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The appointments module provides comprehensive tools for scheduling patient visits, managing appointment statuses, and tracking appointment history. It supports multiple consultation rooms, flexible time slots, and a sophisticated status workflow system.

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Overview

The appointment management system includes:

Appointment scheduling

Book appointments with date/time selection and availability checking

Status management

Track appointments through configurable status workflows

Multi-room support

Manage appointments across multiple consultation rooms (consultorios)

History tracking

View complete history of status changes and rescheduling

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Key features

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Appointment list view

The main appointments view displays:
  • Statistics cards: Total appointments, today’s appointments, pending, and confirmed counts
  • Date range filter: View appointments for today, this week, this month, or last month
  • Search functionality: Filter by patient name or appointment reason
  • Expandable rows: Click to view appointment history timeline
  • Action menu: Quick access to view details, edit, reschedule, change status, and more

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Appointment details

Each appointment includes:
  • Date and time
  • Patient information (name, demographics)
  • Appointment type (primera, seguimiento, urgencia, control, revision)
  • Duration in minutes
  • Consultation room (consultorio)
  • Reason/motivo
  • Current status with color-coded badges
  • Additional notes
  • Urgency flag

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Status workflow

Appointments follow a controlled status workflow: Initial statuses (when creating appointments):
  • Programada (Scheduled)
  • Urgencia (Urgent)
Transition statuses:
  • Confirmada (Confirmed)
  • En Consulta (In consultation)
  • Completada (Completed)
  • Cancelada (Cancelled)
  • No se presentó (No-show)
  • Cerrada (Closed)
Terminal statuses (no further changes allowed):
  • No se presentó
  • Canceladas
  • Cerrada
The status workflow is enforced by the system. You can only transition to allowed statuses from the current state. Terminal statuses cannot be changed once set.

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Appointment history

Every status change and modification is tracked in the appointment history:
  • Timestamp of change
  • User who made the change
  • Previous and new status
  • Previous and new date/time (if rescheduled)
  • Optional notes

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How to use

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Creating a new appointment

1

Select a patient

First, navigate to “Pacientes” and select the patient for whom you want to schedule an appointment. You must have an active patient selected.
2

Open appointment form

Navigate to “Citas” or “Calendario” and click “Nueva Cita” or the ”+” button
3

Select date

Choose the appointment date from the date picker. You can navigate forward/backward by weeks, up to 60 days in advance.
4

Choose time slot

Select an available time slot from the grid. Time slots run from 8:00 AM to 11:00 PM in 30-minute intervals. Occupied slots are shown as unavailable.
5

Enter appointment details

  • Verify the patient name
  • Enter the reason for the visit (required)
  • Select the initial status (Programada or Urgencia)
  • Add any additional notes (optional)
6

Save the appointment

Click “Guardar” to create the appointment. The system will validate that the time slot is available.
The appointment form shows occupied time slots in gray. If you try to book an occupied slot, the system will prevent the double-booking.

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Viewing appointments

1

Access appointments view

Navigate to “Gestión de Citas” from the main menu
2

Apply filters

  • Use the date range selector (Hoy, Esta Semana, Este Mes, Mes Anterior)
  • Use the search bar to filter by patient name or reason
3

View appointment details

Click on any row to expand and see the appointment history timeline
4

Use action menu

Click the three-dot menu on each row to:
  • View details (read-only)
  • Edit appointment
  • Reschedule
  • Change status
  • View history
  • Print

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Changing appointment status

1

Open action menu

In the appointments list, click the action menu (•••) for the appointment
2

Select 'Cambiar Estado'

Choose “Cambiar Estado” from the menu. The system will show only allowed status transitions.
3

Choose new status

Select the desired status from the available options
4

Confirm change

Review the status change confirmation modal showing:
  • Current status
  • New status
  • Warning if the new status is terminal (cannot be reversed)
5

Save change

Click “Confirmar” to apply the status change. The change is recorded in the appointment history.
Once an appointment reaches a terminal status (No se presentó, Cancelada, Cerrada), the status cannot be changed again. Choose carefully!

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Editing an appointment

1

Locate the appointment

Find the appointment in the list view using search or date filters
2

Click edit

Use the action menu and select “Editar” or click the edit icon
3

Modify details

Update the date, time, reason, or notes as needed. The patient cannot be changed.
4

Save changes

Click “Actualizar”. The system records the changes in the appointment history.

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Viewing appointment history

1

Expand appointment row

In the appointments list, click the chevron icon to expand the appointment row
2

Review timeline

The history timeline shows:
  • All status changes
  • Rescheduling events
  • User who made each change
  • Timestamp of each change
  • Any notes associated with changes

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Appointment types

DoctorSoft+ supports different consultation types, each with a color-coded badge:
Initial consultation for a new condition or patient. Shown with a purple badge.
Follow-up visit for ongoing treatment. Shown with a blue badge.
Urgent care appointment requiring immediate attention. Shown with a red badge.
Routine control or check-up visit. Shown with a green badge.
Review of test results or treatment plan. Shown with an amber badge.

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Consultation rooms

Appointments can be assigned to different consultation rooms (consultorios):
  • Consultorio 1
  • Consultorio 2
  • Consultorio 3
This allows practices with multiple examination rooms to manage appointments by location and avoid conflicts.

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Best practices

Use the “Esta Semana” or “Hoy” filter to review upcoming appointments and confirm them with patients. Change status to “Confirmada” when patients confirm.
Change appointment status to “En Consulta” when the patient arrives, and “Completada” when the visit is finished. This keeps the schedule accurate.
Mark urgent appointments with the urgente flag so they stand out in the schedule.
Use the notes field to record important information about the appointment, such as “Patient requested morning slot” or “Follow-up on lab results”.
Before calling a patient about their appointment, expand the row to see the history. This helps you understand if they’ve rescheduled multiple times or had previous no-shows.

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Integration with calendar

Appointments created in the appointments module automatically appear in the Calendar view, where you can:
  • View appointments in month or week view
  • Drag and drop to reschedule (in supported views)
  • See visual availability across time slots
  • Create new appointments by clicking on time slots
See the Calendar documentation for more details.

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