Fields & actions

Dashboard (/clinic/dashboard)

Area	Shows / does
Date picker	Day for timeline and stats
Practice / doctor filters	Narrow visible appointments
Timeline cards	Token, patient, doctor, status, quick actions
Follow-ups tab	Expected return visits
Procedures tab	Upcoming procedure appointments

Appointments (/clinic/appointments)

Control	Purpose
Board tabs	Day board · Follow-ups · Procedures · Patient history
Status pills	Filter: Active, All, Scheduled, Checked in, In consultation, …
Day board rows	Patient, token, doctor, time, fee status
Row actions	Open, Check in, Vitals, Collect fee, Print token, Reschedule, Cancel, Manage
New booking	Opens calendar (/clinic/appointments/new)

Appointment detail (/clinic/appointments/:appointment_number)

Area	Purpose
Summary card	Patient, doctor, token, status, complaint
Vitals form	Pre-consult vitals when checked in
Actions	Start/resume consult, collect fee, print token/Rx/receipt

Invoices (/clinic/invoices)

Control	Purpose
Summary cards	Billed today, outstanding, invoice count
New invoice	Walk-in or ad-hoc procedure billing
Manage	Record payments, print PDF, complete procedure

Doctors (/clinic/doctors)

Control	Purpose
Doctor cards	PMDC, specialization, today’s load
View schedule	Weekly availability editor
Edit	Profile, rate, slot duration

Queue (/clinic/queue)

Column	Statuses	Primary action
Upcoming	scheduled, confirmed	Check in
Waiting	arrived	Call in
In room	in_progress	Resume
Done	completed, no_show	View

Consultation workspace

Section	Content
Patient header	Name, MR, demographics, visit badge
Clinical notes	SOAP + doctor custom fields
Vitals	Weight, height, BP, pulse, temperature, BMI
Prescription	Medicine lines; diagnostic presets
Lab orders	Investigations; favourite quick-add
Tags	Visit tags from doctor library
Billing card	Fee, discount, paid/waived, receipt
Procedures	Suggest → invoice workflow (see consultation Procedures card)

Dialogs (common)

Dialog	Opened from
Calendar booking	Book appointment — pick patient & confirm slot
Collect consultation fee	Appointments, appointment detail, consultation billing
Collect vitals	Appointments row, queue, appointment detail
Reschedule appointment	Day board detail pane, patient history
Cancel appointment	Day board detail pane, patient history
Manage appointment	Day board — edit complaint/notes without moving slot
New invoice / Manage invoice	Invoices register
Suggest procedure	Consultation Procedures card
Edit doctor	Doctors page, Consultation Slots
Create / edit location	Practice locations
Create practice	Admin → System → Clinic Practices

Practice setup (tenant owner)

Admin → System → Clinic Practices (/settings/clinic-practices)

Control	Purpose
New practice	Create branch (name, code)
Locations	Bootstrap location list per practice

Practices hub (/clinic/practices/:id)

Tab	Purpose
Clinic Locations	Sites, address, operating hours
Invoices	Practice-scoped OPD invoices
Settings	Profile + tabbed rules (queue, billing, Rx, …)
Prescription Templates	Print layout (margins, header/footer)

Admin → Settings → Users

Control	Purpose
Create user	Add clinic doctor, receptionist, or pharmacy staff
Role	Clinic Doctor · Clinic Receptionist · Pharmacy User · …
Clinic Practices & Locations	Assign doctors/reception to branches (shown for clinic roles only)

See Assign clinic staff in Users settings.

Doctor setup

Clinical Fields (/clinic/clinical-fields)

Section	Purpose
Consultation note template	Sections and custom field types
Favourite medicines	Prescribing quick picks
Favourite lab tests & bundles	Lab quick picks
My tags	Reusable visit tag vocabulary

Consultation Slots (/clinic/consultation-slots)

Section	Purpose
Weekly availability	Per-location schedule blocks
Save schedule	Persist slot grid
Fees	Consultation/follow-up fees, location overrides
Edit profile	PMDC, specialization, duration, rate

Related

• Roles & access · Guide home