Appointments Management

Accessing the Appointments Page

1. Log in as an Admin.
2. Navigate to Dashboard → Appointments.
3. Verify that selecting Appointments (List View) opens a new page titled “Appointment”.

Appointment Overview Widgets

At the top of the Appointment page, verify the presence of 4 summary widgets:

• Today’s Appointments
• Completed
• Pending Check-in
• Cancelled

Ensure the numbers update correctly based on appointment data.

Day & Week Toggle

1. Locate the toggle switch near the top right.
2. Verify options:
   • Day
   • Week
3. Switch between Day and Week views.
4. Confirm the appointment list updates accordingly.

Date Selection & Calendar

1. Check that a date or date range is displayed (e.g., Jan 18 – Jan 24, 2026).
2. Click the date/range.
3. Verify a calendar popup opens.
4. Select:
   • A single date (Day view), or
   • A date range (Week view).
5. Click Today.
6. Confirm it redirects to the current date/date range.
7. Verify that the selected date/range appears beside the search field.

Add New Appointment

1. Locate the “+ Add New Appointment” button next to the Day/Week toggle.
2. Click the button.
3. Verify the Create Appointment / Booking modal opens.

Filters & Search Controls

Dropdown Filters

Verify the following dropdown filters exist:

• All Doctors
• All Machines
• All Nurses
• All Rooms

Change values and confirm:

• Appointment list updates correctly.

Advanced Filter Button

1. Click the Filter button on the right side.
2. Verify filter options include:
   • Appointment Status: Completed, Pending, Cancelled
   • Payment Status: Paid, Unknown
3. Apply filters and confirm:
   • Data updates correctly.

Appointment List Columns

Verify the appointment table contains the following columns:

• Apt ID
• Patient Name
• Service Name
• Doctor / Nurse
• Date
• Status
• Payment Status
• Duration
• Fee
• Department
• Patient Phone
• Room
• Machine
• Action

Sorting Functionality

1. Click on column headers (e.g., Date, Status, Fee).
2. Verify sorting works in ascending and descending order.

No Data UI State

1. Apply filters or select a date with no appointments.
2. The user can see “No appointments found” UI is displayed.

Search Appointments

1. Locate the search field with a placeholder:
   • “Search Appointments”
2. Enter a keyword (patient name, service, etc.).

No Search Results Handling

1. Enter a keyword with no matching results.
2. The user should see an informational UI appears explaining no results were found.
3. Confirm a “Search All Appointments” button is visible.

Search All Appointments Flow

1. Click “Search All Appointments”.
2. It opens a new page titled “Search Results”.
3. Confirm:
   • Results are shown from All Time.
   • Results match the search keyword.
4. If any result can be found of all time it will be shown in the list

5. The user can find a “Back to Appointment” button.
6. Click it.
7. Confirm redirection back to the main Appointment list.

Action Column (Three-Dot Menu)

1. In the Action column, verify each row has a 3-dot (⋯) menu.
2. Click the menu.
3. Confirm a “Details” option is available.

Appointment Details Side Drawer

Opening the Drawer

• Click Details from the 3-dot menu OR
• Click anywhere on an appointment row

Once the admin does that, they can see the Appointment Details side drawer open.

Drawer Validation

• A Close (✕) button is available at the top.
• An Edit Appointment button is visible.
• A “Mark as Completed” button appears at the bottom right.

Edit Appointment Rules

Edit Button State

• Enabled when:
• No conflicts exist
• Appointment is not expired
• Disabled when:
• Appointment is expired
• Conflicts are present

Status Updates Without Edit Mode

1. Without clicking Edit Appointment, attempt to:
   • Change booking status
   • Change appointment status
2. With a success message, status updates reflect across the application immediately.

Editing Appointment Details

1. Click Edit Appointment.
   
2. Admin sees additional dropdowns appear:
   • Doctors
   • Payment Status
   • Room
   • Machine
   • Status
3. Admin can change values where necessary.
   
   

Save & Cancel Actions

At the bottom of the Edit Appointment view:

• After editing is finished, click the Save button.
• If the admin wants to discard changed select the Cancel button.