Welcome to the Instinct release notes page! These notes will provide information on the functionality of new features.
Task List
Account Alerts
✅ Task List
Our new Task List is an easy way to assign time-sensitive tasks to yourself or other team members in Instinct and is accessed in the left navigation panel.
Once clicked, the task list panel opens on the right side of the screen and can be pinned, allowing you to freely navigate the different sections of Instinct without having to reopen the Task List.
To add a new Task, simply click + New Task as shown above. You can then add the Assignee via dropdown, Name of the task, any optional Details, and the Due Date.
As Tasks are added, the left navigation bar will also display a color-coded Task List count for any Tasks that are assigned to you.
Orange: Number of Tasks due today.
Green: Number of Tasks due tomorrow.
Red: Number of tasks that are overdue.
Gray: Number of upcoming tasks that are not overdue, due today, or due tomorrow.
📓 Please Note: You can have an unlimited number of tasks but the Task List counter shown above has a limit of 50. If there are more than 50 tasks due, only 50 will show until the list is reduced.
💡ProTip: To learn more about our Task List, including how to edit and void tasks, please visit our Task List User Guide on Careville.
⚠️ Account Alerts
You are now able to add Account Alerts to client accounts! These are visible in the Business Office and within any patient visit on the Patient Info Bar.
To set up and manage Account Alerts, a new permission has been added to the User Roles called Admin Account Alerts.
- Selecting this Permission for a Role will enable you to view, add, remove, and edit Account Alerts in the Admin page.
- Unselecting this Permission for a Role will disable your view to the Account Alerts admin page.
📓 Please Note: This permission is not enabled by default. Hospital administrators will need to update Roles manually if you would like to utilize this feature.
After enabling the above Permission, you will see the Account Alerts page in the Admin section of Instinct (you may need to log out/back in). Account Alerts are internal tags for accounts that are easily visible and will never be displayed on PDFs designed for clients.
Once you’ve added Account Alerts in the Admin section of Instinct, you can then add those alerts to client Accounts by clicking on the Owner information in the Patient Info Bar (left side of any Patient Visit screen) or navigating to the Business Office and searching/selecting the name of the Account you’d like to update.
We’ve also added a new column to the main Accounts screen to display Alerts. Account Alerts with long names will be shortened to fit the page and a tooltip text will show the whole alert when hovering over the label.
In addition, the patient info bar will display an icon that an account has alerts added, and hovering over the icon displays a tooltip text with the alerts for that account.
We hope you enjoy this new feature and stay tuned for even more updates in the coming weeks! 🚀