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Scheduling and appointments

Step-by-step guides with video tutorials to create, modify and cancel appointments, configure types and hours, block unavailable days and reduce no-shows.

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Create, modify and cancel appointments

Medical Center › Schedule

Create an appointment

1
Go to Medical Center › Schedule.
2
Select a white cell (available time slot) or click the blue "Add" button.
3
Choose Create appointment.
4
Fill in the patient's data, appointment type, duration and email address.
5
If applicable, enable the "Repeat appointment" option.
6
Click Save.

The appointment is immediately recorded in the schedule. If the patient's email is entered, the system sends automatic confirmation and reminder emails.

Medical Center › Schedule

Modify an appointment

1
Click on the existing appointment in the schedule.
2
The side panel will open with the appointment details.
3
Click the pencil icon and edit the fields you need (status, appointment data).
4
Click Save.

From the appointment panel you can update the status (Pending, In waiting room, In consultation, Done, Cancelled, No-show), maintaining a complete change history.

Medical Center › Schedule

Cancel an appointment

1
Click on the appointment in the schedule.
2
Click the pencil icon and change the status to Cancelled.

The appointment is not deleted — it remains recorded as cancelled, keeping a full history for no-show analysis. You can choose to hide cancelled appointments from the view.

Configure appointment types and hours

Medical Center › Appointment types

Configure appointment types

1
Go to Medical Center › Appointment types.
2
Click Add.
3
Fill in: name, approximate duration, color identifier and visibility in HCConnect.
4
Click Save.

Appointment types standardize the medical center's schedule, prevent overlaps and improve visual organization.

Profile › Appointment settings

Configure professional availability hours

1
Go to Profile › Appointment settings.
2
In the Availability hours section, select the assigned office.
3
Click the pencil icon.
4
Select the available days and hours.
5
Enable Publish and save the changes.

This configuration defines the professional's real availability and is reflected in both the internal schedule and online booking if enabled.

Block schedule for vacations or events

Profile › Appointment settings › Unavailable days

Block unavailable days or hours

1
Go to Profile › Appointment settings.
2
Navigate to Unavailable days.
3
Click Add block.
4
Enter the reason, dates and time range for the block.

Blocks prevent appointments from being assigned during vacations, meetings or special events, keeping the schedule orderly and realistic.

Best practices to reduce no-shows

Recommended practices

  • Always record the patient's email address when creating the appointment to activate automatic reminders.
  • Precisely define the duration of each appointment type to avoid accumulated delays.
  • Use appointment statuses (Cancelled, No-show) to maintain a historical record of absences.
  • Block unavailable days in advance to avoid last-minute rescheduling.

Still have questions?

The HCMedic support team is available via WhatsApp and email, Monday to Friday 09:00–18:00 (GMT-3).

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