You can copy various items from Instinct to your medical documents in your practice software (or other places like MS Word).
To copy the treatments (i.e. for pasting in SOAP or PE notes), click the “Copy Treatments” button at the bottom of a Tx Sheet. This will offer you three options: All Medications, All Tx, or All Tx w/Nurse Notes (w/Nurse Notes will include any manually typed notes associated with each treatment).
Clicking on either option will copy the Tx Sheet details to your clipboard. You will then see a message in the bottom left corner appear, confirming your treatments have been copied.
Open the program you’d like to copy to (for example MS Word), and paste the text by right clicking your mouse and selecting “Paste”.
Keyboard Shortcuts:
- For Windows users, paste by pressing the “CTRL + V” keys
- For Mac users, paste by pressing the “COMMAND + V” keys
To copy patient vitals, click on the “Copy Vitals” button at the bottom of the Tx Sheet or Vitals screen and choose which vitals you’d like to copy. You will then see a message in the bottom left corner appear, confirming your vitals have been copied.
Open the program you’d like to copy to (for example MS Word), and paste the text.
3-Dot Menu
You may also copy vitals directly from the Status Board by clicking the 3-dot menu:
Copy Predicted Billing
To copy the predicted billing, click on the “Copy” button in the Invoice section on the left navigation bar. This is useful when documenting your client communication in the practice software. You will then see a message in the bottom left corner appear, confirming your billing has been copied.
Open the program you’d like to copy to (for example MS Word), and paste the text.