Rescheduling a Channel Booking - hmislk/hmis GitHub Wiki

Rescheduling a Channel Booking

Rescheduling moves a patient's existing booking from one session instance to another — for example, when a patient cannot attend the originally booked session and wants to book the same consultant on a different date.

Navigation

Menu → Channelling → Channel Booking View

  1. Select the speciality and consultant.
  2. Select the session instance that contains the existing booking.
  3. In the bookings list (Column 4), locate the patient's booking.
  4. Click Manage Booking in the header bar.

Manage Booking Screen

The Manage Booking screen shows the full details of the selected booking:

  • Patient name and details
  • Original session instance (consultant, date, time)
  • Serial number
  • Bill and payment details
  • Current booking status (active, cancelled, refunded, rescheduled)

Rescheduling Steps

  1. On the Manage Booking screen, look for the Reschedule action button.
  2. Select the new session instance — choose the consultant, date, and time for the replacement appointment.
  3. Confirm the reschedule.

The system will:

  • Mark the original booking entry as Rescheduled (shown with a red "Rescheduled" tag in the bookings list).
  • Create a new booking in the target session instance with the next available serial number.
  • Link the two bookings so the history is preserved.

Note: The channel bill is transferred to the new session. No additional payment is collected if the fee is the same. If the new session has a higher fee, the difference may need to be collected separately depending on your configuration.

Rescheduling Restrictions

Situation Outcome
Session is Cancelled Cannot reschedule into a cancelled session
Session is Completed Cannot reschedule into a completed session
New session is full (Max No reached) Reschedule will be blocked
Booking is already cancelled Cannot reschedule a cancelled booking

Viewing Rescheduled Bookings

In the original session's bookings list, rescheduled entries show a Rescheduled badge in red. The new session's list shows the patient as a normal active booking.

To search for a rescheduled booking across sessions, use:

Menu → Channelling → Channel Bill Search

Search by patient name or bill number.

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