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Searching for Patients

InSched provides several ways to find patient records, both from within the scheduling interface and as standalone searches.

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 searching 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 saved.

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

Quick Search from the Edit Appointment Dialog​

When creating or editing an event, the Patient Search field lets you quickly find a patient:

  1. Type a few letters of the last name
  2. Optionally add a space and a few letters of the first name
  3. Press Tab or Space to search

Example: Type "pad ant " to find Anthony Padua.

If one match is found, it is automatically selected. If multiple matches are found, a selection list appears. If no match is found, you are offered the option to create a new patient record.

Patient Search Dialog (F8)​

Press F8 from the main screen to open a patient search by name.

Select Patient Dialog​

The Select Patient dialog provides a full-featured patient search with a grid display:

Columns Displayed​

The patient list shows key information at a glance:

  • ID, Last Name, First Name, Middle Name
  • Birth Date, Date of Contact
  • Address, City, State, Zip
  • Phone Numbers (Day, Night, Cell), Fax
  • Email, Chart Number, Gender

Show Details​

Press F4 or check Show Details to toggle the visibility of additional columns including full address and phone information.

Selecting a Patient​

  • Click on a patient to highlight them
  • Double-click or press Enter to select and accept
  • Press Escape to cancel

Creating a New Patient​

If the patient you're looking for doesn't exist:

  • Click the New Patient button, or
  • Press N to create a new record

Search from the Main Screen​

Press F8 from the main InSched screen to search for a patient by name. This is useful for quickly locating a patient's appointments on the schedule.