Waiting List Guide

To add a patient to the wait list:

Fill out the Move-Up fields when adding a new appointment or by editing an existing appointment.

Please note: Take care to enter a proper date in the Move Up Date Field when adding a move-up date to an existing appointment.

To View the waiting list from the scheduler:

1. Click on the open (blank) appointment slot where you would like to add a patient from the waiting list.

2. Click the green checkmark on the lower toolbar.

3. Patients waiting for this date and provider will popup.

4. Select a Patient from the waiting list to move the future appointment to the selected empty slot.

5. A prompt for a confirmation will appear:

6.

Process is completed.

Automatic Waiting List Prompts

A prompt to view the waiting list will occur when:

1. An appointment is moved to another date.

2. An appointment is deleted from the main scheduler screen.

Additional Features for ADMIN and SUPER users.

If a Patient is not selected from the Waiting List above or No patients are listed for this Provider/Date this prompt with appear for ADMIN and SUPER users:

A yes response will bring the full waiting list into view. – See below

Selecting a Patient from the full list will also move the appointment to the selected empty slot.