Daily schedule

MediSync has three places to see appointments:

• My schedule: a list of only your appointments.
• Today's queue: a board of today's appointments for the whole clinic, with one column per status.
• Calendar: every appointment by month, week, day or resource.

All three need the Appointments module and permission to read appointments.

Which appointments are "yours"

Each doctor (and each staff member who sees clients) has a resource in MediSync. The resource's Staff member field links it to your user account. An appointment is yours when one of its assigned resources is linked to you.

If My schedule is empty but you have bookings, your resource is probably not linked to you. Ask your clinic admin to open your resource under Resources, click Edit and set Staff member to you.

Open My schedule

In the sidebar, open Appointments and click My schedule. You can also find it with Search at the top of the sidebar (or press /).

Another way to see only your appointments: open Appointments → Calendar and pick your name in All doctors.

Use My schedule

The list starts with all your appointments, newest first. To see today in time order:

1. Open Saved views and click Today.
2. Click the Start column header and choose Sort ascending.

Click a row to open the appointment in a side panel. Click Open full page to see the whole appointment.

You can also search, filter by status and date, and save your own view with Save current view…. These filters can't show other doctors' appointments on this page.

Follow today's visits

Today's queue shows today's appointments for the whole clinic. To open it, open Appointments in the sidebar and click Today's queue. See Check in clients for how the board works.

A visit moves through these built-in statuses:

Requested → Confirmed → Checked in → Vitals taken → In consultation → Completed

An appointment can also end as Cancelled or No show. Your clinic admin can add extra statuses.

Rules that matter to doctors:

• Only the doctor assigned to the appointment can move it to In consultation. Other staff get "You are not the assigned doctor for this appointment."
• In consultation is only possible after Vitals taken.
• Reception can check a client in from 30 minutes before the start time, and mark a No show from 15 minutes after it.
• Completed, Cancelled and No show are final. You can't change the status after that.

Start and finish a consultation

1. Open the appointment from My schedule, Today's queue or the calendar.
2. Click Mark as In consultation.
3. Add a Reason (optional) if you want, then click Confirm.
4. When the visit is over, click Mark as Completed and confirm.

Your role needs the permission to start and complete consultations. If the button is missing, ask your clinic admin. See Check in clients for the Move to… menu and the status history.

Use the calendar

Open Appointments → Calendar.

• Views: Month, Week, Day and Timeline. Timeline shows one day with one row per active resource.
• Move around: click Today, or the arrows next to it.
• Filter: pick a status in Any status or a doctor in All doctors. These filters only show on wide screens.
• Colours: each appointment is coloured by its status. The Status legend at the bottom explains the colours.
• Open an appointment: click it. It opens in a side panel.
• Print: click Print schedule to print the current view.

In the Month view, click a day to open it in the Day view.

Keyboard shortcuts

Click inside the calendar first, then use:

Book from the calendar

In the Week or Day view, click an empty part of a day. The booking form opens with that date already picked. You still choose the procedure, the client and the exact time. See Book an appointment.

Move an appointment to another time

In the Week or Day view, drag the appointment up or down. It moves in 15-minute steps on the same day. Press Esc while dragging to cancel.

The change saves as soon as you let go. There is no confirmation. If the new time clashes with another booking, MediSync shows an error and the appointment goes back. To move it to another day, see Reschedule or cancel.

You need permission to update appointments to drag, and permission to create appointments to book from a slot.

Change several appointments at once

In My schedule (or Appointments → Appointments):

1. Tick the boxes next to the appointments.
2. In the bar at the bottom, click Move to… to change their status, or Cancel selected to cancel them.

These are the only bulk actions. See Reschedule or cancel.

MediSync has no single action to mark you away for a whole day and move all your appointments. Block the time (below), then move or cancel each affected appointment.

Block time off

Use an exception on your resource to block time, such as a lunch break, leave or a sick day.

1. In the sidebar, click Resources and open your resource.
2. Under Exceptions, click Add exception.
3. In Type, keep BLOCKED — time-off / closed.
4. Set Start and End. Add a Reason (optional).
5. Click Add exception.

MediSync stops offering that time when staff search for free slots. Appointments already booked in that time are not moved or cancelled. Blocked time does not show on the calendar.

To open extra hours instead, choose EXTRA — overtime / special.

Set your working hours

Your working hours are your resource's Recurring availability. MediSync only offers booking slots inside these hours. A resource with none shows No schedule and can't be booked.

1. In the sidebar, click Resources and open your resource.
2. Under Recurring availability, click Add schedule.
3. Choose how it Repeats, and pick the days in On these days (or click a Quick presets option such as Weekdays (Mon–Fri)).
4. Set Starts at (local) and Ends at (local), and check the Timezone.
5. Optionally set Active from and Active until (optional).
6. Click Add schedule.

Add one schedule for each block of hours. For example, add two schedules for a morning and an evening session. See Bookable resources for more about resources.

Adding schedules and exceptions needs permission to edit resources. By default only clinic admins have it. If Add schedule or Add exception is missing, ask your clinic admin.

Common problems

My schedule is empty. Your resource isn't linked to your user account. See Which appointments are "yours".

My schedule shows old appointments first. The list sorts newest first. Apply the Today saved view, then click the Start column header and choose Sort ascending.

"You are not the assigned doctor for this appointment." Only the doctor assigned to the appointment can start the consultation.

I can't drag an appointment. Dragging only works in the Week and Day views, and needs permission to update appointments. Appointments that cross midnight can't be dragged.

I don't see the status and doctor filters on the calendar. They only show on wide screens. Make the browser window wider.

Clients can still be booked when I'm away. Add a BLOCKED exception for that time. Then move or cancel the appointments that were already booked.