Appointments

Clinic & OPD

Appointments

The Appointments page helps your team schedule patient visits, review the schedule, and record what happened during a visit.

Appointments illustration

Note:Appointment information belongs to the location selected in the top bar, so confirm the correct branch first.

How to Find This Page

  1. 1

    Sign in to EliteHMS

  2. 2

    Select Appointments from the left-hand menu

Appointments option in the left-hand menu
Appointments in the left-hand menu

Summary Cards

The cards at the top show:

  • Today’s Appointments: Appointments scheduled for today.
  • Completed Today: Today’s appointments marked completed.
  • This Week: The appointment count shown for the week.
  • Unique Patients: The number of different patients who have appointments at this location.
Appointment summary cards
Summary cards at the top of the page

List and Calendar Views

Use List to search and filter appointments in a table. Search by patient or doctor, choose a date, or filter by status:

  • Scheduled
  • Completed
  • Cancelled
  • No-Show
Appointment list with search, date, and status filters
List view with filters

Use Calendar to see appointments by date. The arrows change the displayed month. Select a day with appointments to see its scheduled visits, then select a visit to open its details.

Calendar view with a day selected
Calendar view

Tip:If the page says No appointments found, schedule a visit or check the selected location, search, date, and status filters.

Schedule an Appointment

  1. 1

    Select Schedule

  2. 2

    Search for and select the patient

    If the patient is not registered, add them from Patients first.

  3. 3

    Choose the appointment date and time

  4. 4

    Enter the doctor’s name

    Check the name, even if it is filled in for you.

  5. 5

    Choose an appointment type

    Checkup, Follow-up, Emergency, Consultation, Procedure, Lab Test, or Other.

  6. 6

    Add a reason or other useful information in Notes

  7. 7

    Select Schedule Appointment

Schedule Appointment form
The Schedule Appointment form

Note:The available time choices are in 30-minute steps.

Warning:Confirm the selected time with your clinic’s schedule; do not assume the app checks for overlapping appointments.

View, Edit, or Cancel

Select the view icon in List view, or select an appointment from the Calendar view, to see its details. A scheduled appointment can be edited, recorded as a visit, or cancelled.

To change a scheduled visit:

  1. 1

    Select Edit

  2. 2

    Update the date, time, doctor, type, or notes

  3. 3

    Save

To cancel a scheduled visit:

  1. 1

    Select Cancel

  2. 2

    Confirm

Note:Cancellation changes the status; it does not delete the appointment.

Record a Completed Visit

  1. 1

    For a scheduled appointment, select Record Visit

  2. 2

    Enter the visit details

    See the list below.

  3. 3

    Select Complete Visit

    This saves the visit and marks the appointment Completed.

You can enter:

  • Visit notes and diagnosis
  • Vital signs, such as blood pressure, pulse, temperature, weight, and blood sugar
  • A follow-up date
  • Medicines given, with dosage and quantity
Record Visit form with notes, vital signs, and medicines given
The Record Visit form

Tip:Use the correct patient record, and enter measurements in the units requested on the form.

Warning:The medicines section records what was given during the visit. It does not create a prescription or invoice, or deduct stock through this form. Use the appropriate prescription or billing workflow if those records are needed.

Understand the Statuses

  • Scheduled: The visit is planned.
  • Completed: The visit has been recorded.
  • Cancelled: The appointment was cancelled.
  • No-Show: The patient did not attend, according to the recorded status.

Note:The page includes a No-Show filter, but it does not currently show an action to mark an appointment as No-Show. Follow your clinic’s process for recording missed visits.

Keep Appointment Records Clear

  • Confirm the patient, branch, doctor, date, and time before saving.
  • Add notes that help staff prepare for the visit.
  • Record visit details under the correct appointment.
  • Treat patient names, contact details, and clinical notes as private information.