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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.

Patient Records​

Each patient record contains:

  • Demographic information: Name, address, phone numbers, email
  • Contact history: Date of initial contact
  • Treatment plans: One or more plans with stages tracking the patient's journey
  • Scheduled events: All past and future appointments
  • Billing records: Charges, payments, and insurance information
  • Chart entries: Paperless medical records and documents
  • Communication history: Emails, text messages, and portal communications

Key Features​

Integration with Scheduling​

When you create a new event, you can search for and select a patient directly from the Edit Appointment dialog. If the patient doesn't exist yet, you can create a new patient record on the fly using F8. This tight integration ensures that patient records are created at the right time - when the first appointment is made - rather than being left for later.

Plans and Stages​

InSched tracks patient progress through treatment plans with defined stages. For cosmetic surgery practices, the typical stages are:

Inquiry → Appointment → Consultation → Surgery Scheduled → Surgery Completed

InSched can automatically prompt for stage updates when scheduling actions occur, ensuring that the CRM stays current. See Plans and Stages for details.

Special Issues​

Patients can have "Special Issues" notes that alert staff to important considerations. When a patient with Special Issues is selected for an event, the notes are automatically displayed and added to the event's Alert Notes.

Audit Trail​

All changes to patient records are tracked in the audit trail with timestamps, operator initials, and station information. See Audit & History for details.