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Creating and Editing Patient Records

Important Note about Patient Name Changes​

Patients often change their last name, sometimes for changes in marital status. InSched acknowledges that by tracking those changes, and automatically searc hing for patients by all their names.

Therefore, if a patient has changed her name from "Jane Smith" to "Jane Jones", even though her name is no longer "Smith", she will still be found searching by either "smi jan " or "jon jan ".

This feature requires that the name editing be done in InSched rather than Inform. If you edit the patient name in Inform, the previous names will not be sa ved.

Therefore, you should always edit patient names in InSched rather than Inform.

Creating a New Patient​

There are several ways to create a new patient record:

From the Edit Appointment Dialog​

While scheduling an event, press F8 to create a new patient. This is the most common workflow - the patient record is created at the time of the first appointment.

From the Select Patient Dialog​

Click the New Patient button (or press N) when the patient search returns no results.

From the Edit Persons Dialog​

Open the patient list and use the navigator bar to create a new record.

Patient Information Fields​

Name​

  • Salutation - Mr., Mrs., Ms., Dr., etc.
  • First Name
  • Middle Name
  • Last Name
  • Nickname

Contact Information​

  • Day Phone (with extension)
  • Night Phone (with extension)
  • Cell Phone
  • Fax
  • Email

Address​

  • Street Address (Line 1 and Line 2)
  • City
  • State (lookup from state list)
  • Zip Code

Demographics​

  • Gender - Male/Female
  • Contact Date - Date of initial contact with the practice

Administrative​

  • Import ID - For records imported from other systems

Editing an Existing Patient​

From the Edit Appointment Dialog​

Press F9 while a patient is selected to edit their record.

From the Edit Persons Dialog​

Select Setup > Persons to open the Edit Persons dialog, which shows all patients in a grid with an editing panel.

The Edit Persons dialog features:

  • A banded grid showing all patients with configurable columns
  • A detail panel on the right for editing individual fields
  • A navigator bar for adding, editing, deleting, and navigating records

Saving Changes​

  • Press F3 or click OK to save changes
  • Press Escape or click Cancel to discard changes

All changes are recorded in the audit trail.

Special Issues Notes​

Patients can have Special Issues notes that serve as alerts for staff. When a patient with Special Issues is selected for an event:

  1. The Special Issues notes are displayed to the user
  2. The Special Issues flag appears in the Edit Appointment dialog
  3. The notes are automatically added to the event's Alert Notes
  4. Alert Note striping appears on the event in the schedule grid

This ensures that important patient considerations are never missed when scheduling.