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The appointment detail page is where clinical work happens. It brings together everything your team needs during a patient visit — medical alerts, clinical notes, the dental chart, treatment plans, and status controls — in one screen. This article walks through each section so you know exactly where to find what you need.

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Persistent header

The header stays visible as you scroll through the page, ensuring critical patient information is always in view. It displays:
  • Patient name and age
  • Assigned doctor — or an amber Assign doctor badge if the appointment is still unassigned. Click the badge to open a doctor picker (including visiting doctors) and assign the visit.
  • Status badge — Color-coded to match the current appointment status
  • Allergy chips — Displayed in red for immediate visibility
  • Medication chips — Displayed in orange as a secondary alert
The header also includes an Edit button for modifying appointment details and a link to the patient’s full profile card.
Always glance at the allergy and medication chips in the header before beginning any procedure. These are pulled directly from the patient’s medical history and provide at-a-glance safety information.
Appointment detail overview

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Overview tab

The Overview tab is the default view when you open an appointment. On desktop, it uses a two-column layout to maximize information density without clutter.

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Main column

The left (main) column contains the appointment details and clinical note authoring tools.

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Appointment details

The core information about the visit:
  • Time window — Start and end time based on duration
  • Date
  • Status
  • Duration
  • Type — The procedure or visit type
  • Doctor — The assigned provider
  • Room — Displayed as a colored badge matching the room’s configured color. Shows “No room assigned” if no room has been set yet.
  • Notes — Any notes attached to the appointment

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Clinical note authoring

This is where doctors write their clinical notes during or after the visit.
1

Start a new note

Click the clinical note block to begin writing. You can type directly or use the voice recorder.
2

Use voice recording (optional)

Click the microphone icon to dictate your note. The recorder supports English, Urdu, and Hindi. Your speech is transcribed into text in the note field.
3

Structure with AI

Click AI SOAP to automatically restructure your free-text or dictated note into the SOAP format (Subjective, Objective, Assessment, Plan). This standardizes your documentation without requiring you to write in a rigid format.
4

Refine with AI text tools

Use the AI toolbar for additional refinement:
  • Rewrite — Rephrase for clarity
  • Grammar — Fix grammatical issues
  • Shorten — Condense verbose notes
  • Detailed — Expand brief notes with clinical detail
5

Save the note

Save your note. It is added to the patient’s clinical record and appears in the notes list below.
The voice recorder is especially useful during procedures when your hands are occupied. Dictate observations in real time, then use AI SOAP to structure them after the procedure is complete.

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Dental chart strip

A read-only view of the patient’s dental chart is embedded directly in the Overview tab. This shows the current state of all teeth — existing conditions, completed work, and planned treatments — without leaving the appointment page. For interactive charting, switch to the Clinical tab.

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Previous clinical notes

Below the authoring block, you will find a list of all previous clinical notes for this patient, displayed newest first. This gives the treating doctor immediate context from past visits.

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Right rail

The right column is sticky on desktop — it stays in view as you scroll through the main column. It contains quick-access cards and action controls.

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Medical issues card

Displays the patient’s allergies (as red chips) and current medications (as orange chips) in a compact card format. This duplicates the header information in a more detailed layout.

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Treatment plans card

Shows all existing treatment plans for the patient. Each plan indicates its status and progress. A New Plan button lets you create a treatment plan directly from the appointment. After creating the plan, the platform navigates you back to the appointment detail page automatically.
Doctors & Admins can create and modify treatment plans. The treatment plan card provides a direct link without requiring you to navigate to the patient profile first.
A placeholder for upcoming consent form functionality. This card is visible but marked as Coming Soon.

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Status action buttons

Context-sensitive buttons that let you advance the appointment through its workflow without leaving the page. These buttons are only shown when viewing or editing an existing appointment — they are not present on the new appointment form.

Confirm / Check In

Available when the appointment is in Scheduled status. Moves it to Confirmed and prompts for operatory assignment.

Complete & Invoice

Available when the appointment is In Progress. Marks the visit as complete and initiates the invoicing flow.

No Show

Available once the appointment time has passed. Marks the patient as a no-show.

Cancel

Available for most active statuses. Cancels the appointment and frees the time slot.
If the appointment time is in the past and the status is still Scheduled or Confirmed, a warning appears explaining that you should use Complete & Invoice or No Show rather than Confirm.
Start appointment stays disabled until a doctor is assigned. If the appointment is unassigned, use the Assign doctor badge in the header first.

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Cancellation and no-show dialog

Choosing Cancel or No Show opens a short structured dialog before the change is applied. It asks for:
  • Reason — required.
  • Was the patient contacted?
  • Was a follow-up arranged?
Your answers are saved with the appointment and appear in the History tab, giving the whole team a clear record of why a slot was cancelled or missed and what was done about it.

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Send appointment summary email

A form at the bottom of the right rail lets you email an appointment summary to the patient. This is useful for sending post-visit instructions, follow-up reminders, or visit confirmations.

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Clinical tab

The Clinical tab provides the full interactive dental chart (odontogram) and the complete clinical note history for the patient.

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Interactive dental chart

Unlike the read-only strip on the Overview tab, the dental chart here is fully interactive. Doctors & Admins can:
  • Mark conditions on individual teeth
  • Record completed procedures
  • Plan future treatments
  • View tooth-by-tooth history
The chart follows standard dental numbering and uses visual indicators to differentiate between existing conditions, completed work, and planned treatments.

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Clinical note history

A complete list of all clinical notes for this patient, spanning every past appointment — not just the current visit. Notes are displayed newest first, with each entry showing the date, the authoring doctor, and the appointment it was created during.
Use the Clinical tab when you need to do detailed charting work. Use the Overview tab when you need to quickly review the chart alongside appointment details and status actions.

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History tab

The History tab provides a full audit timeline for the appointment. Every change is logged:
  • Creation — When and by whom the appointment was created
  • Status transitions — Each status change with timestamp and the user who triggered it
  • Rescheduling — Date or time changes with before-and-after values
  • Notes added — When clinical notes were attached to the appointment
  • Detail edits — Changes to doctor, room, type, or duration
  • Cancellation and no-show answers — The reason, contact, and follow-up captured in the cancellation dialog

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Timeline tabs

The timeline is organised into tabs so you can separate in-app activity from patient messaging:

Web

Status changes, invoices, notes, and file uploads.

WhatsApp

Template sends, delivery receipts, and patient replies.

All

Everything merged into one chronological view.
Every event shows its full date and time in Pakistan time.
The history tab is immutable. Entries cannot be edited or deleted. Corrections create new entries rather than overwriting existing ones, maintaining a complete audit trail.
All clinic staff — admins, receptionists, and doctors — can view the appointment history. Patient portal users do not have access to this level of detail.
Every event since the appointment was first created is preserved. There is no expiration or archiving of history entries.
Yes. The timestamped record of status changes, especially the transition to Completed and the associated invoice creation, provides documentation that can help resolve disputes about what was done and when.