You can create multiple waitlists to better organize your referrals. Clinic may require multiple waiting lists to manage patients effectively. C

For example, a general surgery clinic has two referral waiting lists, waiting for a consultation and waiting for surgery.

Steps to create referral waitlists:

  1. From the main menu, click Settings.

  2. Click Referrals.

  3. Click the Waiting lists tab.

  4. Click Add Waiting List.
    A New Waiting List Window appears.

  5. Type the name of your waitlist in the Name field.

  6. (Optional) Type a description of the waitlist under Short Description.

    📌 Note: The short description will appear under the name of the waitlist in the referral module.

  7. Click Save.

💡 Tips:

  • If you have created more than one waiting list, you can re-order them by dragging and dropping into the order you would prefer.

  • To delete a created waitlist, click X next to the waitlist.

    ⚠️ Important: Do not delete waiting lists if you already have patients/ referrals within them.

Updated June 14, 2021

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