We're excited to release Cliniko's wait list!
Adding a patient to the wait list
When a patient calls up looking to get an appointment ASAP, open the calendar and find the next open spot for an appointment. After filling out the usual appointment information, you can select Add to wait list.
This adds some fields that allow you to choose:
- when the patient is available
- their selected businesses
- practitioners they can see
- if this is urgent
- and any extra information that would be handy to know
Note: If your account has only one practitioner or one business, they will be used by default and you will not see the options to choose them.
When you click the Create appointment button, the patient is booked for this appointment and added to the wait list. If you don't end up finding an appointment for them sooner, they'll be automatically removed from the wait list on the day of this appointment.
Booking a wait listed patient
When you do have a space in your schedule to offer to a wait listed patient. Instead of searching for a patient, choose Select from wait list.
This brings up a pick list of wait listed patients. The list will only show patients that are suitable for the time slot you've chosen (including checking the practitioner and location too). The list is ordered by when the patient was added to the wait list with those marked as urgent grouped at the top.
When you select a patient from the list, you'll see their phone number and the extra info you wrote while adding them to the wait list previously. If the selected appointment type is different than the one the patient is waiting for, the selected appointment type will be automatically changed.
If the patient no longer needs the appointment you booked out for them earlier, you can choose to delete it before you save the appointment.
When you book this appointment, this patient will be removed from the wait list.
Managing your wait list
We hope that booking with the wait list as described above will be your main workflow. However, if you find the need to manage your wait list, click the Wait List button on the left side of the calendar. This button also shows you the number of patients currently on your wait list.
From here, you can search the wait list for patients and filter by practitioner and business. You'll find the basics like editing, removing and adding here, as well.
Note If you add a patient to the wait list this way, you will not be given the option to remove their upcoming appointment when booking them from the wait list.
Go try it for yourself
We're so excited to get the wait list into your hands. Give it a try and let us know what you think in the comments below!
Want to see the wait list in action? Check out our demo video.