📅 Appointment Scheduling

The Appointments section lets you schedule, view, and manage patient appointments for any doctor in your clinic.

Accessible by: Admin, Receptionist, Doctor (Billing can view appointments read-only)

Booking and cancelling appointments is done by Admins and Receptionists. Doctors can view the schedule and reschedule, but don't book or cancel.

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Booking an Appointment

1. In the sidebar, click Appointments.
2. Click + New Appointment.
3. Fill in the appointment details:

1. Click Book Appointment.

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.

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Appointment Statuses

Every appointment has a status that shows where it is in its lifecycle:

Once an appointment is marked Completed, it cannot be changed. This protects your records.

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When a Patient Doesn't Show Up

If a scheduled appointment has passed and the patient did not attend, two options appear:

• No Show — Records that the patient did not attend. Use this to keep your history accurate.
• Reschedule — Opens the new appointment form pre-filled with the same patient and doctor so you can quickly book a new slot.

You can still reschedule from a No Show appointment at any time.

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Cancelling an Appointment

1. Find the appointment in the list.
2. Click Cancel next to the appointment.
3. Confirm the cancellation.

Cancelled appointments remain in your history for record-keeping.

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Filtering & Searching Appointments

On the list view, you can filter appointments by:

• Date range
• Doctor
• Status (Scheduled, Completed, Cancelled, No Show)

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Tips

• Book appointments during registration if the patient walks in for the first time — it saves a step.
• Always mark no-shows promptly — it keeps your appointment history clean and makes it easy to follow up.