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Waitlist: Managing Patients and Sending Booking Links
Waitlist: Managing Patients and Sending Booking Links
Nick Hui avatar
Written by Nick Hui
Updated over 2 months ago

Adding a Patient to the Waitlist

  1. Open the desired Waitlist tab using the left panel on the MedMe platform.

  2. Select Add Patient in the top right.

  3. Ensure the Waitlist type and Calendar selection are correct.

  4. Search for the patient by name, and add multiple patients, if desired.

  5. Select Add Patients to Waitlist.


Removing a Patient from the Waitlist

  1. Open the desired Waitlist tab using the left panel on the MedMe platform.

  2. Search for the patient by name.

  3. Click the patient name to open their profile.

  4. In the patient profile, verify that the Flu Vaccine Waitlist appointment is selected and the patient's status is set to WAITLIST.

  5. Use the drop-down menu beside Send Booking Link to select Cancel.

  6. Select a reason for cancellation.

  7. Select the Email or SMS check-box if you wish to notify the patient.

  8. Select Cancel Consultation.


Sending Booking Links or Custom Emails to patients on the Waitlist

Filtering and Sorting Patients on the Waitlist

Use the Filter function to identify and prioritize certain patient groups based on factors such as age, membership in high-risk populations, waitlist enrolment date, and more.

  1. Open the desired Waitlist tab using the left panel on the MedMe platform.

  2. Select Filter/Sort.

  3. Choose the desired filters:

    • Appointment Create Date

    • Waitlist Joined Date

    • Created by a pharmacist or patient

    • Age

    • High-Risk Patient

    • High Dose Patient

  4. Important: Click Apply at the bottom of the filter tool when complete.

  5. After filtering the waitlist, select check-boxes beside patient names to:

    • Send a Booking Link

    • Send Custom Email

    • Download CSV


Sending a Booking Link to one individual Patient on Waitlist

  1. Select Patients using the left panel on the MedMe platform.

  2. Search for and select the patient by name.

  3. Click on the Pending appointment with Waitlist status.

  4. Select Send Booking Link.

  5. Set conditions on the booking link:

    • Method: Email or SMS

    • Link expiry time

    • Appointment availability

    • Send custom email

    • Send custom SMS

  6. Once complete, select Send Link.

Have an idea or feature request? Please share on our feature requests board.

Have questions or looking to add new modules to the MedMe platform? Email care@medmehealth.com, or message via live chat!

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