Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features released this month.
Table of Contents
Discontinuing Advanced Search Feature
📝 Business Office Permissions
There are two new permissions for Business Office screens. New 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.
Please Note: 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
🔎 Discontinuing Advanced Search Feature
Last summer, we released an improvement to our patient, account, and visit search functionality throughout Instinct where you could search by phone numbers, multiple owners, and even microchip numbers.
Unfortunately, we have discovered that this search feature was unreliable, and at times completely blocked our hospitals from receiving search results. We will discontinue this search feature by the end of December and focus on developing a new (better!) search feature in the New Year.
Upon deactivating this feature, the following will occur:
Any search boxes that allowed advanced searching such as by Microchip ID, Alternate Contacts and Phone Numbers will revert to the standard search parameters of Patient ID, Patient Name, Account Name, and Account ID.
Search Feature Changes
Patient Registration screen with added search feature:
Search will revert to “Search by name, last name or ID”
Accounts Screen with added search feature:
Search will revert to “Search by contact name or ID”
Visit Look-Up (from the main navigation bar) with added search feature:
Search will revert to “Search by name, last name or ID”
Be on the lookout 🕵️♀️ for announcements regarding a new and improved search feature in the New Year!
Please feel free to reach out to us at support@instinct.vet if you have any questions.