Waiting List?
Answered
I would like to request a Waiting List function for the scheduling feature. If possible, it would be great to limit new appointments to existing patients only, with the option of leaving information for when a spot opens up. It would be even better if there was a feature that allowed clients to opt-in for a waiting list spot, so that they could be alerted to last-minute openings in the schedule.
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Hi all, just wanted to give a quick update on this - we are planning to build a Wait List feature in SimplePractice and are currently collecting feedback for this idea on our Ideas board. If you'd like to share feedback on what you'd like this potential Wait List feature to look like, please head here: https://simplepractice.uservoice.com/forums/918553/suggestions/36868597
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A wait list feature that would allow us to enter patient information, Preferred Provider or first available, and length of Appt time (Intake vs follow-up appts). The individual could schedule now but still be on a wait-list if something opens up sooner. Also build in an auto alert message when there is a cancellation for either the identified Preferred Provider or first available, whichever would apply (would pop up if there is an opening available for any provider or an alert message when the Preferred Provider has a cancellation for the specified of allocated time ).
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Hi Patricia,
Following up on Gillian's comment above, I invite you to share your vote and comments in the Wait list management idea on our Ideas & Suggestions board.
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For those of us waiting for a "wait list" feature to occur in Simple Practice, would the company be interested in adding a "free" practitioner called "wait list" to each practice to help support managing these patients? I could easily manage this well on a "provider" schedule, but do not want to incur the cost of the additional provider with my limited budget.
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Hi Jenna, I believe I just answered your question in another post, but I can certainly go over it again for your convenience! We're currently working on the waitlist feature, but in the meantime we aren't offering customers the option of adding a clinician for free. If you wanted to use this alternative workflow to have clients add themselves to your waitlist from online booking, keep in mind that there isn't a list you can access for all upcoming appointments. Once a client books an appointment online with this other "waiting list" clinician, you can only see the past appointments in your Appointment Status Report. I'd recommend noting your client waitlist manually by creating a Waitlist Client and adding clients' names as Chart Notes instead.
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Hi Taylor, we understand how important this feature is to many of our customers, which is why we want to get it right the first time! Product enhancements go through an extensive vetting process prior to our engineering team picking it up for development. We're still in the planning stages for this feature enhancement and are still considering the best way to implement it into our platform. If you have additional feedback, feel free to comment on the feature request here: Wait list management. We'd love to hear from you! I promise to update the status of the post when we have more news!
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Hi All, I too am awaiting the waitlist feature! In the meantime, as a solo practitioner, I am doing the following for my waitlist:
1. When a client calls and I put them on the waitlist, I create them like a new client.
2. Don't send out the intake paperwork, just create them as a client.
3. Make them inactive.
4. In front of their first name (in the same field), I put "[date} wait."
5. I capture all the emails and clinical data there.
6. When I pull up my Inactive Clients listing, I sort that list by first name. There they all are, sorted by date. I know who went on the list when.
7. When I add them as a client, I click the Active Client box and just delete that prefix from the first name field and there is all the information, and off we go.
Works well for me as a solo practitioner. I like to screen by phone first anyhow.
Hope that helps!
Stay healthy everyone!!
Robert
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Hello Ruth,
I like both yours and Roberts idea, however, I have hired a virtual assistant who is a non-clinician to help me with the scheduling, billing, and managing the waitlist. So, it seems that in either case, I can not grant my virtual assistant access to inactive clients (Robert's idea), nor can I grant them access to "Waitlist client" (Ruth's idea) because they do not have Supervisor access. Am I mistaken or is there a work-around that I have overlooked? As a biller and scheduler will they be able to see the "waitlist client" chart notes, or inactive clients with waitlist in front of their names?
Thank you again,
JS
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Hi JS, I'd be happy to help. Biller and Scheduler Team Members can access all clients in your account, including inactive clients, from the Client list. While they cannot access Chart Notes for any clients, they have access to Administrative Notes, which you can use to denote information that's relevant for your Scheduler to know before they reach out to the client.
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Why are we STILL waiting on the Wait List to happen? It's been two years since the original post.
Every time I get an email from SP about a 'new feature' I get excited, only to find out that you've 'reimagined' or 'integrated' the look of the client experience or some such thing that does not make one iota of difference to me.
An update on when we should expect this feature would be appreciated.
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And....now I'm getting features TAKEN AWAY and forced into a more expensive plan that I really don't need (sole practitioner here).
I can say with 100% certainty that many of my colleagues are looking at leaving SP due to the price increase and being forced into a more expensive plan.
The least SP can do is add the WAITLIST feature. This has been going on for years.
And yeah, I'll head over to the Wait list management board and voice the same complaint there. Again.
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Waiting on a waitlist... Easy fix: SP should allow clients to be assigned to practice managers. This way, all "waitlist" clients can be under the practice manager, and not assigned to an actual clinician.
Further, when paperwork is sent to be completed, the Practice Manager can get that notification, which would then trigger the next step (verifying insurance, assigning clinician, etc.)
Simple & easy fix: Allow Practice Managers to be assigned - OR - add a status "waitlist" so it's not just active or inactive.
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