Track who is waiting for an opening, and start their care when a spot frees up. Everyone on staff can see it.
Add someone to the list
Click Waiting list in the sidebar, then ＋ Add to waiting list .
Enter the person's name (required). Optionally add email, phone, a reason, a preferred counselor, and notes.
Save. The list shows everyone waiting, oldest first, with a count badge on the menu item.
Work the list
Use Mark contacted as you follow up, and move someone back to waiting if needed.
Edit or Remove an entry at any time.
Start care
When a spot opens, click Start care on the entry. It makes sure the person is a contact, then makes sure they have a case: if they already have one it uses that, otherwise it opens a new case with them as the client and the chosen counselor as lead. The entry is marked placed and you jump straight to the case.
A person can stay on the waiting list even while they already have an active case (for example, waiting for a different kind of care).