# Appointment ## Overview The section equips admins with the tools to efficiently organize, monitor, and handle patient appointments. 1. The Appointment Management section equips admins with the tools to efficiently organize, monitor, and handle patient appointments. 2. This includes overseeing appointment details, approving appointments, joining video calls, rescheduling, and cancelling appointments as necessary. ### **Appointment List** View the list of appointments displayed, encompassing patient names, referral provider names, referring dates, appointment type, appointment statuses, service provider names and Actions.

**Detail of listing** 1. **Patient Name** 2. **Appointment Type:** It shows whether the patient has booked the appointment Online or in person. 3. **Appointment Status:** There are four types of status 1. **Pending:** If the patient/admin can book the appointment then records will be maintained under pending status. 2. **Upcoming:** Admin/consulting providers after approval of appointment the records of the appointment will be maintained under upcoming status. 3. **Completed:** If the consulting provider completes the appointment successfully. Then the records will be maintained in completed status. 4. **Cancelled:** If the consulting provider/admin can cancel the appointment, records of the appointment will be maintained in cancelled status. 4. **Action:** There are 4 types of action 1. **View:** Here you can see the details of the appointment 2. **Approve:** If the status is pending. Then the approve icon is visible to the admin, from here admin can approve the appointment on behalf of the consulting provider. 3. **Cancel:** Cancelling an appointment prompts a pop-up screen where admins can provide a reason for cancellation before submitting the form. 4. **Join Video Call:** After the approval of the appointment, the admin can also join the video call 5. **Reschedule:** The admin can also reschedule the appointment. ### **Add Appointment** To add a new appointment, adhere to these steps:

1. The system presents options to choose between **Existing Cases** and **Create New Cases.** 2. **Select Case Type** (**Existing Case**): A search and listing interface appears, allowing him to filter cases. A list of active case loads, displaying relevant details like case number and status. And for ongoing steps, all fields are auto-filled such as specialization, provider and medical history but you have the flexibility to change any field.

3. **Select Case Type** (**Create New Case**): The system prompts the patient to search for a current patient profile. After the appointment is booked and approval from the service provider, the new case number is created.

4. **Specialization**: Select the appointment type or medical specialization.

5. **Provider Display**: Choose a provider or let one be assigned. Also, you can see the profile of the doctor and their rating and reviews.

6. **Time Slot Selection**: Pick a suitable time slot. 1. At the top, you can see a calendar with available dates. 2. Click on the date you prefer from the options provided. The dates shown in white are available for booking. 3. Below the date, you will see the duration of the appointment (e.g., 15 minutes). 4. You can choose either **Online** or **In-person** for your appointment type by clicking on the buttons.

7. **Medical History:** Document the medical history of the patient. 8. **Payment Details**: User can find the details of the payment related to their appointment. 1. **Appointment verification details:** You can see the all details related to the appointment. 2. There is the option of the selection of the **insurance** or **package** (If any package is available to the patient). 3. **Wallet Money:** Admin will use their add money to deduct the total charges. If the patient has the money. Then admin simply books the appointment with no need to add the money. ### **Filter and Search functionality** 1. Utilize the search bar to efficiently find appointments by patient name, referred provider name, or appointment status. 2. Employ filtering options to sort appointments based on their status (all, completed, pending, upcoming, cancelled). 3. Exporting appointment data facilitates comprehensive analysis and management of referrals beyond the system if necessary.