Daily Schedule and calendar

Goal

Learn how front-desk staff read the weekly Schedule, move between weeks, filter appointments by status, and expand the calendar without changing appointment records.

Audience

• Front-desk staff
• Practice managers
• Healthcare organization and practice owners

Before you begin

Sign in with the individual staff account assigned by the practice and open Schedule. The tutorial uses synthetic demonstration records only. The captured account identity is replaced with DEMO ACCOUNT.

Schedule navigation and filtering change only the current view. They do not confirm, cancel, reschedule, or otherwise update an appointment. Follow the practice’s approved procedure when communicating appointment times and verify the applicable workspace time settings.

What you will complete

By the end of the tutorial, you will be able to:

1. Expand the blurred calendar before using any inner control.
2. Read the selected week, day columns, time rows, and appointment blocks in the expanded view.
3. Move to another week and return to Today while the calendar remains expanded.
4. Filter the expanded calendar to appointments in Needs Response.
5. Confirm the matching George Orwell demonstration appointment appears on Saturday, July 18 at 10:00 AM.
6. Return to All statuses and close the focused calendar view.

Chapters

1. 00:00 Black pre-roll and tutorial goal
2. 00:07 Expand before interacting
3. 00:19 Week at a glance
4. 00:28 Read an appointment card
5. 00:38 Move to another week
6. 00:48 Return to Today
7. 00:59 Filter by status
8. 01:08 Select Needs Response
9. 01:17 Review the filtered result
10. 01:26 Clear the filter
11. 01:36 Expanded calendar stays active
12. 01:46 Close the focused view
13. 01:57 Expected result and fade to black

What the video shows

Opening and interface identity

The video begins on pure black, fades into the Tutorial 07 goal card, and then fades into the authenticated Schedule. A persistent BACK-END UI and PRACTICE TEAM WORKSPACE indicator distinguishes the staff workspace from the patient-facing experience.

The visible account identity is changed locally to DEMO ACCOUNT before recording begins. No password, token, live credential, or real patient record appears.

1. Expand before interacting

The Schedule initially presents the calendar behind a blur and a full-panel expansion overlay. The blurred layer is not an interaction surface. The pointer moves to the visible expansion prompt and explains that staff may click anywhere on the calendar or use the explicit expansion control.

After the 520 millisecond dwell, the calendar expands. The tutorial waits until the close control appears and the view transition settles before focusing any appointment card, date control, or filter.

2. Week at a glance

The first child focus occurs only after expansion and covers the calendar header and day row. The selected week is arranged into day columns and time rows. The current day has a distinct marker, while appointment cards occupy their scheduled day and time.

3. Read an appointment card

The pointer moves to the synthetic Ernest Hemingway appointment on Monday at 10:00 AM. Staff should first place an appointment in its day-and-time context before opening or acting on any supporting detail.

This tutorial reads calendar placement only. It does not open the patient record or change the appointment.

4. Move to another week

The next-week control receives a focused explanation, pointer dwell, and click pulse. The calendar moves to the following week and exposes a Today control. Changing weeks is a navigation action only and does not alter any booking.

5. Return to Today

The pointer rests on Today before activation. The calendar then returns to the current working week, proving both the action and its destination.

6. Filter by status

The status selector is highlighted and opened. The video explains that a filter narrows what staff see, while appointment status remains unchanged.

7. Select Needs Response

The Needs Response option becomes the exact focused target. Selecting it isolates appointments that still need administrative follow-up from the practice team.

Needs Response is an operational state. It is not a clinical eligibility decision. Clinical questions and treatment decisions remain clinician-owned.

8. Review the filtered appointment

With the filter active, the calendar shows the synthetic George Orwell appointment on Saturday, July 18 at 10:00 AM. The matching card also remains visible in the Needs Response panel.

This step teaches staff to confirm patient, date, time, and workflow state together before beginning follow-up. Tutorial 08 covers response handling and outcomes.

9. Clear the filter

The filter is reopened and returned to All statuses. The complete weekly schedule becomes visible again.

10. Expanded calendar stays active

The expanded calendar remains active for every card, week, Today, and filter interaction. George Orwell remains highlighted at the same date and time, proving that view controls do not change scheduling data or follow-up ownership.

11. Close the focused view

The close control is independently highlighted and activated. The standard Schedule workspace returns with its supporting response and lead-temperature panels.

Expected result

Staff can read the weekly schedule, move between weeks, filter by status, and expand the calendar without changing appointment records.

Responsibilities by role

• Front-desk staff verify patient identity, requested date and time, and appointment logistics before communicating with the patient.
• Practice managers define daily calendar-review and follow-up procedures.
• Owners and managers determine workspace access and operational ownership.
• Clinicians answer clinical questions and make all medical-appropriateness and eligibility decisions.
• Every team member follows the practice’s privacy, security, and documentation policy.