How do I add a patient to the waiting list?

WriteUpp provides a pre-defined 'Waiting List', which you can add patients to who are waiting for an appointment. You can also create and manage your own custom lists.  

You can edit the name and description of the pre-defined waiting list, should you wish to, by going to Settings -> More -> Lists.

Patients can be added to the Waiting List from two places:

The Patient tab of the Patient Summary
The dropdown menu of the Active Patient button

Patient Summary

In the Patient tab of the Patient Summary, click on Edit Details to open the record in an editable state:



Scroll to the Lists section:



Tick the box for Waiting List and then click Save Changes:



The patient tab in its non-editable state will then be updated to show that the patient is on the Waiting List:

Active Patient Button

The Active Patient dropdown menu contains a shortcut allowing you to add the patient to a list. 

If you only have one list set up,  you'll see a shortcut to add the patient directly to the Waiting List:



Click this link to add the patient to the waiting list. You'll then be taken to the list, where you'll see that the patient has been added:



If you have multiple lists set up, you'll see an 'Add to Lists' shortcut:



Clicking on this link will open a page displaying all of the lists you have set up.  From here you can add the patient to the Waiting List:

Updated on: 03/05/2023