Scheduling and appointments

The organization calendar

Owners, Administrators, and Secretaries get an org-wide view of scheduling and appointments across doctors, departments, and locations. Doctors and departments define their own recurring availability plus exceptions; bookable slots come from that.

Booking for a patient

Staff with the right permission can book, reschedule, and cancel appointments for patients — for example a Secretary booking a follow-up over the phone.

When a patient books (or a staff member books for them), the treating doctor is granted access to that patient's record on the standard terms: full history, 30-day expiration from the most recent appointment, revocable by the patient at any time.

What a patient can choose at booking

Depending on how the organization is set up, a patient may be able to:

• Pick a specific doctor
• Pick any available doctor
• Pick a location
• Choose an online consultation
• Take the earliest available appointment

Appointment states

Appointments move through explicit states — Confirmed, Checked in, In progress, Completed, plus No-show and Cancelled. Payment state is tracked separately. Staff act on these per their permissions; the treating doctor acts on their own appointments.

Clinical / service requests

A doctor can raise a service request — an X-ray, a blood panel — routed to the appropriate internal department, scheduled, performed, and its result attached back. The request is distinct from the appointment used to carry it out.