Navigating Room/Surgery Booking Calendar

🧭 Overview

In the Room Booking Calendar:

• Each column represents a room.

• Rows represent hours of the day.

• Bookings are shown as colored blocks, with details like patient name, doctor name, and time.

• You can filter by date, doctor, and view mode (Day or Week).

• Hover actions let you edit, open patient files, or delete bookings quickly.

• For a room to appear in Room Booking Calendar, the room type should be selected as Procedure.

📝 Navigation Guide

Step 1: Open the Room Booking View

📍 Path: Bookings → Room Booking

1. The Room Booking Calendar will display:

   • Date Picker — jump to a specific date or use arrows to move by one day.

   • Doctor Filter — select one or more doctors to view their room bookings.

   • View Options — toggle between Day View and Week View.

   • Room Columns — each column is a room.

   • Hourly Rows — each row represents a time slot.

Step 2: Create a Room Booking

1. Hover over the room name at the top of the column.

2. Click the Booking icon that appears.

3. Fill in the booking form:

   • Patient — search, use advanced search, or add new.

   • Doctor — select from dropdown.

   • Room — auto-filled from the selected column (can be changed).

   • Service — select one or more services.

   • Category — choose an appointment category (color-coded).

   • Date, Start Time, End Time — set booking timing.

   • Status — choose booking status (Confirmed, Unconfirmed, etc.).

   • Notes — optional remarks.

4. Click Add to save.

5. The booking will appear as a light-grey block with colored borders matching the category.

Step 3: Understand the Booking Block

• Bottom-Left Icon — shows the booking’s status.

• Center — displays patient name, doctor name, and time range.

• Border Color — matches the category selected.

• Hover Tooltip — shows services and category details.

Step 4: Navigate When You Have Many Rooms

• Use the left/right arrows at the side of the calendar to scroll room columns one at a time when more rooms exist than fit on your screen.

Step 5: Manage an Existing Room Booking

Hover over a booking to see row-level action buttons:

• Open Patient File — launches full patient record.

• Edit Room Booking — opens the booking window to change any detail.

• Delete Room Booking — prompts confirmation, then removes the booking.

Step 6: Surgery Booking

The Surgery Booking Calendar works exactly like Room Booking, except it’s used for scheduling surgeries in operating theatres or procedure rooms.

• Ensure rooms are created in advance using the Room Configuration process.

• Ensure the room type is selected as Surgery while setting up rooms meant for display under Surgery Bookings calendar.

❗Common Errors & Fixes

✅ Pro Tips

• Use category colors to visually distinguish types of bookings.

• Assign specific rooms to specific doctors to streamline scheduling.

• Always confirm services and category when adding a booking for clear reporting.

• Use Week View to see room usage patterns and plan efficiently.