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

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

Steps

  1. From the main menu, click Settings > Referral.

  2. Click the Waiting lists tab.

    💡 Tip: To delete a created waitlist, click the X next to the waitlist.

  3. Click Add Waiting List.
    A New Waiting List window appears.

  4. In the Name field type the name of your waitlist.

  5. (Optional) Under Short Description, type a description of the waitlist.

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

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

  6. Click Save.


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

Updated June 14, 2021

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