Tips & Tricks
 

Let’s Work the Waitlist from Calendar View

Benefit:

A simple right-click on an appointment slot in the Scheduler Calendar View gives a quick and easy way to work the Waitlist. This simplifies the workflow as it opens the appointment window with a list of patients who meet the appointment criteria.


Step 1
Access the Scheduler Calendar View in gPM™ and Right Click on an available time slot.
 


Step 2
Select “Work Wait List” then select the patient(s) that meet the appointment criteria.


Step 3

Click “Save” and follow the Alerts on the screen.

 


BONUS TIP

When you cancel or reschedule from Calendar View, click “Yes” on the alert to work the Waiting List again!

Click here to view a QRG on Working the Waitlist from the Scheduler Calendar View.

 

RELATED ARTICLES

Patient Analysis with Patient Metadata and gInsights™

Benefit: Patient Analysis with Patient Metadata and gInsights™ allows you to tag patients with…

Double-down on Double Bookings

Benefit: Increasing the Scheduler Preferences Appointment Holds Time reduces the incidences of two users…

Can’t Spell it Right? Right-Click it within the Application

Benefit: “Some words can be problematic to spell. Don’t let that slow you down.…