At-a-glance counts
A summary strip shows how many requests are waiting, booked visits, unassigned appointments, and visits currently in progress, so the day's load is clear before you scan the list.
Clinic operationsAvailable
Appointments
The clinic schedule and requests queue. Search and filter appointments, open details, prepare with the patient, use governed in-person check-in, and book a new visit.
What you can do here
Unified clinic list
Use schedule or request mode, then filter by status, date, provider, patient, contact, visit type, source, or search term.
Details for every status
Open an appointment to review facts, records, requested information, comments, and device readiness even after cancellation or completion.
Move a visit along
Check a patient into an in-person visit before the consultation. Once a governed Encounter exists, no-show, cancellation, documentation, clinical completion, and closure must follow its evidence-based workflow and cannot be asserted from a general appointment status action.
New appointment
Book on a patient's behalf: enter their name, email, or phone, pick a governed visit type and an available time, then confirm. The saved booking owns its exact communication policy; the screen never chooses a message policy separately.
Operate the appointment waitlist
Authorized schedulers can review active entries and issued offers, open the patient's CRM record, verify the complete bounded fair queue, select only a currently eligible signed time, and issue or revoke an expiring offer with exact retry. The Visit Type policy, not this screen, owns the response window. Cancelled or rescheduled slots can offer automatically across compatible fair heads. New offers queue an in-app update, but intent creation still does not prove delivery or read.
Prepare with the patient
Doctors and staff can add comments, ask follow-up questions, request information, and suggest lab reports before the session starts.
Helpful habits
- Confirm requests promptly so the slot is held for the patient.
- Use governed check-in so the schedule and clinical Encounter remain aligned. Never use an appointment status as a substitute for clinical completion.
- Issue a waitlist offer only to the first patient in the server-verified fair queue. Confirm the governed in-app intent was created; delivery and read are separate receipt states and external channels are disabled.
Tips
- Availability comes from Settings, Appointments. Set your weekly hours there first.
- Times display in the clinic's time zone.