Activity & To-Do List
InSched provides two views for tracking pending tasks: the Activity List (a log of activities, where activities can be marked complete) and the To-Do List (an interactive workflow tool for managing and completing tasks).
Activity List
The Activity List shows activities across patients — both those created by staff and those raised automatically.
Accessing the Activity List
Select View > Activity List from the menu.
Activity Grid
The grid displays activities with columns including:
| Column | Description |
|---|---|
| Summary | Brief description of the activity |
| Full Description | Detailed description |
| Create Date | When the activity was created |
| Due Date | When the activity is due |
| Date Completed | When the activity was finished |
Additional system fields track the patient, plan, event, provider, assigned resource, action group, and other metadata.
Marking Activities Complete
The grid supports selecting multiple rows (Ctrl-click or Shift-click, or the Select All button). Click Mark Complete to mark every selected activity complete in one step — you'll be asked to confirm, and each completion is audit-stamped.
Where Activities Come From
Besides activities staff create, InSched raises activities automatically from online events, so nothing arriving from outside the practice is missed. Examples include:
- A payment link being paid (record the payment)
- Received faxes and forwarded voicemail messages
- Patient portal messages and requests
- Appointment reminders or confirmation requests that could not be delivered, so staff can reach the patient another way
- Rcopia e-prescribing notifications (pending prescriptions, renewal requests — see Rcopia e-Prescribing)
- New leads from web inquiries
Whether online communications create activities is configurable on the Setup > Preferences > Activities tab.
To-Do List
The To-Do List is the primary tool for staff to manage their daily and weekly action items.
Accessing the To-Do List
Select View > To Do List from the menu.
Filtering
The To-Do List provides extensive filtering to focus on relevant tasks:
Date Range
Select a preset range or choose custom dates:
- This Week / Last Week / Today / This Month / Last Month / Manual Select
- Date From and Date To pickers for manual selection
Sort Order
Choose how tasks are organized:
- Date | Patient
- Patient | Date
- Action | Patient
- Stage | Patient
Staff Filters
Filter by staff involvement (each has a "Show All" option):
| Filter | Description |
|---|---|
| Plan Type | Filter by treatment plan type |
| Action | Filter by specific action |
| Physician | Filter by physician |
| Office | Filter by office location |
| Nurse | Filter by nurse |
| Coordinator | Filter by coordinator |
| Assigned To | Filter by assigned staff member |
Check Include Complete to show finished tasks alongside pending ones.
Working with Tasks
The To-Do grid shows tasks with key information:
| Column | Description |
|---|---|
| New Complete | Check to mark a task as newly completed |
| Complete | Shows if the task was already completed |
| Full Name | Patient name |
| Date | Due date |
| Assigned To | Responsible staff member |
| Office | Office location |
| Physician / Coordinator / Nurse | Associated staff |
| Stage | Treatment plan stage |
| Action Name | The action to perform |
Completing Tasks
- Open the To-Do List
- Filter to find your pending tasks
- Check the New Complete checkbox for each task you've finished
- Click Save or press F3 to save your changes
Editing Patient Information
Right-click a task row and select Edit Patient and Plan to open the patient record directly from the To-Do List.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| F3 | Save changes |
| F5 | Search / refresh the list |