Clinics: today's appointments

Today's appointments is the clinic's front-desk screen: one day's appointments, each with its patient, doctor, type and deposit status, and the buttons you need through the day. Confirming or cancelling here changes the appointment itself in Appointments.

Before you start

• The Clinics add-on is on, and the clinic has appointment types. See Appointments: the calendar and appointment types.
• Administrators see every appointment. For the rest of the team: "Clinic: view all appointments" for the front desk, or "Clinic: view own appointments only" for a doctor, who then sees only their own.

Open today's appointments

1. In the sidebar, open Today's appointments.
2. Under Day (1) you see today. Pick another date to see another day.
3. Filter the list (2) by Doctor, Status and Deposit. The doctor filter shows only to people who see every appointment.

Times are on the clinic's clock. If your device is on a different time zone, a note tells you which one is used.

Today's summary

For people with "Clinic: view daily accounts", Today's summary (3) shows above the list: Expected, Collected and Outstanding. For the details and longer periods, see Daily accounts.

What you can do on each appointment

Next to each appointment (4) you find what fits its state:

• File: opens the patient's file. Without one you see No file.
• Confirm: for a Booked appointment, which becomes Confirmed.
• Cancel: for a booked or confirmed appointment, after "Cancel this appointment?".
• Confirm payment: when the deposit is Awaiting payment (steps below).
• Send payment link: when the deposit has a payment link and the appointment is still open.

The last two are for people with "Clinic: manage deposits and send payment links".

Record a deposit as paid

1. Select Confirm payment next to the appointment. Confirm the deposit opens.
2. Choose the Payment method: Cash, Bank transfer, Card / POS, Payment link or Other.
3. Enter the Reference (transaction no.) if there is one, and Paid on (today if left blank), and upload a Receipt (optional).
4. Select Mark paid. You see "Deposit marked paid".

Send the payment link

Select Send payment link, and the link goes to the patient in the appointment's conversation. If 24 hours have passed since their last message, it goes as the approved WhatsApp template you chose in the clinic settings. If it cannot go, the reason shows under the appointment, for example that the appointment is not linked to a conversation.

Note: Hadir Chat never receives any money. Deposits are recorded by hand, and the payment link is the clinic's own gateway link. Details in Deposits and payments.