Event Status Workflow

Every event in InSched has a Status that tracks its lifecycle from creation through completion. Status changes are recorded in the Audit Trail.

Available Statuses

Status	Visual Indicator	Description
None	Normal display	Default state when an event is first created
Checked In	Check-in icon (configurable)	Patient has arrived and checked in
Checked Out		Patient has completed the appointment and left
Check Back		Patient has returned after checking out
No Show	Vertical stripe on left side of event	Patient did not arrive for the appointment
Canceled	Criss-cross stripes (horizontal and vertical)	Appointment was canceled

Typical Workflow

Event Created (None)
    │
    ├──→ Patient Arrives ──→ Checked In ──→ Service Complete ──→ Checked Out
    │                                                               │
    │                                                               └──→ Patient Returns ──→ Check Back
    │
    ├──→ Patient Doesn't Arrive ──→ No Show
    │
    └──→ Appointment Voided ──→ Canceled

Any status can also be cleared back to None using Clear Status.

Changing Status

From the Context Menu (Right-Click)

Right-click on an event to access status changes:

• Check In - Mark the patient as arrived
• Check Out - Mark the appointment as complete
• Check Back - Mark a checked-out patient as returned
• No Show - Mark the patient as a no-show
• Cancel - Mark the appointment as canceled
• Clear Status - Reset the status to None

From the Edit Appointment Dialog

Open the event for editing and change the Status field directly.

From the Events Menu

Select the event, then use the Events menu to access the same status actions.

Keyboard Shortcut

Key	Function
F5	Check In the selected event

Bulk Check Out

Select Events > Check Out All Checked In Events to check out all events that are currently in Checked In status. This is useful at the end of the day.

Confirming Events

Confirmation is tracked separately from the event status. When you confirm an event, the Last Confirmed Date is recorded.

To confirm an event:

• Right-click and select Confirm, or
• Press Ctrl+F5, or
• Click the Confirm button in the Edit Appointment dialog

InSched supports multiple confirmation types:

• Spoke to patient
• Received message from patient
• Spoke to someone else
• Left voicemail
• Sent message to patient
• Other method

If you are using PatientConnection for text message reminders, confirmations from patients are automatically recorded.

Visual Indicators

InSched uses visual cues on the schedule to indicate event status:

• No Show: A vertical stripe along the left side of the event (default: Black)
• Canceled: Criss-cross stripes (default: Blue)
• Checked In: An icon on the event (configurable in Preferences)
• Confirmed: An icon on the event (configurable in Preferences)

The colors for these indicators can be customized per Event Type during setup. This allows you to choose contrasting colors that work well with each Event Type's background color.

Canceled Events Visibility

By default, canceled events are hidden from the schedule to reduce clutter. To show or hide canceled events:

• Select View > Show Canceled Events from the menu
• Canceled events appear with criss-cross striping to distinguish them from active events

Status and CRM Integration

When InSched is connected to the Inform & Enhance CRM system, certain status changes can automatically trigger stage changes in the patient's treatment plan. For example:

• Checking in a consultation patient can advance their stage to "Consultation"
• Scheduling surgery can update the stage to "Surgery Scheduled"
• A no-show or cancellation can trigger appropriate follow-up actions

These integrations are configured through Event Type Trigger Types during setup.