{"id":23303,"date":"2026-04-29T08:30:20","date_gmt":"2026-04-29T08:30:20","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=23303"},"modified":"2026-04-29T15:35:28","modified_gmt":"2026-04-29T15:35:28","slug":"schedule-an-appointment-from-the-waiting-list","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=23303","title":{"rendered":"Schedule an Appointment from the Waiting List"},"content":{"rendered":"

Schedule an Appointment from the Waiting List<\/h1>\n

Scenario<\/div>
\nIn this example, a referral has already been added to eRecord and an appointment will be scheduled from the Outpatient Waiting List. <\/p>\n

Set Up<\/div>
\n
<\/i> In this example, I am using the Outpatient Waiting List by Person from the Published Waiting List tab in PM Office. There are other Outpatient Waiting Lists that can be filtered by Consultant\/Specialty. You can add these waiting lists to your own Favourites \u201cMy Group\u201d; please see the How To guide<\/a> to start creating your own \u201cMy Groups\u201d.<\/div><\/p>\n
    \n
  1. From the Published Waiting List<\/strong>, select Outpatient Waiting List by Person<\/strong>, then search for the patient<\/strong> using their MRN, NHS number, or initials and date of birth.
    \n\"\"<\/li>\n
  2. The waiting list displays.
    \n\"\"<\/li>\n
  3. Right click on the correct line of interest and select Schedule<\/strong> from the menu.
    \n\"\"<\/li>\n
    <\/i> SchapptBook will open with the Appointment Tab displayed. The patient name is already displayed and the encounter has been attached. <\/div>\n
  4. Complete the Appointment Type<\/strong> field by clicking the ellipsis (…)<\/strong> to view all appointment types for your service, make selection<\/strong> and click OK<\/strong>. Note: you can type the first few letters so that you see a filtered list of appointment types.
    \n\"\"<\/li>\n
  5. Clicking the Move<\/strong> button will transfer the appointment details to the Work in Progress section and an appointment date and time can now be given<\/strong>.
    \n\"\"<\/li>\n<\/ol>\n

     
    \n

    Scheduling the Appointment – Using a New Time Slot<\/div><\/p>\n
      \n
    1. Locate the date<\/strong> for the appointment using the calendar.<\/li>\n
    2. Select the slot<\/strong> for the correct Resource; New<\/strong> appointment slots have a blue border<\/strong>.
      \n\"\"<\/li>\n
    3. Selecting the Schedule<\/strong> button will display the clinic details. Click OK<\/strong>.
      \n\"\" <\/li>\n
    4. The Unconfirmed appointment displays against the resource, you must select Confirm<\/strong> to confirm the appointment.
      \n\"\"<\/li>\n
    5. A confirmation window opens with two mandatory fields. Select the Correspondence Schedule Resource<\/strong>; this will display on the patient letter informing the patient who they will see. Answer the question “Send to external outpatient printer?” as appropriate. Click OK<\/strong>.
      \n\"\"<\/li>\n
    6. The appointment will now display as a confirmed (blue) New appointment against the resource.
      \n\"\"<\/li>\n<\/ol>\n

       <\/p>\n

      Scheduling the Appointment – Using Part of a Contiguous Slot<\/div>
      \n
      <\/i> Some clinics have been created using \u201cContiguous\u201d slots. A contiguous slot is a slot that extends over a long period of time and multiple patients use only a small portion of this slot. For example a clinic which has one slot which spans the whole clinic and patients are booked into a portion of this slot: patient 1 may use 5 minutes of this slot, patient 2 may use 30 minutes and patient 3 may use 10 minutes etc. <\/div><\/p>\n
        \n
      1. Locate the date<\/strong> for the appointment using the calendar.<\/li>\n
      2. Select the Start Tim<\/strong>e for the correct Resource.
        \n\"\"<\/li>\n
      3. Selecting the Schedule<\/strong> button will display the clinic details.\n <\/li>\n
      4. You must adjust the Patient Duration<\/strong> to reflect the minutes that this appointment will be scheduled. If this is not adjusted, this appointment will schedule longer than required!
        \n\"\" <\/li>\n
      5. The Unconfirmed appointment displays against the resource, you must select Confirm<\/strong> to confirm the appointment.
        \n\"\"<\/li>\n
      6. A confirmation window opens with two mandatory fields. Select the Correspondence Schedule Resource<\/strong>; this will display on the patient letter informing the patient who they will see. Answer the question “Send to external outpatient printer?” as appropriate. Click OK<\/strong>.
        \n\"\"<\/li>\n
      7. The appointment will now display as a confirmed (blue) New appointment against the resource.
        \n\"\"<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

        How to schedule an appointment from the waiting list.<\/p>\n","protected":false},"author":10,"featured_media":1658,"parent":23301,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,26],"tags":[],"class_list":["post-23303","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-schapptbook"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/23303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=23303"}],"version-history":[{"count":38,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/23303\/revisions"}],"predecessor-version":[{"id":23363,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/23303\/revisions\/23363"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/23301"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1658"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=23303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=23303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=23303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}