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Documentation Index

Fetch the complete documentation index at: https://docs.stratapt.com/llms.txt

Use this file to discover all available pages before exploring further.

The Waiting List on the schedule is a built-in tracking tool for patients who aren’t ready to be scheduled yet — whether they’re waiting for a cancellation, pending insurance approval, or awaiting post-surgery clearance. It replaces sticky notes and external trackers with a structured list that lives directly on your schedule calendar. The Waiting List is located on the schedule next to the Legend.
Access: All staff can view and manage the Waiting List.

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Adding a Patient to the Waiting List

Click the Add to Waiting List button under the Waiting List header. A pop-up will appear where you can enter:
  • Patient name — Search and select the existing patient. For new patients, click the New button to create their account from this screen.
  • Type of visit — The appointment type they’re waiting for
  • Staff preference — The preferred clinician (if applicable)
  • Earliest time — The earliest time of day they can be seen
  • Timing flexibility — How flexible the patient is on timing
  • Day preference — Preferred days of the week These preferences help front desk staff quickly identify the right slot when one opens up.
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Editing a Waiting List Entry

To update the details on a waiting list entry — preferences have changed, insurance has been approved, or a note needs to be added — click the pencil icon in the top-right corner of the waiting list entry.

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Moving a Patient from the Waiting List to the Schedule

When a slot opens up and a waiting list patient is ready to schedule, the process is a quick two steps:
  1. Click the patient’s name on their waiting list entry. This opens their case and makes them your most recently viewed patient. Review their details and confirm everything is in order.
  2. Go to the schedule and click on the appointment slot that matches their waiting list preferences. When the scheduling window opens, select the most recently opened patient — this auto-fills the patient’s information, speeding up the process.
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Finding the Next Available Slot

The Find Next Available feature helps you quickly find open slots without manually scanning the calendar. It surfaces the next 20 available openings based on the desired appointment type, clinician, preferred days, and preferred time range. Once the list displays, click any opening to be taken directly to that day on the schedule.