Waiting Lists
Each day / location combination can have a waiting list.
Adding a patient to the waiting list.
First, click the plus sign next to Waiting List, located at the bottom of the left hand sidebar menu:
- In the modal window that opens start typing a patient's name and select (by clicking or arrowing down to) the patient you want to add the the waiting list.
- Add a note if you wish.
- Click Add
This will create a waiting list under the button, menu.
When deleting a block with appointments in it all those appointments will be cancelled but also added to the waiting list with a note stating who they were to see and what time.
When one or more patients are on the waiting list for a given day, the number of patients on the waiting list will appear in gold at the top of the schedule, next to the date:
Adding appointments from the waiting list.
Once there are patients in the waiting list you can easily add them to open slots on any block for that day / location.
If the slot is occupied with an appointment and you cannot select the slot to add from the waiting list as a squeeze, you will have to add that squeeze appointment conventionally.
- Click once on the appointment slot (not any of the icons) to select it. It will turn light green indicating that it has been chosen for a waiting list patient.
- Then click the right arrow next to the patient's name in the waiting list.
- A modal will popup.
- Confirm the slot information you are about to populate.
- Choose a slot time.
- Check the "Squeeze" checkbox if this is a squeeze appointment.
- Click "add"