Welcome to the Instinct release notes page! These notes will provide information on functionality of new features.
🔖 Account Type Labels
A new permission has been added in the Staff Roles called Admin Account Types.
- Selecting this Permission for a Role will enable you to view and manage the Account Types admin page.
- Unselecting this Permission for a Role will disable your view to the Account Types admin page.
📓 Please Note: This permission will not be enabled by default. Hospital administrators will need to update the Roles manually if they want this Permission.
After enabling the above Permission, you will see the Account Types page in the Admin section of Instinct. Account Types are internal tags for grouping accounts. Instinct will never show these on screens or PDFs designed for clients or rVets.
Once you’ve added Account Types in the Admin section of Instinct, you can now add those tags to client Accounts. To add an Account Type to a client Account, click on the Owner information in the Patient Info Bar within the Patient Visit screen, or navigate to the Business Office and select/search for the name of the Account you’d like to update.
Account Types will be visible under a new column in Business Office > Accounts.
Stay tuned for new features coming soon! 🚀