Easily keep track of patients waiting for an opening in your schedule.
Add patients to the Waiting List and reach out as appointments become available to confirm they’re able to attend the newly opened date and time.
When cancelling an appointment, you can also book a patient directly from the Waiting List to quickly fill the slot.
Important:
The patient selected in the cancellation pop-up will receive an appointment reminder, but this does not confirm that they’ve opened the reminder or are aware the appointment was booked from the Waiting List.
To reduce the risk of no-shows, we recommend contacting patients on the Waiting List directly to confirm their availability before finalizing the booking.
System Settings
You'll need to make sure that the Waiting List is enabled so that is displays the tab on sidebar menu. If you don't have the icon:
Navigate to Settings > Under System & Company Settings, click General > Select Modules > Under General, locate Waiting List and set this to Enabled.
Save your changes.
Staff Profile Settings
To add patients to a practitioner’s waiting list, the practitioner must first be added to your profile under the Practitioner Access tab. Only practitioners added there will appear as options.
Add a Patient to Waiting List
Select the Waiting List icon:
Select + Add Patient to Waiting List:
Waiting List/Modify will open up in a separate window:
Patient: Select the Patient Name
Practitioner: Select the Practitioner that the Patient would like to see
Clinic: Select the clinic
Schedule Type: Select the Schedule Type being the Schedule Type or leave it to All Types.
Priority: Select the priority of the appointment
Preferred Time: Select the time that the patient prefers for the appointment
Select either Any Day, Specific Day or Date Range
Memo: Record any additional information you'd like
Schedule a Patient from the Waiting List After a Cancellation
- On the schedule, select the patient's appointment and choose cancel.
- When the appointment is cancelled, the Cancel Appointment pop-up appears
- In the pop-up, select the checkbox next to Rebook from Waiting List
- From the Patient drop-down, choose the patient you'd like to book into the newly available time slot
- Click Cancel Appointment
A list of patients on the Waiting List will appear. Select the patient and click Rebook Selected Appointment:
| Note: The Waiting List automatically sorts by: Priority > Requested Date > Date Entered > Schedule > Patient Name |