The waitlist

The waitlist

The wait list serves as a queue for patients awaiting appointments. Multiple lists can be created for different appointment types or practitioners.

Some examples of a waiting list:

  1. Patients looking for a new practitioner.
  2. Referred patients waiting on appointment times to open.
  3. Use as a cancellation list.
  4. A group session is at capacity; wait for the next session, or for someone to drop out.

 Open the wait list from the toolbar along the left side, click the ‘wait’ button. (To close the wait list, click the wait button again).

Add a patient to the wait list

  1. Load the patient into the shuttle bay.
  2. Open the wait list window.
  3. Select the appropriate waitlist and or practitioner. See below to create new wait lists.
  4. Drag the patient from the shuttle bay to the wait list.

 

Book a patient from the wait list

  1. Open the wait list window.
  2. Select the appropriate waitlist and or practitioner.
  3. Drag the patient from this window to the available time slot on the schedule.

 *Note, if you want the waitlist to automatically open when the schedule is open, there is a setting in the program setup.

Setup > program setup > appointments > scheduler setup > defaults tab, select ‘Automatically show waiting list’.


Creating new wait lists

Setup > waiting list setup.

  1. Click new.
  2. Enter a name for the wait list.
  3. Uncheck any columns not required for the wait list.
  4. Click save.