The waitlist is helpful, but we are struggling with documenting our actions and communications so that the next person who looks at it is able to know what is going on.

The note section in the waitlist cannot be updated after initially entering the client on the waitlist without it also changing the dates, this has caused a lot of confusion in our office and caused us to reach out to clients who no longer have valid wait list requests because staff didn't realize that every time they added a note to the waitlist that it was pushing out the dates.

1. Could the waitlist note function more like separate chronological entries - that way we could see what the progression of communications was and have better and more accurate info when reaching out to the clients.

2. Could the Wait list notes have a global setting that the company could turn on (if they wanted to) that would create a Case Note entry every time a wait list note was created. This would help to relay critical information between our scheduling staff as well as clinicians, and reduce or eliminate some back and forth.

3. It would be helpful to be able to open a clients case from the waiting list. Often when we are on the phone trying to schedule clients from the wait list they ask questions that require us to open the case and the transactions screens?

These changes would really help streamline working the waitlist and reduce the time spent figuring out what is happening.