Dentaltap User Manual
  • About User Manual ๐Ÿ–
  • Getting started
    • โžก๏ธSign up
    • ๐Ÿ1-2-3 Workflow
  • Calendar
    • ๐Ÿ“…Overview
    • ๐Ÿ—“๏ธAppointments
    • โฒ๏ธTime Slots
    • ๐Ÿ“Simple Notes
    • โฐWaiting List
    • โœ…Tasks List
  • Patients
    • ๐Ÿ‘ฑโ€โ™€๏ธProfiles
    • ๐Ÿ“‡Groups
    • ๐ŸŒŸDiscounts
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆFamily
    • โ˜‚๏ธInsurances
    • โœ…Tasks
    • โ‰๏ธQuestionnaire
    • ๐Ÿ“ƒDocuments
    • ๐Ÿ“‚Storage
  • Treatments
    • ๐ŸฆทOverview
    • ๐ŸฉธDiagnoses (ICD-10)
    • ๐Ÿ“‹Procedures
    • ๐Ÿ“˜Estimate Plans
    • ๐Ÿ—’๏ธClinical Notes
    • โญ•Perio Chart
  • Billing
    • ๐Ÿ“‘Invoices
    • ๐Ÿ’ตPayments
    • ๐Ÿ’ฐBalance
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On this page
  • Create Record
  • Update Record
  • Delete Record
  • Move appointments in/out of the waiting list

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  1. Calendar

Waiting List

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Last updated 3 years ago

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A waiting list is temporary storage for your appointments. Each record is assigned to the patient and providers (single or multiple providers).

  1. Tab button for Waiting List.

  2. New Record button.

  3. Search - you can search for records by patient name, or note text.

  4. Advanced Filters - by providers, duration, other patient data, notes, etc.

Create Record

To create a new waiting list item, click on the New Record button.

Required fields:

  • Duration - determines the required duration for the patient visit;

  • Patient - assigned patient record;

  • Providers - one or many providers, who can be assigned to this appointment;

  • Note - any additional details, you will be able to search records by this field.

Update Record

Once you added a new waiting list record, you can click on it to open the details. You can modify all the record fields listed in the section above in Create Record, such as duration, providers, and note.

Delete Record

Click on the Delete button in record details to delete this waiting list record

Move appointments in/out of the waiting list

You can move appointments from the waiting list into the calendar and vise-versa.

Move appointmet from the waiting list into the calendar:

Move appointment from the calendar into the waiting list

Find the required item in the calendar, and drag and drop it into the waiting list with the mouse(desktop) or touch and drag (touch devices).

Find the required item in the waiting list, and drag and drop it into the empty calendar slot with the mouse(desktop) or touch and drag (touch devices). After that, you will see a new window to create an appointment .

โฐ
Create Appointment
Dentaltap - Side Panel Waiting list
Dentaltap - Create Waiting List Record
Dentaltap - Update Waiting List Record