Views

the appointment module includes multiple views and functionalities to help users manage and monitor appointments efficiently each view is designed for specific operational needs, providing various levels of detail and interaction icons and their functions primary views 1\ person icon purpose a list of all appointments per day under each specialist assigned to functionality dropdown list of all specialists select one or multiple specialists to view their schedules by using filters automatically refreshes the view based on selected specialists ability to see appointments based on different locations ability to see appointments that are on the waiting list for all the specialists in a specific location best practices use for individual performance tracking or specialist specific schedule adjustments practical use case viewing dr sajida chandnani’s schedule for a particular day to balance her workload 2\ calendar icon purpose filters appointments by day/week/month for each specialist chosen functionality opens a date picker for quick selection (you may choose between day view, week view, and month view) syncs with all other filters (e g , specialist and location) best practices use to locate historical appointments or schedule ahead for specific dates practical use case scheduling appointments for a future clinic opening date 3\ appointment icon purpose provides a detailed table view of all appointments for a specific period of time functionality columns location, specialist, service, contact, status, time, and notes actions send notifications (e g , whatsapp) export appointments as a csv file filters location narrow down appointments to a specific clinic status view all cancelled, confirmed, or completed appointments waitlist toggle view for pending appointments best practices use for administrative oversight or preparing data for reports practical use case exporting all appointments for your clinic (e g jumeirah clinic in november 2024 for reporting) secondary views for calender icon 1\ day view purpose provides a granular, hour by hour breakdown of appointments for a specific day features specialist columns displays each specialist in a separate column with their respective appointments appointment cards color coded statuses dark blue confirmed pink cancelled light blue booked clickable for detailed actions like rescheduling or editing navigation navigate between days using arrow icons jump to the current day using the "today" button use case ideal for real time tracking and same day appointment management 2\ week view purpose offers a broader overview of appointments across a week features horizontal layout days of the week displayed at the top, with time slots aligned vertically appointment distribution visual distribution of appointments across the week for each specialist bulk scheduling quickly add multiple appointments across days use case best suited for resource planning and ensuring balanced weekly workloads 3\ month view purpose provides a high level calendar overview for the entire month features daily summaries aggregated appointment counts with color coded status indicators click on a specific day to access detailed daily schedules quick navigation easily move between months using arrow icons use case ideal for long term planning, identifying trends, and monitoring workload distribution practical use cases day to day operations use the day view to monitor real time appointment updates and resolve conflicts example rescheduling appointments due to a specialist’s sudden unavailability weekly resource planning leverage the week view to ensure balanced workload distribution across specialists example adding appointments to fill gaps in a specialist’s schedule monthly reporting utilize the month view for generating reports and spotting appointment trends example identifying peak booking days to optimize clinic resources client communication use the messaging functionality to notify clients of appointment changes instantly example sending automated reminders for next day appointments best practices leverage filters use the specialist, location, and date filters to pinpoint schedules and avoid information overload maintain updated notes add clear notes to each appointment to provide context for future follow ups automate communication use predefined message templates to reduce manual effort and improve client engagement regularly review cancelled appointments monitor cancellations to identify patterns or improve scheduling efficiency faqs how do i reschedule an appointment? open the appointment card in any view, click the "edit" icon, adjust the date/time, and save changes notify the client using the communication options what kind of data is included in the appointment csv export? the exported file includes location, specialist, service, contact name, appointment status, time, and any notes added to the appointments can i view past appointment history for a specific contact? no, appointment history by contact must be accessed through the contact’s profile, not directly from the appointment module how does the “today” button in day view work? the “today” button instantly navigates to the current date, regardless of where you are in the calendar timeline can i bulk schedule appointments in week view? yes, the week view allows you to add multiple appointments by clicking on available time slots across different days does the calendar icon view sync with filters applied in other icons? yes, filters such as specialist and location are consistent and synchronized across all views can i view appointments from multiple clinics at once? yes, by selecting multiple locations using the filter under the appointment icon, you can review appointments across various branches are cancelled appointments permanently removed? no, cancelled appointments remain in the system for reporting and historical reference, and are viewable by applying the "cancelled" status filter can i filter appointments by both specialist and location simultaneously? yes, filters for specialist and location work together you can apply both to narrow down the appointment list to exactly what you need can i edit appointment notes after the appointment is completed? yes, notes can be edited at any time, even after the appointment is marked as completed this is useful for adding post visit summaries or follow up actions