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How do you add a new patient and place them on the waiting list in TurnUp World?

Creating a new patient and placing a patient on the waiting list (with or without an existing appointment)

Step 1: Log in to TurnUp World

  1. Go to TurnUp World and log in using your personal account credentials.

  2. Open the menu and navigate to the Waitlist module.

Step 2: Add a patient to the waitlist

  1. Click the Add to waitlist button.

  2. Choose whether you want to add:

    • An existing patient, or

    • A new patient.

  3. Click Add Patient to add the patient on the waitlist.

 

A) Add an existing patient

  1. Search for and select the existing patient.

  2. You will see all appointments linked to this patient.

    • Select a specific appointment if you want to add that one to the waitlist.

  3. Complete the following fields:

    • Complaint type

    • Preferred provider (if applicable)

    • Appointment duration

    • Unavailable days or periods (optional)

    • Additional notes in the Description field (optional)

B) Add a new patient

  1. Enter the patient’s details:

    • First name

    • Last name

    • Date of birth

    • Email address

    • Phone number

    • Gender

  2. Complete the waitlist details:

    • Complaint type

    • Preferred provider (if applicable)
    • Appointment duration
    • Unavailable days or periods (optional)
    • Additional notes in Description field (optional)

       

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