Access & Troubleshooting

Permissions

Your administrator may control whether you can:

• view the calendar;
• create visits;
• edit or reschedule visits;
• change visit statuses;
• create time slots;
• manage or delete time slots;
• view, create, edit, lock, or delete clinical notes.

You will see only the rooms, branches, providers, and visits allowed by your clinic access settings.

If you cannot see an expected action, ask your clinic administrator to check your access.

A room or provider is missing

Try the following:

1. Clear the resource filters.
2. Switch between Rooms and Users view.
3. Check that the room or provider is enabled in clinic settings.
4. Check that the provider is assigned to the correct branch or room.
5. Refresh the calendar.

Disabled providers may not appear in available time-slot results.

A time slot does not appear

Check:

• the slot's start date;
• the selected weekday;
• the recurrence end date;
• whether the date was disabled in Enable/Disable Days;
• the selected room and provider filters;
• whether the provider is enabled.

Remember that a time slot is availability, not an appointment. It will not appear as a patient visit until someone books it.

I cannot book a time

The time may already be occupied, outside operating hours, or unavailable for the selected provider or room.

Use Find Time and try:

• a different duration;
• another provider;
• another room;
• another date.

If the time is being used by another online booking, the calendar may offer to place the patient in the queue.

I cannot edit or delete a visit

The visit may be locked, already checked in, or outside your access scope. Some actions are restricted to administrators or specific staff roles.

If the visit is locked or the action is disabled, contact a clinic administrator.

A past-date warning appears

The calendar warns before creating or rescheduling a visit on a past date. Check the date and time carefully, then confirm only if the past date is intentional.

A patient note is not visible in the calendar

Clinical notes are stored in the patient's history. Even when a clinical note is linked to a visit, it does not automatically appear as the appointment note on the calendar.

Open the patient profile and check Clinical Notes or the visit summary. For scheduling information, check the appointment's internal Note field instead.

A change is not visible immediately

Refresh the calendar or move to another date and back. If the change still does not appear, check that:

• the correct room/provider filters are selected;
• the visit or slot was saved successfully;
• you have permission to view the record;
• another user did not change or delete the record.