Awaiting scheduling
Why this matters
Awaiting Scheduling is the scheduler’s to-do list. It lists every client who is still waiting and has nothing booked, in the order they need a date, so the next slot goes to the client closest to breaching.
Before you start
Breach dates come from each list’s targets and each entry’s priority. See Breach Dates and Targets.
Options
| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | None: the report shows the lists as they are now |
| Filters | Users (the users assigned to the entry), Waiting Lists, Priority, Locations |
The report always covers entries in Awaiting Triage and Waiting that have no TCI date. The Status filter is ignored.
See Running Reports for the steps.
What it contains
One row per entry, sorted by target date, earliest first.
| Column | Meaning |
|---|---|
| List | The waiting list |
| Client | The client’s name |
| DOB | Date of birth |
| Mobile | The client’s mobile number |
| Priority | Urgent, Soon or Routine |
| Joined | The join date |
| Weeks Waiting | Weeks on the list. For review patients, counted from the last attended date |
| Target Date | The breach date, adjusted for any suspension |
| Days To Breach | Days left until the breach date |
| Assigned To | The users assigned to the entry |
| Comments | The entry’s general comments |
Rows past their breach date are highlighted in red. Rows within 28 days of it are highlighted in amber.
The CSV file has the columns List, Client, DOB, Mobile, Priority, Join Date, Weeks Waiting, Target Date, Days To Target, Assigned To and Comments.
What to watch for
A client with a date booked is missing That’s intended. Once an entry has a TCI date, or moves to Waiting and Scheduled, it is no longer waiting to be scheduled. Use the TCI List to see booked entries.
Entries are missing, including every unassigned entry Unless you have Can view All Appointments, the report only includes entries with an assigned user. See Running Reports.