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
| Action | Required permission |
|---|---|
| View the calendar and open appointments | agenda.appointments.read |
| Create, move, resize, cancel | agenda.appointments.write |
| Advance an appointment status (transition) | agenda.appointments.write |
| View clinic rooms | agenda.cabinets.read |
| Create, rename, or delete rooms | agenda.cabinets.write |
| Edit the visit's clinical note | clinical_notes.notes.write |
Rooms are managed under Settings → Workspace → Rooms (host module), not inside the agenda itself.
Related modules
- 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, andappointment.cabinet_changedevents that sibling modules consume to notify patients.