Adding Patients to the Waitlist 

Patients can be added to the Waitlist from three different places in Valant IO

From the Scheduler

Right click an open slot in the Calendar and click Add Patient to Waitlist 

From the Availability Search Tab

Right click an open slot in the Calendar and click Search Availability

The "New Appointment" window opens with the "Availability Search" tab

Click Add to Waitlist

From Tools | Waitlist

Click +New

Adding Prospective Patients to the Waitlist

For practices with the Prospect Management module enabled, prospective patients can also be added to the Waitlist from three places.

From Persons & Institutions | Prospective Patients

Using the “Action” dropdown menu to the right of a row on the main table, click Add to Waitlist

From Persons & Institutions | Prospective Patients | Select Row

Via the “Action” dropdown menu at the top of a specific prospective patient’s record, click Add to Waitlist

From Tools | Waitlist

Click +New

Waitlist Details

When adding a new Waitlist record or editing an existing Waitlist record, the following details can be entered or altered: 

• Start Time and End Time: Indicates the time range of the desired appointment 
• Expiration: If an expiration date is set, the waitlist record will automatically be deactivated on that date 
• Duration: The duration in minutes of the desired appointment 
• Days: The day(s) of the week that the patient or prospective patient is available for an appointment 
• Patient/Prospective Patient: The individual to whom the waitlist record applies 
• Procedure: An alternative way to populate the duration by picking a procedure code for the desired appointment 
• Providers: The Provider(s) with whom the appointment could be scheduled (leave blank to indicate “any provider”) 
• Facilities: The facility/facilities at which the appointment could be scheduled (leave blank to indicate “any facility”) 
• Time Zone: The time zone of the Start Time and End Time (defaults to the “local time zone” of the user entering the record) 
• Inactive: Checkbox for inactivating the Waitlist record to filter it out of the main queue

Add Patient to Waitlist window

Add Prospective Patient to Waitlist window

Required fields are marked with a red outline and warning icon. After entering the waitlist details, click Add to Waitlist to save the waitlist record.  

Search Waitlist 

From the scheduler, users can search to see a list of waitlist records that match a particular appointment slot. For example: when a cancellation occurs and frees up space on a provider’s calendar, this tool can be used to search for waitlisted patients and prospects that match the freed-up time slot.  To search from the waitlist:

Right click on an open space in the calendar and click Search Waitlist

The Waitlist Search fields will be populated based on the selected timeslot by default, but can be adjusted as desired: 

• Start and End time - the Date must be the same for both Start and End times
• Providers (blank = any provider) 
• Facilities (blank = any facility)

Click Search Waitlist to see a list of the active waitlist records that match the search parameters 

Waitlist records are separated into separate tabs for "Patients" and "Prospective Patients" 

By default, the results will be ordered chronologically by “Date Added” so that older records are prioritized at the top. Click any column header to re-sort by that detail. 

For Patients: click a row from the results schedule to schedule the appointment for that patient 

Note: after scheduling any appointment for a patient who is on the waitlist, you will be prompted to choose whether to inactivate the waitlist record(s) for that patient. Select rows and click “OK” to deactivate, or choose “Do Not Deactivate” if you wish to keep all waitlist records for the patient active 

For Prospective Patients: the prospective patient must be converted to a patient before an appointment can be scheduled 

Click a prospective patient row in the waitlist search result to go to that record in Persons & Institutions | Prospective Patients, where you can convert them to a patient via the Action dropdown menu 

After converting the prospective patient to a patient, the waitlist record(s) for that person will automatically be converted to patient waitlist records, and you can proceed with scheduling an appointment for the patient 

Tools | Waitlist

To see all waitlist records in one place, go to Tools | Waitlist

There are two separate tabs containing waitlist records for "Patients" and "Prospective Patients"  

The Action dropdown menu can be used to:

• Edit Details of the waitlist record 
• Search Availability to see available appointment times that match the waitlist details (this option is currently supported for Patients only) 
• See a History of changes made to the record