The Waiting List is designed to automatically monitor changes on the appointment book and prompt you to fill available times with patients added to the Waiting List. Read on below to learn how PracSuite determines what's considered as available time for the Waiting List.
The primary way to control available time for the Waiting List is via practitioners' Rosters. For a detailed guide on setting up a Roster please click here.
For each day that a Roster is active, between the start and end times, the Roster Availability dictates whether an appointment would be available for the Waiting List via the checkbox pictured below.
For details on how to manage Waiting List availability for practitioners with multiple appointment book columns, please click here.
For example, a Roster with no rules that has Monday 9 am - 5 pm set as the start and end times with the Waiting List option ticked will allow the Waiting List to find available appointments in any time during these hours.
Adding Rules to rosters allows you to manipulate the available times further by indicating times within the day's start and end times that are either available or unavailable for the Waiting List.
This is indicated by the final three tick-boxes; M (Manual appointments), O (Online appointments) and W (Waiting list).
Using the Add Rule button, you can create a rule that represents a lunch break (for example) where you may allow manual appointments for emergencies, but don't want these times to be available for patients to book in themselves, online or available on the Waiting List. Untick the O (Online appointments) box as well as the W (Waiting List) and leave the M (Manual appointments) ticked.
Please note that the opposite will also work. Depending on how you set up your Roster, you could have the general Roster Availability set to Waiting List off and then create rules that make specific time available for the Waiting List.
Appointment Type Restrictions
You can also use the Roster rules to limit what Appointment Types can be booked in a particular timeframe. Select the cog icon when customising a Rule to limit what appointment types can be booked during the selected timeframe.