keyboard Shortcuts
  • How Cubex/Omnicell work with Instinct
  • Patient changed owners mid-visit, how do I document this in Instinct?
  • 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
  • How do I exit full screen so I can minimize Instinct?
  • My charges are not syncing
  • 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
  • Automatic Charges
  • Update Patient/Client IDs
  • 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 does Instinct handle Daylight Saving Time?
  • How do I set up an on-the-way patient?
  • 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
  • Do product prices automatically update when edited in our Practice Management System?
  • Viewing vitals from another visit or across a patient's lifetime
  • Why is there a money symbol next to some orders?
  • Force Check-Out
Instinct Treatment Plan Technology Guidelines
  • Hardware & Technology Guidelines
  • Routine Maintenance of Instinct
  • Instinct System Status
  • Cornerstone Integration
  • TV Mode/Whiteboard User ID
  • How to access Instinct from a web browser
  • How do I put Instinct on a TV screen?
  • Installing Instinct on Home Computers
  • Internet & Power Outage Guidelines
  • 'Instinct needs to authenticate your practice' message
  • How do I switch hospital locations?
  • I forgot/was never given a login PIN
  • Installing Instinct with other practice software
  • Installing Instinct with Vetspire
  • Installing Instinct with Cornerstone - ImproMed - AVImark
Instinct Treatment Plan Release Updates
  • December 2022 Instinct Release Updates
  • November 2022 Instinct Release Updates
  • September 2022 Instinct Release Updates
  • August 2022 Instinct Release Updates
  • May 2022 Instinct Release Updates
  • February 2022 Instinct Release Updates
  • October 2021 Instinct Release Updates
  • September 2021 Instinct Release Updates
  • August 2021 Instinct Release Updates
Instinct Treatment Plan Onboarding Documents
  • Cornerstone Integration
  • Medical and Workflow Guidelines
  • What is a Superuser?
  • Instinct Treatment Plan On-Site Go-Live Guide
  • Instinct Virtual Go-Live Guide
Instinct Treatment Plan Business Office Guide
Print

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

Permissions

How to Register a New Patient

Account Admin: Checking In and Viewing Patients

Transfer Patient

Existing Patient & Client Search

ITP Business Office Guide Quiz


🔒 Permissions

Users will not have access to the Business Office without at least one of the permissions below. Depending on which Business Office permission they have, their access to Patient/Client Account data may be limited.

The business_office_manage_referrers permission will only affect features available for our EMR customers.

business_office_manage_accounts_and_patients

  • With this permission ON: users can add or edit Patient/Client Accounts anywhere in Instinct 
  • With this permission OFF: users can not add or edit Patient/Client Accounts anywhere in Instinct, and when using Force Check Out Instinct will not suggest a Patient Merge

business_office_read_only

  • With this permission ON: users can view Patient and Client data anywhere in Instinct, but they can not add or edit Patient or Client data, and when using Force Check Out Instinct will not suggest a Patient Merge
  • With this permission OFF: users can not navigate to the Business Office, and they can not add or edit Patient or Client data, and when using Force Check Out Instinct will not suggest a Patient Merge

None of the 2 Business Office Permissions
If a user has none of the above business_office permissions, the Business Office icon does not display in the left navigation bar and is not accessible anywhere in Instinct 


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!


Existing Patient & Client Search

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

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

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!


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...