How to create your EasyFill List

Modified on Wed, 31 May 2023 at 03:01 PM

This article explains how you can build your Easy Fill waitlist. 

Instructions to create Easy Fill waitlist

Step 1: Access the Easy Fill page

Step 2: Select "Add Patients"

  • Click the "Add Patients" button in the upper right hand corner
    • This will open a modal for you to search for patients that you want to add to the waitlist

Step 3: Search for your desired patient

  • Search for patients by typing either their name or their phone number 
  • You can type/enter multiple patients at a time 

Step 4: Select "Add"

  • Selecting "Add" once you've entered your desired list will put these patients on the Easy Fill List 

The patients next appointment information will display on the Easy Fill list table if the data is available to us

Step 5: Remove a patient

  • Patients who are given appointment slots are automatically removed from the Easy Fill list
  • You can manually remove patients by selecting the delete icon on the patient row 

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