Appoinment

The Appointment module lets staff create, view, and manage bookings across units (departments) and visit types, then print confirmations or jump to the relevant workflow, such as Grooming Reservation.

Access and calendar basics

Open Appointments from the left sidebar to see the Patient Appointment calendar; use the day/week/month toggle and the date arrows or Today to navigate, and hover an entry to access quick actions like Go to Grooming Reservation and Print.​

Filters: Unit, System, Veterinarian

The unit selects the service location/department; type to search and choose from options like Cardiology Center, Cat Center, Eye Center, Imaging Center, etc.; the calendar filters to available slots for that unit.​

System Approaching selects the visit type, such as Consultation, Grooming, Boarding, Services, Med Prescription/Refill, Vaccine, Surgery, or Admission; this determines the color-coding and the workflow associated with the event.​

Veterinarian filters the grid to a specific doctor’s schedule or Unknown for unassigned bookings; use this when staffing or printing doctor-specific lists.​

Create a new appointment

Click an empty time slot or drag-select a range to open an Appointment for Consultation. The header displays the client and pet, along with required fields such as Type, Primary Veterinarian, and Consulting Veterinarians, as well as Department and Reason Type drop-downs that align with hospital triage lists.​

In the form, fill in Unit, Reference Veterinarian (if applicable), Clinic Type (Regular by default), Date, Start Time, and Duration, which auto-calculates End Time; add Chief Complaint, External Comments, and Remarks as needed.​

Assign department and reason

Use Department to route the case to the correct service line, then choose an appropriate Reason Type; this pairing powers analytics and downstream queues, and is required in configured sites.​

For non-medical flows, set Type to Grooming/Boarding/Services/etc; the appointment will appear with the corresponding color and link target for operational handoff.​

Save, print, and quick actions

Use Save to place the booking on the calendar