Pre-intake waiting list for prospective clients
Waiting list feature where client info can be entered and clients are listed in order received with counselor preferences and contact information.

You can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here: https://theranest.zendesk.com/hc/en-us/articles/4406778634132
-
Michelle Wiltshire commented
If we had the ability to make a waitlist then we could easily schedule people who are looking for a last minute cancellation. This could be in the form of a checkbox that shows up on the calendar in a different shape/color or maybe a "Flag" icon on the calendar day.
-
Makeya Kinard commented
This would be such a great help because many platforms are not BAA approved, and it is sometimes difficult to store this type of information where all parties have access.
-
Roderick Foley commented
We area a CARF accredited facility and would love to see a waiting list add-on so our practice doesn't have to subscribe to the next level who are either entering service, soon to be transitioned or discharged or for those who we might meet only once a month or every other week.
-
Kathryn Rizqallah commented
YES!!! Love this idea.
-
Cheyne Stennis commented
It would also be great if you can archive the clients on the waiting list if they have no open cases. Right now, i've created a group for different waitlists, but even though the client is not actively in services and could be archived; they still have to stay an active client to show up on the group list. It messes with our active client count for billing.
-
Mary Powell commented
Would love to have a wait list feature where basic demographics could be entered; would be nice not to have these clients included in your allowable client count for your organization.
-
Office Assistant Tatiyana Haythorne commented
Yes, yes! Would love to have that. I have to do an excel spreadsheet to keep track. Active Clients, Archived clients and Waiting List Clients would be AWESOME!
-
Kellie Yosko commented
This would be VERY valuable for us, but not only for prospective clients. We always have current clients on a waiting list as well if there isn't an opening.
-
Willard Vaughn commented
Theranest makes their money on the amount of clients you put into their system. This would be great, but not going to happen.
-
Caitlin Mosman Block commented
Prospective clients cal interested in services. Some people become clients so you want to save that call as part of the chart. Others never call back. And others call back a long time later so you still want to find it and access your note. Can theranest add storing this as a feature without adding the fee for additional clients?
-
Kali Scheschuk commented
This would be very helpful as I am having to use another program to track all potential clients, waitlist, and clients that I have referred to my employees. PLEASE ADD this feature!
-
Dr. Layla Asamarai commented
This would be amazing!!!
-
Rachel Bowser commented
Wait list feature that allows tracking of incoming calls/emails of potential new clients and the ability to waitlist them if there isn’t an opening
-
Julie Mynatt commented
Yes, this please.
-
George Coyne, III commented
track your prospective to see when they would become clients. Create a tracking list that tracks the prospective clients inquiries that later can be turned into clients with some sort of click option
-
Andrew Lundgren commented
Not sure this is gaining any traction based on history and length of timeline, but YES!!! please allow this to be integrated. Ugh, Theranest, PLEASE.
-
Sara Arce commented
Hello, is there any update on this feature? Also, wondering if it would be included in the total number of allowable clients per subscription?
-
Yvonne Byrd commented
Yes!!! Please!
-
This is such a needed feature! PLEASE listen to your customers and add a waiting list feature.
-
Jacob Ramsey commented
VERY much needed!