Accessing Preferences
Navigate to Dashboard → Preferences from the main sidebar. You must have the Admin role to modify any preference settings. Other roles can view settings but cannot make changes.Appointment Transitions
Navigate to Dashboard → Preferences → Appointment Transitions to configure the rules that govern how appointments move between statuses.How Transitions Work
An appointment in Prvaha moves through a defined lifecycle of statuses:| Status | Meaning |
|---|---|
BOOKED | Appointment created and awaiting confirmation |
CONFIRMED | Doctor assigned; appointment confirmed |
PENDING | Workflow in progress (patient in the clinic) |
ON_HOLD | Appointment paused temporarily |
READY_FOR_BILLING | Consultation complete; billing pending |
BILLED | Invoice issued |
COMPLETED | Appointment fully closed |
CANCELLED | Appointment cancelled |
BOOKED → CONFIRMED) can be configured with:
- Allowed roles — which staff roles can manually trigger the transition (e.g.,
admin,receptionist,doctor) - Conditions — prerequisites that must be met before the transition is allowed (e.g., a doctor must be assigned before confirming)
- Label — the button label staff see when triggering the transition
- Priority — determines display order when multiple transitions are available
Configuring Transitions
Review the current configuration
Prvaha ships with a sensible default transition config. Review the existing transitions before making changes.
Edit a transition
Click on any transition to modify its label, allowed roles, conditions, or priority.
Add a custom transition (optional)
Click Add Transition to define a new state change. Specify the
from status (or * for any status), the to status, and any conditions.Example Transition Rules
- Confirm appointment
- Mark ready for billing
- Cancel appointment
From:
BOOKED → To: CONFIRMED- Allowed roles: Admin, Receptionist, Doctor
- Condition: Doctor must be assigned to the appointment
- Failure message: “Doctor is not assigned”
The platform also executes system-driven (automatic) transitions — for example, automatically moving an appointment from
CONFIRMED to PENDING once a workflow is attached, without manual intervention. These run in the background and do not require staff action.Notification Settings
Navigate to Dashboard → Preferences and open the Notifications section to manage automated communications.Notification Channels
Prvaha supports two notification channels. Enable or disable each independently:| Channel | Setting | Default |
|---|---|---|
| SMS | smsEnabled | Enabled |
emailEnabled | Enabled |
Notification Events
Configure which appointment events trigger automatic notifications to patients and staff:| Event | Trigger | Default |
|---|---|---|
Booking Confirmed (bookingConfirmed) | Sent when an appointment is confirmed | Enabled |
Booking Cancelled (bookingCancelled) | Sent when an appointment is cancelled | Enabled |
Reminder (reminder) | Sent before the appointment date | Enabled |
Notification changes apply to all future appointments. Notifications already sent for existing appointments are not affected.
Appointment Configuration
Under Dashboard → Preferences, the Appointments section controls the fundamental scheduling parameters for your clinic.| Setting | Description | Default |
|---|---|---|
Slot Duration (slotDurationInMinutes) | Length of each appointment slot in minutes | 15 |
Buffer Time (bufferTimeInMinutes) | Gap between consecutive slots | 0 |
Max Bookings Per Slot (maxBookingsPerSlot) | Maximum concurrent appointments per slot (null = unlimited) | Unlimited |
Booking Window (bookingWindowInDays) | How many days in advance patients can book | 30 |
Features
Use Dashboard → Preferences → Features to enable or disable optional Prvaha capabilities for your clinic:| Feature | Description | Default |
|---|---|---|
| Transcription | AI-assisted consultation transcription | Disabled |
| Payments | In-platform payment collection | Disabled |
| QR Check-In | Patient self-check-in via QR code | Disabled |
| Documents | Document upload and management | Enabled |