Channel Recurring Sessions Weekday - hmislk/hmis GitHub Wiki

Recurring Sessions — Weekday-Based Scheduling

Weekday-based recurring sessions are the most common session type. A session is defined once and automatically repeats on selected days of the week — for example, every Monday and Wednesday — for as long as the schedule is active.

When to Use Weekday-Based Scheduling

Use weekday recurrence when a consultant holds clinic on the same day(s) each week on an ongoing basis. The system generates session instances for each occurrence automatically.

For one-off sessions on a single specific date, see Channel Specific-Date Session Scheduling.

Setting Up a Weekday-Based Session

Menu → Channelling → Channel Scheduling → Channel Schedule Management

Requires the ChannelSheduleManagement privilege.

Step 1 — Create or Edit a Session

  1. Select the speciality and consultant.
  2. Click Add to create a new session, or select an existing session to edit it.

Step 2 — Configure Recurrence

In the session form, locate the Recurrence / Schedule section:

Field Description
Recurrence Type Select Weekday-Based
Days of Week Check one or more days: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
Valid From The date from which the session should start generating instances
Valid Until The date after which no new instances are generated (leave blank for indefinite)

Step 3 — Set Session Details

Configure the session type (slot or token), times, fees, and max patients as described in:

Step 4 — Save and Generate

Click Save. The system generates session instances for all matching weekdays within the valid date range.

Viewing Generated Instances

After saving, switch to Channel Session Management to see the list of generated instances for this session. Each instance is listed with its date and status.

Handling Exceptions

Weekday-based sessions generate instances for every matching weekday regardless of public holidays or doctor leave. Handle exceptions in two ways:

  1. Doctor Leave — mark specific dates as leave to suppress bookings. See Channel Doctor Leave Management.
  2. Cancel an Individual Instance — cancel a specific occurrence without affecting the rest of the schedule. See Channel Session Instances.
  3. Doctor Holiday Mark — from the Channel Booking View, use the gear menu → Doctor Holiday to flag selected instances as a holiday. This is a soft flag (bookings are not cancelled automatically) that is visible on the booking screen.

Changing the Schedule

To change the days a consultant is available:

  1. Open the session in Channel Schedule Management.
  2. Update the Days of Week checkboxes.
  3. Save.

Existing past instances are unaffected. New instances will be generated according to the updated schedule.

To stop a recurring session permanently, set the Valid Until date to the last session date and save.

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