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Complex form

Description

Complex form is designed to facilitate the process of selecting a service and scheduling an appointment for a client who does not know what exactly he wants (exact name of a doctor). If the client is unsure about the exact service or preferred time slot, the form allows selecting a service first, then choosing an available time slot, and finally sending an offer for client confirmation.

Design

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Functionality

Services tab

1. Service Selection
  • The user can browse a categorized list of available services.

  • Services are displayed with their title, price (for one service), quantity, amount (final price for several same services).

  • The user can search for a specific service using the Available services.

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  • Services can be added to the selection list by clicking on them.

  • Selected services appear in the Selected services table with details:

    • Title

    • Price

    • Quantity

    • Amount

    • Duration (Minutes)

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  • The system updates the Total price and Total quantity dynamically.

Send an offer

An offer can be sent to a client to confirm all the information about the services.

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Example of an offer

The generated offer can be sent to the patient’s email.

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Schedule

After selecting a service, users can view available time slots and choose a suitable appointment for the client.

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Selecting services

  • Displays a list of selected services with the following details:

    • Title (e.g., Basic Consultation, Dental Hygiene)

    • Price

    • Discounts

    • Price with discount

    • Quantity

    • Total Amount

    • Duration (Minutes)

  • Users can enable/disable a service for scheduling using a toggle button next to each service. Only one service can be chosen at the moment.

  • The total cost and time required are calculated dynamically based on selected services.

Calendar widget

A calendar widget allows users to pick a date for the appointment.

  • Users can navigate between months to schedule in advance.

  • The selected date is highlighted.

Available Time Slots & Medical Centers
  • Displays a list of medical centers available for the selected date.

  • Displays a list of doctors who provide the chosen service inside each clinic.

Service Price Display by Doctor

When selecting a service through the Complex Form, the system now dynamically displays the exact price of that service as provided by each doctor.

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Workflow:

  1. Go to New Touch > Complex Form.

  2. Choose the desired service.

  3. Proceed to the slot-booking step.

Result:

  • Next to each doctor’s name, the price of that specific service (according to that doctor’s pricing setup) is displayed.

  • If multiple services are selected, the system automatically sums the total cost according to the active Price Type (e.g., clinic default, insurance, or membership pricing).

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Purpose:
This improvement ensures full transparency for staff and patients before confirming an appointment and helps receptionists provide accurate pricing information instantly.

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