Wednesday, May 13
Provider schedule, waitlist, arrival, and chart handoff preview.
Time
Dr. Shadeed
Jack Emery
Kumar Nathan
4:00 PM
Bennett, Isla
VT Session
45 min/Therapy 2
6:00 PM
Moore, Robert
Evaluation
60 min/Exam 1
4:30 PM
Ortiz, Elena
VT Follow-up
45 min/Exam 2
5:00 PM
9:30 PM
6:30 PM
Waitlist and requests
New evaluation request
Needs triage
Earlier VT opening
Matches two families
Telehealth follow-up
Provider review
Jane schedule tabs and tools
Day
Practitioner day sheet for schedule, charting, and payment.
Week
Seven-day schedule columns for the selected practitioner or room.
Staff Today
Clinic-wide same-day view for staff with appointments, shifts, or breaks.
Go To Date
Date picker for jumping to past or future clinic availability.
Reminders
Patients needing phone reminders or missing email delivery.
Wait List
Patients waiting for earlier appointments by provider and date.
Shifts
Provider availability blocks that can be edited in schedule mode.
Rooms
Advanced schedule view for room assignments and weekly room usage.
Schedule view settings
Appointment states
Scheduled, checked in, arrived, no-show, cancelled, breaks.
Schedule zoom
Compact, standard, expanded appointment density.
Appearance
Group by discipline, show weekends, staff photos, accessibility patterns.
Week view
| Day | Provider | Appointments | Openings |
|---|---|---|---|
| Mon | Dr. Shadeed | 7 | 2 |
| Tue | Jack Emery | 5 | 4 |
| Wed | Kumar Nathan | 6 | 1 |
Staff today
| Staff | Discipline | Shift | Status |
|---|---|---|---|
| Dr. Shadeed | OD | 8:00 AM - 5:00 PM | active |
| Jack Emery | VT | 9:00 AM - 4:30 PM | active |
| Kumar Nathan | Testing | 12:00 PM - 5:30 PM | scheduled |
Go to date
Three-month picker placeholder for choosing past or future availability.
Reminders
Patients needing phone reminders, email review, or appointment confirmation.
Shifts
Provider availability blocks, repeat rules, call-to-book, and online-bookable status.
Schedule configuration
Appointment types
Evaluation, VT Session, Progress Test
Owned by Clinic Admin
Provider availability
Weekdays 8:00 AM - 5:30 PM
Owned by Operations
Rooms and resources
Exam 1, Therapy 1, Therapy 2, Testing
Owned by Front Desk
Reminder cadence
48 hours and 2 hours before visit
Owned by Front Desk
| Workflow | Behavior | Status |
|---|---|---|
| Arrive appointment | Changes status, exposes checkout balance, and opens chart tasks for the visit. | active |
| Provider schedule columns | Day view groups appointments by provider, room, waitlist, and telehealth blocks. | configured |
| Online booking requests | Jane-style intake requests are represented as a queue until portal work is enabled. | prototype |
| Appointment billing codes | Visit type can suggest invoice line items without locking us into billing logic yet. | prototype |