Appointments & Scheduling

Booking an Appointment

The Appointment Form (?page=appointment-form) is used to book a new session or reschedule an existing one, with live patient search, automatic earliest-slot selection, and awareness of walk-in waitlist entries.

Step-by-step

  1. Go to Appointments → Book Appointment (or click a slot from the calendar).
  2. Search for the patient by typing their name — a live-search dropdown appears; select the correct match.
  3. Choose the appointment type.
  4. Select the doctor — the form auto-selects the earliest available slot for that doctor.
  5. Set duration (defaults to the clinic's configured default) and confirm the date/time.
  6. If conflict checking is enabled, the system will warn if the slot overlaps an existing booking.
  7. Add any notes/reason for the visit.
  8. Click Book.

Booking from the walk-in waitlist

If a patient was added to the walk-in queue, opening the booking form with their waitlist reference shows their token number and lets them bypass the normal queue once booked.

Common issues & fixes

make sure they're registered first (see Registering a New Patient).
check the doctor's availability settings, or that "show available slots" is enabled in Appointment Settings.
pick a different time, or confirm with an admin if the conflict check should be disabled for a specific case.

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