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Front desk

Manage the calendar and appointment status

Create, move, confirm, complete, or cancel appointments without losing the patient story.
Who this is for
Receptionists, doctors, administrators, and owners
Where to go
Calendar; open an appointment for full details
What you will finish
The calendar reflects what is really happening in the clinic.

Create or change an appointment

  1. Open Calendar and choose the correct day.
  2. Select an open time or open the existing appointment.
  3. Confirm patient, service, doctor, branch, and time.
  4. Save, then recheck the calendar position.

Keep the status truthful

  1. Use Confirmed when the patient has agreed to attend.
  2. Use Arrived when the patient is at the clinic.
  3. Use In progress when care has begun.
  4. Use Completed only after the visit is finished.
  5. Use Cancelled or Did not attend when that is what happened.

Move or cancel safely

  1. Open the appointment rather than creating a duplicate.
  2. Change the time or status and include the reason when asked.
  3. Confirm any new time with the patient.
  4. Check related payment, package, or follow-up work after the change.
Front deskHandle a booking request from start to finishFront deskUse the waitlist to fill an open timePatient careUse the doctor's daily page