- Appointment Coupon Page
 

Full description at the business level, process-oriented and functional
 

(What this page is, why it exists, how it is used, and what business problem it solves)
 

- What is the Appointment Coupon Page?
 

The Appointment Coupon Page is a central management screen for coupons, vouchers, and credits related to insurance, based on appointments and given to customers.
 

It is not just a list of coupons.

It is a control center that connects:
 

• Customers

• Appointment Types

• Insurance Companies

• Monetary Amounts

• Documents (PDF files, invoices)
   

In simple terms:
 

This page tracks every appointment coupon from creation → usage → invoice generation.

- Why this page exists (central business purpose)
 

In medical and service-based businesses, coupons are often used for:
 

• Insurance-covered treatments

• Pre-paid appointments

• Promotional or compensation services

• Partial or full payment adjustments
   

Without a dedicated coupon system:
 

• Coupons are lost or misused

• Insurance billing becomes manual

• Financial tracking becomes unreliable

• Duplicate or invalid coupons are created
   

This page exists to bring order, traceability, and financial control.
 

- What this page is used for (real-world scenarios)
 

This page is used daily by:
 

• Reception staff

• Finance and billing teams

• Insurance coordinators

• Clinic managers

• Operations managers
   

Typical questions it answers
 

• Which coupons are unused and still valid?

• Which coupons have already been redeemed?

• What value remains on each coupon?

• Which coupons belong to insurance companies?

• Which coupons need to be billed to insurance?
   

- What "coupon" means in this system
 

A coupon represents a monetary credit linked to an appointment.
 

Each coupon can contain:
 

• Unique coupon code

• Customer

• Appointment type

• Optional insurance company

• Total amount

• Remaining amount

• Notes and documents

• Status (unused / in use)
   

This makes each coupon a small financial record, not just a code.
 

- The big picture flow (how coupons move through the system)


Coupon created
     ↓
Stored as "unused"
     ↓
Applied to an appointment
     ↓
Amount deducted
     ↓
Marked as "in use"
     ↓
(Optional)
Insurance invoice generated
 

The Appointment Coupon Page manages every stage of this lifecycle.
 

- Page Layout – how users experience it
 

When users open the page, they see:
 

• Familiar system header and navigation

• A list of appointment coupons as the page center

• Clear action buttons at the top

• A powerful and filterable data table
   

The design is intentionally table-based, as this page is used for tracking and operations, not marketing.
 

- Top Action Buttons – what users can do immediately
 

- Refresh
 

• Resets all filters

• Reloads up-to-date coupon data

• Useful after many operations
   

➕ Add Coupons
 

• Opens the coupon creation window

• Allows adding multiple coupons at once

• Saves time with bulk entry
   

- Add Tax Invoices
 

• Appears only when suitable coupons are selected

• Used to generate insurance invoices

• Prevents creation of invalid invoices
   

- The Coupon Table – the heart of the page
 

Each row in the table represents one coupon.
 

This table was designed to provide maximum visibility at a glance.
 

What users see immediately
 

• Coupon code

• Customer name

• Appointment type

• Insurance company (if applicable)

• Total amount

• Remaining amount

• Notes

• Date

• Document link

• Status

• Available actions
   

This eliminates the need to open each coupon individually.
 

- Advanced Filtering – finding exactly what you need
 

The table supports business-level filtering, allowing users to work quickly even with thousands of coupons.
 

Filter types explained
 

Text filters
 

• Coupon code

• Customer name
  Used for quick retrieval of specific records.
   

Dropdown filters
 

• Appointment type

• Insurance company

• Status (in use / unused)
  Used for structured filtering.
   

Range filters
 

• Amount range

• Remaining amount range
  Used for financial analysis and invoice checks.
   

Why this is important
 

• Finance teams isolate billable coupons

• Staff quickly find active coupons

• Errors and duplicates are avoided
   

- Coupon Status – simple yet powerful
 

Each coupon has a clear lifecycle status:
 

Unused
 

• The coupon has not yet been applied

• Editable

• Deletable

• Can be applied to appointments
   

In Use
 

• The coupon has already been applied

• Locked for editing or deletion

• Maintains financial integrity

• Can still be billed if related to insurance
   

This prevents accidental financial changes.
 

- Insurance-linked Coupons – special handling
 

Coupons linked to insurance companies unlock additional functionality.
 

Why insurance coupons are different
 

• They represent money to be claimed from insurance

• They must be billed properly

• They require document tracking
   

When insurance is selected:
 

• Checkboxes appear in the table

• Invoice creation becomes available

• Customer details are automatically resolved
   

This ensures billing accuracy.
 

- Amount and Remaining Amount – financial intelligence
 

Each coupon tracks two values:
 

Amount
 

• The original coupon value
   

Remaining Amount
 

• The value remaining after use
   

This allows for:
 

• Partial use of coupons

• Accurate balance tracking

• Clear financial visibility
   

This prevents over-usage or misuse of coupon value.
 

➕ Adding Coupons – designed for real workflows
 

The Add Coupons window is built for speed and scale.
 

Key capabilities
 

• Customer search and autocomplete

• Adding multiple coupons in one action

• Dynamic rows

• Amounts automatically calculated from insurance rules

• Date pickers and notes

• Prevention of duplicate codes
   

This allows staff to enter dozens of coupons within minutes.
 

✏️ Editing Coupons – controlled and secure
 

Editing is only permitted when:
 

• The coupon is unused

• Financial integrity has not yet been compromised
   

Editing allows for:
 

• Correcting coupon codes

• Updating amounts

• Correcting appointment types

• Adjusting notes
   

Once a coupon is in use, it becomes read-only.
 

- Deleting Coupons – protected by rules