Veracity · Access
Veracity Waitlist Request Calls
Capture waitlist requests and fresh cancellations as patients call, so your Veracity schedulers can fill open time from a clear, current list.
A waitlist has two halves
A waitlist only works when two things are known at the same moment: which patients want an earlier appointment, and which slots just opened. Both usually arrive by phone. One patient calls hoping for something sooner than the date they were given. Another calls to cancel. If either call reaches voicemail, the match is missed.
Katie answers both kinds of call immediately, so the information your schedulers need to fill a gap reaches them while it is still useful.
The patient who wants to be seen sooner
When a caller asks whether anything earlier is available, Katie records the details a scheduler needs to act quickly if a slot opens.
Patients asking to be seen sooner are sometimes the ones whose symptoms are bothering them. If the caller describes something your rules treat as urgent, it follows your escalation path instead of waiting on a list.
- The current appointment and its visit type
- How much notice the patient needs to come in
- Days and times they could make on short notice
- Whether another provider or location would work
- The best number to reach them during the working day
The opening, caught early
Cancellations arrive at all hours. Katie takes them during the day and Annie takes them at night, and each one is recorded with the appointment it frees. Staff begin the morning knowing which times opened overnight, rather than discovering them when a patient fails to arrive.
Waitlists tend to fail quietly. The list lives on a notepad or in one scheduler's memory, the patient's availability is out of date, and the cancellation was heard too late. Structured summaries fix the parts that depend on the phone: the request is written down completely, and the opening is recorded the moment it happens.
Your schedulers make the match
Your schedulers make the match from the waitlist requests and cancellations Katie has already written up, and reach the patient the way your practice prefers. When that patient calls back to accept or decline, Katie answers that call too.
Keeping a person in the match is deliberate. Your staff know which patients have waited longest, which ones need the visit most and which provider templates can flex, and they confirm the new time in Veracity.
Short-notice openings and patient fit
Not every waitlisted patient can take every slot. A same-day opening suits a retiree who lives nearby and does not suit a parent who needs to arrange childcare. Because Katie records how much notice each patient needs and when they can come, your scheduler can go straight to the patient most likely to say yes, instead of working down the list in order and leaving messages.
That detail is what turns a waitlist from a list of names into something a busy scheduler can use in the gaps between check-ins.
Frequently asked questions
- Does Katie call patients on the waitlist?
- No. Katie is the inbound receptionist: she captures waitlist requests and cancellations, and your staff reach out to fill the opening. Practices that turn on Sallie, MedReception AI's outbound scheduling agent, can also have patients who are due for recall called and offered open times.
- Where does the waitlist itself live?
- Wherever your practice already keeps it. Katie supplies each request as a structured summary, and your staff maintain the list and the schedule.
- Can patients ask to join the waitlist after hours?
- Yes. Annie records waitlist requests at night and on weekends with the same details Katie collects during the day, so your schedulers have them when the office opens.
- Are overnight cancellations flagged for the waitlist?
- Annie records each overnight cancellation with the appointment details, so your schedulers see the open time first thing and can work the waitlist from there.
Ready to implement this for your Veracity workflow?
Book a demo and we'll run your own calls through Katie: new patient intake, scheduling requests, call routing and the escalation rules your practice sets. You'll see the summary your staff receive after each call.