This page serves as the main operational list for the clinic’s daily schedule, allowing staff to manage appointments, review patient details, and complete invoicing after services are provided.
What You See on the Open / Pending Appointments Page
Each appointment record shows:
Customer Number
Reference Number
Booking Date
Creation Date
Order Origin
Booking Portal
Online Booking
Payment Status
Available Actions
What You Can Do on This Page
1. View Appointment Details
You can open any appointment to review:
Patient information
Appointment type (Portal / online service)
Assigned doctor
Insurance details (if applicable)
2. Complete Payment Status
This page allows clinics to:
Check whether payment is pending or completed
Identify insurance-based or self-paid appointments
3. Complete the Invoice for an Appointment
When viewing an appointment, clinic staff can complete the invoice directly by:
Adding service items
Entering item costs and values
Allocating amounts between:
Patient portion
Insurance portion
Once completed:
The invoice is generated
The appointment/order status is updated accordingly
📝 Notes
More details about the Invocie issuance will be in INVOICE section
4. Track Upcoming Appointments
The Open / Pending Appointments page helps clinics:
Monitor upcoming slots
Organize doctor schedules
Manage daily clinic operations efficiently
How This Page Is Used Operationally
This page is commonly used for:
Managing the clinic’s daily appointment workflow
Reviewing approved and active bookings
Completing invoicing after services are delivered
Ensuring readiness for insured and self-pay appointments
📝 Notes
Only approved or internally created appointments appear on this page.
Appointments awaiting approval appear under Pending Clinic Approval.
Invoices are not issued until service items and values are entered.
All actions are logged for audit and compliance purposes.