Viewing a Patient Wait List

Help Guide for NextGen® Enterprise PM 8

Find Appointment Waitlist Items

You can use the Waitlist Lookup function to find wait list items for viewing, editing, or deleting. Select the Tasks menu and select Lookup, and then Waitlists. The Waitlist Lookup window opens. Enter the appropriate Search Criteria. Select Find. The results display in the Waitlist List section. Double-click on the item that you want to access. Note: When you select the Clear button, the content of all the fields on the Waitlist Lookup window is removed except for the date fields. Parent topic: Appointment Wait Lists

Help Guide for NextGen® Enterprise PM 8

Viewing a Patient Wait List

If a patient has an active Wait List Item, you can view the wait list in two ways. You can use any of the access methods listed under Adding Patients to Appointment Wait Lists. You can also view the Wait List items for a specific patient by opening the patient appointment and selecting the Recall/WaitList tab. Parent topic: Appointment Wait Lists

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

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

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

Viewing a Patient Wait List

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