Choose the patient, doctor and service before selecting an available slot.
- Route
- /dashboard/appointments
- Who can use it
- Admin · Doctor · Nurse · Receptionist create and edit; Accountant, Lab technician and Pharmacist view
- Needs first
- A patient, a doctor with a schedule, and at least one service on that doctor
The booking engine and the day's running order. Four views sit behind one toolbar.
Scope and views
A scope toggle — Today or All Time — sits above four view buttons: Queue, List, Week and Month. The screen opens on Today.
Because the default scope is Today, a clinic with a full book shows 0 total and an empty queue when you arrive on a quiet day. Switch to All Time before concluding that appointments are missing.
List view
Columns: Patient · Doctor · Appointment Date · Duration · Room · Type · Status · Payment · Actions. It can be filtered by receptionist or doctor and sorted by time, status or doctor. Cancelled rows carry a Reschedule action.
| Status | Meaning |
|---|---|
| Scheduled | Booked, not yet arrived. |
| Confirmed | Patient has confirmed attendance. |
| Checked In | Patient is in the building and in the queue. |
| In Progress | Consultation running in Focus Mode. |
| Completed | Consultation finished. |
| Cancelled | Called off. Can be rescheduled from the row. |
Booking an appointment
The form rewrites itself as you fill it in, which is helpful once you expect it and confusing when you don't.
- 1Click New Appointment, or use Quick Actions from anywhere.
- 2In Patient, type a name, MRN or phone number and pick the match. If the patient is new, Add new patient is offered inline.
- 3A Case field now appears. Attach the visit to an existing episode of care, or add a new case. Leave it blank for a one-off visit.
- 4In Doctor, search by name or specialty. Add new doctor is offered inline.
- 5The calendar redraws: days the doctor does not work are greyed out and cannot be clicked, and the Today / Tomorrow shortcuts disappear if today is not one of their days. Pick a bookable date.
- 6The time grid loads — ten-minute slots grouped into Morning and Afternoon, colour-coded Available, Reserved and Selected. Pick a slot.
- 7Service is now selectable. Choosing one shows its price, type and duration.
- 8Set Priority, enter the Chief Complaint, and optionally an ICD-10 or free-text chief complaint code.
- 9Optionally assign a space or room and add notes.
- 10Click Schedule Appointment.
Field reference
| Field | Required | Notes |
|---|---|---|
| Patient | Yes | Search by name or MRN. Creating one inline returns you to the booking. |
| Case | No | Only appears once a patient is chosen. |
| Doctor | Yes | Search by name or specialty. Drives the calendar and the service list. |
| Date | Yes | Limited to the doctor's working days. |
| Time | Yes | Ten-minute slots. Only appears after a date is chosen. |
| Service | Yes | Locked until a doctor is chosen. Carries price and duration. |
| Priority | Yes | Defaults to routine. |
| Chief complaint | Yes | Free text. Arabic is supported and prints correctly. |
| Chief complaint code | No | ICD-10 or free text. |
| Space / room | No | Drawn from Spaces. |
| Notes | No | Internal. |
The appointment record
Opening an appointment gives you the visit in full: a status stepper running Scheduled → Checked In → In Progress → Completed, the clinical details, the SOAP note, any voice recording attached during the consultation, and a complete activity log with timestamps. Down the side sit the billing panel with a Generate Invoice button, a patient summary with allergies, and the linked case.
Two buttons matter at the top: Edit Details changes the booking, and Focus Mode starts the consultation.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| "Select a doctor first" under Service | Services belong to doctors, not to the clinic. | Choose the doctor first. If the list is still empty afterwards, that doctor has no services configured on their staff record. |
| No time slots appear | No date selected yet. | Pick a date. Slots load per day. |
| Most of the calendar is greyed out | The doctor does not work those days. | Correct their weekly schedule on the staff record, or book with another doctor. |
| Appointment list shows nothing | Scope is on Today. | Switch to All Time. |
Still stuck?
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