Schedule

The Schedule module concentrates the daily operation: it shows availability per staff member, allows creating, rescheduling, cancelling and tracking appointments, recording time blocks, registering patients from the schedule itself and configuring the operational parameters that affect it.

Access from the side menu depends on the active modules and submodules configured in the system.

How the screen is organized

The main screen is divided into three zones:

1. Tabs per staff member at the top. Each staff member of type DOCTOR or LAB registered with a schedule appears as a tab. The name can be customized from the Staff module.
2. Weekly or daily calendar (FullCalendar) with visible hours from 07:00 to 22:00, 15-minute slots and America/Mexico_City timezone. Above the header there are buttons to navigate, return to today, switch between Week and Day view and three special buttons:
   • Blocks: opens the dialog to block schedules.
   • List: opens the "Schedules by day" dialog to export to Excel.
   • Advance payments: opens the advance payment dialog.
3. Gear icon in the top right corner. It only appears if the user has the AGENDA_PARAMETERS action. It opens the Schedule parameters drawer.

If there are no registered staff members, the schedule shows the warning "You must add a doctor to be able to schedule" and does not allow capturing appointments.

Visible appointment statuses

Status	Meaning
To confirm	Newly created appointment, not yet confirmed.
Confirmed	Confirmed appointment (can be marked as WhatsApp confirmed).
Reschedule	Appointment that was rescheduled at least once.
Waiting room	Patient has arrived and is waiting.
At clinic	Patient entered the clinic.
In consultation	Consultation in progress.
End consultation	Consultation finished.
Paid	Appointment charged.
No show	Patient did not show up.
Cancelled	Appointment cancelled with a reason.
Blocked	Time reserved, appointments cannot be created.

A confirmed appointment whose date has already passed is automatically shown as "No show". The statuses In consultation, End consultation, Paid, At clinic and Waiting room cannot be moved or rescheduled from the calendar.

Documented features

Feature	Page
Create appointment	Create appointment
Reschedule appointment	Reschedule appointment
Cancel appointment	Cancel appointment
Block time	Block time
Quick patient registration	Quick patient registration
Schedule parameters	Schedule parameters

Roles and permissions

Suggested profile	Typical scope
Reception	Queries, creates, reschedules, cancels and registers patients from the schedule.
Coordination	Manages time blocks and operational exceptions.
Administration	Configures blocking reasons, branches and user permissions.

Permissions that the system validates in this module:

• AGENDA with WRITE level to create and edit.
• AGENDA with ADMIN level to cancel appointments and delete blocks.
• Action AGENDA_PARAMETERS to open the parameters drawer.
• Action BLOCKING_REASONS to edit blocking reasons.
• Action AGENDA_BRANCHES to manage branches within parameters.

Relation with other modules

• Patients: the schedule queries and creates patients; quick registration reuses the Patients module form.
• Services: the color and cost shown in the calendar come from the first service's medical group.
• Branches and locations: every appointment and block requires a branch; they are configured from the parameters drawer.
• Staff: the staff member selected in the tab determines who is assigned.
• Cash box: the Paid status is reflected from the Cash box module; the "Advance payments" button links to advances.
• Prescriptions and medical studies: from the drawer of an appointment you can access the patient's prescription and studies.
• Notifications and automations: status changes trigger audit logs and can activate automatic messages.