Appointments

The Appointments page shows your clinic's schedule. Every appointment links a patient, a provider, a date and time, and a visit type.

Working the schedule

Booking an appointment

1. Open Appointments in the sidebar and click New appointment.
2. Pick the patient (by file number) — their name and initials fill in automatically.
3. Choose the date, time, type of visit (e.g. follow-up, new patient, procedure), and the provider who will see them.
4. Save. The appointment appears in the schedule with status scheduled.

Managing the day

• Update an appointment to change its time, provider, or status — for example to mark it completed, or no-show.
• Delete removes it from the schedule entirely (use status changes for normal bookkeeping; delete is for mistakes).

Reception, doctors, members, admins, and owners can all create and manage appointments — scheduling is front-desk work by design. Pharmacy and lab staff can see the schedule but not change it.