Waitlist

Your center administrator may choose to use one or more waitlists.  You should check with your center administrator to learn about your permissions for waitlists (view only, add clients, manage lists or none). This feature is set up by your center administrator.

What do you want to do?

See if a Client is on the Waitlist

The waitlist icon appears on multiple screens in Titanium (e.g. client screen, client file, appointment, etc.).  If the waitlist icon is green, the client has an entry on a waitlist.  If there is more than one center waitlist, hover over the wiatlist icon or click the icon to open the waitlist entry window to view the lists with entries for the client.

Add a Client to the Waitlist

1.  Click the waitlist icon on any screen for the client.  (Note:  Users can also click Open > Waitlist Management, and click the New icon on the menu bar.)

2.  Use the pull down menu to select the desired list.

2.  Click the Add to Selected Waitlist button.

3.  Complete the entries on the waitlist pop-up window as required by your center's administrator.

4.  Click Save.

5.  Click Exit.

Edit a Waitlist Entry

Unless you are designated as a waitlist manager, you are only able to edit entries that you created within 24 hours after you create them.

1.  Click the waitlist icon on any screen for the client.

2.  Click Open Existing Waitlist Entry.

If it has been less than 24 hours since the waitlist entry was added by a user with "add" permission:

3.  Click Edit.

4.  Make desired changes.

If it has been longer than 24 hours since the waitlist entry was added by a user with "add" permission:

5.  Click New Line above the notes box to add notes to the entry or click in the note box to add a note. (Note:  Your center administrator may have disabled this option.)

6.  Click Save.

7.  Click Exit.

Manage the Waitlist

1.  From the calendar screen, click Open > Waitlist Management.

2.  Use the pull down menus on the Listing tab of the waitlist management screen to change the waitlist entries that are displayed.  (Note:  Your center administrator may have chosen a cut off date so that older entries are not displayed.)

3.  Double click an entry on the waitlist to view the waitlist details tab for the entry.

4.  Click Edit on the menu bar.

5.  Edit information on the waitlist details tab.

6.  Click Mark Complete to remove an entry from the waitlist.

7.  Click Save.

8.  Depending on the settings chosen by your center administrator, click Yes on the prompt to create a Completion Note.  Information about the waitlist entry will be copied into the note narrative. Complete the note as you normally would.

Re-Open a Waitlist Entry

1.  From the calendar screen, click Open > Waitlist Management

2.  Use the pull down menus on the Listing tab of the waitlist management screen to view Completed waitlist entries.  (Note:  Your center administrator will set the date after which completed entries can no longer be viewed.)

3.  Double click an entry on the waitlist to view the waitlist details tab for the entry.

4.  Click Edit on the menu bar.

5.  Click Re-Open.

6.  Enter a reason in the pop-up window.

7.  Click OK.

8.  Click Save.