Scheduler > Wait List Reasons

Key Info  
Purpose:

Configure the list of wait list reasons, used to manage the wait list.
Related Module(s):

Scheduler
Accessed From:

Maintenance > Scheduler > Wait List Reasons
Window(s):

Wait List Reasons

Dependencies:

None.

Wait List Reasons Window

If a patient cannot get an appointment on the day they need/want, you can place them on a wait list. A wait list contains a series of patients that would prefer an earlier appointment than the one they currently have booked. When an appointment is cancelled, a scheduling clerk can fill the open space from the wait list.

Wait list reasons help order and prioritize the wait list. Priority is used to indicate the urgency of the request. If a wait listed patient has an urgent need, they are prioritized ahead of someone merely inconvenienced by their appointment’s date.

Depending on the reason, a patient may be removed from the wait list once the date is close to their actual appointment date.

Example: A patient scheduled for a screening appointment booked three months prior is unlikely to rearrange their schedule to come in four days earlier. However, a patient who is in pain can often come in on very short notice and will gladly come in even one day earlier.

The Wait List Reasons window allows you to manage the list of wait list reasons and indicate the priority of the reason.

Field Description
Wait Reason

A text field that indicates the code that identifies the wait list reason.
Description

A text field that describes the wait list reason.
Default Priority

A text field that uses numbers to indicate how appointments booked from the wait list are prioritized. This ensures that patients with more urgent reasons are booked first.

Note: 1 indicates the highest priority.

Expires __ day(s) before booked appointment

A text field that indicates the number of days prior to the original appointment that the wait list entry expires as it's no longer necessary to get in earlier.
Task Procedure
Add Wait List Reasons
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Wait List Reasons
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Wait List Reasons
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Wait List Reasons report, click the Preview Report () icon.
  2. To print the Wait List Reasons report, click the Print Report () icon.

    3. Note: The Wait List Reasons report uses the WaitListReasons.rpt file.