Wait List

The Wait List provides the user with the ability to add a potential patient to a waitlist without creating a patient chart and registering them into a program.

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Access

• To access the wait list go to Day to Day > Wait List.
  
  

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Add a Patient to the Wait List

Patient Registration

1. Go to Day to Day > Patient Registration.
   
    
2. Enter any known patient information and click Register (you are not required to enter any patient information here).
   
   
    
3. Fill in the required fields (any field with a green check to the left) and click Save/Wait List.
   
   

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Phone Pre-Intake > ICC Referent

1. Go to Day to Day > Phone Pre-Intake > Initial Client Contact.
   
   
   
    
2. Select the radio button next to Referent and enter the necessary Demographic information.
3. Click on the Referent tab, enter a contact, and click Save.
   
   
    
   • You should see “Data was saved successfully” at the bottom of the screen.
   • Also, the “Go to Screening” button is now available.
4. Click the “Go to Screening” button.
   • This will pull up the ICC Referent screen.
     
      
5. Enter any missing information, click Save, and Create Patient.
   
   
    
   • The New Patient in red should change to Linked to Patient.
     
     
     
      
6. Select the Appointment tab and click Add to Wait List.
   • The patient is now viewable in the Wait List.
     
     

Phone Pre-Intake > Self Referral

1. Follow the same steps as listed for Phone Pre-Intake > ICC Referent except you will select the radio button next to Self Referral instead of “Referent.”
   
   

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