Restrict account information by location for Nookal accounts

In Nookal patients can be linked to a single location which will hide their details from other locations. This allows practitioners and assistants to focus on the patients which are available at their specific location.

This location information is now stored on the client record in Instinctive Notes.

When signed in to the Instinctive Notes App or Instinctive Notes Web you will only see clients and client notes which align to the locations you practice in. Clients assigned to other locations will no longer appear.

Practitioners are auto-assigned locations based on where their appointments are based. There is no additional setup required to take advantage of the location visibility.

Assistants can be assigned to a location in their settings.

For larger practices this allows keeping patient and clinical note lists separated by location, reducing clutter and improving privacy.

Improve Client searching and merging in Instinctive Notes Web

Both a preferred first name or the reference number from your source integration can now be used to search for a client in Instinctive Notes Web.

Client search now provides better results.

Clients are sorted by their preferred first name if one is recorded.

The external reference number and the clients email address are now included in the list of clients to make identification easier.

When merging a client more information is included in the merge list, including the external reference number, email and birth date, to allow easier identification of the correct merge client.

Do not reinstate an appointment removed by a practitioner

If an appointment was manually removed by a practitioner, but then that appointment was updated in the source integration, then it would reappear in the Instinctive Notes app.

This no longer occurs. If a practitioner removes and appointment then it will stay removed.

If you accidentally remove an appointment from your list and need it reinstated then please get in touch with Support using the messenger.

Remove past appointments older than 4 weeks

Instinctive Notes moves any appointment which is missing a SOAP note to a “No Note” list. This assists practitioners in keeping on top of their note backlog and staying in compliance with the note taking regulations.

For some practitioners the number of notes on this list has grown to a substantial number, which is now impacting the performance of the Instinctive Notes app overall.

As a result all appointments with missing notes that are more than 4 weeks old are now auto removed from the “No Note” list.

If there is a specific note you need to process you can reactivate that appointment on Instinctive Notes web by going to a patient record and reviewing the “Removed Appointments” list. Any appointment reactivated will be available in the “No Note” list permanently until a note is taken.

In the future there will be a bulk reactivation list for a practitioner in case you need to get through all the removed appointments.

If you are still using Instinctive Notes version 1 then you will not able to reactivate an appointment as it will not appear on the app. Please upgrade to Instinctive Notes version 2 to process these notes.

Auto reactive an archived patient

If we receive a new appointment for a patient who was previously archived then that patient will be reinstated.

It doesn’t matter if the archive was automatically processed from a source system like Cliniko, Nookal or Mindbody, or if it was a manual archive in Instinctive Notes.

This will ensure that the patient details and history are returned to the Instinctive Notes App for reviewing prior to your patient consultation.

Auto merge Cliniko patients

This one is going to save heaps of time. We now auto merge patients who are merged in Cliniko.

Earlier this year Cliniko updated their API to provide information on which patients were involved in a merge.

Instinctive Notes now uses this to auto merge patients. All the records on the patient who is removed are transferred to the patient who remains.

Auto merge works from 27th May onwards. The manual merge option will remain in place in case there are a few older patients who were merged in Cliniko but not yet merged in Instinctive Notes.

Limit patient lists in the Instinctive Notes App by location for Nookal accounts

In Nookal patients can be linked to a single location which will hide their details from other locations. This allows practitioners and assistants to focus on the patients which are available at their specific location.

Instinctive Notes now links all Nookal patients to a location, if they are linked in Nookal, and returns patients to the Instinctive Notes app for the locations that a practitioner operates out of.

This keeps the patient list in the Instinctive Notes app focused on only the patients that are in the locations you practice in.

Limiting patient details to location will be extended to the Instinctive Notes web app in the future.

Clinical note syncing with Practice Management systems

This one’s a big one.

Today we have released syncing of Clinical notes with your practice management systems. We are progressively building this feature so not all integrations are yet complete.

This feature is part of our new Premium plan so it won’t be for everybody, but if you are keen to have all your treatment notes in your practice management system, either to have a full backup, to allow PDF printing or just to increase your flexibility then this is a great option for you.

You configure the option under “Settings >> Account” in the Instinctive Notes Web App at https://au.instinctivenotes.com/ but before you do you will need to upgrade to the Premium plan under the “Settings >> Subscription” option.

Clinical note syncing is the first major benefit of the Premium plan. Future benefits may include, sending other data back to your practice management systems, access to an Instinctive Notes API to enhance your productivity and benefits, access to future integrations or guaranteed attachment storage.

Here are the details of how it will work with each system we integrate with.

Cliniko

Clinical notes can be sent to Cliniko. Notes are stored as Cliniko treatment notes and work as follows:

  • Notes are sent to Cliniko immediately after they are recorded in Instinctive Notes

  • All the Instinctive Notes detail is included in a well organised structured note

  • The time of the note is set to the appointment consultation time so the notes are stored in the correct order no matter which order they were recorded in

  • Where an appointment exists they are linked to that appointment, the treatment note indicator in the Cliniko appointment book is automatically set

  • All edits to clinical notes in Instinctive Notes will be updated in Cliniko, this is not possible with standard Cliniko notes as there is no way to edit a note after it is recorded

Nookal

Clinical notes can be sent to Nookal. Notes sent to Nookal are stored as clinical notes and work as follows:

  • Notes are sent to Nookal immediately after they are recorded in Instinctive Notes.

  • Updated to notes in Instinctive Notes are recorded in Nookal as new notes as the Nookal API does not currently allow updating an existing note. We expect to change this behaviour to edit notes when the Nookal API allows.

  • All the Instinctive Notes detail is included in a well organised structured note

  • The time of the note is set to the appointment consultation time so the notes are stored in the correct order no matter which order they were recorded in

  • Where an appointment exists they are linked to that appointment, the treatment note indicator in the Nookal appointment book is automatically set

MINDBODY

Clinical notes can not yet be sent to MINDBODY.

Due to the restrictions on SOAP and Progress notes in MINDBODY it is highly likely that clinical notes from Instinctive Notes will be sent as a PDF Document attached to a patients record.

This feature will be delivered in the future

Front Desk

Clinical notes are not able to be sent to Front Desk.

Due to technical limitations we are unable to send clinical notes, or any other data, to Front Desk. This limitation is unlikely to change so notes will remain stored in Instinctive Notes only.

Instinctive Notes 2.3.6 released

New features:

Expanded custom codes

Custom code screens are expanded to 80 buttons per screen. This is a doubling of the previous limit and provides a substantial increase in flexibility when creating custom code screens.

Remember also, if you have particularly complex requirements for custom codes please get in touch with us. It may be more effective to create a standard template to fit your requirements.

View upcoming appointments

A link is now available next a patients schedule to view appointments upcoming in the next two weeks. You can now see exactly when a patient is booked in to see if they’re following your schedule correctly.

For Front Desk this is limited to the next week only.

Other improvements

Various UI improvements for readability on the iPad.

Instinctive Notes 2.3.5 released

New features include:

New technique options

Many new options included for adding the technique used when performing an adjustment.

  • Involved Side Up

  • Involved Side Down

  • Knee Chest Table

  • Cervical Chair

  • Hi-Lo Table

  • Prone

  • Supine

  • Wing lift

  • Adjustment Failure

  • Small Movement

  • Good Movement

  • Too Much Movement

Pick any 4 technique buttons as shortcuts in user settings. All other techniques can be quickly accessed in behind the 5th button on the screen.

Plan schedule display data

The overview screen for plan schedule data now includes a count of future appointments booked for the patient against the plan.

Quickly see if the correct patient appointments have been booked for the next six weeks for this patient.

Note that Front Desk appointments are only available for the upcoming week, and week’s 2-6 will show zero appointments booked even though they are available in Front Desk.

Other improvements

  • Searching has been added to most lists to make it easier to quickly select the item you need. Exercises, Goal, Organs, Cranials, Referrals, Products, Recommendations and Complaints are now all searchable

  • New exercises added

  • New complaint onset triggers and frequencies added

Bug fixes

  • Plan schedule colouring fixed for cell 4 weeks back

Instinctive Notes API released in restricted beta

Instinctive Notes now has an API which allows access to a limited subset of clinical note information.

By using an Instinctive Notes API Key you can allow a third party to have access to your Instinctive Notes data.

When released the API will be available as part of a new Premium subscription tier.

If you would like early access to the API please get in touch at info@instinctivenotes.com

Documentation for the current API is at https://github.com/instinctive3/instinctive-api

Instinctive Notes 2.3.4 released

New features include:

Referrals

A referrals field, with standard pick list options has been added to the Plan - Treatment screen.

This field tracks referrals you have made for a patient in a particular consultation. The referral details are show on the Instinctive Notes Web App so that your Assistant can easily see that a referral form needs to be prepared.

Exercise Updates

New tools field for exercises with a standard pick list of common tools that may be used during exercise.

Improvements to fields in exercises to speed up adding exercise detail

Additional exercises added to the standard list.

Other Improvements

  • Search within the muscle list to improve scrolling

  • SOAP Note header now includes client name on each screen for easy identification

Bug fixes

Numerous small bug fixes are included in this release.

Instinctive Notes 2.3.3 released

New features include:

Subjective Goals Section

Track patient goals over time in the Subjective section of the SOAP note. Choose from a standard list of goals and pick multiple goals to track. Great for wellness tracking where the patient has no specific complaint.

ROM Values in place of ROM Diagram

Track ROM values in place of a ROM Diagram. Copy default values to start from a standard position and adjust as required.

Choose the approach you prefer in settings.

New fields

Objective screen now has an additional notes field for general comments.

Assessment screen now has a “Diagnosis” field to track an initial diagnosis which is copied forward from previous notes.

Assessment screen now has an “Underlying Conditions” field to capture details of any conditions which are not necessarily being treated but may impact treatment.

Other Improvements:

  • Additional onset triggers for complaints

  • Additional exercises

  • Additional home recommendations

  • Additional muscle techniques

Bug Fixes:

  • Numerous small bug fixes are included in this release

Add Nookal integration

This is a big one for us.

We have just released our 4th Integration, with the Nookal Practice Management system.

The API is fully featured so Nookal accounts are able to operate similarly to our other API based integrations, Cliniko and Mindbody.

Note taking will operate in exactly the same manner as all of our accounts.

If you are interested in trying Nookal with Instinctive Notes you can get started at https://au.instinctivenotes.com/signup/nookal

There is a setup guide for connecting Instinctive Notes with Nookal at http://help.instinctivenotes.com/setting-up-your-instinctive-notes-account/nookal-practices/connect-instinctive-notes-to-nookal

If you have any questions on this one please get in touch using the messenger below.