FAQs: Instinct and Flow

If I create an appointment in Flow, will it create in Instinct as well?

No, appointments created in Flow will not sync to Instinct.

If I delete an appointment in Flow, will it be deleted in Instinct as well?

No, appointments deleted in Flow will not sync to Instinct.

If an appointment is confirmed in Flow, will that confirmation sync back in Instinct?

Yes! Confirmations that write back to Instinct are done via automations only.

If I delete an appointment in Instinct, will it be deleted in Flow? Will it still send out an automated reminder?

Yes, appointments will be deleted from Flow and automated reminders will be cancelled.

If I create a new client and/or pet in Instinct, will they automatically show up in Flow?

Yes, new clients and new pets will sync from Instinct to Flow within 5 minutes.

If I create a new client and/or pet in Flow, will they automatically sync back into Instinct?

No, clients and pets created in Flow will not sync back into Instinct. Create all clients and pets within Instinct to sync them to Flow.

Do conversations export back into Instinct?

Conversations can be manually or automatically exported from Flow into Instinct upon completion of a chat. Exported conversations will be visible In the Patient Chart under "Non-Visit Documents" within Instinct.

Do payments made in Flow reflect in client balances in Instinct?

No - payments made within Flow will not update client balances. To view payments made, navigate to the Reporting tab in the left hand menu.

Can I use Flow for my service reminders?

Service reminders are not available for clinics utilizing Instinct at this time.

Can clients see pet vaccine data?

No, pet parents cannot view their pet’s medical history or vaccine history in their pet portal.