Schedule Appointment

🖥️Web

Schedule Patient

• Schedule Management

  • Go to Schedule Patient.
  • Select Schedule Management.
  

Field	Description
Doctor Name*	Select the doctor from the dropdown list.
Date*	Choose the appointment date using the calendar picker.
Time*	Select or enter the time of appointment.
New Patient	Check this box if the patient is new.
Patient Name*	Search and select from registered patients. (Search by Patient name/Ph. No./UHID/Alt ID)
Purpose of Visit*	Enter the reason for consultation.
Schedule Instructions	Optional notes for the visit.
Online Booking	Toggle switch to allow online appointment booking.

• For New Patients: Enter Patient Name/ Gender/ Age/ Purpose of Visit/ Address/ Mobile No. Verification.
• For Existing Patients: Search the patient by Patient Name/ UHID/ Phone Number/ Alt ID. Select the patient from the list that appears.

note

Last Visit Dr and Date will be displayed at the bottom left.

• Slot Availability Panel (Right Side)

  • Date Range: Select a date to view slots for that specific week.
  • Available Slots: Displays all available time slots for each day. Click a slot to schedule an appointment.
  • Booked Slots: Shows appointments already scheduled.
  • Schedule Review: Mark for follow-up scheduling in 3 months, 6 months, or 1 year.
  • The user can now select no of days to select an availability slot in addition to the current 3 months,6 months and 1 year options.

• Check Boxes (Optional): Tick the check boxes for Camp Patient/ Follow Up/ review Patient/ Vulnerable Patient/ Post OP Patient/ Post OP 1/ Post OP 2/ Post OP 3.

• Submit Appointment: Click the Schedule button at the bottom right to save the appointment.

• The Scheduled patients will be displayed in Schedule List (Side Nav) date-wise.

• Schedule List (Side Nav)

• The Schedule List module provides an interface to view, manage, and modify all scheduled appointments with Scheduled date, Time Slot, Doctor, Patient Name, UHID, Phone No., Scheduled By, Status (Confirmed/Not Confirmed/Cancelled appointments:with reason )
• Date Range Filter: Allows filtering of schedules within a specified date range.
• Search and Filter: Appointments can be filtered using Patient name/ Doctor Name/ UHID/ Phone Number/ Alt ID.
• Pagination: Displays all appointments in a paginated format with 10 records per page for easy navigation.
• Cancel button: Click Cancel a scheduled appointment. Fill the reason for the cancellation. The reason for cancellation will be displayed in an 'i' hover.
• Reschedule button: Opens the rescheduling interface to select a new time slot for the existing appointment.

note

The Appointment Scheduled for the current date will be displayed in Schedule List (Side Nav) and also in the Waiting Queue: Schedule List.

📱Mobile

Schedule

• Go to Schedule (Side Nav).
• Select Doctor from the drop-down list.
• Select Date from week calender.
• Select Time from the available slots.
• Click Next button to move forward.
• A screen will appear to add the schedule details for a New Patient/Existing Patient with Doctor Name, Date and slot selected.
  • For Existing Patient
    • Search by Patient Name/ Alt ID/ UHID/ Phone Number and select from the list.
    • Enter Purpose of Visit.
    • Enter Schedule Instructions if any.
    • Tick check boxes (Optional): Follow Up, Camp Patient, Review Patient, Vulnerable Patient, VIP Patient, Foreign Citizen, Post OP Patient/ Post OP 1/ POst OP 2/ Post OP 3.
  • For New Patient
    • Fill mandatory fields such as:
      • Enter Name and Age (Specify Year/Month).
      • Select Gender (Male/Female) from drop-down list.
      • Enter Phone Number and Purpose of Visit.
    • Enter Address and Schedule Instructions (Optional).
    • Tick check box Send OTP for Mobile Number Verification.
    • Tick check boxes (Optional): Follow Up, Camp Patient, Review Patient, Vulnerable Patient, VIP Patient, Foreign Citizen, Post OP Patient/ Post OP 1/ POst OP 2/ Post OP 3.
    • Submit Schedule Button at the bottom of the screen to confirm the schedule. The patient will be listed in Schedule List.

Schedule List

• Click Schedule button near Queue button at the bottom.

• This screen displays the Scheduled patient list date wise.
• Click Pick button to Cancel/Reschedule/Confirm patients to Waiting Queue (Only for current day scheduled patients).
  • Scheduled details of the patient will be displayed with Date, Selected slot, Doctor Name, Patient Name, Age, Alt ID, UHID, Phone Number, Purpose of Visit, Schedule Instructions, Schedule By.
  • User can call the patient by clicking the phone icon near to the phone number.
  • OP Card details are displayed with OP number, Generated On, Valid Upto, No. of Visits Completed.
  • Edit the check boxes if needed (Review patient, Review Paid, Vulnerable Patient, Camp Patient, Follow Up, VIP Patient, Foreign Citizen, Post OP Patient/Post OP 1/Post OP 2/ Post OP3).
  • Action Buttons
    • Cancel: Click Cancel to cancel the appointment with reason. This will be displayed in Schedule list with reason in i hover.
    • Reschedule: Click Reschedule button to change the date/slot of the appoinment.
      • Select Doctor from drop-down list.
      • Select Date and Slots to be rescheduled.
      • Click Clear to clear the data.
      • Click Next to go ahead with the reschedule.
      • Reschedule Details screen will appear with changed date.
      • Click Submit to confirm the Reschedule.
    • Confirm: Click Confirm button to confirm the appointment. The Patient will be added to Waiting Queue.

Schedule List (Side Nav)

• Go to Schedule List (Side Nav).
• This screen displays list of Scheduled patients with Patient name, Age, Schedule Date and Slot, Schedule By, Alt ID, Phone Number and Status (Confirmed/ Non-Confirmed/ Cancelled with reason).
• Click Pick button to Cancel/ Reschedule the Appointment.
• Schedule Details Screen will open up.
• There is no option to Confirm the appointment from the screen.