Clipboard Should work with WaitList
Currently, the Clipboard is something that can be used with the appointment scheduler for moving appointments around to a new date. You cannot move an appointment to a clipboard and then go from the clipboard to the WaitList.
By dragging an appointment from the clipboard into the waitlist, we would save clicks and energy entering in waitlist patients. we can also move them from the waitlist into the clipboard for use around the appointments screen.
I have a practice who will schedule a patient with a specific doctor for an appointment that is weeks from the scheduling phone call. They then place them on the waitlist for the first available appointment with any provider in hopes of getting the patient in the door sooner to bridge the gap that comes with people who cancel their appointments. So they create the initial appointment and then they have to add the patient into the waitlist essentially repeating the process of adding a patient into the appointment slot. By adding the clipboard component to the Waitlist, all she has to do is drag and drop her appointment into the clipboard and then from the clipboard to the waitlist. This would be so much faster and easier to keep track of for an office with many patients and many providers.
Thanks!
This feature will be released in version 19. Thank for everyone's feedback!
-
Ashley commented
Yes, I totally agree. Another feature that would be nice with this is if we place a patient from the waiting list onto the schedule is they are never placed back into the clipboard and the other appointment in the future attached to the waitlist appointment is removed from the old date.