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Waitlist

Nick
  • Updated

There are several ways you manage a practitioner's waitlist and notify the patient/client. With this feature, you can quickly view the practitioner's waitlist, add patients/clients to a practitioner's waitlist, notify patients/clients that are on a single practitioner's waitlist or notify patients/clients that are on multiple practitioner's waitlists, or notify individual patients/clients.

Add a Patient/Client to a Waitlist through the Calendar

  1. Click on the Add button in the bottom left corner of the Calendar sidebar
  2. Select the existing Patient/Client or Add New
  3. Select the Practitioner and Location
  4. Set the Date Range (if applicable)
  5. Choose the Days of the Week
  6. Click Save

Add a Patient/Client to a Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on Join Waitlist
  4. Select the Practitioner and Location
  5. Set the Date Range (if applicable)
  6. Choose the Days of the Week
  7. Click Save

Edit a Patient's/Client's Waitlist through the Calendar

  1. Click on the Show Waitlist switch in the bottom left corner of the Calendar sidebar
  2. Click on View All
  3. Filter by Practitioner (if required)
  4. Click on the Patient's/Client's name
  5. Make Changes
  6. Click Save

Edit a Patient's/Client's Waitlist through the Patient/Client profile page

  1. Click on the Patient's/Client's name
  2. Click on Appointments in the sidebar
  3. Click on the Three Dots of the waitlist you want to Edit
  4. Click on Edit or Delete
  5. Make Changes
  6. Click Save

View the Practitioner's Waitlist

  1. Click on the Show Waitlists in the Calendar sidebar
  2. Click on View All
  3. Click on the Practitioner's name

Notify the patient of the Availability 

  1. Click on Show Waitlist in the Calendar sidebar
  2. Click on the Individual Patient's/Client's name to notify only them
  3. Or click on Notify in the Calendar header to notify Multiple Practitioners 
  4. Or click on Notify in the Practitioner's match list to notify Patients/Clients that are on that Practitioner's list
  5. Confirm any changes
  6. Click Email

 

 

 

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Comments

7 comments

Date Votes
  • Robyn Jarvis

    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?  

    0
  • Nick

    Robyn,

    This will be a feature that has bee approved.  I do not have a timeframe for completion.

    Thanks,

    Noterro Team

    0
  • Robyn Jarvis

    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.

    0
  • Nick

    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

     

    0
  • Robyn Jarvis

    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?

    0
  • Nick

    Robyn,

     

    I created a ticket to further this discussion.

    Thanks,

    Nick

    0
  • Dr. Margie Smith

    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!

    0

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