Flowboard

The Flowboard is the spine of the day. Front desk and vets watch the same board, so "is Bella still in the building?" has one answer — and the board can never disagree with the record, because it *is* the record.

The columns

• Today's Appointments — everything booked for today that has not arrived. A card shows the patient, the client, the time and who it is booked with. Badges: `needs confirmation` (online requests) and `waiting` once the appointment time passed by ten minutes.
• Checked In — the patient is in the building and the visit record is open.
• In Progress — being seen.
• In Review — waiting on a lab result, a second opinion, or an owner decision.
• Completed Today — visits closed today. Scroll-back for earlier days lives in each patient's chart.

Checking someone in

Press Check in on the booking. The patient is marked arrived and the visit record opens in the Checked In column. From the card, Record jumps straight to that visit's chart — that link appears for roles that can read clinical notes; the front desk runs the board without opening the chart. The chart links Print visit record: the appointment, vitals and plan as one page (Visit record). A booking with no patient attached cannot be checked in — add the patient on the Scheduling screen first (the board tells you this rather than failing silently).

Moving a visit along

Drag a card between columns, or use its buttons — both do the same thing and the same rules apply:

| From | Allowed next |

| --- | --- |

| Checked in | In progress · Complete · Cancel |

| In progress | In review · Complete · Cancel |

| In review | Back to in progress · Complete · Cancel |

Completed and Canceled are final: a finished visit is a closed record, and later work starts a new visit. Completing a visit also closes its appointment, so the calendar and the board stay in step.

One patient, one open visit

A patient can only have one open visit at a time. Checking in a second appointment for a patient who is already here shows the message below and links you to the visit that is already open — finish or cancel it first.

Charting without a check-in

If a vet starts the note before the front desk checks anyone in, the visit still appears on the board — in In Progress with a `not checked in` badge. The board describes reality; it never hides work because a step was skipped.

Filters

Filter by staff member, or search a patient/client name. Filters are per-session — nobody's board changes anyone else's.

Honest limits (v1)

• The board tracks exam visits. Hospitalization cases, boarding stays and lab-only visits get their own boards as those modules land.
• Walk-in with no booking: book it on the Scheduling screen (about ten seconds), then check in.
• Filters today are staff and text search; visit-type and vet filters arrive with clinic definitions.