Calendar

The Calendar is the central operational hub of the clinic. It provides a real-time view of all appointments, professional availability, and patient flow.

Overview and Navigation

View modes

In the top-right corner of the calendar, switch between three view modes depending on your task:

View	Best for
Day (Dia)	Tracking arrivals and No Shows
Week (Semana)	Drag-and-drop rescheduling
Month (Mes)	Overview of the monthly schedule

Filtering and display controls

• Filter by Professional or Specialty: Use the top dropdown menus to filter the calendar by Professional or Specialty.

• Hide Cancelled Appointments: Click the "Ocultando Cancelados" button to toggle the visibility of cancelled slots, keeping the interface focused on active patients.

• Refresh: Click "Actualizar" to sync the calendar with recent online bookings or changes made by other staff members.

Standard Booking Process (Nuevo Turno)

To create a standard appointment, click any available time slot in the grid.

Step 1: Patient identification

Enter the Patient Name and Phone Number.

Always ensure the country code (e.g., +54) is included for automated WhatsApp notifications.

Step 2: Service and professional selection

Choose the Service (e.g., Control, Consultation) and the Professional.

Step 3: Pre-confirmation

Check the "Pre-confirmar turno" box if the appointment should be marked as "Confirmed" immediately, bypassing the "Pending" state.

Step 4: Notes

Use the Notas field for any specific administrative or clinical reminders.

Insurance and Financial Compliance (Copago)

The system is designed to prevent billing errors by providing real-time insurance alerts.

How it works

1. Obra Social and Plan: Select the patient's provider and specific plan from the dropdowns.

2. Copago Plus Alert: If the plan carries an additional fee, an orange warning box will appear: "Copago Plus - Este plan de seguro tiene copago adicional."

3. Mandatory Action: The administrative staff must verbally inform the patient of this additional cost before confirming the appointment. This ensures transparency and avoids disputes at the front desk.

Handling Squeeze-ins (Sobreturnos)

Sobreturnos are a powerful administrative override that allows booking outside a provider's scheduled hours. This feature is restricted to clinic staff only; patients cannot book sobreturnos themselves.

When to use them

If you try to book a standard appointment outside of a professional's working hours, the system will show a warning and block the creation of the appointment.

How to create a sobreturno

Check the "Sobreturno" box in the booking modal to override the schedule block.

Where sobreturnos appear

Unlike standard appointments, sobreturnos do not appear in the hourly grid. They are placed in a dedicated "Sobreturno" row at the very top of the calendar. This allows the professional to see they have an extra patient to "squeeze in" whenever a gap in the regular schedule occurs.

Dynamic Management: Drag, Drop, and Waitlist

The system is designed to keep the clinic at maximum capacity with minimal manual effort.

Drag-and-drop rescheduling

To move an appointment:

1. Click and hold the appointment card.

2. Drag it to the new time slot or day.

3. A "Mover Turno?" confirmation window will appear.

4. By default, the "Notificar por WhatsApp" checkbox is selected. Always keep this checked so the patient receives an automated update, significantly reducing the administrative workload.

The automated waitlist

The waitlist system works without staff intervention:

1. Patient entry: When a patient tries to book a day that is completely full, they are offered the option to join the Waitlist (Lista de Espera).

2. Automatic notification: If a slot opens up (due to a cancellation or an appointment being moved via drag-and-drop), the system automatically notifies the waitlisted patient.

3. Patient autonomy: The patient can then choose to reschedule themselves into that open spot, filling the gap without a staff member needing to call them.

Check the Waitlist icon in the top header daily to see patient demand for fully booked days.

Attendance and Status Tracking

Accurate data depends on staff updating patient statuses in the Day view.

Status indicators

Icons (circles and checkmarks) and colors indicate the current state of each appointment (e.g., Confirmed, Arrived, Checked-in).

Marking No Shows

If a patient misses their appointment, click the "NO SHOW" button on the appointment card. This data helps the clinic identify unreliable patients and adjust future booking policies.

Admin Best Practices

1. Always inform the patient if the "Copago Plus" warning appears.

2. Use sobreturnos sparingly, as they appear in the top row and are intended for emergencies or special squeeze-ins.

3. Rely on the WhatsApp toggle during drag-and-drop moves to automate patient communication.

4. Check the Waitlist icon (top header) daily to see patient demand for fully booked days.