Waiting List : Overview

Easily keep track of patients awaiting availability.

You can add patients to the Waiting List and call them as appointments become available to ensure the patient's availability. You can also book a patient from the Waiting List directly when cancelling an appointment.

Keep in mind the patient selected from the waiting list will receive an appointment reminder.  However, we suggest you contact the patient directly to allow them to confirm they are able to attend. 

System Settings

The Waiting List must be enabled to display the tab within the sidebar menu.   

Go to Settings> General> System> Modules> Waiting List 

Set to Enable and Save.

Add a Patient to Waiting List

Select the Waiting List icon.

You will get this popup. Then Select "Add Patient to Waiting List".

You will get this popup.

Priority: Set the urgency for the Patient.

Patient: Select the Patient Name.

Practitioner: Select the Practitioner the Patient wishes to see.

Appointment Type: Select the Appointment Type being the Schedule Type.

Date: Select the Date the patient wants an appointment.

Expiration Date: Select the date you want the item to be removed from the list.

Time: Select from Morning, Afternoon, Evening or No Preference.

Expiration Date: Select the date you want the item to be removed from the list.

Memo: Type a custom memo.

Select a Patient from a Cancellation

When a patient cancels an appointment you get a Cancellation pop up window. 

Select the checkbox beside "ReBook from Waiting List". 

Patient: Select a patient from the drop-down list to book them in that time slot.

When you select "Cancel Appointment" the patient you select will automatically replace the cancelled patient name.