Charting & EMR Overview

InSched includes a full electronic medical records (EMR) system for managing patient charts. Documents, notes, scanned images, and imported files are organized in a structured chart for each patient.

Core Concepts

Documents and Pages

A patient chart is a collection of documents. Each document can contain one or more pages. Documents are categorized by:

Section — A chart section (e.g., "Progress Notes", "Imaging", "Lab Results")
Plan — The patient's treatment plan
Event — A specific appointment
Provider — The associated physician or provider
Service Dates — The date range when the service occurred

Document Types

InSched supports several types of chart content:

Type	Description
Notes	Rich-text documents created in the built-in RTF editor
Scanned Documents	Multi-page scans from TWAIN-compatible scanners
Images	Photos captured from a camera or webcam
Imported Files	PDF files, images, or other documents added from disk
Letters	Pre-defined letter templates imported into the chart

Chart Sections

Sections provide a way to organize documents within a patient's chart. Common sections include Progress Notes, Consent Forms, Lab Results, Imaging, and Correspondence. You can create custom sections and mark unused ones as inactive.

Accessing the EMR

Open a patient's chart from the EMR menu or by accessing the EMR viewer for the selected patient.

Key Features

Three viewing modes — Organize the document tree By Date, By Plan, or By Section
Rich text editor — Full Word-like ribbon interface for creating notes
Snippets — Reusable text blocks that can be inserted into notes
Scanning — Multi-page document scanning with duplex support
Image capture — Live camera/webcam capture
PDF viewing — Built-in PDF viewer with thumbnails and bookmarks
Document signing — Provider signature tracking with timestamps
Export and print — Export files or create PDFs from selected documents

Chart Workflow

Patient Selected
    │
    ├── View Chart → EMR Viewer (browse existing documents)
    │
    ├── Add Note → RTF Editor (create a new note)
    │
    ├── Scan Document → Multi-Page Scan dialog
    │
    ├── Capture Image → Camera capture dialog
    │
    ├── Add File → Import a file from disk
    │
    └── Import Letters → Import pre-defined letter templates

Document Metadata

Every document in the chart tracks:

Section — Chart section classification
Service dates — Start and end dates for the service
Plan and Event — Links to a treatment plan and/or appointment
Provider — Source provider
Document title — Optional descriptive title
Signatures — Up to two provider signatures with timestamps
Audit trail — Who entered the document, when, and from which workstation

Core Concepts​

Documents and Pages​

Document Types​

Chart Sections​

Accessing the EMR​

Key Features​

Chart Workflow​

Document Metadata​