Adding Patients to the Waiting Room

When a patient arrives at your practice, add them to the Waiting Room.

Procedure

  1. Select the practitioner you want to assign the patient to via a tab towards the top of the window. In the example image below, the All tab is selected, showing patients for all practitioners. There are tabs for other practitioners, including two for Dr. A Practitioner (AP): one for surgery visits and another for radiology visits.
  2. Either:
    • Press F3.
    • Click Add (F3).
    • Select Waiting Room > Add to Waiting Room.
  3. In the Add Patient(s) to Waiting Room window, select a patient to add to the Waiting Room. Click OK.
    Tip:
    If automatic OPV/OVV checking is enabled, a check is made upon adding the patient to the Waiting Room.
  4. If you are using Clinical and the patient has any due recalls, the Patient Attendance window is displayed.
    Patient Attendance window showing recalls that can be selected for the patient
    In the Patient Attendance window, if the patient is attending for a recall, select that recall. This information is saved back to the patient's record in Clinical.

    The default view displays all active recalls that are due within the last three months, or today, or one month from today.

    The Reason column is displayed only to users with permission to view it, granted by setting Show Recall Reasons in User Details.

  5. Click OK.

Results

The patient is added to the Waiting Room. Patient Waiting displays the new total of patients in the Waiting Room.