Appointment Coupon Report

- Appointment Coupon Page

Complete Business-Level, Process-Oriented & Functional Description

(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 appointment-based coupons, vouchers, and insurance-related credits given to customers.

It is not just a list of coupons.

It is a control center that connects:

Customers
Appointment types
Insurance companies
Financial amounts
Documents (PDFs, invoices)

In simple words:

This page tracks every appointment coupon from creation → usage → invoicing.

- Why This Page Exists (Core Business Purpose)

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

Insurance-covered treatments
Prepaid appointments
Promotional or compensatory services
Partial or full payment adjustments

Without a dedicated coupon system:

Coupons get 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:

Front-desk staff
Finance & billing teams
Insurance coordinators
Clinic administrators
Operations managers

Typical Questions It Answers

Which coupons are unused and still valid?
Which coupons were already used?
How much value is left on each coupon?
Which coupons belong to insurance companies?
Which coupons should be invoiced to insurance?

- What a “Coupon” Means in This System

A coupon represents a financial credit linked to an appointment.

Each coupon can contain:

A unique coupon code
A customer
An appointment type
An optional insurance company
A total amount
A remaining (left) amount
Notes and documents
A status (unused / used)

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

- Big Picture Flow (How Coupons Move Through the System)

Coupon Created
↓
Stored as "Unused"
↓
Applied to Appointment
↓
Amount Deducted
↓
Marked as "Used"
↓
(Optional)
Insurance Invoice Created

The Appointment Coupon Page manages every step of this lifecycle.

- Page Layout – How Users Experience It

When users open the page, they see:

Familiar system header and navigation
Appointment Coupon list as the main focus
Clear action buttons at the top
A powerful, filterable data table

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

- Top Action Buttons – What Users Can Do Instantly

- Refresh

Resets all filters
Reloads latest coupon data
Useful after bulk operations

➕ Add Coupons

Opens the coupon creation modal
Allows adding multiple coupons at once
Saves time for batch entry

- Add Tax Invoices

Appears only when eligible coupons are selected
Used to create insurance invoices
Prevents invalid invoice creation

- Coupon Table – The Heart of the Page

Each row in the table represents one coupon.

This table is designed to give maximum visibility at a glance.

What Users Instantly See

Coupon code
Customer name
Appointment type
Insurance company (if any)
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-grade filtering, allowing users to work fast even with thousands of coupons.

Filter Types Explained

Text Filters

Coupon code
Customer name
Used to quickly locate specific records.

Dropdown Filters

Appointment type
Insurance company
Status (used / unused)
Used for structured filtering.

Range Filters

Amount range
Left amount range
Used for financial analysis and invoicing checks.

Why This Matters

Finance teams isolate billable coupons
Staff finds active coupons quickly
Errors and duplicates are avoided

- Coupon Status – Simple but Powerful

Each coupon has a clear lifecycle status:

Unused

Coupon has not yet been applied
Can be edited
Can be deleted
Can be applied to appointments

Used

Coupon has already been applied
Locked from editing or deletion
Financial integrity is preserved
Can still be invoiced if insurance-related

This prevents accidental financial changes.

- Insurance-Linked Coupons – Special Handling

Coupons linked to insurance companies unlock extra functionality.

Why Insurance Coupons Are Different

They represent money to be claimed from insurance
They must be invoiced properly
They require document tracking

When insurance is selected:

Checkboxes appear in the table
Invoice creation becomes available
Customer data is auto-resolved

This ensures billing accuracy.

- Amount & Left Amount – Financial Intelligence

Each coupon tracks two values:

Amount

Original coupon value

Left Amount

Remaining value after usage

This allows:

Partial usage of coupons
Accurate remaining balance tracking
Clear financial visibility

It prevents overuse or misuse of coupon value.

➕ Adding Coupons – Designed for Real Workflows

The Add Coupons modal is built for speed and scale.

Key Capabilities

Customer auto-complete search
Add multiple coupons in one action
Dynamic rows
Auto-calculated amounts from insurance rules
Date pickers and notes
Duplicate code prevention

This allows staff to enter dozens of coupons in minutes.

✏️ Editing Coupons – Controlled & Safe

Editing is allowed only when:

Coupon is unused
Financial integrity is not yet affected

Editing allows:

Correcting coupon codes
Updating amounts
Fixing appointment types
Adjusting notes

Once a coupon is used, it becomes read-only.

- Deleting Coupons – Protected by Rules

Deletion is:

Allowed only for unused coupons
Confirmed by user
Immediately reflected in UI

This avoids:

Accidental loss of financial records
Deleting coupons already applied to appointments

- Creating Insurance Invoices – Business-Critical Feature

This is one of the most important uses of this page.

How Invoice Creation Works

User filters by insurance company
Selects eligible coupons
Clicks “Add Tax Invoices”
Invoice modal opens
Customer details auto-filled
Coupons become invoice line items
Totals calculated automatically
Invoice generated

Why This Is Powerful

No manual re-entry
No mismatched totals
Direct link between coupon and invoice
Full audit trail

- Document & PDF Integration

Coupons can be linked to:

Invoices
Documents
PDFs

The “Watch” column provides:

One-click access to documents
Visual confirmation of documentation

This is essential for:

Insurance audits
Compliance
Customer support

- Infinite Scroll – Built for Large Data

Instead of slow pagination:

Coupons load in small batches
Scrolling loads more records
Filters reset the scroll state

This keeps the page fast and responsive even with large datasets.

- Practical Business Use Cases

Front Desk

Check if customer has unused coupons
Apply coupons during appointment booking

Finance Team

Identify billable insurance coupons
Create invoices without mistakes

Insurance Coordinator

Track which coupons belong to which insurance
Ensure proper documentation

Management

Monitor coupon usage trends
Detect financial leakage or misuse

- Safety, Control & Trust

This page enforces:

Organization-level data access
Unique coupon codes
Status-based locking
Confirmation before destructive actions

It ensures financial data stays reliable.

- In Simple Words (Non-Technical Summary)

The Appointment Coupon Page is where all appointment coupons are created, tracked, used, and finally converted into insurance invoices—without confusion or financial risk.

It ensures:

No duplicate coupons
No lost money
No billing mistakes

⭐ One-Line Summary

If appointments are the service, coupons are the money — and this page controls that money from start to finish.