Wait List

How To Use the Wait List

Add Patient to Wait List

1. Schedule Patient Appointment.
2. Click View next to Wait List

The above example shows the View button in the Appointment Window.

3. This will populate the Add to Wait List window.

The above example shows the Add to Wait List window.

4. Set the patient's wait list availability

Desired Resource: Used to set patient's resource preference.

o Any Therapist: Select this option if patient does not have a specific therapist request

o Specific Therapist: Select this option if patient requests a specific therapist, use the drop down to select the appropriate therapist

Requires A Therapist: Select this option if the appointment will require a credentialed therapist, as opposed to a PTA or an aide. Typically, this is used for initial evaluations.

5. Set times patient will be available by clicking and dragging to highlight the available times.

The above example shows the patient's available time highlighted.

6. Right Click on the highlighted time to add it to the wait list.

The above example shows the available time added to the Wait List.

7. Add additional wait list times by following the above steps.

• If the patient's available times will be the same, Right Click on the time set and choose Copy to Week or Copy Until Appointment.

Add Appointment From Wait List Option 1

1. When a patient cancels an appointment, opening a previously booked time, right click that appointment and select Canceled.

The above example shows the Canceled option selected.

2. If there is an appointment on the wait list for that time slot, this action will populate the Add Appointment from Wait List Window.

The above example shows the Add Appointment from Wait List window.

3. Select the desired Waitlist appointment to move and click OK.

4. This will move the appointment to the canceled appointment slot.

The above example shows the Waitlist appointment added next to the canceled appointment.

Add Appointment From Wait List Option 2

1. Right Click on desired time to schedule appointment.

2. Select the New Appointment From Waitlist Option.

The above example shows the New Appointment From Wait List option.

3. This will populate the Add Appointment From Waitlist window.
4. Select the desired appointment to add and click OK.

View the Wait List ***Note: No appointments can be scheduled when viewing the waitlist.***

1. Select the View tab in the toolbar

2. Click View Wait List.

The above example shows the View tab on the schedule and the View Waitlist option.

3. This will populate the View Current Waitlist window.

The above example shows the View Current Waitlist window.

4. Click Close to close the window.