Instinctive Notes version 2 released

Version 2 of the Instinctive Notes App has been released.

The app has been rebuilt from the ground up based on the AHPRA Note taking requirements and aims to be compliant with them.

Substantial new features have been added in support of compliance, including:

  • Full SOAP notes
  • Wellness tracking
  • Complaint management
  • Test result tracking
  • ROM and posture/pain diagrams
  • In note attachments
  • Assessments/Diagnosis
  • More options for code templates
  • Product prescriptions
  • Home recommendations
  • Exercise prescriptions

In addition, substantial improvements to the data held on device, security and performance have been included with version 2.

To see all the details of Instinctive Notes App version 2 just check out our Web site at www.instinctivenotes.com

Option to hide patient treatment details from Assistants

Patient treatment history and other medical details can be hidden from Assistant users via a setting on their user record.

Details are automatically hidden for all new assistant users.

To turn on viewing of treatment details go to “Settings >> Assistants” with an Admin user account. Select the assistant user to change and select “Can this assistant view medical records?” to “yes”.

After saving the assistant will now be able to view treatments and other medical details in Instinctive Notes Web.

Add patient Merge and Archive

Instinctive Notes can now archive and merge patient records.

When a patient is archived they can still be seen in Instinctive Notes Web but will be removed from the Instinctive Notes App automatically (version 2 only). So by archiving your patients you keep all their history but keep your daily App interactions easier.

Archived patients in Cliniko or MINDBODY are automatically archived in Instinctive Notes.

When a patient is merged all history of the removed patient is transferred to the remaining patient. Notes, appointment, schedules, complaints and attachments are all automatically transferred. The removed patient is removed from the Instinctive Notes App automatically (version 2 only).

Merges in Cliniko and MINDBODY cannot be automatically processed as their API's do not share the details of the patient who is remaining. They will have to be merged in Instinctive Notes after being merged in the source practice management system.

Due to the nature of the Front Desk integration there is not automation of archiving and merging. These will always need to be processed manually in Instinctive Notes.

 

Add Intercom messaging system

Instinctive Notes now integrates the Intercom messaging system into Instinctive Notes Web. You can get help at any time by clicking the Intercom Smile at the bottom right of our web pages.

Using messages for support is a vast improvement over email for both users and support staff.

It is easy to see your support history all in one place and we can leverage a better understanding of the types of support questions we receive to help improve support in the future.

Intercom messaging will be built into Instinctive Notes version 2 so you will be able to ask a questions whenever you need to right inside the App.

If you have a question, just send us a message.

Add MINDBODY Integration

web-mindbody-and-instinctive-notes.png

Instinctive Notes now integrates to the MINDBODY practice management system.

The integration combines the flexibility of the MINDBODY with the compliance of Instinctive Notes.

Using the MINDBODY API critical patient and appointment information is sent to Instinctive Notes on a regular basis allowing the recording of compliant clinical notes directly against your appointment book.

For more information on the MINDBODY integration check out www.instinctivenotes.com/integrations/mindbody

Instinctive Notes passes 300,000 notes recorded

Today Instinctive Notes passed 300,000 notes recorded. As a group you are currently recording almost than 150,000 notes per year which is amazing.

We'd like to thank all our customers, both present and past, for helping us to get to this milestone. It goes without saying, we couldn't have done it without you.

We are grateful for everyone who puts their faith in us and we will continue working to increase the value that Instinctive Notes provides all of you every day.

Bring on the next 300,000.

Allow client notes to be updated on Instinctive Notes Web

Client notes can now be updated by your Chiropractic Assistants in the Instinctive Notes Web App.

Notes have always been displayed in the Client's record on the web. Now there is a simple "edit" link beside the note which allows adding to or updating the client level note. Medical alert status can also be set and any changes are synced up with the Instinctive Notes App for viewing by practitioners.

So if there is key client information which a CA can enter ahead of time they can now do it directly for you, removing the need to add the client level notes yourself, and giving you more time to focus on your clients and your practice.

Allow admin users to change/reset passwords

Admin users can now change or reset passwords of all other users in your Instinctive Notes account.

Simply sign in to the Instinctive Notes Web App navigate to "Settings" >> "Users" and select the user you want to update. Type the new password and save.

As well as being able to reset passwords if you forget them, this change can enhance security for the use of Instinctive Notes and the protection of your data.

With an admin account controlling passwords you can restrict your users to logging in on specific devices only, by setting the password and then logging them in yourself. If you are at all worried about data access you can now restrict any of your practitioners to only using Instinctive Notes while in the office on a device that you specify, and nowhere else.

Instinctive Notes passes 200,000 notes recorded

Today Instinctive Notes passed 200,000 notes recorded. As a group you are currently recorded more than 100,000 notes per year which is amazing.

We'd like to thank all our customers, both present and past, for helping us to get to this milestone. It goes without saying, we couldn't have done it without you.

We are grateful for everyone who puts their faith in us and we will continue working to increase the value that Instinctive Notes provides all of you every day.

Bring on the next 200,000.

Smarter missed appointment processing for Front Desk

Front Desk accounts now have smarter missed appointments processing which skips appointments where the patient did not arrive.

Using the new tracking of arrival times for patients Instinctive Notes now tracks whether a patient arrived for their appointment.

Where a patient did not arrive that appointment will not longer be set to missed at the end of the day. Instead it will be closed and will no longer appear.

The 'No Notes' tab in Instinctive Notes will no longer have appointments which should not be there making it easier to manage missed appointments.

Add arrived today filter to home page

Instinctive Notes now processes arrival details from your source practice management system.

To take advantage of this information the default home page view is now 'Arrived Today'. This view lists all patients who have been set as arrived, sorted by the reverse chronological arrival time.

Arrived Today allows your CA's to focus on only those patients who are present, excluding those who are likely no shows.

Setting the arrival time depends on the use of the Arrivals in your practice management system and the exact time stamp will depend on the system you use.

Cliniko

For Cliniko the arrivals are updated every minute and the arrival times are generally the same as when the arrival was set in Cliniko.

Front Desk

For Front Desk the arrivals are updated every five minutes and arrival times are set at the time the update is processed. Therefore arrival times could be up to five minutes out of date. This is a limitation of the connection we have with Front Desk.

Instinctive Notes App 1.9 - iOS 10 Compatibility

Instinctive Notes App 1.9 has been released.

iOS 10 Compatibility

The Instinctive Notes App is fully compatible with iOS 10 and we recommend you download verision 1.9 before updating to iOS 10 to avoid any compatibility issues.

iOS 9 will continue to be supported, which is our usual approach to supporting the last 2 releases of iOS.

For this update we are also continuing to support iOS 8, which will remain supported until version 2.0 of the Instinctive Notes App is released.

Support for multi-location practices

Instinctive Notes now supports multi-location practices with the new Locations feature.

Once configured multi-location practices will be able to filter appointment and schedule information on the Instinctive Notes Web Site home page. Chiropractic assistants can focus down on a location, or an individual practitioner, and see the most recent details for today's appointments. Details of a client's future appointment plan is easier than ever to find.

Of course, if you only have one location or one practitioner then the filters will be hidden from view.

Configuring Locations

How you configure your locations will depend on the practice management system you have linked to Instinctive Notes.

For Cliniko we set up locations automatically, there's nothing for you to do other than make sure your Cliniko Businesses have been set up. See our integrated locations guide for full details.

For Front Desk locations must be set up manually and then users must be linked to locations. See our iCalendar locations guide for full details.

Behind the Scenes

There's a lot going on behind the scenes to ensure locations are working correctly. The public feature is a small step to make it easier to manage larger practices and in the future we have more plans on how locations will support your note taking requirements.

Even if your practice is a single location now but has plans to grow, you will be confident that Instinctive Notes can support you whatever your size.

Getting Started

If you would like help getting started or just have some questions, don't hesitate to get in touch with us at support@instinctivenotes.com or call on 03 9696 6796.

Instinctive Notes passes 150,000 notes recorded

Today Instinctive Notes passed 150,000 notes recorded.

We'd like to thank all our customers, both present and past, for helping us to get to this milestone. It goes without saying, we couldn't have done it without you.

We are grateful for everyone who puts their faith in us and we will continue working to increase the value that Instinctive Notes provides all of you every day.

Bring on the next 150,000.

 

Instinctive Notes App 1.8 - ABC Protocol, muscle info

Instinctive Notes App 1.8 has been released.

ABC Protocol

A new code template has been added for ABC Protocol.

The template allows quick processing of the ABC Protocol steps to record everything necessary to meet the protocol requirements.

To use the new template just select it in your user settings. Tap the "More" tab on the main app screen, tap your name at the top and then add ABC Protocol to one of your three code slots.

Muscle Additions

The following additions have been made to options for muscles

  • Graston
  • ART

Draft Notes

Draft notes no longer ask for a "Reason for edit" when they are updated as it is self explanatory.

Instinctive Notes App 1.7 - History during note taking, muscle info

Instinctive Notes App 1.7 has been released.

Note History

You can now access note history while taking or editing your notes which was previously a real pain to do.

Just use the "More" tab while in a note and tap the "History" line to see at least the last 5 notes recorded. If you want to see all previous notes then "Pull to refresh" on the Client History screen before you start taking a note.

Muscle Additions

The following additions have been made to options for muscles

  • Dry Needling
  • Functional Strapping
  • Rigid Taping