Patient Waitlist

The Patient Waitlist Dashboard Card is the main workspace for managing your clinic’s waitlist. It lists every active waitlist entry across your office, tags each entry green / orange / red based on whether matching openings exist in the calendar, and gives staff one-click access to contact the patient, book them in, or remove the entry.

Tip

The green / orange / red tag on each entry is a real-time match against your calendar. Green means there’s an opening that fits the patient’s preferences right now — those are the entries to act on first. Sort by bookability and work the green entries before the orange ones to keep gap-filling fast.

From the Patient Waitlist Dashboard Card you can:

• See every active waitlist entry, grouped by patient
• Filter by tab (Available / No Availability / Aging / Expired), practitioner, or appointment type
• Search by patient name and sort by bookability, date added, or patient name
• Add a new patient to the waitlist via the + button
• Notify a patient about an opening (email or SMS) with editable templates
• Book a matching slot directly from the entry — with or without sending a confirmation email
• Edit, cancel, or mark booked any existing entry
• View the full audit log for every entry and every patient’s appointment history

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Full Documentation

For the complete reference on using the card — every tab, every action, every troubleshooting case — see The Waitlist Dashboard Card in the Scheduling > Waitlist section.

Related Pages

• Waitlist Overview — what the waitlist is and how it works across OutSmart
• Adding a Patient to the Waitlist
• Notifying a Waitlist Patient
• Booking a Patient From the Waitlist
• Managing Waitlist Entries