Appointment Statuses
Every appointment stage in Docistra, which moves are allowed, and how stages affect billing
Every appointment has one stage. Staff move it from the board or the visit sheet, and the AI cancels bookings when a patient asks on WhatsApp.
Stages
Booked and upcoming. Every new booking starts here, whoever made it.
The patient is at the clinic, waiting to be seen.
The patient is with the doctor.
The visit is done. Reception is asked to record the payment.
The patient didn't come and didn't cancel.
Cancelled by the patient, your staff, or the AI. Hidden from the board unless you tap Cancelled.
Allowed moves
| From | Can move to |
|---|---|
| Reserved | Arrived, In progress, Completed, No-show, Cancelled |
| Arrived | Reserved, In progress, Completed, No-show, Cancelled |
| In progress | Arrived, Completed, No-show, Cancelled |
| Completed | In progress only (to fix a mistake) |
| No-show | Reserved, Arrived |
| Cancelled | Reserved |
- A paid visit can't be cancelled, marked no-show, or moved out of Completed. Void the payment first.
- Bringing back a cancelled or no-show booking only works if its time slot is still free. If someone else took it, book a new time.
Stages and billing
A booking counts toward your plan the first time it reaches Arrived, In progress, or Completed. Bookings that stay Reserved, or end Cancelled or No-show without arriving, are never counted. See What counts as a booking.
Who can change stages
| Role | Can change |
|---|---|
| Owner, Admin | All appointments |
| Employee | All appointments, or only their branches if restricted |
| Doctor | Their own appointments only |