Appointments

The clinic's operational calendar. Browse the week or the day, create appointments by dragging on free slots, move them between professionals and rooms, and walk them through their workflow (scheduled → confirmed → in-room → completed → billed).

At a glance

• Four views — weekly, daily, and kanban on desktop; a simplified one-day mobile view on small screens. The view selector lives in the header, except on mobile where only the daily view exists.
• Cabinet and professional filters — chips above the calendar. Appointments with no room assigned are always visible so the front desk can drag them onto the right room.
• Drag, resize, and across-day moves — drag a card to a different hour or professional to move it; drag the lower edge to change its duration. If it overlaps with another appointment for the same professional or room a warning toast appears, but the operation is still saved.
• Backend conflicts — if the server rejects a placement (HTTP 409) the calendar refreshes and shows an error toast; the appointment snaps back to its previous slot.
• Daily kanban — appointments group by status (scheduled, confirmed, in-room…). Lets the clinical team see at a glance what is coming next.

Create an appointment

Requires agenda.appointments.write.

1. On the weekly or daily view, click or drag on a free slot. On kanban or mobile, tap New appointment or the floating button.
2. Pick the patient, reason, and duration. The professional and the room are pre-selected based on the slot you opened the modal from.
3. Save. The appointment.scheduled event is published so sibling modules (like notifications) can send the confirmation.

Linking treatments from a plan

Once a patient is selected, the modal offers the pending treatments from their treatment plans, so the visit is booked against real planned work instead of a free-text reason.

• Plans in draft, awaiting acceptance and accepted all offer their treatments. A treatment already done, or one from a completed or closed plan, is not offered.
• Treatments coming from a plan whose quote the patient has not accepted yet carry a Quote awaiting acceptance badge (hourglass icon), in both the picker and the selected list. Booking them is allowed on purpose — clinics routinely schedule the first visit while the patient is still deciding — the badge is there so reception knows it is booking ahead of the acceptance.
• The treatment can only be marked as performed once the quote is accepted and the plan is active; that is where the money is booked.
• If the patient has no plan with pending treatments, the selector explains so instead of showing an empty picker.

Move or resize

Requires agenda.appointments.write.

1. Drag the card to a different time, day, or professional to move it.
2. Drag the lower edge to change the duration.
3. If the new position overlaps another appointment with the same professional or room you'll see a yellow warning, but the change is saved. If the backend rejects it (HTTP 409 for a stricter collision), the view refreshes and the card returns to its original slot.

Advance the status

Requires agenda.appointments.write.

1. Open the appointment by clicking on it.
2. In the Quick actions panel pick the next available transition: Confirm, In-room, Complete, Cancel.
3. When transitioning to completed a follow-up modal appears with actions contributed by sibling modules (e.g. Schedule recall). The modal stays hidden when no module contributes to it.

Permissions

What you see / can do	Permission
View the calendar, open appointments, see room history	agenda.appointments.read
Create, move, resize, cancel, transition	agenda.appointments.write
See clinic rooms (filter chips)	agenda.cabinets.read
Edit a visit's clinical note	clinical_notes.notes.write

Troubleshooting

• "New appointment" button is missing. Your role lacks agenda.appointments.write.
• No professionals show up in the filter. No clinic members with an active clinical role exist yet. Create or activate professionals under Settings → Users.
• A moved appointment snaps back. The backend rejected the change with HTTP 409 (typically because the professional or room already has another appointment in that slot). Check the error toast and try a different time.
• The calendar only runs 08:00–21:00. The schedules module is not installed or has no schedule configured; the agenda falls back to its default window.