Visits Without In-Calls

Visits Without In-Calls

A ‘No In Call’ exception displays when a call out was received and applied to the scheduled visit without a call in.

Resolving a No In Call Exception

If no call was made, confirm with the field staff when the visit occurred and manually enter the call time on the Schedule Detail screen. If there is a call to merge, use the following:

1.

Navigate to the Santrax Maintenance screen

Main Menu> Scheduling> Santrax Maintenance

2.

Use the filters to locate the applicable schedule and call.

Sort based on the client’s name and the date of the visit.

3.

Right click on the schedule.

4.

Click Merge Calls.

5.

Locate and select the missing call.

6.

Click Merge.

7.

Click Ok.

8.

Select a reason code.

9.

Click Save.

The new call in time is now displayed.