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Waiting Room - Add to Waitlist

The Add to Waitlist area in the Waiting Room widget is where Front Desk staff members add new and expected arrivals to the waiting room. Front Desk staff members can add clients with or without previously scheduled appointments, provide feedback to providers, change wait status, and change appointment priority as needed.

By default, new additions to the waiting room appear at the bottom of the waitlist, ordered by the wait time. If an addition to the waitlist is marked as 'Priority', the client appears at the top of the list. To move an appointment in the waitlist, use the arrow icons in the Order column. 

This table describes the fields used to add a client to the waitlist: 

Field Description
Waiting Room/Site
  • Select from available sites.
  • Site availability defined via the Time Slots Worklist in Site Registration.
Time Slot
  • Select available time slots for walk-in appointments.
  • Prerequisites: 
    • The time slots worklist is enabled via the ‘Enable Clinic Scheduling’ registry setting.
    • At least one time slot must be defined for the site to be available for the waiting room.
Add Client
  • Search for a client by name or Smart Search parameter.
  • The client search includes previously admitted clients and Call Intake-generated client records (Call Intake record numbers/PATIDs begin with the letter 'P').
    • While a record with a 'P' number must be converted into a Pre-Admit or an Admission to schedule an appointment, the client may still be recorded as present in the waiting room.
Service Program
  • Select available service programs for the selected client/episode.
  • If the client has one open episode, the program defaults to the program for the episode.
Select Service

Select available service charge codes.

Requested Practitioner Type

Select available disciplines and display on the Waiting Room list.

Requested Practitioner Gender

Select a requested gender for a practitioner.

Requested Practitioner Language Select a requested language for a practitioner.
Select Episode

List the client by a specific episode.

Location

Select available locations for the selected client/program.

Reason for Visit

Enter the client’s reason for the visit.

Requested Practitioner

Select a specific requested practitioner.

Phone In/Expected

Indicate that a client is expected to arrive but is not yet in the waiting room.

Telehealth

Indicate that the client is present for an external telehealth visit.

Priority

Indicate that a client needs prioritized attention.

 

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