📅 Appointment Scheduling
The Appointments section lets you schedule, view, and manage patient appointments for any doctor in your clinic.
Accessible by: Admin, Receptionist, Doctor
Booking an Appointment
- In the sidebar, click Appointments.
- Click + New Appointment.
- Fill in the appointment details:
| 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 |
- 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.
Appointment Statuses
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.
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.
Cancelling an Appointment
- Find the appointment in the list.
- Click Cancel next to the appointment.
- Confirm the cancellation.
Cancelled appointments remain in your history for record-keeping.
Filtering & Searching Appointments
On the list view, you can filter appointments by:
- Date range
- Doctor
- Status (Scheduled, Completed, Cancelled, No Show)
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.