Daily workflow

Visits calendar

Run the working day from the calendar: planned visits, confirmations, quick edits, clinical completion, and follow-ups.

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Receptionists, doctors, clinic admins

What this guide helps you finish

After this guide, users should know where to create, confirm, open, reschedule, and complete visits.

Estimated time: 10-20 minutes Best for: Receptionists, doctors, clinic admins

Step-by-step

Follow this order

Step 1

Choose the correct day and doctor view

Start from Visits. The calendar shows doctors as columns and time as rows, so reception can understand the whole day quickly.

✓ Use filters before creating or searching visits.

✓ Doctors see their own column first when possible.

✓ Use list view when you need compact filtering instead of schedule planning.

Step 2

Create planned visits from a time slot

Click the calendar row for the desired time. The quick create modal should open with that start time already selected.

✓ Select patient, doctor, status, duration, and reason.

✓ Use searchable patient and procedure pickers.

✓ Save and return to the calendar with feedback.

Step 3

Use quick actions during the day

Quick actions are for the common reception flow: confirmed, needs confirmation, no answer, cancelled, rescheduled, and quick edit.

✓ Change statuses without opening the full visit page.

✓ Open the visit only when clinical details are needed.

✓ Avoid duplicate visits by checking existing visit cards.

Step 4

Complete clinical work from the visit

Doctors should open the visit for notes, procedures, tooth charting, files, and patient alerts.

✓ Review patient alerts before treatment.

✓ Add procedures and tooth charting with prices.

✓ Set status to completed when the clinical work is done.

Common mistakes

Avoid these early

Using the old appointment mindset creates extra clicks; new planned visits are the appointment flow.

Changing duration without checking end time can create visual overlaps.

Doctors should not update visits that belong to another doctor unless permissions intentionally allow it.

Related guides

Continue with the next useful topic

Getting started

Set up the clinic in the order that prevents permission, calendar, and visit-form confusion later.

Patients

Keep medical flags, notes, files, visits, referrals, follow-ups, and plans connected so doctors can understand the patient quickly.

Notifications

Understand in-app and Telegram notifications for reminders, follow-ups, and visit changes.

Need help ?

Send us your clinic name, page URL, what you clicked, what you expected, and what happened instead.

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