Diary

Open Day in the clinical workspace. The whole page is the diary: one line of controls above the grid, no heading. The page's address carries the date and the view, so a day can be bookmarked or shared.

The controls

From left to right: previous and next (a day, or three weekdays in the 3-day view), Today, the date, and the jumps +1W, +3M and +6M (a week, three and six months on — the usual recalls); then Day / 3 days / List, the site (only with more than one), and icons for Practitioners / Rooms (only when the site has rooms), Columns shown (the eye), the colour mode, Short notice and print. Hover an icon for its name. In the grid you book from the slots themselves; the List view, which has none, keeps a + Book button. Each column header shows its booking count. On the keyboard, ← and → move a day (three weekdays in the 3-day view) and t returns to today.

The eye hides and shows columns and stays in the same place in every view: it lists practitioners, or the rooms in the room view. Its badge counts what is hidden.

Finding a free day

Click the date. Three months open at once; the arrows page a month at a time and Today returns to today.

• Every day is tinted by how much of its bookable time is taken — green under 40 %, yellow under 70 %, orange under 90 %, red when it is full — and a small bar under the number shows the same thing without colour.
• Bookable time is each practitioner's rota inside the site's opening hours, less approved time off; someone with no rota counts the site's hours. Cancelled and no-show appointments do not count as booked.
• A grey day is a closed day or one where nobody is working.
• Hover a day for the figures: 6h 40m free of 8h · 3 booked.
• The tint counts the practitioners you are showing. Hide the others with the eye to see one person's free days.

Click a day to open it. The arrow keys move between days.

Reading the grid

• Each column is a practitioner (or a room; in the 3-day view, a practitioner under each day), headed by their avatar — their initials on their diary colour, the same one the eye menu lists them by. A former practitioner who still holds a booking keeps a column; a booking with no practitioner sits under Unassigned.
• Grey time is outside the practitioner's rota or the site's opening hours; hatched time is a closed day or an approved absence. A day a practitioner's rota does not cover — a Saturday for someone who works Monday to Friday — is grey from top to bottom. A practitioner without a rota at all is not shaded.
• A card shows the start time, the patient, the appointment type and the note. The whole card is coloured: by status out of the box (pending yellow, booked salmon, confirmed green, arrived blue, in the chair indigo, completed grey, no-show red). Small glyphs mark a first visit, lab work still out, a mobile number on file, an appointment managed by an external practice management system, and an online booking. Hover a card for the full summary.
• The colour mode switches the cards to the practitioner's, the room's or the appointment type's colour from Settings; a resource without a colour keeps the status colour, and the status's initial sits at the right of the card's first line.
• One red line marks the current time across today's columns.

Booking from the grid

Click an empty slot to book it, or drag down (or up) over empty time to set the length as well. The slot stays outlined on the grid and the booking form opens beside it — where an appointment's card opens — with the date, the time (to five minutes), the length you dragged, and the practitioner or room of that column already chosen. The outline shows the times and the length — and the patient's name once you have chosen one — and is still the booking: drag it to another time or column, or drag its bottom edge for more or fewer minutes, and the form follows — and changing the date, time, minutes, practitioner or room in the form moves the outline. Click anywhere else, or Cancel, to drop it. On a touch screen, tap; a drag scrolls the diary. Location starts as the site the diary is on — change it in the form and the rooms on offer follow. A practitioner is always required; a site that requires a room asks for one. A pick list with eight or more entries has a search box at the top. The same form opens in a dialog from the List view's + Book and from Short notice, and sits on the patient record.

The outline turns red when it runs into something: another booking of that practitioner (or of that room), or grey or hatched time — outside the rota or the site's hours, a closed day, an absence. Book then asks first. Over a booking, owners and managers give a reason the record keeps, as when a card is dragged onto a taken slot; nobody else can book there. Over grey or hatched time, Book becomes Outside working hours — use anyway and a second press books; moving the outline asks again.

Beside the search, New patient adds someone who is not on file yet and puts them straight into the booking; whatever you had typed in the search — a name, an email or a number — is already filled in. The form also takes:

• Status — Booked, or Confirmed when the patient has already said yes.
• Lab work — None required, one of the patient's lab cases still on its way (this visit becomes its fit appointment), or New lab case…, which opens the lab case form once the appointment is booked.
• Short notice list — Yes also puts the patient on the waiting list as a short-notice request for anything sooner than this visit.

Lab work and Short notice list appear only for members who can read lab cases and the waiting list.

Consultations booked from the Today queue land here too: the booked step of the outcome wizard opens this grid in a dialog, and the slot the caller picks becomes an appointment with the journey's treatment on the card.

Moving, resizing and chairside statuses

• Drag a card to another time or column. A dashed outline shows where it will land, snapped to five minutes, and carries the patient's name, the new times and the length. If that slot is already taken the card returns and the diary says so; owners and managers are offered an overbook with a reason the record keeps. A change made elsewhere in the meantime refreshes the diary instead.
• Drag the bottom edge of a card to change its length.
• Click a card to edit it where it is: the date and time, the appointment type, the length, the practitioner, the room, lab work, the short notice list and the note, then Save. Status offers the next chairside step (Confirmed, Arrived, In chair, Fulfilled, No-show) and applies as soon as you choose it, without Save. Cancel appointment asks for a reason; the icon beside the name opens the patient.
• Click anywhere outside the card to close it; that click never starts a booking.
• A booking an external practice management system manages cannot be moved or edited here: its card shows the details and offers only Confirmed; the provider owns its time and outcome. Fulfilled, cancelled and no-show bookings stay in place.
• A visit shared by several practitioners appears in each of their columns and moves in time only.

3-day view

The chosen day and the next two diary days, each split into a narrow column per practitioner (initials in the header, the full name on hover). Hide practitioners with the eye to widen the rest. A Saturday or Sunday appears only when it holds a booking or a rota window, so a Thursday shows Thursday, Friday and Monday. The rail runs 07:30–20:30 and stretches to anything earlier or later. Whenever today is on screen, the diary opens scrolled to the current time.

Short notice

Short notice lists the free time of the days on screen that fits patients on the waiting list: short-notice requests first, matched to the requested practitioner, the appointment type's length and buffers, and the patient's earliest and latest dates. Book opens the booking dialog on that gap; once booked, the waiting-list request is marked booked. If that last step fails, the booking stands and the diary offers Retry rather than booking twice.

Printing

Print the page for the day sheet: the sidebar and the controls are left out and the grid prints landscape.