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Practice Information

The Practice Information dialog configures global practice-level settings that affect scheduling behavior, event processing, and data entry throughout InSched.

Accessing Practice Information​

Select Setup > Practice Information from the menu.

Event Tracking Settings​

Inform Integration​

  • Track Event Changes For Inform — Enable event change tracking for synchronization with Inform

Patient Suggestions​

Control whether InSched prompts staff to associate a patient when creating certain event types:

  • Suggest Patient for Consult Events — Prompt for patient on consultation appointments
  • Suggest Patient for Surgery Events — Prompt for patient on surgery appointments
  • Suggest Patient for Procedure Events — Prompt for patient on procedure appointments
  • Suggest Patient for Ongoing Service Events — Prompt for patient on ongoing service appointments

Plan Automation​

  • Auto Advance Ongoing Service Plans — Automatically advance plans when ongoing service events are completed

Status Settings​

  • Use Checked Back and Checked Out Statuses — Enable the Check Back and Check Out status workflow steps. When unchecked, only basic event statuses are available.

Audit Settings​

  • Allow database entry without Audit Tracking Initials — When unchecked, all changes require user initials for audit tracking. Check this to allow entries without initials.

Display Settings​

  • Show All Block Types — Display all available block types in the scheduling interface rather than filtering by context.

Action Groups​

Assign action groups that automatically execute when specific events occur:

SettingDescription
No Show Action GroupActions triggered when a patient is marked as no-show
Consult Canceled Action GroupActions triggered when a consultation is canceled
Consult Deleted Action GroupActions triggered when a consultation is deleted

Select an action group from the dropdown, or leave blank to disable automatic actions for that event.

Format Settings​

Phone Number Format​

Choose the display format for phone numbers throughout InSched:

  • ###-###-#### — Standard US format (e.g., 555-123-4567)
  • ##-######## — Alternative format

Postal Code Format​

Choose the display format for postal/ZIP codes:

  • #####-#### — US ZIP+4 format
  • V3V 1S8 — Canadian postal code format
  • #### — Four-digit format

Keyboard Block Shortcuts​

Configure which block types are assigned to keyboard shortcuts:

SettingDescription
B Key Block TypeThe block type selected when pressing the B key on the schedule
L Key Block TypeThe block type selected when pressing the L key on the schedule

Select a block type from the dropdown for each shortcut key.