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Front desk

Use the waitlist to fill an open time

Record a patient's preferred time and offer suitable openings fairly and clearly.
Who this is for
Receptionists and administrators
Where to go
Waitlist
What you will finish
Openings are offered to suitable patients without losing the original request.

Add a patient

  1. Open Waitlist and add the patient.
  2. Record the service, preferred doctor, acceptable days or times, and any deadline.
  3. Confirm the best way to contact the patient.
  4. Save the entry.

Offer an opening

  1. When a time opens, find patients whose preferences match.
  2. Contact one patient using the clinic's approved channel.
  3. Give a clear time limit for the offer when necessary.
  4. If accepted, create or move the appointment and mark the waitlist item completed.

Keep it current

  1. Close entries when the patient books, declines, or no longer needs the visit.
  2. Do not mark an offer as accepted until the patient agrees.
  3. Use a follow-up task when you need to try again later.
Front deskManage the calendar and appointment statusCommunicationWork with messages and follow-up tasks