Removing DME or Supplies from the Client Profile

While visits can be edited to reflect changes such as reschedules, staff member issues or billing complications, occasionally it is necessary to cancel a visit entirely.

To cancel a visit:

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Medical.
4. Highlight the equipment or duplicate to be removed in the DME or Supplies box and press Delete on the keyboard.
5. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB