📄️ Patient Management Overview
InSched includes comprehensive patient and customer management capabilities. Patient records are central to the system, linking to scheduled events, treatment plans, billing, charting, and communications.
📄️ Searching for Patients
InSched provides several ways to find patient records, both from within the scheduling interface and as standalone searches.
📄️ Creating and Editing Patient Records
Important Note about Patient Name Changes
📄️ Plans and Stages
Plans and Stages are InSched's mechanism for tracking a patient's journey through the practice. Originally developed for the Inform & Enhance CRM integration, this system ensures that appropriate follow-up actions are taken at each step.
📄️ Combining Patient Records
Over time, duplicate patient records can accumulate in the system. InSched provides a Combine Patients feature that merges duplicate records while preserving all associated data.
📄️ Patient Labels and Printing
InSched provides several options for printing patient-related labels, envelopes, and accessing patient information from a centralized dialog.