You can enable a Practitioner's Waitlist and notify Patients in several ways. With this feature, you can quickly view the Practitioner's Waitlist, add Patients to a Practitioner's Waitlist, notify Patients who are on a single Practitioner's Waitlist, notify Patients who are on multiple Practitioner's Waitlists or notify an individual Patient. Here are the different actions you can take to manage the Waitlist feature in Noterro.
Add a Patient to a Waitlist through the Calendar
- Click on the Add button in the bottom left corner of the Calendar sidebar.
- Select the existing Patient or Add New.
- Select the Practitioner and Location.
- Set the Date Range (if applicable).
- Choose the Days of the Week.
- Click Save.
Add a Patient to a Waitlist through the Patient profile page
- Click on the Patient's name.
- Click on Appointments in the sidebar.
- Click on Join Waitlist.
- Select the Practitioner and Location.
- Set the Date Range (if applicable).
- Choose the Days of the Week.
- Click Save.
Edit a Patient Waitlist through the Calendar
- Click on the Show Waitlist switch in the bottom left corner of the Calendar sidebar.
- Click on View All.
- Filter by Practitioner (if required).
- Click on the Patient's name.
- Make Changes.
- Click Save.
Edit a Patient's Waitlist through the Patient profile page
- Click on the Patient's name.
- Click on Appointments in the sidebar.
- Click on the Three Dots of the waitlist you want to Edit.
- Click on Edit or Delete.
- Make Changes.
- Click Save.
View the Practitioner's Waitlist
- Click on the Show Waitlists in the Calendar sidebar.
- Click on View All.
- Click on the Practitioner's name.
Notify the Patient of the Availability
- Click on Show Waitlist in the Calendar sidebar.
- Click on the Individual Patient's name to notify them only.
- Or click on Notify in the Calendar header to notify Multiple Practitioners.
- Or click on Notify in the Practitioner's match list to notify Patients on that Practitioner's list.
- Confirm any changes.
- Click Email.
Important Note: Please note that you can only email or phone Patients on the waitlist. Text notification is not available.
Comments
7 comments
What an awesome feature! Is there a way for clients to add themselves to the waitlist for their ideal time slots within their user account?
Robyn,
This will be a feature that has bee approved. I do not have a timeframe for completion.
Thanks,
Noterro Team
Wonderful--another thing that would be helpful would be a calendar "invite" type of function. Meaning, I may not want to open my availability to all clients, but if I could specifically send an invite quickly (versus texting or emailing) to a client to accept within Noterro announcing to them, "hey I can do Thursday at 6:00 if you're interested." I guess this would work similarly to inviting someone to an event in standard calendars. Or perhaps on the availability management side of customization--having available appointments to a limited range of clients.
Robyn,
You can do what you are describing now. When the waitlist list is displayed, you can select just an individual, or when you do select Notify, within that list, you can eliminate people you do not want to notify.
Thanks,
The Noterro Team
Oh yes I understand that function--but that is in the context of the availability being posted online. Cancellation comes in, you notify waitlist, in the interim someone could conceivably book that spot online that you wanted reserved for that one person, correct? I was thinking a way to invite and/or make the actual availability limited as well. Hopefully that makes sense?
Robyn,
I created a ticket to further this discussion.
Thanks,
Nick
We love the waitlist!
But it suddenly has now sorted the waitlist in alphabetical order versus when they were added to the waitlist. Is there a way to sort it back to when they were added?
Thanks!
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