Script — Video 2: Core Plugins — Patient Records & Scheduling
Duration target: ~8 minutes
Audience: Clinic managers, developers evaluating the platform
Recording: Screen share of a running obeliOmed instance + talking head intros
Pre-roll checklist
- obeliOmed running locally with demo data (ObelioDemoData installed)
- Logged in as
adminrole - Browser tabs: patient list, appointment calendar
- OBS scene: screen capture + webcam PiP
Intro (0:00 – 0:30)
[On camera]
"In the last video we talked about what obeliOmed is. Today we're going hands-on with the two plugins that every clinic starts with: ObelioCore for patient records, and ObelioScheduling for the appointment calendar."
"Let me show you a real patient journey — from the first call to the reception desk, to checking in at the clinic."
Chapter 1 — ObelioCore: Patient Records (0:30 – 3:30)
[Screen: Patient list in obeliOmed]
"This is the patient list. You can search by name, NIF, email, or phone number. Notice the filters on the left — you can filter by clinic center if you run multiple locations."
[Click to open a patient record]
"Opening a patient record. At the top you see the basic demographics — name, date of birth, NIF, contact details."
"Notice the Level system here. Each field has a visibility level, from 1 to 5. This controls who can see what. A receptionist sees contact information; a nurse sees clinical history; a doctor sees everything. You configure the thresholds in the admin panel."
[Scroll down to medical history section]
"Below the demographics you have the clinical sections. These are controlled by the Section Visibility system — admins can customize which sections appear for which roles, and even reorder them with drag and drop."
[Point to the legal guardian section]
"One feature I'm particularly proud of: legal guardian management. If your patient is a minor, incapacitated, or has dementia, obeliOmed automatically handles the guardian workflow. The guardian's signature is required for consents and documents, and all communications go to the guardian's contact."
"This is full compliance with the Spanish Ley 41/2002 and the minors protection laws."
[Open a new patient form]
"Creating a new patient is straightforward. Name, NIF, date of birth, contact details. The NIF field validates Spanish NIFs, NIEs, CIFs, and passports in real time."
"When you save, obeliOmed creates an audit log entry — who created the patient, from which IP, at what time. Every action is tracked."
Chapter 2 — ObelioScheduling: The Calendar (3:30 – 6:30)
[Switch to the appointment calendar]
"Now let's look at ObelioScheduling — the appointment calendar."
"This is the week view. Each column is a professional, each row is a time slot. You can switch to day view, month view, or the waiting room view."
[Click on an empty slot]
"Booking an appointment: I click an empty slot, select the patient — search works by name or NIF — select the appointment type, and hit save."
"The system checks availability automatically. If the slot is taken, it tells you immediately. No double-bookings."
[Show appointment types]
"Appointment types are fully configurable. Each type has a default duration, a color, and can be restricted to specific professionals or centers."
"Duration overrides are also possible per appointment. If you know a patient needs extra time, you set it when booking."
[Show the confirmation flow]
"When an appointment is created, obeliOmed can automatically send a WhatsApp or email confirmation to the patient — or to their legal guardian if applicable. The template, timing, and channel are all configured in the admin panel."
"Twenty-four hours before the appointment, a reminder goes out. Again, completely automatic, completely configurable."
[Show the waiting room view]
"When the patient arrives, the receptionist hits Check-in right here. The status changes, the waiting room display updates — patients can see their position in the queue on a screen in the waiting room."
Chapter 3 — They work together (6:30 – 7:30)
[Show the appointment connected to the patient record]
"The key thing to understand is how these two plugins connect. Every appointment is linked to a patient. When you open an appointment, you have one click to the patient record, and from the patient record you see the full appointment history."
"After the clinical visit — which is handled by ObelioOphthalmology in video 3 — the appointment status updates to completed, and the clinical data is attached to that patient's record forever."
"The audit trail captures every step: appointment created, patient checked in, appointment completed, clinical data added. All immutable, all timestamped, all linked to the user who performed the action."
Outro (7:30 – 8:00)
[On camera]
"In the next video I'm going to do a deep dive into the Calendario — that's what we call the full scheduling system — and show you the advanced features: multi-center appointments, specialist unavailability, cross-center transfers."
"Subscribe and I'll see you in the next one."
Description (YouTube)
In this video we go hands-on with the two core obeliOmed plugins:
• ObelioCore — patient records, demographics, legal guardian management, field-level visibility
• ObelioScheduling — appointment calendar, booking, reminders, waiting room, check-in
🔗 Documentation: https://docs.obeliomed.com
🔗 Patient records docs: https://docs.obeliomed.com/docs/plugins/obelio-core
🔗 Scheduling docs: https://docs.obeliomed.com/docs/plugins/obelio-scheduling
Chapters:
0:00 Intro
0:30 ObelioCore: Patient Records
3:30 ObelioScheduling: The Calendar
6:30 How they work together
7:30 What's next
Thumbnail spec
- Split screen: patient record (left) + calendar (right)
- obeliOmed blue header bar
- Text: "Patient Records & Scheduling"
- Sub: "obeliOmed Core Plugins"