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Mental Health Transformation concept 5 min read

Case study

Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet

A counselling practice's waitlist is a list of people getting worse in silence. This is the transformation that keeps a structured check-in going while someone waits, surfaces deterioration to a clinician early, and never lets a model decide that a person is safe.

No client engagement behind this piece: it is how this category of product would be transformed, with benchmark-sourced targets.

Who this is for

A typical Ontario group counselling practice

Signed off by Clinical director, with the intake coordinator scoping

Industry

Mental health (psychotherapy and counselling), 9 therapists, 2 intake coordinators, a waitlist that runs 60 to 120 people

Legacy stack

Practice management system with a flat waitlist fieldIntake forms completed once, at referralEmail and phone for waitlist contactA spreadsheet ranking by referral date

Engagement

Concept

A vertical bar stopping one of several lines, with a person held at the boundary. Cover art for Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet. A vertical bar stopping one of several lines, with a person held at the boundary. Cover art for Watching the Waitlist: Risk Triage for People Who Are Not Patients Yet.
Contents

A counselling practice’s waitlist is a spreadsheet sorted by referral date, which quietly asserts that the person who asked first needs help most. Between the referral and the first session, which may be four months apart, the practice learns nothing. Someone gets better and does not say. Someone gets much worse and does not say either, and the practice finds out when they arrive at an emergency department or when they stop answering the phone.

This is the transformation we would run for that practice. It is presented as a concept, built on the same method we use in client engagements, so the before, the after, and the path between them are all visible.

How long are people actually waiting?

The Canadian Institute for Health Information published wait times for community mental health counselling covering 2024-2025 across roughly 94,000 referrals. Half of the people referred received care within 30 days. Adults waited a median of 34 days, 41 days in urban areas and 25 days in rural ones. And 1 in 10 waited longer than four months, which CIHI puts at 131 days.

The direction matters more than the median. CIHI reports that wait times for community mental health counselling increased 36% between 2020 and 2024. A practice cannot fix that with software: the constraint is clinician hours, and no scheduling change creates a therapist. What software can change is whether the wait is blind.

That is the honest framing of this study. It does not shorten the queue. It makes the queue observable, so the order can reflect need rather than arrival time, and so deterioration reaches a person while there is still something useful to do about it.

Before and after: the waitlist

Drag the handle. The before is the referral-date spreadsheet; the after is the observed waitlist designed in its place.

The observed waitlist
Surfaced for a clinician still 84 people
Client D PHQ-9 rose 11 to 19 over 3 check-ins
Client B Completed 3, then stopped responding
Client A Stable across 5 check-ins
Client C No check-in ever started

What the system cannot do

Move anyone down. Mark anyone safe. Close a flag. It raises a hand; a clinician decides.

The queue is no shorter. It is no longer blind.

Sorted by referral date
Waitlist 84 people
Client A Referred 14 Apr 135 days Client B Referred 02 May 117 days Client C Referred 19 May 100 days Client D Referred 03 Jun 85 days Client E Referred 21 Jun 67 days ...79 more, same order

Between referral and first session the practice learns nothing. Sorting by arrival says the first to ask needs it most.

The queue is the same length. What changes is that it has information in it, and that a clinician sees movement rather than a static list.

What we built

The concept above is the output of the same engagement steps we run in client work, and several of these are decisions a competent peer could argue with.

  • We made the system incapable of lowering anyone’s priority. It can surface a person for clinician attention and it cannot do the opposite. This is asymmetric on purpose: a false surface costs a clinician two minutes, and a false reassurance costs something that cannot be undone. The design deliberately accepts a higher false-positive rate than a balanced classifier would.
  • We treat non-response as a signal with structure rather than as missing data. Someone who completed three check-ins and stopped is surfaced differently from someone who never began, and the practice defines what each pattern means rather than inheriting a vendor’s default.
  • We put crisis resources above the first question in every check-in, and we refuse to let the interface imply that anyone is reading in real time. Nobody is, and a form that feels like a conversation is the failure mode that gets someone hurt.
  • We left the clinical judgment entirely un-automated. No score, no ranking model, no risk tier assigned by a model. Structured instruments the practice already trusts are administered and their movement is displayed; the interpretation is a clinician’s.
  • We wire evals from day one against the practice’s own historical waitlist outcomes where those exist, scored on whether the cases that escalated would have been surfaced earlier, and every clinician dismissal becomes a test case.

How it works

The waitlist observation loop: a structured check-in goes out on a cadence, responses and non-responses both become signals, anything that moves is surfaced to a clinician, and only a clinician changes anyone's priority.The waitlist observation loop: a structured check-in goes out on a cadence, responses and non-responses both become signals, anything that moves is surfaced to a clinician, and only a clinician changes anyone's priority.

The practice management system stays the source of truth for the waitlist itself. A structured check-in, built from an instrument the practice already uses, goes out on a cadence the clinical director sets. Responses and non-responses both feed a view the clinical team reads. Anything that moves, a score that worsened, a check-in that stopped arriving, a crisis pattern in free text, is surfaced for a clinician to read. Only a clinician changes a person’s position. Crisis patterns alert immediately rather than waiting for the next review.

Because responses and clinical context stay in Canadian infrastructure and processing runs with zero data retention, the design lines up with what PHIPA expects: a privacy impact assessment before deployment, an agreement naming the processor as an agent under section 17, and an audit log on every access. Retention is set deliberately short.

Why this pays back

This is the study in the collection where the economic argument is weakest and should be, so it is stated plainly rather than dressed up. The return is crisis presentations avoided among people who were waiting, valued at whatever an urgent intake or an emergency referral actually costs the practice. This study does not supply that number, because any figure invented for it would be exactly the kind of statistic the rest of these pages refuse to quote.

The limit worth saying before anyone signs: a practice whose waitlist is two weeks long does not need this. The value scales with the length of the wait, and below roughly a month the check-in cadence becomes an intrusion rather than a safety net. A practice should also expect modest response rates and decide in advance whether a partially observed waitlist is better than an unobserved one. We think it clearly is. A clinical director who disagrees has a defensible position, and should not buy this.

The outcomes

Median wait for publicly funded community counselling, adults

34 days1

Industry benchmark

People waiting longer than four months for a first appointment

1 in 102

Industry benchmark

Increase in counselling wait times, 2020 to 2024

36%3

Industry benchmark

Cost avoided per prevented crisis presentation

Practice-supplied4

Design target

Time to the first shippable slice

4-6 wk5

Design target

1 Canadian Institute for Health Information, community mental health counselling wait times, 2024-2025: adults waited a median of 34 days, 41 days in urban areas and 25 days in rural areas, across roughly 94,000 referrals.

2 Canadian Institute for Health Information, 2024-2025: half of people referred to community mental health counselling received care within 30 days, while 1 in 10 waited longer than 4 months (131 days).

3 Canadian Institute for Health Information: wait times for community mental health counselling increased 36% between 2020 and 2024.

4 Design-target arithmetic, not a measured result and deliberately not a number this study invents. The economic case is stated as crisis presentations avoided among waitlisted clients, valued at the practice's own figure for an urgent intake or an emergency referral. A practice that cannot state that figure should treat this as a clinical-risk decision rather than a financial one.

5 Standard first-slice scope: one check-in cadence, one escalation path, evals and a clinician review gate included.

Frequently asked questions

Is an AI deciding who is at risk?

No, and this is the one boundary the whole design exists to hold. The system collects structured check-ins and surfaces changes: a score that moved, a check-in that stopped arriving, language that a screening instrument flags. A clinician reads every surfaced case and decides. The model never scores someone as safe, never de-prioritises anyone, and never closes a flag. It can only ever move a person up the list for human attention, not down.

What happens if someone in crisis writes into a check-in?

The check-in is not a support channel and it says so at the top of every message, with crisis line numbers shown before the first question. Anything matching a crisis pattern triggers an immediate clinician alert rather than an automated reply, and the person is shown the crisis resources again. The failure mode being designed against is someone disclosing acute risk to a form and believing they have told somebody. The interface never implies that anyone is reading in real time, because nobody is.

Will people actually respond to check-ins while they wait?

Some will not, and a non-response is treated as information rather than as silence. A person who completed three check-ins and then stopped is surfaced differently from a person who never started. The practice sets what each pattern means. This is the part of the design most likely to disappoint: response rates on waitlist check-ins are modest everywhere, and a practice expecting universal engagement will be unhappy.

Does client information leave the practice?

No. Check-in responses and clinical context stay in Canadian infrastructure, processing runs with zero data retention, and nothing trains anyone's model. A privacy impact assessment is completed before deployment and the agreement names the processor as an agent under section 17 of PHIPA. Mental health information carries a higher sensitivity in practice even where the statute does not tier it, so retention is set short and access is scoped to the clinical team by default.

What would this cost to try?

A fixed-fee first slice on one waitlist cohort, usually adults awaiting individual therapy, because the check-in instrument and the escalation path are simplest there. It ships in four to six weeks. The metric is not hours saved; it is how many people were surfaced to a clinician before they reached crisis.

Go deeper on the method

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