Creating a Wait List Item

Help Guide for NextGen® Enterprise PM 8

Add, Edit, or Delete a Wait List Item

Once a Wait List Item has been created, you can: Add another item to the list Edit an existing item Delete an item To add, edit, or delete a wait list item, do the following: Access the patient Wait List item. Right-click to display the menu. Select one of the following options: To add a Wait List Item, select New. To edit a Wait List Item, highlight the item, select Open, make the changes to the item, and select OK. To delete a Wait List Item, highlight the item, select Delete, and select Yes to the following prompt: Do you want to Delete this Wait List Item? Parent topic: Add a Patient to the Appointment Wait List

Help Guide for NextGen® Enterprise PM 8

Creating a Wait List Item

When the Appointment Search Ahead lookup fails to find an appointment time slot that meets the patient first preference, you can select the Wait List button and create a Wait List Item for the patient. You must complete the Patient Wait List Item window to add a Wait List Item to the Wait List for a patient. You can access the Patient Wait List window: When performing an appointment search ahead. From the Appointment Book From the patient chart To complete the Patient Wait List Item window, do the following: Enter information for Events, Service Location, time and day. In the Search Nearest Location fields, you can enter additional criteria that applies to a Wait List Item. Select OK. Parent topic: Add a Patient to the Appointment Wait List

Help Guide for NextGen® Enterprise PM 8

Add a Patient to the Appointment Wait List

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 appoi

Help Guide for NextGen® Enterprise PM 8

Add, Edit, or Delete a Wait List Item

Once a Wait List Item has been created, you can: Add another item to the list Edit an existing item Delete an item To add, edit, or delete a wait list item, do the following: Access the patient Wait List item. Right-click to display the menu. Select one of the following options: To add a Wait List Item, select New and follow the instructions to add a patient to the appointment wait list. To edit a Wait List Item, highlight the item, select Open, make the changes to the item, and select OK. To delete a Wait List Item, highlight the item, select Delete, and select Yes to the following prompt: Do you want to Delete this Wait List Item? Parent topic: Add a Patient to the Appointment Wait List

Help Guide for NextGen® Enterprise PM 8

Appointment Wait Lists

When a patient's preferred time slot for an appointment is not available, you can create a Wait List item for the patient. A Wait List Item is a means of holding the patient's place in line for an appointment that best meets their first preference. Prior to adding the patient to a wait list, it may be desirable to schedule an interim appointment for the patient. This ensures the patient has an appointment, even though it may not be on the date/time they prefer. The interim appointment exists until an appointment time slot and/or resource that meets the patient first preference, as recorded on the Wait List Item, becomes available. At that point, if the Wait List feature is configured to process automatically, the application creates a Worklog task that instructs the current user to convert the Wait List Item to an appointment for the patient. The application then deletes the interim appointment since the patient now has an appointment that meets his or her first preferences. Reference:

Help Guide for NextGen® Enterprise PM 8

Appointment Wait Lists

When a patient's preferred time slot for an appointment is not available, you can create a Wait List item for the patient. A Wait List Item is a means of holding the patient's place in line for an appointment that best meets their first preference. Prior to adding the patient to a wait list, it may be desirable to schedule an interim appointment for the patient. This ensures the patient has an appointment, even though it may not be on the date/time they prefer. The interim appointment exists until an appointment time slot and/or resource that meets the patient first preference, as recorded on the Wait List Item, becomes available. At that point, if the Wait List feature is configured to process automatically, the application creates a Worklog task that instructs the current user to convert the Wait List Item to an appointment for the patient. The application then deletes the interim appointment since the patient now has an appointment that meets his or her first preferences. Reference:

Creating a Wait List Item

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