When a patient wants an appointment time that is not available, you can add the patient to the appointment wait list.
Perform an Appointment Search Ahead to find an appointment time that is an acceptable alternative time for the patient. Schedule an interim appointment for the patient at that time.
On the Appointment Search Ahead window, select the Wait List button.
The Patient Wait List Item window opens.
Select a value for the information for the Event and Duration fields.
Select the location in the Service Location field, if applicable.
Select the High Priority option if this Wait List item is to take precedence.
Select the resource(s) in the Resource field.
Note: In the Date/Time Range section, limit the range in these fields as much as possible to narrow the scope of the search. Otherwise, once you run the wait list process, your results may be excessive in number.
Enter the date in MM/DD/YYYY format in the Start Date field for the beginning of the date range for the desired appointment or select on the calendar icon to enter the date. The Start Date must be the current date or a future date. The default setting is the current date.
Note: If you are creating this Wait List item from the Appointment Book, the default ending date is the day before the appointment.
Enter the date in MM/DD/YYYY format in the End Date field for the ending of the date range for the desired appointment or select on the calendar icon to enter the date. The End Date can be the current date but should be a future date. The default setting is one week from the current date.
The starting and ending time ranges populate from the settings in Practice Preferences.
In the Day of Week section, change the default setting of Mon through Fri by clearing the boxes for the days of the week that are not applicable for the desired appointment.
In the Search Nearest Location section, in the Zip Code field enter the Zip code to use in searching for the nearest location.
Select the Search within X miles of the pat zip code option and enter the number of miles within which the location should fall.
If the patient wants an appointment at a location near his or her employer, select the User employer zip code option.
To save changes and close the window, select OK.
The Patient Wait List window opens.
The Wait List item is now on the patient chart as well as the appropriate user's Worklog:
As the time slots become available, the application notifies the assigned user.
The user can then schedule the appointment for the patient from the worklog Edit Task window.
