Booking a Wait Listed Appointment

To book a Wait Listed appointment

1. Use the fields and controls described in Viewing the Wait lists Tab to display the appropriate entries in the Wait list tab in the Appointment Book.
   For example, the selections in the screen below display all Waiting entries in the WL1 Waitlist.

   

2. Select the required date for the patient’s appointment so that it is displayed on screen. Select the wait list entry to be booked and drag and drop it into the required time slot on the View Day area of the appointment book. This will create an appointment in that time slot of the default type for wait list entries.

   

3. To check or change the details for the appointment, double click on it to open the Edit Appointment window shown below:

   

   NOTE: The Service, Dentist or Hygienist, Time, and Length fields on this window are all required fields.
   These fields must have information entered in them in order to save the contents of the window with the Save button.

4. To make changes, take the following actions to enter information in the ‘Edit Appointment’ window:

   	Service	To change the type of appointment, use the button to make a change.
   	Category	To change the category of appointment, use the button to select a new category.
   	Dentist	Use the button to select a different dentist for the appointment if required.
   	Hygienist	If a hygienist is required, use the button to select one. If a dentist is not required as well, blank out the Dentist field.
   	Time	This is the time selected for the appointment. It can be changed if required; e.g. to intentionally double book the appointment. Typically this field is left blank as it is automatically entered when the appointment is dragged to the required time slot.
   	Length	This field defaults to the length of time normally allowed for the appointment type selected but can be edited if a longer or shorter time is required.
   	Payor	Patient Payor, if applicable.
   	Notes about this appointment	These notes will only be displayed for this particular appointment.
   	Notes about this patient	These notes will be displayed whenever an appointment is made for the patient.

   NOTE: Some field details will be automatically defaulted from earlier selections.

5. Check all details are correct then click the OK button to complete booking the patient.
   

   Note: The patient may need to complete registration details when he/she presents for the appointment.