Manage the Waitlist

Use the waitlist when a patient wants an earlier or more flexible appointment time.

Who does this: Front desk staff and clinic administrators.

Steps

Open Schedule from the main menu.

Open the Waitlist side panel.

Select Add to Waitlist.

Choose the patient in Add to Waitlist.

Choose a Preferred Provider if the patient wants a specific provider.

Select Add to Waitlist.

The patient appears under Waitlist.

Select the patient from the waitlist and book the appointment when a time opens.

Common pitfall: A provider filter can hide entries. Use All Providers to see the full list.

I cannot find the patient. Add the patient record first, then return to the waitlist.

The waitlist looks empty. Check the provider filter and the Waitlist tab.

Need help? Contact your administrator or reach out to support.