Waiting List

Summary

The Waiting List shows all appointments that are yet to be treated for the current day's appointments (unless another date range is specified).

Details

The Waiting List can be accessed via the Main toolbar or from the 'Daylists' menu.

Appointments that have been booked and yet to arrive are displayed in BLACK and any appointments that have arrived are displayed in RED. In the event a patient has paid prior to receiving treatment, they will display in GREEN to indicate a payment has been taken.


Using the Waiting List

Select a patient from the list and right-click to display the below options:



Function

Description / Function

Set Arrived

The appointment will change to RED within the Diary screen, the Waiting List and Full list.

Set Unarrived

The appointment will be change back to its previous status.  

Set Failed to Show

Appointment will change to BLOCK GREY.

Set Cancelled

Cancels the appointment and the appointment will change to NEUTRAL BROWN.

Set Treated

The appointment will change to BLUE to indicate the client has been treated.  

Set As Emergency

White cross with red banner will show in the third column, indicating this is an emergency appointment.

Set Priority 

Priority levels 1-10. If set, this block of colour will show in the first column in the Waiting List.

Set Paid

The appointment will change to GREEN to indicate the client has paid.  

Appointment Memo

An 'M' will appear in the fourth column, indicating there is an additional note against this appointment.

Edit Appointment

Allows the user to edit the Appointment Reason and Note.

Delete Appointment

Allows the user to remove the appointment. This will remove from the Waiting List and Diary screen.

Print Appointment Label

Prints an Appointment Label to the practice's label printer. This details the appointment date, time, reason and surgeon.

View Appointment Trail

Displays an audit trail for the selected appointment.

 Send to Kennel

Sends the Patient to a Kennel.  

Clipper

Add the patient and client details to the Clipper.  

Add Weight

Opens the Add Weight window.

Payments

Opens the Payments window. 

Show Referrals

Shows the patient's registered referral details.

Consent

Opens the Consent form window.  

View History

Displays the patient's Treatment history in a pop-up window.  

View PACS

If the practice makes use of a cloud-based PACS system, selecting this option will show any uploaded images in a new tab.


Exporting the Waiting List

The Waiting list can be printed, emailed or exported to CSV file


Looking for more information?

Head into our support portal page where you will find various ways you can reach our dedicated customer support team.

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