📄️ Setting Up InSched
All aspects of preparing the program for use
📄️ Practice Information
The Practice Information dialog configures global practice-level settings that affect scheduling behavior, event processing, and data entry throughout InSched.
📄️ User Roles & Security
InSched uses role-based access control (RBAC) to manage user permissions. Users are assigned roles, and each role is granted or denied specific privileges.
📄️ Referral Sources & Referring Providers
InSched tracks where patients come from through referral sources and referring providers. This data supports marketing analysis and insurance billing requirements.
📄️ Facilities
Facilities represent the physical locations where services are provided — such as your main office, a surgery center, or a satellite clinic. Facility records are used in billing and insurance claims.
📄️ Provider Classes
Provider classes group providers (physicians, nurses, coordinators) for billing purposes. When generating claims, the provider class determines which billing identifiers and rates to use.
📄️ Billing IDs
Billing IDs define the identifiers used on insurance claims for providers, facilities, and referring providers. Each billing ID record specifies the NPI, taxonomy code, tax ID, and other identifiers required by specific payers.
📄️ Accounts
Accounts are an optional practice-specific field that can be assigned to financial transactions. They provide an additional way to categorize and track transactions beyond the standard procedure codes and payment types.
📄️ Configure SMTP So You Can Send Email
SMTP stands for "Simple Mail Transfer Protocol", and is the API (application program interface, a computer-to-computer communication protocol) by which programs such as IntelliPract® / InSched can connect to an email distribution server, which can then actually send email.
📄️ Taking Your Schedule With You
Being able to refer to your schedule when you are outside the office is a critically important feature, and IntelliPract® / InSched have several mechanisms to allow you to do that. You can use one or all of them.