Waiting Room widget - Staff View
The Staff View for the Waiting Room widget is for non-Front Desk staff members and shows the Waiting Room list filtered based on the staff member's disciplines as defined in Practitioner Enrollment.
In this view, staff members can:
- see clients that are in the waiting room along with their respective appointment details
- view appointments at specific sites/locations, view all appointments for their practitioner type, or view only appointments assigned to them
- display appointments by active visits or waiting room
- add a client appointment to their calendar
- indicate a client is in treatment
- indicate the stage of the client's appointment (user defined)
Note: When the staff member is scheduled for clinic hours via a staff-only clinic hours service code, overbooking reduces the number of appointment slots available in the Front Desk View to reflect that the staff member is now meeting with a client from the waiting room.
In the waitlist grid, the Type column indicates if the client is a walk-in without a currently scheduled appointment or if they have a scheduled appointment. Depending on the appointment type, staff members can take one of these actions per row: 'Add Appointment', 'Add+In Treatment', 'In Treatment', 'Return to Waiting Room', or 'Close Visit'.
The following table describes available actions in the Staff View:
| Action | Description |
|---|---|
| Add Appointment (available for walk-in or phone-in clients) |
The client is checked in and removed from the waiting room, and the appointment is added to the staff member's calendar. |
| Add+In Treatment | The client is checked in and removed from the waiting room, and the appointment is added to the staff member's calendar; the client is taken for their visit. |
| In Treatment | The client is taken for their visit and is removed from the waiting room. |
| Return to Waiting Room | The client is returned to the waiting room. The staff member must give a reason and indicate the client's new location. |
| Close Visit | The client's appointment is completed and removed from the waiting room list. |
Icons in the Type column identify the type of appointment:
| Icon | Description |
|---|---|
 |
Clients in the waiting room that are pending a telehealth appointment |
 |
Walk-in or phone-in clients that have arrived for their appointment |
 |
Clients with an appointment scheduled in the Scheduling Calendar that are currently in the waiting room |
 |
Phone-in clients that are in an 'Expected' status but have not yet arrived |
 |
Walk-in or phone-in clients that have arrived and have been marked as 'Priority' for the waitlist |
 |
Clients that have an active visit |