The Appointments section lets you schedule, view, and manage patient appointments for any doctor in your clinic.
Accessible by: Admin, Receptionist, Doctor
| Field | Required? | Notes |
|---|---|---|
| Patient | ✅ Yes | Search by name or phone |
| Doctor (Team Member) | ✅ Yes | Select from active doctors |
| Date & Time | ✅ Yes | Must be today or a future date |
| Notes | No | Any special instructions or reason for visit |
The appointment is now created with a Scheduled status and will appear in the appointments list.
Note: Appointments cannot be booked in the past. The date picker will only allow today or future dates.
Every appointment has a status that shows where it is in its lifecycle:
| Status | What It Means |
|---|---|
| 🟡 Scheduled | Appointment is confirmed and upcoming |
| ✅ Completed | The patient visited and the consultation is done |
| ❌ Cancelled | The appointment was called off |
| 🟠 No Show | The appointment time passed and the patient did not attend |
Once an appointment is marked Completed, it cannot be changed. This protects your records.
If a scheduled appointment has passed and the patient did not attend, two options appear:
You can still reschedule from a No Show appointment at any time.
Cancelled appointments remain in your history for record-keeping.
On the list view, you can filter appointments by: