Completing a Visit

1. Go to the UPCOMING tab on the Visits screen.

2. Tap on the Visit in progress.

Upcoming Visit in Progress

3. Add any additional visit information, if needed.

Switching Services

Tasks

Visit Notes

Observations

4. Tap Complete Visit.

Completing a Visit

5. Select a Location.

6. Tap CONTINUE.

Select a Location

7. Tap Confirm.

Confirming a Visit

8. Your visit is now complete.

If your agency setup includes Client Verification, Select the link here to learn more about Client Verification to complete your visit.

 

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