The Waitlist feature allows clinics to track and manage patients waiting for care directly within Tasks. This guide covers how to access and use waitlists.
Accessing Waitlists
Navigate to your clinic’s Global Tasks tab.
In the left sidebar, you will see two tabs:
Tasks
Waitlists
Click Waitlists to open the waitlist view.
Setting Up Waitlists
Waitlists are configured in the Admin section.
👉 To learn how to set up your own waitlists, check the article below.
Navigating the Waitlist View
Your available waitlists are displayed in the left sidebar.
Click on any waitlist to view its contents.
Use the blue arrow button to collapse the sidebar and expand the main view.
Adding a Patient to a Waitlist
Use the fields at the top of the page to search and select a patient.
Enter a date added (defaults to today if left blank).
Select the Assigned user and add a comment if needed.
Click Add on the right.
Editing Waitlist Entries
Once added, the patient will appear at the top of the list. You can update more fields:
OR Date: select from the calendar.
Wait Time: automatically calculates from the 'OR Date'.
Goal: Enter a numeric value (currently displayed in weeks).
Assigned User: Select the responsible staff member.
Comments: Add notes related to the patient.
The following fields support two options: you can manually enter custom text, as well as create a list of options in Admin, and select the necessary one from the drop-down:
Priority
Procedure
Site
Status
Managing Waitlist Items
Entries are currently automatically sorted based on when they were added. Users will be able to also click the column headers to sort items based on date, urgency, etc. (coming soon!)
Use the checkbox on the left to select one or more patients. You can:
Complete: Moves the patient to the completed section at the bottom.
Delete: Removes the patient from the waitlist.
Once a patient is marked as complete, no further edits can be made.
