Use the waitlist to see patients that are waiting for an open appointment and how long they have been waiting. You can track the patient’s desired location, therapist, service type, days, and times along with how long they have been waiting
In This Article:
Add a waitlist entry
For an existing patient
- Navigate to Schedule → Waitlist
- In the lower right, click the + Waitlist Entry button.
- Fill in the information about the patient's request.
- Click the Save to Waitlist button.
For a new patient
- From the left sidebar of any tab, click the Add Patient icon
.
- Fill in the patient's information.
- On the Add to Waitlist option, select Yes.
- Click the Save Patient button.
- Fill in the information about the patient's request.
- Click the Save to Waitlist button.
Waitlist Page
Find Openings
- Click on the Find Openings icon
on the Waitlist entry.
- Specify the details of the search. The Location, Duration, and Until fields are mandatory.
- Click on the desired time that is listed in Open Times window.
- Complete appointment information in Add Appointment window.
- If you wish to remove the patient from the waitlist, click Remove from Waitlist.
Row Icons
| Find Openings Icon | Identify open spots on the calendar for that patient and schedule an appointment. | |
| Notes Icon | Tracks any information relevant to the waitlist entry. This note will be deleted when the waitlist entry is deleted. | |
| View Contacts Icon | Quickly access the patient or caregiver’s contact information to confirm scheduling. | |
| Delete Icon | Permanently remove a waitlist entry. |
Edit Waitlist Entry
- Click on the entry you desire to edit. Edit necessary information and click the Save to waitlist button.
Filtering
You can filter the waitlist to match an open spot on the calendar.
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In the upper right, select from the following:
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