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  1. Click the Practice tab.
  2. Click Wait List Dashboard in the left navigation bar.
  3. Select the wait list - Admit, Appointment, Bed, or Group - to view from the Type menu.
  4. Enter the remaining search criteria.
  5. Click Search
  6. Click the check mark icon in a wait list entry in the search results, and then update the status.

Manage Group

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Appointments

Create Categories for Group Appointments

To create group appointments, you must create categories that contain the services provided for each group. When you create a group appointment, you select the facility, program, and category to create it under.

  1. Click the Practice tab.
  2. Expand the Administrative tab, and then click Categories.
  3. Click the Add button. The Add Category window opens.
  4. Enter a name for the category.
  5. Select Group from the Type menu.
  6. Select the facilities that group appointments will be billed under.
  7. Click Save.

Schedule a Group Session Event

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When a capacity is defined for a group, the application displays the capacity in the group appointment details.

When you create a group appointment, you select the facility, program, and category to create it under.

  1. Click the  Schedule tab.
  2. Click Add Appointment.
  3. Click the Group button.
  4. Provide the relevant details. Fields Fields marked with an asterisk are required. Select the category used to bill for the group appointment from the Billing Program menu.
  5. Click Save.
  6. Click Add Now in the popup window to add patients to the event.
  7. Select the patients to add, and then click Add Patients to the Event
  8. Click Close.
  9. Click Save to add the event to the calendar.

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