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Instinct Treatment Plan
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Back To TopicsInstinct Treatment Plan User Guides
  • Front Desk Guide
  • Outage Guidelines
  • Task List User Guide
  • User Roles and Permissions Guide
  • Instinct Treatment Plan Quick Reference Guide
  • Outpatient and ER Workup Guide
  • Instinct Treatment Plan Business Office Guide
  • Common Hospitalization Workflows
  • Instinct Treatment Plan Administrator Guide
  • Cornerstone Integration
  • 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
  • EzyVet Check In/Out Guide
  • How Instinct Captures Charges
  • Streamlining Charges - Instinct Tips and Guidelines
  • Dictation Programs in Instinct
Instinct Treatment Plan Training Videos
  • 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
Instinct Treatment Plan ProTips
  • 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
  • Filters/Sorting 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
  • Installing Instinct with ezyVet
Instinct Treatment Plan 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
EzyVet Check In/Out Guide
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EzyVet Check In/Out Guide

Use this handy guide to learn the ins and outs of our ezyVet Integration.


High Level Overview

  • The Check-In/Out process in Instinct is driven exclusively by the appointment status in ezyVet (statuses are listed in “Check-In/Out Process” below). This means when a patient is checked in on ezyVet, they will appear on Instinct. Once they are checked out of ezyVet, they will be removed from Instinct.
  • Initial check-in details come over to Instinct from ezyVet, but if updates are needed after checking in (ie: name, age, sex), they will need to made in both systems.
  • Once the status triggers a visit to open in Instinct, it can be changed to another Checked In status in ezyVet without incident.
  • In ezyVet, only one appointment can have a Checked In status at a time.

If a second appointment is created and the status is Checked In in ezyVet, it will check out the active Instinct Treatment. In order to correct this issue, the second appointment must be changed to a Checked Out status.


Check In/Out Process

Checking In and Out of Instinct is driven by the appointment status in ezyVet and only one appointment can have a status that is checked in.

Check In Statuses:

  • In waiting room
  • In consultation
  • In procedure
  • Awaiting collect
  • Admit for surgery
  • In hospital
  • In discharge

Check Out Statuses:

  • No status
  • Unconfirmed
  • Confirmed
  • In transit
  • Departed
  • Interim report
  • Referral done
  • Complete

ezyVet: How to Correct a New Tx Sheet from Closing and Reverting to an Old One

If a patient was just checked into ezyVet and the new Tx Sheet in Instinct keeps reverting to an old one:

  1. This means there is more than one appointment in ezyVet with a checked in Status and needs to be fixed.
  2. Change the previous appointment status to Checked Out.

Please note: Instinct will always revert to the earliest appointment with a Checked In status still applied.

ProTip: Check out how to Reopen a Tx Sheet if a patient was accidentally checked out of EzyVet

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54 East Oakland Ave
Doylestown, PA 18901
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866.267.1818
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