Plan the week, work the day

1Auto-generate the week

Open Weekly Plan and run auto-generate. It looks at how many visits each doctor still owes this month, their preferred days and time window, and how close their clinics sit to one another, then groups nearby clinics into the same day.

It always previews before it writes. It skips any doctor who already has a visit that week that is not canceled, and it never invents visits on days that have already passed.

2Adjust the plan by hand

Drag a visit card to another day and its time of day is kept. Drag within a day to reorder. Drop a card on the trash target, or use the delete action on the card, to remove a planned visit.

Visits you have already completed show as read-only — the plan cannot rewrite history.

3Work today's list

Visits defaults to date priority: today's still-open visits first, then future visits, then history. A visit you postpone moves to its new date and time, not to the bottom of the list.

4Re-sort by time and distance

Pro can re-sort the day by time and distance: the day is cut into 90-minute windows and, inside each window, the nearest clinic comes first.

That sort needs clinic coordinates — the ones you captured in Build your list of clinics and doctors. Clinics without coordinates always sort last. Today's first optimisation may take a single location reading from your phone; it is used for that ordering and is not stored or sent anywhere.

5Open a visit

Tap a visit to call the doctor, message them on WhatsApp, or navigate to the clinic. Which contact channel appears depends on the numbers on the doctor's record and on Physician Contact Channel in Settings.

Turn on In-app visit reminders in Settings to be nudged before each visit, and set how far ahead the reminder arrives.

6Record the outcome

When the visit is done, use Record visit outcome. Log the doctor's feedback, the samples you left, and any priced sale lines.

Those lines are the source of everything downstream: sale lines become entries in Sales and, with VAT applied, in Debts & Payments; sample lines become records in Samples; and all of it flows into the reports without any re-typing.