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Export Notes to Instinct
Export Notes to Instinct

Once your notes are done, export them into your chart in Instinct

David de Matheu avatar
Written by David de Matheu
Updated over a week ago

VetRec provides support for notes export into Instinct. All it takes is a couple steps to configure things.

Before we get started, install the VetRec Chrome Extension which we will use to export the notes. Install extension.

Configure your template

In order to properly export notes to Instinct, we need to map the content in your VetRec template to your Instinct setup. We do this by opening the template that is being used in VetRec and opening the integration options.

First we navigate to the templates section:

Select your template:

Open the integration options:

Next, pick Instinct from the integrations picker:

Once selected you will see a list of your template sections in VetRec and input fields for the Section Names in Instinct.

To properly fill out this section, navigate to Instinct and open the template that you normally use. Your template might looks something like this:
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We will then map the sections from VetRec to Instinct:

When mapping values, ensure you use the full name of the section including any symbols.

VetRec Section

Instinct Section

Subjective

Subjective:

Physical Exam

Objective:

Assessment

Assessment:

Plan

Plan:

Enter the mappings into the fields:

Once you are ready, hit save configuration and save the template.

Now that the template is configured you can use it to create notes that are compatible with Instinct!

Remember to use this template for your notes to ensure compatibility. To help, we recommend setting the template as the default.
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Exporting notes to Instinct

Once your template is configured, you can generate notes that are compatible with Instinct. Now lets export the notes.

To export the notes into Instinct, we will start by opening the chrome extension that we installed at the beginning. If you haven't done so, install the extension. Once install open it. (If you are not logged into VetRec, go ahead and login and re-open the extension.)

In the extension navigate to the history tab:

Then pick the visit notes you want to move to Instinct:

Next, on the same browser window as the extension, open the Instinct chart you want to export notes to.

Now, click on the Add all sections to Instinct button. This will automatically copy the notes from VetRec into Instinct for all sections. It will use the mappings we configured to ensure all information is in the right place.

And voila! the notes are now exported into Instinct!

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