Permissions: You must have scheduling or self-scheduling permissions to manage the Waitlist
In this short training video, we will walk through the Waitlist feature. It will cover how to add patients and review the features of the Waitlist. Be sure to check out our article on the Waitlist.
| Summary |
Key Details |
| Waitlist Feature |
To find the Waitlist, go to the Schedule tab at the top of Fusion. Then look for Waitlist on the left side toolbar. Click on this to open the Waitlist.
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Add Patient
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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.
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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.
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| Find Openings |
- Click on the
 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.
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| Filter Waitlist |
In the upper right, select from the following:
- Patient
- Location
- Service
- Available Days
- Available Times
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| Row Icons |
-Identify open spots on the calendar for that patient and schedule an appointment.
 - Tracks any information relevant to the waitlist entry. This note will be deleted when the waitlist entry is deleted.
 - Quickly access the patient or caregiver’s contact information to confirm scheduling.
 - Permanently remove a waitlist entry.
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