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.



    • Related Articles

    • Appointments list

      On the client card click the ‘appointments’ button to open a new appointments list window. On here there is a full list of all past and future appointments, with deleted appointments noted in the bottom. Double click on an appointment from the list ...

    • Client list manager introduction

      Client list manager is a module that will allow you to save lists of patients with Healthquest. You can build the lists manually or you can build queries to identify specific patients within your clinic. Benefits to client lists: Allows bulk ...

    • Building a query in client list manager

      Generate criteria to find a select group of patients using the query builder within client list manager. Open the client list manager (Reports > statistics > client list manager). Click ‘queries’ to open the query builder. Select an existing saved ...

    • Creating a new list

      Open the client list manager window through the report’s menu > statistics > select client list manager. Click ‘create new list’. Enter a name for the list in the title field. Click save. This is the title of the list that has been created, the next ...

    • Combining lists

      Combine current lists together to create a new list and remove any duplicate patient entries while keeping the individual lists saved as they are as well. Example: List one is patients due for lipid screening, list two is patients due for diabetes ...