Channel Booking View and Search - hmislk/hmis GitHub Wiki
Channel Booking — View and Search
The Channel Booking screen is the main working screen for front-office and call-centre staff who handle daily bookings. It shows all active sessions and the patients booked into each one, updated in real time.
Navigation
Menu → Channelling → Channel Booking View
There are three ways to reach the booking view depending on your configuration:
| Menu Item | Best For |
|---|---|
| Channel Booking View | Live today-and-future view, filtered by speciality and doctor |
| Channel Booking — By Dates | Browsing a custom date range (From / To) |
| Channel Booking — By Month | Monthly overview of sessions |
Channel Booking View (Main)
Screen Layout
The screen is divided into four vertical columns:
| Column | Content |
|---|---|
| 1 — Speciality | Scrollable list of all specialities. Select "All" to see every consultant. |
| 2 — Consultant | Consultants belonging to the selected speciality. Filter by typing. |
| 3 — Sessions | Session instances for the selected consultant, ordered by date. |
| 4 — Bookings | Patients booked into the selected session instance, plus session details. |
Selecting a Session Instance (Column 3)
Each row in the Sessions column shows:
- Name — session name (may include a "Scanning" tag for scanning sessions)
- Date — session date in short format
- Start — session start time
- Booked / Paid — booked patient count with paid count in parentheses (if configured)
- Fee — total fee for the session
- Status — Cancelled / Arrived / On Going / Completed badge
Sessions marked Holiday are shown with a red highlighted label and cannot be booked.
Click a session instance to load its bookings in Column 4.
Viewing Bookings (Column 4)
The bookings list shows each patient in serial number order. For each booking:
| Field | Meaning |
|---|---|
| Serial No | Patient's booking number in this session |
| Patient Name | Full name with title |
| Status tag | Completed / OnGoing / Next (shown once session has started) |
| Payment | Cash / Card / Agent / OnCall / Online Booking reference |
| Flags | Cancelled / Refunded / Rescheduled tags |
| Absent | "Absent" label in red if the patient did not attend |
Online bookings from external channels show a yellow "OB - [Ref No]" label and display the online booking patient name rather than the HMIS patient record.
The bookings list auto-refreshes every 15 seconds and also updates via WebSocket when a new online booking is received for the selected session.
More Info Panel
When a session instance is selected, an accordion panel above the bookings list shows:
- Institution
- Maximum number of patients (Max No)
- Room number (or "Not Specified Yet")
- End time
- Booked patient count
- Special notice (displayed in red if set)
Action Buttons (Header Bar)
| Button | Function |
|---|---|
| To Add Booking | Navigate to the Add Booking screen for the selected session |
| View Session Data | Open session data / consultant room view |
| Manage Booking | Open booking management for the selected booking |
| Mark Arrival / Mark Not Arrival | Toggle whether the doctor has arrived for the selected session |
| Doctor Holiday | Mark or unmark multiple sessions as a holiday (requires privilege) |
| Management menu (gear icon) | Quick links to Channel Schedule Management, Session Management, or Multiple Session Cancellation (shown only if configured) |
Note: "To Add Booking" is disabled if the selected session is Cancelled or Completed.
Channel Booking — By Dates
Menu → Channelling → Channel Booking — By Dates
This view displays all session instances within a chosen date range across all consultants.
Date Controls
| Control | Action |
|---|---|
| From / To date pickers | Set the date range manually |
| Today | Set both dates to today |
| +1 | Extend the To date by 1 day |
| +2 | Extend by 2 days |
| +7 | Extend by 7 days |
| +1 Month | Extend by 1 month |
Search Filter
A search box at the top filters session instances in real time as you type. You can search by consultant name, speciality, or session name.
Session Cards
Each session instance is displayed as a card showing the session name, date, start time, consultant name and speciality, completed/paid patient counts, and a View button to open the booking and queue management for that session.
Channel Booking — By Month
Menu → Channelling → Channel Booking — By Month
Provides a month-at-a-glance view of session instances. Useful for checking availability across the month before booking.