Joining a Group Visit Started by Another Employee

If another employee has a group visit in progress, additional employees can add clients to that group visit using a group visit code. To add a client to a group visit started by another employee, search for a client and follow the instructions below.

1. Search for a client or start an unknown visit.

2. Enter a Group Visit code.

3. Tap JOIN GROUP VISIT.

Group visit codes are generated when a group visit is started and are required for joining an in-progress group visit. The group visit code displays at the top of the group visit screen.

4. Select a Service.

5. Tap CONTINUE.

6. Select a Location.

7. Tap CONTINUE.

8. Tap YES to join the existing group visit.

• SMC v2 Manual.5.log-1390472254.zip2 KB