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Version 7, 2019

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Add a Client to the Waiting List


The Waiting List can be used to hold details of clients who are waiting for an appointment as soon as one becomes available. e.g. they could be scheduled into a slot when an appointment has been cancelled. The creation of an appointment for a client on the waiting list when a space becomes available is a manual task. It can however be initiated from the waiting list. The waiting list entry must be manually removed after the appointment is created.
 
View the video - Bp Allied V.7 - Masterclass - Waiting list on the updates in V7 including how this impacts creating an appointment from a waiting list entry.
 
The fields viewed within the Waiting List can be changed as required. All of the standard sorting and filtering functions can be used on this form.
Add a Client to the Waiting List
Tip: Due to the increasing number of fields, the Waiting List can be docked at the bottom of the screen rather than at the side. See our video on how to do this.
 
1

Add Client to Waiting List

1. Add Client to Waiting List
Click the text Click here to add a new row to begin entering a client to your waiting list
2

Select the Client

2. Select the Client
Choose the client to add to the list by either
  • Using the drop down list and scrolling down the Client List
OR
Start typing the clients name to see a shortened version of the Client List
 
Clears the field of any information typed in
3

Select a date, day and time

3. Select a date, day and time     
Day of the week
Select the day(s) of the week the client can attend an appointment by ticking the options in the drop down list
  • More than one option can be selected
     
Time of the day
Select the time period for which the client can attend an appointment by ticking the options in the drop down list.
  • The options include AM, PM, Any or a specific time.
  • More than one option can be selected
 
Preferred From & Preferred To
Allows the entry of a specific date, or date range that the client would prefer for an appointment.
4

Select Location

4. Select Location
Select the Location(s) where the client can attend an appointment by ticking the options in the drop down list.
  • More than one option can be selected
5

Choose Practitioner

5. Choose Practitioner
Select the Practitioner(s) the client wishes to see.
  • More than one option can be selected
6

Add Consultation Type

6. Add Consultation Type
Select the type of consultation that the client is coming in for, if known.
7

Priority

7. Priority
Set a priority of 1 to 5 for a client. The default is set to a 5 (low priority).
8

New Client

8. New Client
If a client has no appointments booked, then they will be automatically flagged as New.
9

Add Notes

9. Add Notes
Add any additional details specific to the client on the waiting list.     
This could be used to manage priority as all fields can be sorted
10

Create Appt

10. Create Appt
Click the Create Appointment button to create a New Appointment for the client displayed on the waiting list.
The following values will default into the Edit Appointment screen, if they have been added to the waiting list entry:
  • Consultation Type
  • Practitioner
  • Date – based on Preferred From, and if this is blank based on Preferred To
  • Location
 
The waiting list entry must be manually removed after the appointment is created.
11

View Phone Contact Details

11. View Phone Contact Details    
Click the phone icon to see the clients phone contact details
  • An * denotes the Primary Phone number
12

Remove from the Waiting List

12. Remove from the Waiting List
Click the Remove the button to remove the client from the waiting list.
13

List of appointments

13. List of appointments
Click to display the Show All Client Appointments screen, the same as that available via the right click menu on an appointment.
14

Date Added

14. Date Added
This defaults to the date the Waiting List entry was created.
15

Next Appointment

15. Next Appointment
If the Client has a future appointment booked this is displayed in this field.
16

Show filter row

16. Show filter row
 
Tick the Show filter row to display the filter row at the top of the form. See Grouping, Filtering and Sorting for more details on how to use filter fields.
 
 
 
17

Print & Save

17. Print & Save
Click Print to display a preview of the Waiting List
The Waiting List can then be printed from the preview
Click Save to Save the Waiting List entries
Click Cancel to remove any changes made