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Not every practice has this yet. Bilby turns it on for each practice. If you can’t see it, contact Bilby support.
A pipeline shows where each patient is, from referral to ready, and how long they’ve waited. Referrals, payments and forms can move people along on their own. Admins and reception use Pipelines in the sidebar. Only admins create and change pipelines.

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Create a pipeline

Open Pipelines and start from a ready-made pipeline, or open Pipeline options and select New pipeline. To change the stages, open Pipeline options and select Edit pipeline. For each stage you can choose what moves patients into it, and how many days before they need chasing.

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Add and move patients

Select Add patient, then choose the patient and stage. To move someone, open their menu and choose a stage, or drag their card on the board. Removing someone from a pipeline doesn’t change their record.

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See who to chase

Patients who have waited longer than their stage allows turn amber. Set Show to Needs chasing to list only them.

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Delete a pipeline

Open Pipeline options and select Delete pipeline. Its stages and history are deleted. The patients in it are not affected.