Appointments & Scheduling

Appointments Overview (Day/Week View, Waitlist)

Doctors, Front desk, Admins appointments schedule calendar waitlist no-show

The Appointments page (?page=appointments) is the clinic's scheduling hub, with day and week views, a waitlist tab, conflict-aware quick booking, reschedule/cancel modals, and automatic no-show flagging.

Who sees what

  • Admins see every doctor's schedule and can filter by doctor.
  • Non-admin doctors always see only their own schedule — this scoping can't be changed from the UI.

Step-by-step

  1. Go to Appointments.
  2. Toggle between Day and Week view (default view is configurable in Appointment Settings).
  3. Filter by date and status (e.g., confirmed, completed, cancelled, no-show).
  4. Click a slot or Quick Book to create a new appointment directly from the calendar.
  5. Use the Waitlist tab to see patients waiting for an earlier slot.
  6. Click an existing appointment to reschedule, cancel (with optional refund), or add session notes.

Recording reminders

If a video/telehealth session was recorded, a banner reminds staff to upload/confirm the recording if it hasn't been processed yet.

Common issues & fixes

only admins can view/filter across all doctors.
conflict checking (if enabled in settings) prevents double-booking the same doctor/slot.
the system flags appointments that pass their time without being marked completed/cancelled.

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