Engage - Send an EasyFill Request

A client just canceled their visit; you now have an open slot on your schedule. Prevent revenue loss with EasyFill!

1. You have two ways to access EasyFill requests:
   1. Click the Requests button from your Booking calendar in PracticeQ.
   2. Click Engage from your PracticeQ toolbar, then click EasyFill → Waitlist.
2. Click New Request.
3. Choose an option:
   
   1. Add Opening: this allows you to manually enter the time and date for the request.
   2. Existing Openings: this pulls appointment dates/times that have recently opened up due to a reschedule or cancellation.
4. Click NEXT.
5. In the next window, you will see all clients currently on the Waitlist. You can select clients in one of two ways:
   
   1. My Waitlist: for this option, you will check off the names of all clients to whom you want to send a request. You can select up to 25 clients.
   2. Appointments: for this option, Engage will highlight specific clients on the list with matching providers and visit information.
6. You may select some patients from the My Waitlist view and some from the Appointments view if you wish; Engage will compile a list combining your selections
7. Once you have selected your client group, you will see a window titled Which patients do you want to try to fill the availability with?
8. Review the information in this window to confirm the list of clients is correct. Review the message example; if you want to change the wording, click Edit Message.
9. When done, click SEND.
10. Once you have sent a request, Engage will take you to the Requests page where you can see all your EasyFill campaigns and their current statuses.
11. Your staff will receive notifications via email and in the dashboard each time a client confirms availability for an EasyFill request.

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For more about Engage and how you can add it to your PracticeQ account, click here.