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Block time

ModuleSchedule
Suggested profileCoordination
PermissionAGENDA: WRITE
StatusValidated

Objective

Reserve one or more time ranges in a staff member's schedule to prevent appointments from being created during those hours.

Before starting

  • Define the affected doctor or lab.
  • Define the date, start time, end time and reason for the block.
  • Verify that blocking reasons are configured in Schedule parameters. Without active reasons, a block cannot be saved.
  • The block cannot start in the past.

Step by step - Single range block

  1. Enter the Schedule module and open the doctor or lab's tab.
  2. On the calendar's top bar, click the Blocks button. The dialog of the same name opens.
  3. Select the Blocking reason from the list. It is mandatory and shows the configured reasons with their color.
  4. Choose the Start date with the calendar and the Start time in the selector (07:00 to 22:00 range, 15-minute intervals).
  5. Choose the End date and End time with the same mechanism. The end time must be greater than the start time.
  6. Leave the Weekdays field empty (single range mode).
  7. Click Save. The system closes the dialog and updates the calendar with the block.

Step by step - Bulk block by weekdays

  1. Follow steps 1 to 5 of the previous flow.
  2. In the Weekdays field, select the days on which the block will repeat. If left empty, the system saves a single range.
  3. Click Save.
  4. The system will try to create a block for each selected day within the range. When finished, it shows:
    • A success message if all were created.
    • A notice with the dates that could not be blocked and the reason (Existing block, Existing schedule) if there were conflicts.

Step by step - Delete an existing block

  1. Locate the block in the calendar. It appears with the color of the configured reason.
  2. Click on it. The system shows the delete confirmation dialog.
  3. Confirm with the Yes button. Requires AGENDA: ADMIN permission.

Expected result

  • The blocked range is painted in the calendar with the color of the reason and the reason label.
  • In the blocked hours, new appointments cannot be created from the "Schedule" modal (the selection will be disabled).
  • The block is recorded in the audit log with the key SCHEDULE.DELETE_BLOCK when deleted.

Common errors

SituationWhat to do
The blocking reason does not appear in the listGo to Schedule parameters and add the reason.
The end time is highlighted in redThe end time must be strictly greater than the start time. Adjust and try again.
"The end date must be equal to or after the start date"Correct the range. In bulk blocks the end date cannot be before the start date.
Some dates were not blockedThe system lists them in a notice. Check if there are already blocks or appointments in that schedule and reschedule before retrying.
The block does not appear in the calendarWait for the automatic refresh or switch view (Day / Week) and return.
I cannot delete the blockVerify that the user has AGENDA: ADMIN permission; if not, ask coordination.

Suggested permissions

  • AGENDA: WRITE to create blocks.
  • AGENDA: ADMIN to delete existing blocks.

Relation with other modules

  • Schedule parameters: source of the blocking reasons and the branches shown on screen.
  • Notifications and automations: block creation or deletion can be triggered by automatic rules.
  • Staff: blocks affect the availability of each staff member in their tab.
  • Patients: if there are appointments in the range you are trying to block, the system will warn of conflicts so you can reschedule them first.