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            Create a Patient Waitlist

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            Create a Patient Waitlist

            Create a patient waitlist based on a combination of appointment visit type and service territory. We recommend you create a waitlist before you configure and activate the Patient Waitlist flows. Doing so avoids a scenario where the Start Waitlist Management flow is triggered but there’s no waitlist available.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To use Health Cloud Health Cloud Foundation permission set

            You can create multiple waitlists for your organization. The flow searches for the first matching waitlist participant across all waitlists.

            The waitlist orders patients by the created date of the patient’s waitlist participant record. However, you can create your own ordering logic. To learn more, see Set Custom Criteria to Prioritize Participants on a Patient Waitlist.

            Note
            Note You can also create a waitlist via the Waitlist Management Settings in Setup.
            1. From the App Launcher, find and select Waitlists.
            2. Click New.
            3. Enter a name for the waitlist.
            4. Select a service territory. You can only assign one service territory to a waitlist.
            5. Optionally, enter a description for the waitlist.
            6. Leave Destination URL blank and keep the Enable self check in option blank. These settings don’t apply to patient waitlists.
            7. Click Next.
            8. Select at least one visit type (work type) for this waitlist. The available visit types have an appointment category with Regular and Drop In selected. You can create one waitlist per service territory and appointment visit type combination.
            9. Click Next.
            10. Select at least one service resource for this waitlist. You can only assign service resources that have the selected service territory as their primary territory.
            11. Click Next.
            12. Click Finish. The waitlist record is created and the related waitlist work type and waitlist service resources are automatically created.
            13. To mark the waitlist as active, open the record and select Active, then save your changes.
            14. Select the Related tab to view the work types and service resources related to the waitlist, and add waitlist participants. It’s not necessary to select Available for waitlist service resources as this option isn't relevant for waitlist appointments.
             
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