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New patient
Walk-ins and phone bookings. This writes a row to the same booking sheet, so it appears in Leads too.
Leave the date blank to record the patient without booking a slot.
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Appointments
Select an appointment to open it in Leads, where you can reschedule or log a call.
History log
Every enquiry, call, status change and reschedule for this patient, newest first.
Nothing logged yet.
Files
Lab reports, consent forms, referral letters and imaging. Filed to this patient's own folder in the clinic Drive.
No files attached.
Select a patient to see their record and every appointment they have had, or add a walk-in.
Pipeline
Where enquiries come from
Click a block to open or hold it
Each physician keeps a separate grid per clinic. Open blocks can be booked and are offered when rescheduling; held blocks are removed from the calendar; booked blocks are locked until the appointment is moved.
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Nothing booked here today.
No leads match those filters.
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Reschedule
No open blocks in the next fortnight for the assigned physician at this clinic. Try the other clinic, or open time in Availability.
Open at this clinic: {{ rsOpenTimes }}
That time is held or already booked. Pick one of the open times above.
That date is held, fully booked or a Sunday for this physician at this clinic. {{ rsNextOpen }}
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Select a lead to see the full enquiry, set its status, assign a physician and log a call.