The Waitlist Management module helps your team organize and track potential patients who are waiting for intake or assignment. It lets you create, update, and remove waitlist entries while keeping all actions permission-controlled for accuracy and security.
This guide explains how to create a new waitlist record and how to manage existing entries.
Manage a Patient Waitlist Record
1. Create a Record
To add someone to the waitlist:
Go to Waitlist in the main navigation menu.
Select Add Record.
Fill in the required information:
Name
Email
Phone Number
Reason for Therapy
Add optional intake details, including:
Referred By
Priority Level (Low, Medium, High)
Clinician Match (select the therapist best suited for the case)
Save the record to finalize the entry.
The system automatically logs:
Added By (the user who created the record)
Date Added
Last Modified Date
These fields help maintain a clear audit trail.
2. Update an Existing Record
Open the Waitlist module.
Select the record you want to change.
Click Edit to update any of the fields, such as status, priority level, or clinician assignment.
Save your changes.
3. Delete a Record
Locate the record you want to remove.
Select Delete.
Confirm the action when prompted.
Deleting a waitlist entry is permanent and should only be done when the patient no longer needs to remain on the waitlist or has been successfully onboarded.