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Agenda

The agenda module manages the clinic's appointments: scheduling them, moving them, assigning a room and professional, and walking them through the workflow (scheduled → confirmed → in-room → completed → billed). It is the operational hub for the front desk and the clinical team during the day.

Screens

  • Calendar and kanban — weekly, daily, kanban, and mobile day views. Create, move, resize, and cancel appointments from the same screen.

Quick reference

ActionRequired permission
View the calendar and open appointmentsagenda.appointments.read
Create, move, resize, cancelagenda.appointments.write
Advance an appointment status (transition)agenda.appointments.write
View clinic roomsagenda.cabinets.read
Create, rename, or delete roomsagenda.cabinets.write
Edit the visit's clinical noteclinical_notes.notes.write

Rooms are managed under Settings → Workspace → Rooms (host module), not inside the agenda itself.

  • Patients — every appointment belongs to a patient. The patient record links to the next appointment.
  • Schedules — optional. When installed it computes real availability per professional and room; uninstalling it falls back to a default 08:00–21:00 window.
  • Recalls — when an appointment is completed a follow-up modal appears and offers to schedule the patient's next recall.
  • Treatment plans — from a plan you can jump into the agenda with the patient pre-selected to schedule the next session.
  • Notifications — the agenda publishes appointment.scheduled, appointment.status_changed, and appointment.cabinet_changed events that sibling modules consume to notify patients.