Receptionists are the first point of contact in a CitaBox clinic. They land on the front-desk view after login and spend most of their day managing the appointment queue for a chosen date, registering walk-in patients, processing checkouts, and keeping appointment statuses up to date so doctors and administrators have an accurate picture of clinic activity.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/FerchoSG/healthcare-web/llms.txt
Use this file to discover all available pages before exploring further.
Front-desk view
The front-desk view (components/views/ReceptionistDashboard.tsx) is the receptionist’s primary workspace. It loads the appointment list for the selected date alongside a quick-actions panel and a list of completed appointments pending payment.
Summary strip
Three count cards at the top of the view give an at-a-glance summary:- Waiting — appointments currently in
WAITINGstatus. - Completed — appointments that have reached
COMPLETEDstatus for the selected date. - Pending closure — completed appointments that do not yet have a
PAIDinvoice.
Appointment queue
The main panel lists every appointment for the selected date. Each row shows the patient’s avatar (click to open their EMR), their full name, the appointment time and reason, and a status dropdown. Changing the dropdown value immediately sends an API update and reflects the new status with an optimistic UI update — a spinner appears while the request is in flight, and the previous status is restored if the call fails. Receptionists can navigate to any date using the arrow buttons or the date picker above the list. A Today shortcut jumps back to the current date.Status values
| Status | When to use |
|---|---|
PENDING | Default — appointment booked but not yet confirmed |
CONFIRMED | Patient has confirmed they are coming |
WAITING | Patient has arrived and is in the waiting room |
IN_CONSULTATION | Patient is currently with the doctor |
COMPLETED | Consultation finished |
CANCELLED | Appointment will not take place |
Pending checkouts
The right column lists completed appointments that still need a payment record. Clicking Register payment (or Edit payment for existing invoices) opens a checkout dialog where the receptionist can set the payment status (paid, partial, or unpaid), the payment method (SINPE Móvil, card, cash, or transfer), a reference number, and the amount paid.The checkout dialog requires the appointment’s service to have a price configured. If the service has no price, the dialog shows an error and the invoice cannot be saved.
Available views
Receptionists have access to three sections via the sidebar:- Front desk — the default view described above.
- Calendar — the shared clinic calendar. Useful for finding available slots before scheduling a new appointment.
- Patients — the patient registry. Receptionists can open any patient’s EMR from this view.
Handling a patient arrival
Locate the appointment
Find the patient in the front-desk queue for today. If the appointment does not appear, verify the date picker shows today’s date. You can also use the Patients view to search by name.
Mark the patient as waiting
Change the appointment’s status dropdown to Waiting. This signals to the doctor’s schedule view that the patient has arrived and is ready.
Register a walk-in (if the patient has no appointment)
Click Walk-in patient in the quick-actions panel to open the
WalkInSheet. Fill in the patient’s details and submit. The new patient record is created immediately and can then be linked to a new appointment.Create a new appointment if needed
Click New appointment in the quick-actions panel. The
NewAppointmentDialog lets you select the patient, doctor, date, time, service, and reason. The appointment appears in the queue as soon as it is saved.