Daily operations and calendar
Dashboard, tasks, flowboard, appointments, reminders, and operations routes.
Platform
| Platform route | What can you do? | Key control or dialog |
|---|---|---|
/ | View the clinic dashboard and its drilldowns. | Summary cards can open the owning workspace. |
/tasks | List and track clinic tasks. | Add task → Create Task; task detail → Task Detail. |
/tasks/[fp] | Full-page link for one task. | Summary, progress, assignees, attachments, and history; edit or cancel when allowed. |
/flowboard | Track daily patient flow in Kanban, timeline, and list views. | Card → Flow Detail; scheduled visit → Appointment. |
/clinic-log | Inspect clinic activity history. | Day detail → Visit History. |
/calendar/overview | See attendance summaries and records needing attention. | Drill down to the calendar. |
/calendar | Day/week/month calendar, staff/type/status filters, appointment creation. | New appointment; event → Appointment Detail. |
/reminders | Monitor reminders and their delivery status. | Permission-gated reminder actions. |
/reminders/logs | Review delivery results. | Delivery Logs tab; channel, status, type, date, and search filters. |
/operations/overview | View the operations summary. | Navigate to records. |
/operations | Search, filter, and inspect operation records. | Expand a row; open its Patient, Customer, related Sale, or New Operation. |
Booking in the calendar
Daily operation guides explain calendar/requests, check-in, New Operation and history in detail.
On /calendar, choose a date and use New appointment. Select an existing event to open Appointment Detail. Review PetConnect requests from Appointment Requests in the calendar header. Use Quick Assignment to assign a veterinarian. Available actions depend on your role. Step-by-step guide.
A visit on Flowboard
A card on /flowboard opens Flow Detail with the visit and links to the patient, examination, and sale. Clinical History opens earlier records. Use the card controls for available status changes.
Related: Clinical records.
Operation records
At /operations, use search, date range, filters, and sorting to find a record. Expand a row or use its menu to open the related patient, customer, and sale when present. New Operation at the top opens the operation dialog; visible actions depend on your access.
Task details
Selecting a task in /tasks opens Task Detail in a dialog or at /tasks/[fp]. The summary shows its content, status, due date, priority, and progress. Assignees, attachments, and activity appear below. If the task is linked to another record, Open related record takes you there. Allowed tasks offer Edit and Cancel task; recurring tasks let you choose which occurrences a change affects.
Reminders and delivery logs
The Reminders and Delivery Logs tabs lead to /reminders and /reminders/logs. On the first page, narrow records by reminder type, status, delivery status, date, or search. On delivery logs, channel, status, and error reason filters help find a delivery result. An appointment delivery row opens the related reminder detail; a vaccine delivery row takes you to vaccine reminders. Review delivery logs.