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Appointment Scheduling Guide

Overview

Appointment scheduling in Phyzioline allows you to manage your clinic's calendar, schedule patient visits, and track appointment statuses.

Accessing Appointments

URL: /clinic/appointments
Navigation: Sidebar → Appointments

Creating a New Appointment

  1. Click Schedule Appointment button
  2. Select or search for a patient
  3. Choose a therapist/doctor
  4. Select date and time
  5. Choose appointment type (Initial, Follow-up, Evaluation, etc.)
  6. Select service/treatment
  7. Add notes (optional)
  8. Click Save to create appointment

Appointment Views

Calendar View

  • Monthly calendar with all appointments
  • Color-coded by status
  • Click on appointment to view details
  • Drag and drop to reschedule

List View

  • Table format with all appointments
  • Sortable columns
  • Filter by date range, status, therapist
  • Quick actions (Edit, Cancel, Complete)

Appointment Statuses

  • Scheduled - Appointment is confirmed
  • Confirmed - Patient confirmed attendance
  • In Progress - Currently happening
  • Completed - Appointment finished
  • Cancelled - Appointment cancelled
  • No Show - Patient didn't attend

Managing Appointments

Rescheduling

  1. Click on the appointment
  2. Click Reschedule
  3. Select new date and time
  4. Save changes

Cancelling

  1. Click on the appointment
  2. Click Cancel
  3. Select cancellation reason
  4. Confirm cancellation

Completing

  1. After appointment ends, click Complete
  2. Add completion notes
  3. Mark as completed
  4. Optionally create clinical note

Recurring Appointments

You can create recurring appointments for patients who need regular sessions:

  1. When creating appointment, select Recurring
  2. Choose frequency (Daily, Weekly, Bi-weekly, Monthly)
  3. Set end date or number of occurrences
  4. Save to create series

Best Practices

  • Schedule appointments with buffer time between sessions
  • Send reminders to patients before appointments
  • Update status promptly when appointments are completed
  • Review calendar daily for upcoming appointments

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