The Scheduling Waitlist

Updated on July 28, 2026 | 02:44 PM – CST

The waitlist keeps track of patients who want to be seen as soon as a slot opens up.

This video walks through adding someone, from searching or creating the patient to setting their visit type, preferred date, provider, and a first and second preferred time.

You'll also learn how the unresolved, resolved, and all tabs work, how to mark a patient resolved once they're booked, and how to find a specific entry with search and filters.