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Canine II

Waiting list in WinOMS

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Is there a way to create a waiting list in WinOMS? We'd like to have a list that we can add patients to that are interested in filling a cancellation if we happen to have one become available prior to their appointment?  As of right now, we just add several asterisks in the notes on the appointment, and when a cancellation occurs, we manually scroll through the schedule and scan for the asterisks and call those patients to fill a cancellation.  That obviously doesn't allow us to pull a report of those patients that want to be on a waiting list.  This seems like a pretty basic feature that any practice management software would have.  Am I missing something?

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CS Dental Employee
CS Dental Employee

Re: Waiting list in WinOMS

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Perhaps you can use the patient recall option?

Under Tables > Patient > Recall Codes, you can create some new codes similar to this: Short Call 7, Short Call 14, etc..

Then if you go into the patient workspace under "additional features" you can add that particular short call code under "Recalls"

Then you can run the report weekly Reports > patient > Recall.

That might help in the mean time.

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Canine III

Re: Waiting list in WinOMS

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This has come up previously and needs to be added as a possible future update

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CS Dental Employee
CS Dental Employee

Re: Waiting list in WinOMS

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Thank you for your post.  An actual Waiting List would be very helpful.  In the meantime, some offices use the Miscellaneous Notes - Tables>Miscellaneous Notes.   You can add in a patient with a note indicating specifics about the type of appointment, day of week, time etc. This list then can be printed out.  It will take user input and delete to keep the records up to date. Let the community know if you find this helpful. 

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Canine II

Re: Waiting list in WinOMS

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Are you able to pull the miscellaneous notes by office? We have 4 offices with many patients that don't want to travel between offices for their appointment or want to see a particular doctor or have to see a particular provider based on their insurance plan.  It would be more helpful to have a list for each office rather than trying to sift through which patients belong with which office.  We used to use the Miscellaneous Notes for patient's that were referred by their DDS but hadn't scheduled their appointment in order to keep track of their referral.   Since we can now attached these to a walk-in patient, we don't use this feature anymore so we could use it for this going forward, but only if it could be separated by office.

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Canine II

Re: Waiting list in WinOMS

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I have had this on the request list since 2009 so don't get your hopes up.  We just use January 1st of each year as our call list and we label each column i.e Soon as Possible; Holidays, or whatever works for your office.  This isn't ideal but it has worked for us.  Since we do not set up all patients in our system as a "patient" but some are walk-ins and converted to a patient when they check in you don't have access to the notes section.  

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CS Dental Employee
CS Dental Employee

Re: Waiting list in WinOMS

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Perhaps you can use the patient recall option?

Under Tables > Patient > Recall Codes, you can create some new codes similar to this: Short Call 7, Short Call 14, etc..

Then if you go into the patient workspace under "additional features" you can add that particular short call code under "Recalls"

Then you can run the report weekly Reports > patient > Recall.

That might help in the mean time.

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Canine II

Re: Waiting list in WinOMS

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We started using this method for our cancellations due to COVID-19 and it seems to be working rather well!  Thank you for the suggestion! It came just in time for this crisis and we will probably use this moving forward until WinOMS is updated to include a actual waiting list once we re-open.  

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Canine II

Re: Waiting list in WinOMS

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"This method" meaning using January 1st as our waiting list as suggested by user oisc2009....thank you!