Merging entire referral waitlists is useful when a provider, for example, retires, goes on an extended vacation, or leaves your clinic. You can merge their waitlist(s) with another provider’s waitlist at your clinic.

⚠️ Important: Once you merge a waitlist, you cannot undo the action.

Steps:

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

  2. Click the Waiting lists tab.

  3. Under Waiting Lists, click on the waitlist you want to merge.
    The Edit Waiting List window appears.

  4. Select the Merge In field.

  5. In the pop-up, select the waitlist you want to move the selected list into. Or, in the search field, type the waitlist name to find the correct one.

  6. Click Save.

    A confirmation window appears asking you to confirm you want to merge the waitlists.

    ⚠️ Important: Once you merge a waitlist, you cannot undo the action.

  7. Click Proceed.

  8. Refresh your browser for the merge to reflect in the Referrals section of your CHR.

Created: April 26, 2022

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