• 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
Manual Check In/Out Guide
Print

Manual Check In/Out Guide

Patients will need to be manually registered and checked in/out of Instinct if your practice is unconnected (details on registering a new patient are under the ‘Checking In/Creating a New Patient’ section below). You can also use the manual check in feature if you want to set up an OTW patient Tx sheet or if you experience a temporary loss of connection to your main practice software.


Table of Contents

Checking in an Existing Patient

Checking In/Creating a New Patient

Checking Out

Manual Check In/Out Guide Quiz


Connected Hospitals: If you are experiencing a temporary outage with your practice management system connection, you can always manually check patients in to Instinct and the check in/out will sync back up once your connection is restored.

Checking in an Existing Patient

  1. Click the Calendar icon in the left sidebar to open Business Office.
  1. Search for the patient by ID or name and select ‘Check In’.

💡 ProTip: If you are a connected hospital and have already checked in/registered the patient in your PIMS, you can enter their patient ID within the ‘Look up by patient id…’ field above and search. This should fetch the patient details so you do not have to re-enter them!

  1. Next, select a Status (Inpatient, Outpatient, Boarding or OTW) followed by any other applicable information and then click ‘Check In’.

You should now see your patient on the Status Board you selected!


Checking In/Creating a New Patient

  1. Click the calendar icon in the upper left corner to open Business Office. Then, select ‘+ New Patient’ within the ‘Patient Registration’ section.
  1. Fill in all the required fields (indicated by an asterisk *). Be sure to copy the Patient ID and Account ID exactly as the appear in your main practice software.

Two optional fields are available for each Account: Account Label and Account Notes. If something is filled out in the Account Label field, this will replace the First Name and Last Name of the Account when being displayed (ABC Rescue Group, for example). Account Notes are private notes only your practice can see and are not included in any printed/downloaded medical records.

You can also add alternate contacts to any Account via the “Add an alternate contact” button.

💡 ProTip: Search by Last Name to easily add a new patient to an existing Account.

The 3-dot menu next to Address, Email, and Phone allow you to edit the name of the label, add additional contact methods, and mark a “preferred” contact method (visible via orange star):

  1. After clicking “Save & Check In”, select a Status (Inpatient, Outpatient, Boarding or OTW) followed by any other applicable information and then click ‘Check In’.

You should now see your patient on the Status Board you selected!

💡 ProTip: If you are creating an On-the-Way (OTW) Tx sheet, be sure to adjust the Check In Time to a future date/time. Find out more about this in our OTW Guide.


Checking Out

If a patient was checked in manually, you must also check them out manually.

  • Head over to the calendar icon (Business Office), find your patient, and then select the ‘Check Out’ button to the right.
  • This can also be performed from the 3-dot menu on the Status Board.

🧠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...