Create appointment

ModuleSchedule

Suggested profileReception

PermissionAGENDA: WRITE

StatusValidated

Objective

Register a new appointment in the schedule of a doctor or lab with patient, services, branch and optional data.

Before starting

• The user must have write permission on the AGENDA module.
• At least one doctor or lab with type DOCTOR or LAB must exist and be active. If not, the screen shows "You must add a doctor to be able to schedule".
• Have at hand: patient name or phone, service to apply, branch and approximate duration.
• If the patient does not exist, review Quick patient registration first or register them from the Patients module.

Step by step

1. Enter the Schedule module from the side menu. The schedule opens in the Week view on the first doctor's tab.
2. Select the tab of the doctor or lab that will attend the appointment.
3. Locate the desired day and time in the calendar. You can only capture in free spaces within the visible hours (07:00 to 22:00).
4. Click on the free space or drag to select a range. The system opens the Schedule modal with the date and time pre-selected.
5. If the space was "all day", choose the exact time in the available times selector.
6. In the Patient name field, type at least 3 characters and select the patient from the suggestions. If the desired patient does not appear, see Quick patient registration.
7. Confirm that the patient information (sexual partner, email, medical record and phone) shown below the search is correct.
8. In Service type, select one or several services. The color and cost shown in the calendar come from the medical group of the first service.
9. Choose the Branch where the appointment will take place. This is a mandatory field.
10. Optional: add Tags (type and press Enter to create a new one if it does not exist).
11. Optional: enter Observations (internal notes that are saved with the appointment).
12. Optional: use Add another doctor to generate a shared appointment with an attached doctor. The attached doctor will see the appointment as read-only.
13. Click Save.

Expected result

• The appointment appears in the calendar with the color of the medical group's service, the To confirm status tag, and, if it is a first visit, a purple star.
• The system shows the success message "Appointment rescheduled correctly" or equivalent insertion message.
• If the patient is new, their medical record is linked to the appointment in the same save.

Pending: add screenshot of agenda-crear-01-modal.png and agenda-crear-02-pestana-ficha.png.

Common errors

Situation	What to do
The calendar does not allow selecting the time	Verify that the date and time are in the future and that there is no block or existing appointment in that range.
The patient does not appear in the search	Type at least 3 characters of the name or surname; if it still does not appear, register them from the Patients module or use the New patient option in the modal.
The system shows "You do not have permissions to schedule consultations"	Request AGENDA: WRITE permission from administration.
The appointment appears without color or services	Confirm that at least one service has been selected; the calendar colors the appointment according to the medical group of the first service.
The appointment was created in the wrong doctor	Reschedule by dragging the appointment to the correct doctor's tab, or cancel it and create it again.

Suggested permissions

• AGENDA: WRITE minimum. If the operation requires restriction, ADMIN permission is not necessary to create.

Relation with other modules

• Patients: origin of the medical record and data shown when selecting.
• Services: source of color, cost and duration.
• Branches and locations: defines where the appointment is attended.
• Staff: the doctor selected in the tab determines who is assigned.
• Notifications and automations: the creation can trigger configured automatic rules.