Learn how to use the Waiting List in Nookal to manage Patients waiting for appointments or classes. This guide shows how to add Patients, update preferences, and create bookings efficiently.
Adding a Patient Directly to the Waiting List
Before you start...
Make sure you are in the correct Calendar Location you wish to add the Patient to, as they will only appear on the Waiting List for that Location.
1. Click on the Clock icon, which is located within the Message Centre on the right-hand side of your Nookal page.
2. Click the Add to Waiting List button at the bottom of the Waiting List.
3. Search for the Patient by typing the First Name, Last Name and select the Patient to be added to the Waiting List.
Important!
If it is a new Patient, click the Create Patient in the bottom-right corner once the search has completed and complete the Patient creation process.
4. Fill out the details including preferred Provider, Day, Time and Consultation or Classes needed by Patient.
Hot Tips
The list displays Patients in the order they were added to the list. Selecting the Priority Patient option, will display the Patient at the top of the list.
5. Click Add Patient.
The Patient will be added to the Waiting List and a red counter will be displayed on the Clock icon to notify how many Patients are on the Waiting List. Preference for the time, day and Practitioner will be displayed.
Adding a Patient to the Waiting List from an Appointment
If a Patient is looking for a more convenient Appointment time, it is possible to add them to the Waiting List whilst making an Appointment. If a more convenient time becomes available, the Appointment can be moved and they'll come off the Waiting List.
1. While creating a new Appointment on the Calendar, tick the Add to Waiting List checkbox under the Appointment section.
2. After the Appointment has been created, the Waiting List will pop up to add Patient preferences such as Provider, Day, Time.
3. Click Add Patient.
The Patient will be added to the Waiting List and a red counter will be displayed on the Clock icon to notify how many Patients are on the Waiting List. Preference for the time, day and practitioner will be displayed.
4. If a more suitable time becomes available, click on the time slot in the Calendar.
5. Click on the Add from Waiting List field.
6. Select the Patient from the dropdown list.
7. Review the booking changes and click Confirm.
The initial booking will be moved to the new booking time.
Creating Bookings for Patients on the Waiting List
The quickest and easiest way to book Services for Patients from the Waiting List is to open your Calendar to the preferred date and time, then simply drag and drop the Patient from the Waiting List into the Calendar. (This only applies to Services.)
Otherwise, it is possible to book a Patient just like a standard Appointment in the Calendar by following the steps below.
1. Click on an available time slot in the Calendar.
2. Click on the Add from Waiting List field.
3. Select a Patient from the dropdown list.
4. Select relevant Booking details and click Create Appointment.
The Appointment will be booked and once the Calendar refreshes, the Patient will be removed from the Waiting List.
Updating Waiting List Preferences
1. In the Calendar section, open the Waiting List.
2. Click anywhere on the Patient's Waiting List card, except for on the Patient's Name.
3. Edit the preferences and click Save Changes.
It is also possible to send SMS messages to the Patient from the Waiting List by clicking on Send Message.
Removing a Patient from the Waiting List
1. Open the Waiting List by clicking on the Clock icon in the Message Centre.
2. Click anywhere on the Patient's Waiting List card, except for on the Patient's Name.
3. Click Remove from List.
Sending a Bulk Message to Patients on your Waiting List
You can send a Message to all of the Patients on your Waiting List to advise of any new availabilities.
1. Click on the megaphone icon to send out your Bulk Message to the Patients on your Waiting List.
2. You will then need to add the content of your Bulk Message to the text field. The Estimated Cost will appear under the text field so you can ensure that you have enough SMS Credits to Bulk Message your Patients on the Waiting List.
3. Once ready to send your Bulk Message, click Send underneath the text field.
Searching the Waiting List
1. The Waiting List can be filtered by Patient Name by typing into the Search by Patient field.
2. The Waiting List can be filtered by Practitioner by selecting a Practitioner Name from the dropdown.
Printing the Waiting List
The Waiting List can be printed by clicking the Printer icon.
Refresh the Waiting List
The Waiting List can be refreshed with the most up-to-date information by clicking the Refresh icon.
Navigate through Waiting List Pages
The Waiting List is limited to 300 Patients per page. Use the Forward and Back arrows to navigate through pages of the Waiting List if there are more than 300 Patients on the list.