This course will help you understand how to use our EHR post-intake wait list. Specifically, this course will discuss the following:
- Understanding the different filter options, column definitions, and action statuses
- How to assign clients on the wait list
- How to maintain the wait list
- How to properly close a file
- Other client list responsibilities
Following this course, if you have any questions or concerns regarding how to navigate the client list, please reach out to the operations team or your team lead.
