The hold tank
The hold tank serves a similar purpose to the wait list. It is a holding area for multiple appointments that need to be actioned.
Some example uses of the holding tank:
- A practitioner cancels their clinic day – drag
all appointments into the hold tank to rebook.
- Appointments will move into the holding tank if
a new schedule template is applied to a practitioner and the appointments no
longer fit at that time. (A warning will pop up stating some appointments have
moved to the holding tank.
Open the hold tank from the toolbar along the left side, click the ‘hold’ button. (To close the hold tank, click the hold button again).
To manually add a patient to the holding tank, drag the appointment over the hold button on the toolbar, or open the hold tank and drag the appointment to the holding tank window.
To book the patient from the hold tank, open the schedule to
the day to book, open the holding tank, drag patient name from holding tank to
schedule.
The Hold Tank is designed to temporarily store appointments before they are moved to a new time on the schedule. To remove appointments from the Hold Tank without re-adding them to the schedule, right-click each appointment, open it, and select Delete. This must be done individually for each appointment.