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Creating Appointments

You can schedule appointments from the calendar or from a patient's profile. This guide walks you through the entire process.

How to open the appointment form​

There are several ways to create a new appointment:

  1. From the calendar — Click the "New Appointment" button in the top-right corner of the calendar page.
  2. From a date — Click on an empty date or time slot in the calendar to pre-fill the date and time.
  3. From a patient's profile — Go to a patient's details page, open the Appointments tab, and click "Add Appointment".

Dashboard Overview

Step 1: Select a patient​

The first section of the form asks: "Who is this appointment for?"

You have two options:

New patient​

  1. Select "New Patient".
  2. Fill in the basic patient information:
    • First name (required)
    • Last name (required)
    • DNI (ID number)
    • Phone number

Patient selection — existing patient search and new patient form

Existing patient​

  1. Select "Existing Patient".
  2. Start typing the patient's name in the search field (type at least 3 characters).
  3. Select the patient from the results list.

Patient selection — existing patient search and new patient form

info

When you create an appointment with a new patient, the patient record is automatically created in the system. You can add more details later from the patient details page.

Step 2: Set the date and time​

In the "Date & Time" section:

  1. Date — Click the date field to open a calendar picker and select a date.
  2. Start Time — Select the appointment start time.
  3. End Time — Select the appointment end time.

The form displays the calculated duration (e.g., "Duration: 30 min").

caution

The end time must be after the start time. The form will display a validation error if this is not the case.

Date and time selection with duration indicator

Step 3: Add a reason for the visit​

In the "Reason for Visit" section, describe the purpose of the appointment. For example:

  • Annual checkup
  • Follow-up visit
  • Symptoms evaluation
  • Lab results review

This field is optional but recommended for reference when reviewing the calendar.

Step 4: Choose the appointment type​

Select how the appointment will take place:

TypeDescription
In PersonPatient visits the office
Video ConferenceOnline telemedicine call via the built-in video meeting feature

If you select Video Conference, a meeting link will be generated that you can share with the patient. See Video Meetings for details.

Step 5: Save the appointment​

Review your entries and click "Save Appointment" to schedule it. The appointment will appear on the calendar immediately.

If the appointment overlaps with an existing one, a Schedule Conflict dialog appears:

  • The dialog shows how many existing appointments conflict and their details.
  • You can choose to "Schedule Anyway" to allow the overlap, or "Go Back" to adjust the time.

Schedule conflict dialog

Setting the appointment status on creation​

By default, new appointments are created with a Pending status. You can change the status before saving by clicking the "Mark as" button and selecting a different status:

  • Pending
  • Confirmed

Quick appointment creation from the calendar​

In week or day view, you can click and drag on an empty time slot to quickly create an appointment. The date and time will be pre-filled based on where you clicked.