Waitlist status dashboard

By selecting the ‘View by’ field, you can change to view the dashboard by Status.

The waitlist status dashboard will display information on the status of each referral. How many patients are:

• Waiting
• Ready to book
• Booked
• For management

It will also display how many referrals are categorised as Urgent or Routine for this status.

The enhanced filtering allows you to refine and narrow down the referrals displayed on the status dashboard. This helps you quickly find and manage the specific referrals you need to work with by providing the ability to filter by various criteria, such as:

• Status: filter referrals based on their status (e.g., Booked, For management, Ready to book or Waiting)
• Urgency: filter referrals based on their urgency level (e.g., Urgent, Routine)
• Service area: filter referrals based on the service area they belong to
• Rota type: filter referrals based on the specific rota type or service provided.
• Slot type: follow-up or initial.

Combining these filters allows you to create a specific list of referrals that meet your search criteria, making it easier to prioritise tasks and manage your workload.

A "Show dashboard" toggle lets you control the visibility of the statistics graph. Turning the toggle on displays the central graph, and turning it off will keep it hidden.

The default view for the central graph presents the complete list of appointments; however, clicking on any ‘see all’ links in status cards on the right-hand side will update the central graph.  Alternatively, you can also select the green Routine or red Urgent buttons to update the central graph.

To view a list of waitlists assigned to a particular status, you can click on the following:

• The “See all” links in the status card list all the records currently assigned to this status.
• By the red-green button, see the list of records depending on urgency.
• The bars in the central graph (coming soon).
• As enhanced filters are applied, a refined list of referrals that meet the criteria will be listed beneath the central graph.

The list includes the patient's name, NHS number, the time when the referral was received and the wait time.

Please note – referrals in ‘For management’ require review and intervention. This can be for several reasons, including: The appointment has been cancelled twice by the patient The patient is restricted from self-booking for specific reasons The patient is unable to book themselves via Patient Portal The patient does not have a mobile number or email The patient can book but hasn’t, and two weeks has elapsed since invited.