Adding a Patient to Waiting Lists

Waiting Lists allow you to note down the preferred appointments of patients, whether with a specific practitioner at a specific time, or a range of options. It is accessed from the Control Centre.

1. From the menu drawer select the “Marketinging” option.
2. Select “Waiting List”.
3. A list of current Waiting List information will be displayed.
4. Click the “+” button to add a patient.
5. A new window will load.

6. Begin typing the name of the patient you wish to add to the Waiting List. As you type, a list of names will appear based on the letters entered. Select the patient you wish to add.
7. From the Practitioner drop down menu, select the desired practitioner the patient would like to see.
8. From the Treatments drop down menu, select the treatment the patient is interested in.
9. In the Availability text field, enter the details of when the patient is available.
10. Click ‘Save’ to save the information to your ‘Waiting List’.
11. You’ll be returned to the previous page, where your can view this data in the Waiting List.