The ‘Waitlists’ Tab allows the patient to be added to a waiting list for treatment. This may be because:
- The patient needs urgent work performed but prefers a particular provider.
- There is a backlog of patients requiring some specialist treatment.
- The patient requires treatment but is unavailable for some time (e.g., is travelling overseas).
The ‘Waitlists’ feature will appear only if enabled under “Include Waitlist Features” in System Parameters in the Configure menu.
Adding a Patient to a Waitlist
- Open a Patient File and click on the Waitlist tab:
- Click on the +1 button to display the Add Wait List Entry window:
- Select the appropriate waitlist using the up/down arrows, or from the list displayed when the
button is clicked. - To add a new waitlist, click the button to display the View Waitlists window, and then click the +1 button to display the Add Waitlist window:
- Type a Description for the new waitlist. If this is to also be a recall list, check (tick) the Recall List box.
- Click OK to save the record.
- In the Add Waitlist window, enter the Provider name or select from the list.
- Enter any text as the Sub Class details, if applicable. This can be used to subdivide the waitlist into different classes, e.g., according to treatment type required, degree of urgency, etc.
- The Status is used for monitoring the patient’s status on the waitlist. This defaults to Active but can be changed to another status if required.
- Listed indicates the date the patient was added to the waitlist. This defaults to today’s date, but can be altered if required.
- The Recall field allows the entry of a date for the patient’s next recall.
- Assigned is the date a provider was assigned to the patient.
- Position in list shows the patient’s current position in the waitlist. This cannot be edited.
- Patient’s Waitlists shows any waitlists the patient is currently on.
- The Notes field allows the entry of any text pertaining to the patient’s wait-listing.
- Click the OK button to save the waitlist details.