The waiting list
Add a patient to the waiting list for an appointment type, with the reason they are waiting. Optional details narrow which slots they can be offered: earliest and latest dates, minimum notice, preferred sites and accessibility needs.
| Appointment type | Code |
|---|---|
| Diabetes review | diabetes_review |
| HbA1c blood test | hba1c_check |
| Foot check | foot_check |
| Eye screening | eye_screening |
| Medication review | medication_review |
Who is eligible
For each freed slot, every waiting patient for that appointment type is checked. A patient is offered only if all of these hold; otherwise they are listed with the reason.
| Rule | Shown when it fails |
|---|---|
| Still on the waiting list | NOT_WAITING |
| Appointment type matches | TYPE_MISMATCH |
| Not before their earliest date, not after their latest | BEFORE_EARLIEST_DATE, AFTER_LATEST_DATE |
| Enough notice before the slot | INSUFFICIENT_NOTICE |
| At a preferred site, if they named any | SITE_NOT_PREFERRED |
| Has not opted out of contact | OPTED_OUT |
| Not already holding another live offer | ALREADY_HOLDS_OFFER |
| The offer window is still open | OFFER_WINDOW_CLOSED |
| Fewer offers in 30 days than your limit (default 3) | FREQUENCY_CAP |
| Contact preference recorded and its channel allowed | NO_CONTACT_PREFERENCE, CHANNEL_SUPPRESSED |
Ranking
Eligible patients are ranked by the reason they are waiting, in the order your clinic sets (default: overdue care, then patient request, then clinician request), and then by how long they have waited. Admins change the order and the offer limit in Fill slots → Your clinic’s rules.
The steps
- Find patients. Aksh runs the checks and ranks the list.
- Draft offer. Staff choose a patient. The offer text comes from an approved template with only the appointment and your clinic’s details. Staff may edit the wording.
- Approve contact. In shadow mode Aksh records that nothing was sent; staff send the offer through your usual channel.
- Record the response. Accepted, declined or no response. A decline returns the patient to the list with their place kept.
- Confirm the booking. Check your schedule. If the booking is there, the slot is filled. If not, a hand-off is created for a person to resolve.
Staff can also skip a patient with a reason, defer a slot within its offer window, or hand the slot to reception at any point.
Next: CGM and readings