Adding a patient to a Waitlist

To add a patient to a Waitlist

1. In the Patient File, use the button to display the required patient’s record, then click on the Waitlist tab.

   

2. To add the patient to a wait list, click the +1 button in the lower right to display the Add Wait list Entry window:

   

3. To complete the wait list entry for the patient, enter information into the following fields as required:

   	Wait List	Click in the Waitlist field and use the button to select the required wait list for this patient.
   	Priority	Select 1, 2 or 3
   	Provider	Select the Povider that has been assigned to this wait list entry, using the button.
   	Patient	No action is necessary. The Patient is automatically inserted when the Add Wait list Entry window is accessed from the Patient File.
   	Sub Class	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.
   	Status	If required, click in the Status field and use the button select a status for this entry if different from the one displayed. The following options are available from the Status list:
   	Listed	No action should be required. The Listed date will default to the date the patient is added to the wait list. This date can be edited if required.
   	Recall	The Recall field allows the entry of a date for the patient’s next recall, if required.
   	Assigned	No action should be required. The Assigned date will default to the date a provider was assigned to this wait list entry.
   	Position in List	The patient’s Position on the selected waitlist cannot be edited at this point.
   	Patient's Wait Lists	All this patient’s current waitlist entries, if any, will be listed un this window.
   	Notes	Click in this field to enter additional information about the patient relevant to the wait list entry. The scroll bar on the right is activated automatically when there is more information to be viewed than can be displayed.

4. Click OK to save this entry.
5. This wait list entry can be viewed and edited by either double clicking on it, or selecting it in the Waitlist window and using the Edit button to open it.