Wait List

Setting up a wait list

1) Go to Settings > Appointments Setup > Waiting Lists Setup

2) Here is Pearl's default wait lists, you can edit all of these by clicking on the on the yellow edit button. Also can click on the Disable/Enable button to hide the wait lists.

3) Click the green plus button in the bottom right to add a new wait list.

4) Once you have added a description you can click save, this will add it to the series of lists you saw on the last screen

Adding patients to a wait list

1) On the patient appt snapshot click on the Planned button. Then click Add Planned Appointment

2) From here Pearl will add a planned appointment for you as usual, but there is a drop down that says Add To ait List next to it. Click that drop down menu and chose a wait list you would like to add the patient to.

3) Click save once you are happy

Checking wait lists

1) On the diary, click Diary Management > Waiting Lists

2) From here you can check different lists with the drop down box.

3) You can take action on any of these patients by clicking on the relevant action button on the right hand side. Also you can click the show more button to view the whole list.