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How to View Today’s Appointments

The Today’s Appointments panel on the Helix Home Screen allows front-desk staff, doctors, and operations teams to easily view the day’s scheduled appointments across services, doctors, and patients.

🧭 Overview

This panel displays a chronological list of all appointments booked for the current day. It helps users keep track of scheduled visits, patient information, and appointment details—all in one view.

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📋 Data Displayed in the Appointment Table

Each appointment entry includes the following columns:

  • From & To Time – Start and end time of the appointment

  • Patient ID – Unique system ID assigned to the patient

  • Patient Name – Full name of the scheduled patient

  • Mobile – Contact number of the patient

  • Service – Type of consultation or procedure

  • Doctor – The assigned provider for the appointment

  • Created By – The user who booked the appointment

  • Category – Tags like “Normal,” “VIP,” or “Tourist” for patient segmentation

  • Status – The confirmation status (e.g., Confirmed)

  • Room – Assigned consultation room (if applicable)

  • Notes – Any custom notes added during booking

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⚙️ Action Buttons

Located above and within the appointment table:

  • Print Icon – Prints a physical copy of the day’s appointment list

  • Export Icon – Downloads the list as an Excel file for offline use

  • Options (⋮) – Appears when you hover over a row; selecting this will open the patient’s full file directly for quick access

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🔄 Filter & Search Options

  • Doctor Dropdown – Filter appointments by a specific doctor

  • Search Bar – Search by patient name, ID, or contact info

  • Pagination & Page Size

    • By default, 5 appointments are displayed per page

    • Use the pagination arrows to move between pages (first, previous, next, last)

    • Increase the number of rows displayed using the page-size selector when more data is available

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✅ Pro Tips

  • Use the doctor filter to declutter the view for specialists

  • Click the patient file option (⋮) for instant access to full medical and billing records

  • Always verify appointment Status (e.g., Confirmed) before preparing the consultation room or notifying the doctor

    • Export the Excel sheet to manage manual queues or share offline with clinical staff