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

• Managing Waiting Lists
• Managing the Support List

Managing Waiting Lists

This section will walk you through how to manage the waiting lists within HRS.

1. Go to Services in the left hand menu and select the service you want to manage
2. Click on the ‘Waiting List’ tab
3. Clients will be list in date order from when they were added to the list:
   • Clients with a Green background/row are on the providers waiting list.
   • Clients with a White background are on the LA’s list – the provider cannot see these clients.
4. Clicking on a client will take you to the client and case information
5. Then Either press:
   • ‘Start support’ to begin support
   • ‘Unassign provider’ to remove from the providers waiting list, but keep on the LA’s waiting list for this service
   • ‘Assign provider’ to assign the client to the provider so that they appear on the Providers waiting list.
   • The bin icon to remove the icon from this services waiting lists.

Managing the Support List

To view/manage a list of all clients currently in support at a service:

1. Go to ‘Services’ and choose the Service you want to view.
2. Click on the ‘Support List’ tab
3. You will see all clients currently in support and their support start dates.