Introduction
This article explains how to record a new appointment booking directly from the Overview Calendar interface.
This method provides a visual approach, allowing for a quick overview and selection of free slots. This feature is particularly useful when managing calendars for multiple doctors or resources simultaneously, as available time windows (white areas) are immediately visible, and the system guides the user through the booking process.
Main Content
Calendar View and Slot Selection
To start booking, open the Overview Calendar. By default, the current day is shown, but you can switch to any date using the calendar navigation. In the calendar, bars marked in white indicate available free periods defined by the doctor's or resource's settings (e.g., from 6:00 AM to 8:00 PM).
Steps of the Booking Process
Select Time Slot: Click on a white, empty area (available time) in the calendar column of the doctor for whom you want to record the booking.
Examination Type: In the pop-up window, select the appropriate examination type.
Specific Time: The system displays nearby available times. Select the desired start time (the selected slot turns green).
Start Booking: Click the "Start booking" button in the top right corner of the screen.
Patient Data: On the appearing form, search for an existing patient in the database or record details for a new patient.
Finalize: Check the details, then click the confirmation button to save the booking.
After successful saving, the system closes the window, and the created booking appears in the Overview Calendar.
Tips
Clarity: When dealing with multiple doctors or columns, this view helps find parallel available slots most quickly.
Visual Feedback: The selected time slot turns green to indicate which slot you are about to book before proceeding to data entry.
Faster Search: If you are not looking for a specific time but just want to book "sometime in the morning," clicking on the white bars allows the system to automatically offer options.
Summary
Bookings can be initiated by clicking on white areas in the Overview Calendar.
After selecting the examination type, the system lists available time slots.
The entry becomes final at the end of the process by selecting or recording the patient.
FAQ
Can I change the date in the calendar before booking?
Can I change the date in the calendar before booking?
Yes, you can navigate to any day in the calendar view and start the process there.
What do the white bars in the calendar mean?
What do the white bars in the calendar mean?
The white bars indicate the available free periods (office hours) set in the system where bookings can be recorded.
How do I finalize the booking after selecting the time?
How do I finalize the booking after selecting the time?
After clicking on the time slot marked in green, you can proceed to enter patient details by clicking the "Start booking" button in the top right corner.