Managing Exceptions

1. Navigate to the Exceptions section of the Visit Details screen. (Visit Maintenance search for and open a visit ( ) > Exceptions)

A. Red Exceptions:

Navigate to the appropriate section of the Visit Details screen to resolve the exception.

Resolving Red Exceptions

B. Orange Exception: (GPS, Visit Verification, Client Signature, Service Verification)

i. Select the ACKNOWLEDGE THIS EXCEPTION checkbox.

ii. Select the REASON CODE.

iii. Select the RESOLUTION CODE.

iv. Enter a REASON NOTE, if applicable.

Use the Reason Note field to add additional information about the visit. Some Reason Codes require a Reason Note.

v. Click SAVE.

A notification of confirmation or error displays at the top of the screen.

Resolving Orange Exceptions

Update Successful Confirmation

C. As needed Exception:

i. Click ADD REASON CODE.

Add Reason Code Button

ii. Select the REASON CODE.

iii. Select the RESOLUTION CODE.

iv. Enter a REASON NOTE/ENTER LOCATION, if applicable.

Use the Reason Note field to add additional information about the visit. Some Reason Codes require a Reason Note.

v. Click ADD.

A notification of confirmation or error displays at the top of the screen.

Add Reason Code Button

Update Successful Confirmation

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