A ringing phone, a client waiting to check in, and intake forms that still need to be entered into the record take time away from a veterinary team that’s already busy caring for patients.
The integration between Instinct EMR and ClinicWise helps reduce that administrative work. ClinicWise, an AI receptionist and online booking platform, handles client-facing tasks such as routine questions, scheduling, and check-in. Bookings and intake information flow into Instinct, while client and patient details stay in sync across both platforms.
With this integration, your team can spend less time transferring information and more time using it to prepare for care.
Give Routine Questions Somewhere Else to Go
When your team is helping a patient or talking with a client, answering another routine call can (and often does) divide their attention. ClinicWise’s AI receptionist answers routine questions by phone and chat, day and night. It can also take prescription refill requests, helping reduce the amount of routine client communication your staff needs to handle directly.
That gives reception staff more time for clients who need a conversation and helps the team stay focused on the patients in front of them.
Clinical concerns still go to your team. The AI receptionist never provides medical advice, so questions requiring veterinary input remain with the people responsible for the patient’s care.
Let Clients Book Without Another Phone Call
Booking an appointment shouldn’t depend on a client having time to call when someone at your front desk is available to answer.
With ClinicWise, clients can book through your practice’s website or Google Business Profile without downloading an app or remembering a login. Booking rules help match them to the right appointment, while bookings and new clients and pet information flow directly into Instinct. Your staff doesn’t have to recreate those entries in a second system.
That flexibility matters outside opening hours, too. ClinicWise reports that over 50% of bookings made through its platform happened outside practice hours. For practices with set business hours, online booking lets clients schedule when it suits them without waiting for someone to answer the phone.
Start the Visit With the Intake Already in Instinct
When a client has already provided their pet’s history and the reason for the visit, your team should be able to use that information without reentering it. ClinicWise’s digital intake forms capture those details before arrival and send them into Instinct. Digital forms and consent are saved in the patient record, giving the team access to the information they’re already working with.
For veterinarians, having that history available provides a starting point for the client conversation and follow-up questions. For the rest of the team, it supports faster check-in and a clearer handoff without the extra step of copying intake details between systems.
Specialty and referral practices can also collect intake information before arrival via digital forms, with a referral clinic booking portal to support scheduling. That helps move some of the coordination ahead of the appointment.
See Who Has Arrived and Prepare for What’s Next
In emergency and urgent care, your team needs to keep track of arriving patients while continuing to care for patients already in the hospital.
ClinicWise lets clients register and check in at a kiosk or on their phone, with built-in digital consent forms. Check-ins update the appointment status in Instinct, helping the team see arrivals and prioritize patients by clinical need.
With arrival and intake information available in Instinct, staff can proceed to the treatment sheet and medical record without first transferring those details. The integration supports the handoff from check-in to care while the clinical team determines what each patient needs.
Keep Follow-Up Information With the Patient Record
Administrative work doesn’t necessarily end when a patient goes home, especially when client responses need to be collected and added to the record. Through this integration, post-visit forms, including post-op checks and feedback surveys, can be sent automatically from Instinct. Clients’ answers are saved back to the record.
For veterinarians reviewing a recovery update, the client’s response is available alongside the rest of the patient’s information. Your team can focus on reviewing what the client shared and determining whether follow-up is needed, rather than manually entering responses into the record.
To learn more about ClinicWise, visit ClinicWise.vet.
