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How to manage waitlist in the calendar

The Waitlist in the Helix Calendar is a powerful feature that allows front-desk teams to manage walk-in patients or overflow requests when no immediate appointment slot is available.

🧭 Overview

Each doctor’s column in the Appointment Calendar includes a Wait List button. Clicking it reveals patients queued for that provider. This is especially useful for clinics that accept walk-ins or have fluctuating schedules. Entries can be edited, promoted to appointments, or deleted as needed.

📝 Navigation

1. Open a Doctor’s Waitlist

  • In the Appointments Calendar, locate the doctor’s column.

  • Click the Wait List button under Doctor's name.

  • A highlighted red badge signals new entries.

  • The waitlist panel opens, showing current entries.

2. Understand the Waitlist View

Each row includes key information:

Date Date the patient is waiting for
From / To Assigned time slot
Patient ID Medical record or serial number
Patient Name Full name of the patient
Mobile Contact number
Service  Requested service or procedure
Doctor Provider the patient is waiting to see
Status Current status (e.g., Unconfirmed, No Answer)
Notes Any remarks added when the patient was placed on the list
Created By User who added the patient
Created At Date and time of creation

3. Take Action on Waitlist Entries

Click the ⋮ (three-dot menu) on the far right to:

  • Open Patient File: Launches the patient file for quick access or completion of details.

  • Edit Appointment: Opens the booking form. Toggle off the Wait-List switch to convert into a booked appointment. Click Update to confirm.

  • Delete: Removes the patient from the waitlist.

4. Promote from Waitlist to Calendar

  • When a time slot becomes available:

    • Click Edit Appointment.

    • Toggle Waiting List Off.

    • Click Update.

    • The appointment now appears on the calendar.

Screenshot 2025-08-05 at 10.51.26 AM

5. Persistent vs Non-persistent list

  • Navigate to Control Panel → Branch Settings → Appointments & Scheduling

  • Toggle Persistence ON if you want entries to carry over across days

  • Leave OFF if you want to display only today's list

❗Common Errors & Fixes

Issue Cause Resolution
Patient not showing on calendar Wait List toggle not turned OFF Edit entry and switch OFF Wait List before updating
Red badge doesn’t reset next day Persistence is enabled Go to Waitlist Settings and disable persistence
Wrong patient edited Similar names or old entries Always verify using mobile number or patient ID in list
Cannot open patient file Missing data or access rights Ensure user role has permission to open patient files

✅ Pro Tips

  • Use the Wait List as a flexible buffer for walk-ins or patients requesting earlier slots.

  • The red badge is your visual cue — don’t leave it ignored!

  • Add detailed Notes when adding patients to the waitlist (reason, urgency, preference).

  • Set Persistent Waitlist ON for specialty clinics or recurring queues; OFF for single-day queues.

  • Convert waitlist entries to real appointments only when time becomes available to avoid double-booking.