Practice Management on Embodia - Part 2: Scheduling

There are two ways that you can search your waitlist: from the dashboard and from the calendar:

From the dashboard

Navigate to Consults > My schedule > My wait list. Then click on Search waitlist.

To search for patients who are on your waitlist, enter the date, start time, and duration of appointment:

From the calendar

Navigate to your calendar and click on a blank time slot. Then click on ‘Search wait list’, enter the date, start time, and duration of the appointment, and then click on Search

When a spot becomes available in your schedule and you would like to book a patient from your waitlist, you can either notify the patient of the availability or book the appointment on their behalf.

To notify patient(s) from your waitlist about an appointment that matches their availability criteria

Find the patient on your waitlist that you would like to book. Then check the box next to their name and click Send email notification.

Note: you can use this feature to send multiple patient emails at the same time by checking the box next to all the names in the waitlist that you would like to receive the email. The waitlist email sent to the patient(s) will include a link to book an appointment. 

Please note: To be able to send an email notification to the patient, 2 criteria need to be met:

1. The selected service needs to be available in online booking.
2. The patient needs to have an email address on file.

To book a patient from your waitlist into your schedule

Find the patient on your waitlist that you would like to book. Then click Book an appointment next to their name:

You will then be prompted to complete the consult information as you normally would.