Practice Management on Embodia - Part 2: Scheduling

A patient can be added to the waitlist from both the Embodia dashboard and the calendar.

If you are the clinic manager you can add patients to the clinic waitlist. This allows you to add a patient to any practitioner's waitlist. Each individual practitioner can also manage and add to their own waitlist.

Practitioners

If you are a practitioner, navigate to Consults > My schedule > My waitlist:

Click on ‘Add to waitlist’:

Then fill in the form with:

• The patient’s name (note: the patient must have already been added to Embodia);
• The service;
• The dates that they are available;
• The days of the week they are available;
• The time of day they are available;
• Any additional notes or information.

And click ‘Submit’

Clinic Managers

If you are the Clinic Manager, navigate to Consults > Clinic waitlist:

Then click ‘Add to waitlist’:

Fill in the form with:

• The patient’s name (note: the patient must have already been added to Embodia);
• The practitioner this patient would like to see;
• The service;
• The dates that they are available;
• The days of the week they are available;
• The time of day they are available;
• Any additional notes or information.

Then click ‘Submit’

Congrats! You’ve added your first patient to your waitlist!

From the Calendar, click on a time slot with a booked appointment and then click on + Add to waitlist:

Fill out the patient waitlist criteria and click Submit. Your patient is now added to the waitlist!