Calendar worklist & statuses

ighlights

• We really wanted to build something to help Receptionists keep track of patients as they arrive. A big patient face photo, should help you more easily identify them as they walk in.

• Worklists are now available in the calendar. They’re a great way to see all the patients you’re seeing on a given day in one place.

• Keep track of where patient are in their journey, how many open tasks there are, whether they’ve paid their invoices, and whether they’ve signed all their consents.

• You can join your call directly from the worklist too.

• Need a printout? Click “Export PDF” and get a nicely formatted document ready for the printer 🖨️

Statuses

• We added statuses to appointments to help you keep track of where patients are in the clinic.

• Some statuses are fixed by wawa. For example, the Pending, Waiting Room, In Consultation, No Show, Cancelled and Completed statuses are fixed. This allows us to build automations around them.

• You can create custom statuses to help you track other things, but everyone should end up in Completed at the end of the day.

• There’s a countdown for some of the statuses, keeping track of how long they’ve been in that status. For example, has someone been In Consultation for a long time? Perhaps they already left.

• You can also change the status from the standard calendar, at the bottom.

Filtering & saved views

• By choosing from the dropdowns at the top of the worklist, you can filter the list by status, calendar, appointment type and location.

• You can also save views by clicking the Save button at the top of the worklist. This adds it to the tabs at the top.

Misc other calendar updates

• You can see a phone number on the patient card.

• You can click More → Chat with patient to open a chat with the patient directly.

• Activity Feed in the calendar card shows you relevant changes with this calendar event.