Use the Waitlist to track people who are waiting for intake or clinician assignment.
In this guide, we'll cover:
Adding a waitlist record
Editing a record
Deleting a record
Adding a waitlist record
To add someone to the waitlist:
Open Waitlist.
Select Add Record.
Enter the person's name, email, phone number, and reason for therapy.
Add a referral source, priority, or clinician match if needed.
Save the record.
Allia records who added the entry, when it was added, and when it was last changed.
Editing a record
To edit a waitlist record:
Open Waitlist.
Select the record.
Select Edit.
Update the information.
Save your changes.
Deleting a record
To delete a waitlist record:
Find the record.
Select Delete.
Confirm the deletion.
Important: Deleting a waitlist record is permanent.