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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Scheduling screen (/pm/scheduling) provides a multi-view calendar for browsing and managing appointments organized by Day, Week, Month, and Waitlist tabs.

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Overview

The Scheduling screen renders a tabbed calendar interface with four views: Day, Week, Month, and Waitlist. The Day view shows a time grid from 07:00 to 20:00 in 30-minute slots; clicking an empty slot pre-fills the start time when creating a new appointment. The Week view displays a 7-day grid with appointment cards overlaid in each column. The Month view shows a mini-calendar where clicking a day switches to the Day view for that date. A provider filter and date-navigation controls (Previous / Next / Today) appear on all views except Waitlist. Appointments are loaded from pm_appointments, always filtered to the current organization and excluding soft-deleted records. On Day and Week views, a banner alerts staff when a patient has an upcoming appointment but an incomplete intake assessment; each banner can be dismissed for the session.

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Who it’s for

Requires the pm.scheduling.view permission. Creating appointments additionally requires pm.scheduling.create.

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Before you start

Requires the pm.scheduling.view permission. Appointment data will not load if no organization is currently selected. The provider filter is populated from organization members in pf_profiles via pf_user_role_assignments.

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Steps

1

Choose a calendar view

Select Day, Week, Month, or Waitlist from the tab bar at the top of the calendar area. The default view on first load is Week.
2

Navigate dates

Use the Previous (‹) and Next (›) arrow buttons to move backward or forward by one day, week, or month depending on the active view. Click Today to jump back to the current date.
3

Filter by provider

Use the provider dropdown to narrow appointments to a specific provider. Select All Providers to see all appointments for the date range.
4

Create an appointment

Click Schedule Appointment (requires pm.scheduling.create). On Day view, clicking an empty time slot pre-fills that time in the form dialog. Complete the AppointmentFormDialog and save.
5

Edit an existing appointment

Click an appointment card to open the edit form. Changes are saved through the same AppointmentFormDialog used for creation.
6

View room availability

On desktop (medium breakpoint and above), a Room Availability panel appears as a right-side rail. On mobile, tap the Room availability button to open a bottom sheet with the same panel.
7

Dismiss urgent intake alerts

If a patient has an upcoming appointment with an incomplete intake, a red alert banner appears on Day and Week views. Click View Intake to open the assessment, or I understand to dismiss the banner for the current session.

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Key concepts

On the Day view, if no appointments exist for the selected date the screen shows an “No appointments” empty state. Week and Month views show empty day columns/cells rather than a dedicated empty state.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/SchedulingPage.tsx
  • src/cores/pm/hooks/useAppointmentList.ts