Appointments
Manage scheduling, filters, availability, and appointment lifecycle states.
Summary
Appointments support practitioner calendars, client continuity, and operational forecasting.
Prerequisites
- Practitioner profile configured.
- Client records available.
- Availability rules configured for working hours and breaks.
Steps
- Open calendar and apply practitioner/date filters.
- Create a new appointment with type, duration, and client.
- Validate room/resource conflicts if applicable.
- Update status as the appointment progresses.
- Use follow-up fields to trigger downstream workflow.
Operational Notes
- Use consistent appointment types to improve reporting quality.
- Reserve emergency slots only where clinically appropriate.
- Track cancellation reasons to improve scheduling efficiency.
Troubleshooting
- If a slot appears unavailable, check overlapping appointments and buffer settings.
- If records seem missing, confirm practice scope and cross-practice permissions.