Intro / Context
This FAQ addresses questions about creating fields that automatically increment daily, specifically for tracking "Days on Waitlist" or similar time-based counters in the CRM.
Q: Can I create a field called "Days on the Waitlist" that will increase by one each day and then stop once a patient is admitted?
A: No, auto-incrementing date counter functionality is not available in the current feature set. The platform does not support fields that automatically increment daily and stop based on status changes.
Q: What alternatives are available for tracking time on waitlist?
A: While auto-incrementing fields aren't supported, the CRM offers several alternatives:
Field mapping: Set up field mapping from leads to intake opportunities to capture conversion dates
Custom workflows: Use drag-and-drop workflow customization to create stages that match your admissions process
Automated reminders: Configure automated follow-ups at each stage to help track timing
Manual date fields: Create custom date fields that you update as patients progress through your admissions process
Q: What types of automated field calculations does the platform support?
A: The CRM supports several types of automated field calculations:
Age calculations: Fields that automatically calculate age based on Date of Birth
Expected Length of Stay: Fields that update automatically based on treatment plans
Workflow-triggered updates: Fields that update when specific conditions are met through workflow automation
Q: How can I track patient progression from lead conversion to treatment start?
A: You can set up a tracking system using:
Lead conversion date: Captured automatically when converting leads to intake opportunities
Custom stages: Create workflow stages like "Pending Admission," "Admitted," and "Treatment Started"
Date fields: Add custom date fields for key milestones (Admission Date, Treatment Start Date)
Manual calculation: Calculate days between dates using the captured milestone dates
Pro Tips / Extra Help
💡 Tip: Consider using workflow automation to send reminders at specific intervals, which can help you manually track timing without needing an auto-incrementing field.
⚠️ Note: If auto-incrementing date counters are essential for your workflow, discuss alternative solutions with support to explore custom reporting or integration options.
Related Resources
How to Set Up Field Mapping from Leads to Other Compatible Modules
How to Convert Leads
Workflow Automation Guide
Custom Field Configuration