What is the waitlist?
The Waitlist lets you track patients who want a service that your pharmacy offers as waitlist-only, for example a vaccine you are waiting for stock of. When doses or times open up, you notify the patients in order and they book.
Accessing the waitlist
Click Waitlist in the side menu, or press Ctrl + Shift + W (in Chrome and Edge that key closes the window, so use the side menu there). You need the View Waitlist Appointments permission. The page is titled Waitlist Management.
What you'll see
Summary cards
Waiting, Notified, Booked and Expired counts
Conversion Rate: booked ÷ notified
At the top right, Alerts On or Alerts Off turns waitlist alerts on or off, and Refresh reloads the list.
Waitlist Settings
The Waitlist Settings panel opens each service's settings (Settings) and starts a new campaign (New Campaign). See Understanding Stock Tracking.
Search and filters
Search by patient, Filter by Service, Filter by Status, Show Archived and Clear All. Export CSV downloads the list, and Manage Services opens the service settings.
Waitlist table
#: The patient's place in line
Patient: Patient name
Service: Service they're waiting for
DOB / Age
Status: Current waitlist status
Joined: When they were added
Actions: Notify, log contact, book, remove or archive
Tick rows to use Notify Selected, Remove or Archive on several at once.
Status types
Waiting: Waiting for an opening
Notified: Sent a booking link (or contacted by phone)
Booked: Booked an appointment
Completed: The appointment was completed
No Show: Did not attend the booked appointment
Expired: The booking link ran out
Cancelled: Removed from the waitlist
Managing the waitlist
When a slot opens
Click Notify Next (N), or the bell on a patient's row, to send booking links
The patient books from their link, or you click Book Appointment on their row
The entry is marked Booked when the booking is confirmed; you do not need to remove it
Need help?
Open the Help Center with the ? icon in the header, or press Shift + ? for keyboard shortcuts.