You can add Patients to the waiting list and accommodate them when some existing slots get canceled.
You can also click on a date from the 'Waiting List > Week or Month' view to add the waiting list for that date.
If the Provider has already booked a slot on the Patient's preferred date/time, you can add the Patient to the waiting list from the 'Calendar > New Appointment' section.
Select the 'Category' as 'Waiting List'. Choose the Provider, date, and time preference and click on the 'Confirm' button.
You can also add Patients to the waiting list while processing the Appointment requests received from the PHR and Calendar Web Embed.
The Patients can also add themselves to the Waiting List from the Practice Website and PHR if there is no slot available for a date. You can enable this option from the 'Settings > Calendar > Online Appointments' section.
Email and text notifications are sent automatically to the Patients once they get added to the waiting list.
The Practice Administrators can turn on email notifications from the 'Settings > Patient > Email Notifications' section. You can also customize the email content from the 'Settings > Templates > Email Templates' section.
The text notification for the waiting list can be enabled from the 'Settings > Patient > Text/Voice Notifications' section.
You can view the Patients listed on the waiting list by date from the 'Calendar > Waiting List' section and confirm or cancel them.
In addition, you can view the waiting list count for the Day/Week/Month from the default Calendar. Click on the notification link to view the list of Patients.
Upon cancellation of the Appointment, users get notified if there are Patients on the waiting list for that slot. This notification helps to rebook the canceled slot of the Patients on the waiting list.
The new role privileges provide control over user access to the waiting list.
The Practice Administrator can assign these privileges to the Practice members from the 'Settings > Facility > Roles' section.
Similar to Appointments, you can generate the reports for the waiting list from the 'Calendar > Reports' section.
Select the 'Report Type' as 'Waiting List'. Choose the date range and Providers and click on the 'Show Report' button.
You can also export the generated report as a CSV file.