Book or reschedule an appointment
Duration target: 2:40
Audience: Receptionist, practitioner assistant or admin
Prerequisites/demo data: Demo doctors, services and WhatsApp settings are configured. Use demo patient Asha Verma only.
Scene table
| # | Time | On screen (actions, exact UI labels, routes) | Narration — English | कथन — हिंदी |
|---|---|---|---|---|
| 1 | 0:00-0:20 | Open Appointments (/app/appointments) and click Book Appointment. | This is the staff booking flow for a patient on the phone or at reception. The public booking page uses similar fields, but this tutorial stays inside the staff app where confirmed bookings appear immediately. | अपॉइंटमेंट खोलें और Book Appointment क्लिक करें। यह फोन या reception पर आए मरीज़ के लिए staff booking है। Public page समान fields इस्तेमाल करता है, पर यह tutorial staff app में है। |
| 2 | 0:20-0:45 | On Search Patient, enter Phone Number and click Search Patient. Use New Patient only for a first visit. | Search before typing a new patient. If the record is found, details are auto-filled. If not, continue as a new patient appointment and complete full registration when the patient arrives. | Search Patient में Phone Number डालें और Search Patient दबाएँ। record मिले तो details अपने आप आती हैं। सचमुच नया व्यक्ति हो तभी New Patient चुनें। |
| 3 | 0:45-1:15 | Fill Patient Information and Appointment Details: Service Required, Appointment Type, Preferred Date, Preferred Time, Select Doctor/Therapist. | Choose a future slot and a demo doctor. The selected date, service and doctor decide the day list, reminder timing and who can start the visit after check-in. | Patient Information और Appointment Details भरें: Service Required, Appointment Type, Preferred Date, Preferred Time, Select Doctor/Therapist। तारीख, service और doctor से day list और reminders बनते हैं। |
| 4 | 1:15-1:40 | Choose Reason for Appointment, add Additional Notes, then click Confirm Appointment. | For logged-in staff, the appointment is confirmed immediately. When WhatsApp is configured, confirmation and reminders use the clinic settings. Notes should be short, useful and free of sensitive details. | Reason for Appointment चुनें, Additional Notes लिखें और Confirm Appointment दबाएँ। Staff booking तुरंत confirmed होती है। WhatsApp configured हो तो confirmation और reminders जाते हैं। |
| 5 | 1:40-2:05 | Return to Appointments. Show status Confirmed, then Check In, Reschedule and Cancel. | The appointment list is the daily control point. On arrival, Check In marks the patient as present and supports the queue and visit workflows. Reschedule and Cancel stay available until completion. | वापस अपॉइंटमेंट में Confirmed, Check In, Reschedule और Cancel दिखाएँ। आने पर Check In patient को present करता है और queue/visit flow शुरू करता है। |
| 6 | 2:05-2:28 | Click Reschedule. In Reschedule Appointment, set New Date, New Time, Reason, then click Reschedule. | Type a reason such as patient requested change. The same appointment moves to the new slot; do not create a duplicate appointment just to change time. | Reschedule दबाएँ। Reschedule Appointment में New Date, New Time, Reason भरें और Reschedule करें। Time बदलने के लिए duplicate appointment न बनाएँ। |
| 7 | 2:28-2:40 | Open Online Requests (/app/appointments/pending-online) briefly. | End by showing where patient-created requests wait. The receptionist reviews them, confirms a safe slot, and then reminders work like other confirmed appointments. | अंत में Online Requests दिखाएँ। Patient-created requests यहीं wait करती हैं; receptionist slot confirm करता है, फिर reminders normal appointments जैसे चलते हैं। |
Captions/on-screen text
- Staff bookings are confirmed immediately.
- Online requests stay pending until reviewed.
- WhatsApp reminders use clinic settings.
- Reschedule keeps a reason for staff.
End card
- English: "Confirm the slot, then check the patient in on arrival."
- Hindi: "Slot confirm करें, फिर आने पर patient को check in करें।"