How to use the Waitlist feature?

UPDATE: 
Display Waitlist Button on the schedule even when count is Zero

Purpose:

To provide a comprehensive guide for both clinicians and patients to utilize HelloNote's waitlist functionality, improving appointment scheduling efficiency and patient access to care.

Scope:

This article covers:

1. Two waitlist addition methods:
   1. Therapist-initiated via Schedule Tab
   2. Patient self-service via Portal
2. Waitlist management workflow 
   Excludes:
3. Automatic appointment assignment
4. Waitlist prioritization settings
5. Notification configurations

Procedure::

For Therapists:

1. Navigate to Schedule Tab
2. Click on Waitlist Queue/Pending Appointment
3. Click Add Patient > Enter details > Save. You can also add a new patient on the waitlist by checking the New Patient Box

For Patients:

1. Log in to Patient Portal
2. Scroll to bottom > Click Add to Waitlist
3. Submit required information

Post-Addition:

• All entries appear in Waitlist Queue/Pending Appointments
• Requires staff approval for scheduling

-

There are 2 ways for a patient to be added to the waitlist 

1. As a Therapist on the Schedule Tab > Click on Waitlist Queue/Pending Appointment


 

2. As a patient on the Patient Portal > Scroll to the bottom of the Patient Portal page > click on Add yourself to the wait list.


Input the details and click on Submit.



All Patients added to the Waitlist feature will show in the  Waitlist Queue/Pending Appointment and is subject for approval.