Calendar & Appointments

The Calendar module is more than a visual agenda -- it is an operational tool. From here, you can manage patient flow in real-time and coordinate administrative tasks without leaving your office or sending separate messages.

Navigation and views

The system offers total flexibility for viewing your workload:

Switch between Day, Week, or Month views depending on your preference.

Refreshing the agenda

Use the "Actualizar" (Update) button to refresh the agenda instantly. This ensures you see any last-minute appointments added by the staff.

Filtering cancelled appointments

Toggle "Mostrando Cancelados" (Showing Cancelled) to clean up your visual space or review who cancelled during the week.

Managing squeeze-ins (Sobreturnos)

Daily practice is dynamic. The system allows providers to manage their own squeeze-ins directly.

How it works

At the top of each day's view, you will see a dedicated "Sobreturno" row. If you have an urgent patient or someone who needs to be seen outside of your regular slots, you can book them yourself from this row. The front desk is immediately alerted that the patient is being squeezed into the schedule.

Use the Sobreturno row exclusively for emergency or urgent additions. This prevents cluttering your confirmed regular slots and keeps the main agenda clean while still accounting for extra patients.

Appointment status workflow

Clicking on an appointment opens the management modal. It is essential to update the status so the entire team is aligned:

Status definitions

Status	When to use
Arrived (Llego)	Mark this when the patient is in the waiting room or currently with you
No-Show (No Asistio)	Vital for patient history; helps track reliability patterns over time
Completed (Completado)	Once the consultation is finished, this closes the appointment cycle

Properly marking no-shows ensures that end-of-month statistics are accurate, allowing staff to take action with habitually absent patients.

Request Action: direct staff communication

This is the most powerful tool for saving time. Instead of calling the front desk or stepping into the hallway, use the "Solicitar Accion" (Request Action) button inside any appointment modal.

Purpose

To ask the administrative staff to perform a specific task regarding that appointment.

Request types

1. Cancel Appointment -- Use when the patient notified you directly or an unforeseen event occurred.

2. Reschedule Appointment -- Use when you need to move the patient to another day.

3. Update Notes -- Use to request changes in the administrative file.

Providing a reason

The system will ask for a brief explanation with every request. Examples:

• "Patient needs a longer slot next time"

• "Had to leave for a personal emergency"

Once you send the request, staff receives a notification to execute the task.

By requesting changes through the system, there is a clear record of who requested the change and why. This prevents misunderstandings between providers and the administration.

Pro tips for the calendar

1. Use squeeze-ins for emergencies. Use the Sobreturno row to avoid cluttering your confirmed regular slots. It keeps the main agenda organized while still accounting for extra patients.

2. Always mark No-Show. Properly marking no-shows ensures that end-of-month statistics are accurate, allowing the staff to take action with habitually absent patients.

3. Use Request Action for a paper trail. By requesting changes through the system, there is a clear record of who requested the change and why. This prevents misunderstandings between providers and the administration.