Agenda

Note: You can download the Agenda manual in PDF format at the end of the article.

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1. Overview

The Agenda feature is a comprehensive scheduling tool designed for healthcare practitioners to efficiently manage their appointments and availability. It enables two-way scheduling where both practitioners and patients can initiate appointments, with automatic synchronization between the platform and patients' mobile apps. This feature streamlines the appointment management process while ensuring optimal time management for healthcare professionals.

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2. Key features

• Flexible appointment scheduling (online and on-site consultations)
• Real-time availability management
• Patient-initiated appointment requests
• Built-in video consultation system
• Absence management with automatic patient booking prevention
• Multi-practitioner calendar view
• Date range scheduling option for patient flexibility

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• To access the calendar, click on on the navigation banner.

3. Navigate through the agenda

• Display the agenda of the practitioner of your choice.
• Switch between Month, Week, Day, and Agenda views.
• View appointments list on the left side:
  • • • “Upcoming”: confirmed appointments
      • “Requests from patients”: appointments requested by patients awaiting approval.
      • “Your Pending Requests”: appointments requested by healthcare professionals awaiting for patient confirmation.

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4. Managing appointments

4.1. Creating appointments

• To create a new appointment, click on
• Select practitioner and patient.
• Choose either a specific time slot or set a date range for patient selection.
• Specify appointment type and duration.
• Select location type:
  • • • • On-site: Physical consultation at the healthcare facility.
        • Online: Virtual consultation through the platform's integrated video system.

4.2. Handling appointments

• Accept or decline patient-initiated requests.
• Reschedule appointments when needed, by clicking on
• Join online consultations directly through the platform.
• Cancel appointments with automatic patient notification, by clicking on it in the list or in the calendar.

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5. Manage absences

Create absence periods to block appointment booking for patient by clicking on

• Select single days or date range.
• Specify exact times for partial day absences.
• Edit or cancel absences as needed.

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6. Setting up availabilities

To set availabilities, click on  to establish and share the times you are free for appointments.

1. Define working hours for each day of the week.
2. Set optional lunch break periods.
3. Specify standard appointment duration.