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This feature allows you to create waitlists to track client needs. You can also retain records of waitlist entries after clients have been removed. By default, the waitlist feature is not active. If you want to use the waitlist feature:
| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click the Waitlist tab. |
| 3. | Click the Activate Waitlist Features check box. |
| 4. | Click the Waitlists button. |
| o | Use the pull down menu to set whether a note will be created when a client entry is marked complete |
| o | If a note will be created, use the pull down menu to designate the type of note to be created. |
| o | If a note will be created, click in the check box if the note should be signed and locked when it is created. |
(Note: If support staff users will be completing waitlist entries, then you should designate a general use note that will not be signed and locked.)
| 6. | If using multiple waitlists, use the pull down menu to choose a default waitlist to which clients will be added, if desired. |
| 7. | If desired, set a cut off date for the display of completed waitlist entries. (Note: Completed entries will not be displayed to be reopened by the waitlist manager after the cut off date.) |
| 8. | If desired, change the "days waiting" calculation to exclude weekends. |
| 9. | If desired, click the "new line" check box to add a New Line button above the note field on waitlist entries so users can start notes on a new line. |
| 10. | Check the box to prompt for clients to be assigned to the user who is set as Assigned Counselor on the waitlist entry. |
| 11. | Check the box to limit prompts to only users who do not have sufficient permission to view the client record. |
| 12. | Click the List button for Priority under User Definable Fields. (Note: User Definable Fields will be shown on the waitlist Details tab, and can be used as filters on the waitlist Listing tab.) |
| 13. | Use the list screen to create your priority options (i.e., urgent, routine, low, etc.). |
| 14. | To make Priority a required field on waitlist entries, click in the Required check box. |
| 15. | If desired, manage user definable fields by: |
| o | Adding fields: Clicking in the field label text box to add a label, clicking the activate check box, and clicking the List button to create options. |
| o | Editing fields: Clicking in the field label and typing new text, checking or unchecking the active and/or required check boxes, clicking the List button to edit the categories options. |
| o | Removing fields: Highlighting the field labels, hitting delete on your keyboard, and unchecking the active box. |
| 16. | Click Apply to save the user definable fields created in Step 13. |
| 19. | Click the Users and Schedules tab > Users and Schedules button. |
| 20. | Click the Edit button on the menu bar. |
| 21. | If required, enter your user name and password, and click OK. |
| 23. | Use the pull down menu to change the Waitlist permission to "can view waitlist entries, "can add clients to waitlists" or "can manage waitlists." |
| 24. | Repeat steps 21-23 for all users who will use the waitlist. |
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