Using the Standby List in D4Web

Using the Standby List in D4Web

Quote
The Standby List holds all patients who are waiting for an appointment time to become vacant. 

Standby List Column Overview

  1. Click the navigation menu > Appointments 
  2. Click on Options sidebar > Standby List sub-tab
    1. Added Date: The date the patient was placed on the list
    2. Patient Details: Name, DOB and Card Number
    3. Prior.: Appointment priority, at the discretion of the practice
    4. Location: Only visible to multi-location users; the location to schedule the patient in
    5. Book: The appointment book to schedule the patient in
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  3. Use the Scroll to view more options
    1. Dur.: The required duration of the appointment
    2. Notes: Additional information about the booking
    3. Preferred Date: The preferred date of the patient
    4. Preferred Time: The preferred time of the patient
    5. Contacts: The patients contact numbers
    6. Class: The appointment class
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  4. Use the Scroll to view more options
    1. Next Appointment: The next appointment for this patient (if any)
    2. For Provider: The Provider to schedule the appointment for
    3. Appointed By: The employee who placed the patient on the Standby List
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Moving Patient to Standby List

If moving the an existing appointment to the Standby List, information from that appointment will automatically populate the columns.
Notes
Existing appointments can either be copied or moved to the Standby List. 
Copy: Generally used when the existing appointment will remain and the patient will go on standby for something sooner if possible. 
Move: Generally used when the existing appointment will not proceed and the patient will go on standby for another date and time. 
  1. Click the navigation menu > Appointments
  2. Right click on the relevant appointment > Copy/Move to Standby List

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