How to schedule a package month

When a family buys a package, you do not book eight appointments one at a time. You find a slot for the first session of the week, another for the second, and the rest of the month falls on those same days and times.

Steps

  1. Open the patient’s record and find the package card.
  2. Press Schedule the month.
  3. Choose the professional who will see them.
  4. Choose the day and time of the first session of the week.
  5. Choose the day and time of the second. The day you already took is switched off, so two sessions of the same week cannot collide.
  6. Check the preview: these are the real dates, grouped by week.
  7. Press Schedule.

How many slots it asks for comes from the package’s sessions per week. A package with no fixed cadence books one session at a time.

Every week the same

This switch starts on. With it you pick two slots and the month builds itself: four decisions for eight sessions.

Turn it off when some week will be different — a trip, a holiday, a shift change. Each week is then adjusted on its own, and arrives pre-filled with the pattern you already chose: turning it off starts editing, not starting over.

When a slot is taken

The preview marks it amber. You have two ways out:

  • Move that session to another time, without touching the rest of the month.
  • Skip it. The session stays in the package unscheduled, and needs a slot before the expiry or it is lost.

The button says how many will actually be booked — “Schedule the 7”, not “Schedule”. It never books fewer than it promised without saying so.

The expiry line

A line crosses the preview showing when the package expires. Anything falling after it is marked.

A session booked after the expiry still stands: booking it already spent its session, and we do not cancel a confirmed appointment.