Appointments and calendar
Book, confirm, reschedule, cancel, and run the clinic day from Calendar.
Calendar is where the clinic day lives. Every appointment belongs to one patient, one doctor, and optionally a room.
Book an appointment
- Open Calendar, then New appointment. Or press Ctrl+K and type
book visit. - Pick the patient. If you started from a patient record, they are already selected.
- Pick the doctor.
- Choose a service if you know it. The duration fills itself. You can type a duration instead.
- Set the date. Suggested slots appear after doctor and date are chosen; click one to fill the time.
- Leave status as Scheduled, or choose Confirmed if the patient confirmed.
- Click Create appointment.
The patient and doctor are notified. If a pre-visit form applies to the appointment, it is sent automatically. The appointment opens so you can add notes, start the visit, or take payment.
Reschedule one appointment
- Open the appointment from the calendar.
- Choose a new slot and save.
Wareed checks conflicts against the doctor, room, and patient before saving. The old time stays on the record.
Move many appointments at once
Press Ctrl+K, type /, and describe the move: move tomorrow's appointments to Wednesday. Fatma prepares a proposal in two lists, will do and won't do, with reasons. Nothing changes until you approve. Before executing, she revalidates every appointment against current state.
Cancel an appointment
- Open the appointment.
- Click Cancel and give a reason.
The reason is stored and shows up in analytics. Patients can also cancel themselves through their booking link within your rules.
Start the visit
When the patient arrives, open the appointment and choose Start visit. The visit workspace opens with the pre-visit brief, the chart, and the clinical note.
Run the day
- Queue lists who is waiting now, in order, with priority flags.
- Waiting list holds patients who want an earlier slot. Pull from it when a cancellation opens one.
- Analytics shows 30 days of no-shows and cancellations by doctor, type, and hour.
Ask Fatma about the day
In the command center, type /show today's appointments or /who cancelled today?. She answers with real rows from your calendar, scoped to your permissions.