Brauni appointment Management: Creating, Repeating, Synchronizing and Canceling

The schedule is the axis of a clinical practice. If appointment takes longer than necessary, something is failing.

This guide explains everything you can do with the Brauni appointment module: from creating a simple quote to managing a recurring series with dozens of sessions. If you look for the quick view of the functionality, it is in schedule and appointments.

Make an Appointment

To create a complete quote some basic fields:

• Patient - You select it from a search engine. If you don't have it loaded yet, you can create it from the same patient module.
• Date and time - The selector displays schedules at 15 minute intervals, from 7:00 to 21:00 intervals.
• Estimated duration - The pre-designed options are 30, 45, 60, 90 and 120 minutes. You can also enter any duration between 15 and 480 minutes in 5 minute increments. End time is calculated automatically.
• Modality - Virtual or face-to-face. If you choose virtual and have Google Calendar linked, a Google Meet link is automatically generated.
• Comments - A free field for internal annotations. Up to 5000 characters.
• Reminder via WhatsApp - Three options: use patient settings, force sending for this appointment, or delete it.
• Color - 24 colors available to visually distinguish appointments in the calendar.

The system warns if you are creating an appointment on an already busy schedule. It also shows a confirmation if the schedule is in the past, to avoid errors.

Recurrent appointments

If you see the same patient every week at the same time, there is no point in creating each appointment separately.

When creating a quote you can activate the recurrence option. It works like this:

Frequency

• Weekly - One appointment every seven days
• Fifteenth - An appointment every fortnight
• Monthly - An appointment on the same day of each month

End of series

Two ways to define when it ends:

• In quantity - You create N sessions. For example: 10 weekly sessions. The system creates the 10 and numbered samples (#1 of 10, #2 of 10, etc.)
• By date - The series extends to a specific date and the system creates all intermediate sessions.

The ceiling is 100 meetings per series.

Once the series has been created, the system confirms how many sessions were generated: "10 sessions created successfully."

Calendar view and list view

appointment can be seen in two ways.

Calendar view - Use FullCalendar in three modes: Month (monthly grid), Week (timeline per hour) and List (table format, automatically enabled on mobile).

Recurrent quotes show an icon 🔁 and the numbering within the series. Modified appointments with respect to the original pattern have an indicator ⚠️.

List view - Table with orderable columns: patient, date/time, duration, mode, status, comments and actions. On mobile switch to cards.

Filters available

• Status: All scheduled, completed, cancelled, not attended
• Date range: all, today, this week, this month, next, past
• Modality: all, face-to-face, remote
• Search by patient name or comment content

Ordering and pagination

You can sort by name, appointment, duration or status. The default page shows 10 quotes per page, changeable to 5, 20 or 50.

At the top are the counters: total of appointments, scheduled, completed and cancelled.

appointment States

Changing status can be done from the table, from the editing form, or with a quick button in the detail view.

Edit Quote

From any view you can open the editing form. The editable fields are: date, time, duration, mode, comments, status and reminder settings.

The patient field is blocked: the patient cannot be changed from an existing appointment.

If the quote belongs to a recurring series, the system asks you the extent of the modification.

Edit, cancel or delete recurring quotes

When you touch a quote that is part of a series, the system asks what you want to modify:

• Only this quote - Only the selected instance changes. The others remain intact.
• This and the following - Modify the selected quote and all that come next in the series.

This applies to editing, cancellation and deletion.

Difference between canceling and deleting

Cancel marks the quote with the "Canceled" status. The quote remains visible in the history and in the counters. It is the recommended option because it preserves the record.

Delete deletes the quote permanently from the database. There is no way to recover it. The system always shows a warning before confirming this action: "This action is irreversible."

View full series

From any recurring quote there is an option to view the entire series. The view shows:

• Description of recurrence (e.g. "weekly, 10 times")
• All instances ordered chronologically, numbered (#1, #2, etc.)
• Status of each: completed, scheduled or cancelled
• Which were modified from the original pattern (indicated with ⚠️)
• Summary: how many completed, cancelled and scheduled

Google Calendar and Google Meet

If you link your Google account from the profile settings, quotes are automatically synchronized with your Google Calendar.

The system will let you know if Google Calendar is not linked to a dismissible banner at the top of the appointment page.

For virtual appointments, when Google Calendar is linked, the system automatically generates a Google Meet link. The link appears in the quote detail and can be shared with the patient. A link cannot be entered manually - it is generated only if integration is active.

If you create a virtual quote without Google Calendar linked, the system warns: "No Google Meet link will be generated." The quote is created the same, but without automatic link.

Reminders via WhatsApp

Each quote has its own reminder settings:

• Use patient configuration - Respect the preference kept in the patient profile
• Force Sending - Send the reminder for this appointment even if the patient has the reminders disabled
• Delete - Does not send a reminder for this appointment even if the patient has them activated

Next appointments Widget on Dashboard

The main dashboard shows the next 10 appointments with patient name, schedule, mode and status. You can update the list manually with a refresh button.

Integrated conference notes

From any quote you can browse directly to create the corresponding session note. The system pre-completes the session field automatically so you don't have to look for it.

What you can't do

For clarity, this is not available in the current appointment module:

• Modify the frequency of a recurring series after creating it (must be deleted and recreated)
• Changing the patient from an existing appointment
• Manually enter a video call link (Google Meet's link is automatic or non-existent)
• Create appointments for multiple patients at the same time

Security and privacy

appointment comments, like all clinical data in Brauni, are stored encrypted with Fernet AES-128. The Brauni team cannot read the content of your notes or comments.

Access and appointment modification logs are registered in the audit system. This is relevant in legal contexts or before claims: you can demonstrate when each appointment was created, modified or cancelled.

Do you have any questions about functionality? email us at support from the platform or through the support section on the dashboard.