The Waitlist overview dashboard is the default view when you open the Waitlist page and provides a high-level summary of each contract area. It displays the number of initial and follow-up referral appointments, categorised as urgent or routine.

A red box highlights the number of referral appointments with a "For Management" status, indicating patients who require team assistance with booking (as they cannot use the Patient Portal).

This dashboard and enhanced filtering options on the left-hand side menu can help prioritise activities by service area/contract and service (rota type).

Image: Waitlist page.

For more detailed information, toggle the "Show details" option. This expands the view to include a breakdown by contract area and individual rota types, presented in columns:

Image: “Show details” toggle.

• Contract area (the specific contract area).
• Service (rota type, the type of service provided).
• Appointments Ready to book (the total number of appointments ready to be booked, with a red box highlighting those with a "For management" status).
• Referrals (Waiting, Urgent, Routine) with a red box highlighting those with a "For management" status.

Clicking on any service (rota type) will display a list of associated referrals.

To view an individual referral from the list displayed, select View referral.