How do I manage a waiting list?

The caseload view can be used to manage a rudimentary waiting list based on the date that a client was added to WriteUpp.

Click here to find out how you access the Caseload

To use the Caseload to manage a waiting list we would recommend using the following workflow:

  1. Add clients to WriteUpp ready to be allocated to a member of the team for assessment/treatment
  2. Go to the Caseload and select "No Episode"
  3. You will then be presented with a clients that have recently been added to the system in date order with the newest at the top of the list, see below:

 

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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