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Appointments — A Walkthrough

The new appointments flow — bigger canvas, half-hour grid, doctor schedules enforced at booking, a structured reason dialog when you cancel, and one screen for the WhatsApp side of the conversation. This guide is the receptionist seat’s daily reference; the settings reference for the same features lives at /clinical/appointments and /admin/appointment-setup.

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What’s new

  • Wider canvas, narrower sidebar. The right-side Overview panel starts collapsed. The sidebar trims from 320 to 280 pixels. Your choice is remembered per user.
  • New Appointment is the only booking entry point by default. Click-to-book is off out of the gate. Turn it back on from Settings → Appointment Setup if your team prefers to tap an empty slot.
  • 30-minute default duration. The picker offers 30 min (default), 1 hour and Custom. Tapping a slot stages a 30-minute appointment.
  • Save & Book on the patient form. Adding a walk-in and booking their first appointment is one step. Saves a couple of clicks per intake.
  • Doctor schedules enforced at booking time. If a doctor is off, bookings for that day are rejected. Out-of-hours bookings are rejected with a message that shows the appointment’s start, computed end and the clinic’s open–close window.
  • Day view shrinks to the doctor’s shift. Filter to a doctor and the time grid only shows that doctor’s working hours instead of nine empty hours at the top. Doctors who are off today show a clear banner.
  • A structured cancellation reason dialog. Cancelling or marking no-show opens a dialog asking why (mandatory), whether the patient was contacted, and whether a follow-up was arranged.
  • Web / WhatsApp timeline tabs. Status changes, invoices, notes and file uploads sit on the Web tab. WhatsApp template sends, delivery receipts and patient replies sit on the WhatsApp tab. “All” merges everything chronologically.

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How to use it

  1. Open Calendar. The canvas is wide; the Overview is collapsed.
  2. Click New Appointment. Pick the patient with the typeahead, pick the date and time, pick the doctor (or leave Unassigned). The duration starts at 30 minutes.
  3. To add a brand-new patient and book at the same time, open the patient form and click Save & Book Appointment instead of Save Patient.
  4. To reschedule, drag the card. The new time snaps to the boundary you chose in Appointment Setup.
  5. To cancel or mark no-show, open the card and click the action. Fill in the reason dialog — reason is mandatory so the audit trail is complete.
  6. Switch between Web and WhatsApp tabs on the appointment timeline to see exactly what was said and when.

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What changed since the last revision

  • Click-to-book is off by default; new bookings go through the button.
  • Default duration is 30 minutes, not 60.
  • Save & Book on the patient form is new.
  • Doctor schedules are enforced at booking time.
  • Day view shrinks to the doctor’s shift when filtered.
  • Cancellation reason dialog is mandatory.
  • Web / WhatsApp tabs split the appointment timeline.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.