Schedule Appointment from Standby List

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There are multiple ways an entry on the standby list can be moved into a vacant appointment time. 

The Standby List can remain open when moving to a patients' file. This is handy when calling the patient to see if they can fit into a vacant appointment time while wanting to see Treatment. 

 

From Vacant Appointment Slot

These steps will work from any vacant appointment slot. Ensure enough time is available to schedule the selected appointment, otherwise the duration of the appointment will reduce when moving. 

  1. Go to the Appointment Book > Right click on a vacant appointment slot

  2. Insert New... > From Standby List

    1. Select the patient in the list 

    2. Click Move / Copy (copy keeps a copy of the entry in the Standby List)

 

From the Standby List

The below steps are possible only when the vacant appointment slot is visible in the background, with the Standby List open. 

  1. Go to the Appointment Book

  2. Options menu > Standby List / Standby List icon  mceclip0.png

    1. Option A: Left click and hold the mouse down to drag and drop the entry in a vacant appointment time in the background

    2. Option B: Select the vacant appointment slot in the background > Select the patient in the list > Click Move / Copy (copy keeps a copy of the entry in the Standby List)

 

Standby List Column Explanation

Setup Standby List Columns

Add Patient to Standby List

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