For clinics: archive inactive waitlist patients and records

Clinical psychologists see waitlist nonresponders inflate active patient lists. Scheduled checks archive those clients and create discharge records so admins reduce manual follow-up.

Overview

Inactive waitlist clients inflate active rosters and create repetitive admin work that pulls staff away from patient care. This scheduled workflow archives nonresponders and generates discharge records, turning a noisy waitlist into an accurate active patient list so admin staff can focus on current patients and reduce manual follow-up.

Notable Features

Archive inactive waitlist clients
Create discharge records for review
Notify admin staff of archives