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Add to the Waiting List, Specialist Assessments or Referrals & Advice

For Staff, Senior, Manager, Owner

  1. Seniors and managers: open Home, then the register. Staff: tap Search everything and type its name.
  2. Tap the button at the top: Add an enquiry, Add an assessment, or Log a referral or advice. On a phone it reads Add.
  3. Fill in the form with initials, never names, then tap Save.

Once it’s saved, only the Owner or a Manager can change the row.

When it’s done

The new row is at the top of the register.

If it doesn’t work

  • Save stays grey: a field with a star still needs filling in.
  • You made a mistake after saving: ask a Manager to change the row.
Referrals & Advice, with Log a referral or advice.