NexHealth's waitlist includes the ability to filter patients based on the type of appointment they need.

There are two steps to be able to filter eligible patients for the waitlist:

1. Set up the Appointment Types you would like to use to filter

2. Create an EHR map, matching the procedure code for those appointment types to the Appointment type name. This will allow you to filter the types of appointments you select for Waitlist requests.

Note: For the Waitlist appointment type filter to work, you only need to set this up for the appointment types you want to filter by--not necessarily for ALL appointments you serve.

1. Navigate to the gear icon in the top right and select Settings.

2. Choose Appointment Types from the left side menu. Be sure any Appointment Types you want to be able to filter by exist. See this article for instructions on creating an appointment type.

3. Next, create the EHR Appointment Type Mapping.

Map the Appointment Type(s) above to the specific procedure code(s) associated with it. See Step 2 of this article for detailed instructions. The EHR map creates a rule telling NexHealth that if it sees an appointment that matches the assigned rule, then we assign the appropriate appointment type. If there are additional procedure codes used in combination for that appointment, you can add those in combination by selecting the blue Add Rule option. For example, if the appointment procedure code includes Palatal Augmentation Prosthesis, then we assign it to the Implant Consult appointment type.

5. Click Save and remap when you’re finished

Why would I want to filter by Appointment Type?

Filtering by the appointment type a patient would like to book gives you a few advantages:

1. You can match the provider with availability to the appointment types they can service--for example, you might not want your oral surgeon to fill their availability with new patient exams.

2. You can select high-production appointment types for times when your office is prepared to serve them.

Why don't I see the option to filter by appointment type?

This feature is only available for select health record systems including:

I have my EHR Appointment Type mapping set up now. Where can I filter my Waitlist appointments?

When selecting the patients to send your Waitlist request to, your patient search now has an added field to filter by appointment type. *Note: if you do not return any patients with that appointment type, it is likely there isn't currently a patient on your health record system ASAP list with that specific appointment type.