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Waitlist Automation: Filling Openings using the Waitlist
Waitlist Automation: Filling Openings using the Waitlist

How to quickly fill openings in your schedule using the Waitlist

Radhika Khadria avatar
Written by Radhika Khadria
Updated over a year ago

We know cancelations happen and these openings in your schedule can be hard to fill, especially when it's at short notice. That is why we are doing the heavy lifting for you so you can fill cancelations and moved appointments with just a few clicks.

How does it work?

  1. In your Schedule, you will be notified of openings in your schedule resulting from canceled, moved, or deleted appointments.

  2. When this notification is generated, the open time in your schedule is automatically matched with patients on your Waitlist.
    *These will be the best matched based on the patient's preferences for Day, time, and provider with that of the opening in your schedule.

  3. Click on Fill Opening to take you to this list of matched patients

  4. Now all you need to do is review the list of patients you wish to message and send them a text offering the opening.

  5. You have now successfully filled an opening in your schedule without having to search multiple lists!

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