Flow Board

The Flow Board lays out your practice day as a board: what is still ahead on the left, what is finished on the right. Every appointment is a card you push from column to column — from the waiting room through treatment to payment. One glance is enough to see who is waiting and for how long.

Unlike the calendar, the board does not answer “when” but “how far along”. The two complement each other: you plan the day in the calendar and work through it on the board.

At a glance

Columns instead of a list

The day as a board: planned, in the waiting room, in treatment, ready to pay, done.

Time in column

Every card shows how long it has been sitting in its column — anyone waiting too long is highlighted.

Walk-ins

Anyone arriving without an appointment is checked in at the desk and appears on the board straight away.

Today's tasks

Below the appointments are the tasks due today — open and done, also by drag & drop.

Automations

Moving a card does the obvious for you: create the record, prepare the draft invoice.

Your own columns

Names, colours, order and time display are set up by your team.

How it is built

The board has three areas stacked on top of each other:

Patients today — every appointment of the day with an animal or an owner
Practice today — appointments without a patient, such as a team meeting or training. The area only appears when such appointments exist.
Tasks — the tasks due today, in the columns Open and Done

At the top you find the date, the day navigation, the filter and the check-in button.

Moving cards

Pick up a card

Drag a card onto the target column. The column highlights as soon as it accepts the card.
Drop it

The card moves immediately. TheraTap saves in the background and resets the time counter for the new column.
In case of a conflict

If someone else moved the same card at the same time, the first saved state wins. You get a note telling you where the card is now.

Time in column and warning threshold

Columns where people wait show the time spent there on every card instead of a clock time: “8 min”, “77 min”. Each column can carry a warning threshold. Once it is passed, the card is highlighted — so it stands out when someone has been forgotten in the waiting room.

Columns where nobody waits show the scheduled time instead, or no time at all.

A preview without clicking

Hover over a card and the same preview opens that you know from the calendar: time, patient, responsible person, appointment type, diagnoses — and the notes stored for the animal. That way you see a warning before you touch the animal, without opening the card at all.

Seeing whose day?

The filter at the top switches between:

Filter	Shows
All	Every appointment and task of the day across the team
Mine	Only your own
Choose therapist	Those of one particular colleague

The filter applies to appointments and tasks together.

Checking in a walk-in

When someone arrives without an appointment, there is no detour through the calendar:

Click Check in – walk-in at the top right.
Pick the animal or contact, optionally with therapy type and room.
Check in. TheraTap creates the appointment and puts the card straight into the waiting room.

Tasks on the board

The Tasks area shows what is due today — in two columns:

Open — tasks due today, plus open tasks from earlier days, clearly marked as overdue
Done — what has already been checked off today

To check a task off, drag its card to Done; moving it back to Open works the same way. Clicking a task card opens it for editing. Recurring tasks are marked with the repeat symbol ⟳ — check one off and the next one follows.

What happens automatically when you move a card

Some columns carry a fixed role in the run of the day. When a card reaches one, TheraTap takes care of the obvious next step:

Column	What happens
In treatment	A record is created for the appointment, unless one already exists.
Ready to pay	The services recorded turn into a draft invoice.
In the waiting room	The responsible therapist is notified.

The reverse holds too: when you complete a record, the matching card moves on by itself. The same step does not have to be confirmed twice.

Setting up columns

The columns belong to the team, not to the individual. You find them under Settings → Flow Board:

Add — your own columns per area, for example “Waiting for findings”
Edit — name, colour, time display (scheduled time, time in column, or none) and warning threshold
Order — with the up and down arrows
Hide — columns you do not currently need disappear from the board without being deleted

Columns with a fixed role in the run of the day — planned, present, in treatment, billing, done — carry a badge. They can be renamed, recoloured and reordered, but neither hidden nor deleted: the automations depend on them.

Start page and default filter

Under Settings → Start page you decide for yourself:

whether the dashboard or the Flow Board appears after signing in
whether the board starts on All or Mine

Both apply to you only, not to the team. Both pages stay reachable from the menu at any time.