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
From the main menu, click Settings > Referral.
Click the Waiting lists tab.
Under Waiting Lists, click on the waitlist you want to merge.
The Edit Waiting List window appears.Select the Merge In field.
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.
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.
Click Proceed.
Refresh your browser for the merge to reflect in the Referrals section of your CHR.
Created: April 26, 2022