Add tags to an allied health waitlist

Lumary AH - This article explains how to add tags to a saved waitlist for allied health services.

You can use tags to capture a client's preferences or worker skill needs on a waitlist record. You can do this:

• from an enquiry record using Quick Add to Waitlist, or
• directly to a saved waitlist record.

Find out how to use the Quick Add to Waitlist option in our article on waitlisting an enquiry or referral.

To add tags directly to a waitlist:

1. Click on the Waitlist tab. You may need to click on the More drop-down list to find it.
2. Click on the Waitlist ID text link for the relevant waitlist. You may need to search the list view for your record.
3. Look for the Waitlist Tags panel on the right side of the record.
4. If there's a client record linked to the waitlist, you may have the option to either:
   1. Click on the Copy Tags from Client button to automatically add tags from the client record, or
   2. Click on the Just Manually Add Tags button to select a new set of tags for this waitlist.
   3. Once you've made a selection, click on the Next button.

5. The Waitlist Tags search field should now appear. If you copied any tags or there were already tags saved to the waitlist, these should show below the search field.
6. Add tags by searching in the search field and clicking on the name of the tag when it appears. Remove a tag by clicking on its cross.
7. Once you're happy with the tags selected, click on the Save Tag Changes button.

The Waitlist Tags panel will refresh with the saved tags.