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 is available for the date and time that has become availabl.e.

You can also book a patient from the Waiting List directly when cancelling an appointment.

Keep in mind the patient selected while in the cancellation popup will receive an appointment reminder it is not confirmation the patient opened the appointment reminder and knows they have booked from the waiting list.

We suggest you contact patients on the waiting directly to confirm with them they are able to attend to avoid no shows.

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 the Waiting List field to Enable and Save.

Staff Profile

The Practitioners you want to book on the waiting list must be added to your own profile, Practitioner Access tab.

Add a Patient to Waiting List

Select the Waiting List icon.

You will get the Waiting List popup as seen in the image below.

Select "Add Patient to Waiting List".

You will get the Waiting List/Modify 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 you see the Cancel Appointment popup. 

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.