Appointments & Calendar

Schedule consultations, manage time slots, view the clinic calendar, and track appointment statuses from booking to closure.

What is the Appointments module?

Appointments in Cliops represent a patient's scheduled consultation slot. Each appointment is linked to a patient, a date, a time slot, and (if your clinic has more than one dentist) a specific doctor. Once a patient arrives, the appointment becomes an active Appointment where clinical work is recorded.

Who can use this?

Booking an Appointment

Web App:

1. Click Appointments in the left sidebar (or go via Calendar).
2. Click New Appointment.
3. Search for an existing patient by name, mobile, or patient ID: OR switch to New Patient tab to register and book in one step.
4. Select the date.
5. If your clinic has multiple doctors, select the doctor.
6. Pick an available time slot.
7. Click Book Appointment.

Mobile App:

1. Tap Appointments from the bottom tab bar.
2. Tap the + button.
3. Search for an existing patient: OR tap New Patient to register first.
4. Select the date using the calendar picker.
5. Select the doctor (if multiple in clinic; auto-filled for solo or dentist login).
6. Pick an available time slot.
7. Tap Book.

Solo dentist note: If your clinic has only one doctor, Cliops automatically assigns that doctor: no selection needed.

Slot Availability Rules

• Each time slot can hold only 1 patient.
• The same patient cannot be double-booked in the same time slot.
• Available slots are shown in real time when you pick a date and doctor.

Appointment Statuses

Every appointment moves through a lifecycle:

Status is updated from within the appointment / Appointment screen.

Rescheduling an Appointment

Web App: Open the appointment → click Reschedule → pick a new date and slot → confirm.

Mobile App: Open the appointment → tap Reschedule → choose a new date and slot → tap Confirm.

If the patient has upcoming follow-ups linked to this appointment, you will be prompted whether to reschedule those too.

Reassigning a Doctor

If a patient needs to be moved to a different doctor:

Web App / Mobile App: Open the appointment → tap/click Reassign Doctor → select the new doctor → confirm.

All roles (Admin, Dentist, Receptionist) can reassign an appointment to another doctor, provided the appointment is still in "waiting" or "overdue" status.

Calendar View

The calendar gives a day/week overview of all appointments in the clinic.

Web App:

1. Click Calendar in the left sidebar.
2. Switch between Day and Week view.
3. Click any appointment block to open the appointment detail.

Mobile App:

1. Tap Calendar from the bottom tab bar.
2. Swipe left/right to navigate dates.
3. Tap an appointment to open it.

Booking from a Follow-up

When a patient's follow-up date arrives, you can book their next appointment directly from the follow-up record without re-searching for the patient.

See → Follow-ups for details.

What's Next?

Once a patient arrives for their appointment:

• Appointments & Diagnosis: Open the Appointment and start the clinical consultation.

Last updated: July 2026 · Cliops v1.0 · MVP