It is good practice to check visits daily. This allows you to see visits that were logged via the mobile app, TVV or entered manually. Looking for incomplete visits and getting them to a verified status is an important part of visit maintenance.
1. Start by selecting the Visit Maintenance module. Today’s visits will load. Select Filters.
2. Use the filters to search by date range, client, or other features.
3. Scroll down and select Apply Filters to list the visits that fit this search. You can choose Save Settings to save these filter settings for the session.
4. You can use the Show Display Options button to edit the columns that you see in the results.
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