Managing Waiting Lists and Support Lists

This article will show you how to manage Waiting Lists and Support lists within the HRS Module.

TABLE OF CONTENTS

• View and Review the Waiting List
• View and Review the Support List
• Processing the Incomplete List and Closing Inactive Accounts

View and Review the Waiting List

Use this section to monitor and manage clients awaiting services for a specific provider.

1. Go to Services.

2. Double-click the service whose waiting list you wish to view.

3. Select the Waiting List tab. Clients are listed by the date they were added to the waiting list.

4. Identify each client’s status by their row colour:

   • Green background: Referred to the provider (notification sent)

   • Grey background: On the waiting list but not yet referred

5. From the waiting list view, you can:

   • Complete the Referral Outcome task: Record assessment details and mark the referral as accepted or rejected.

   • Unassign provider: Remove the provider assignment for clients already referred.

   • Assign provider: Refer clients to the provider who have not yet been referred.

   • Delete client: Click the bin icon to remove the client from the waiting list.

   • View client details: Click the client’s name or reference number.

   • View provider details: Click the provider’s name.

View and Review the Support List

Use this section to monitor all clients actively receiving support from a specific service.

1. Go to Services.

2. Double-click the service whose support list you wish to view.

3. Select the Support List tab.

4. Review the list to see:

   • When each client entered support

   • Which block or unit they are assigned to

Did you know: You can sort the support list by entry date or block assignment by clicking the column headers.

Processing the Incomplete List and Closing Inactive Accounts

Clients not on a waiting list or actively in support appear under the Incomplete tab. Review this list regularly to either add them to a service or mark their account as inactive.

1. Go to People.

2. Select the Incomplete tab.

3. Click the client’s name to open their file.

4. Choose one of the following actions:

   • Add support

     • See Adding a Service to a Case to assign the client to a service.

   • Set account to inactive

     1. Open the Case tab (not the Support tab).

     2. Under Client Tasks, open the Client Status task.

     3. Change the Status dropdown to Inactive.

     4. If applicable, set HRS Case Status to Closed—this will remove the client from the Incomplete list.

Note: Marking a client as inactive removes them from the Incomplete list.