Creating a Call

Use the Create Call function when there are no calls for a visit. For example, if the employee forgot to call in, you would create the call in using Create Call. Employees can still call out at the end of the visit or, you would add a call out using the Call Log. 
 

1. In the Visit Maintenance screen, select CREATE CALL. 

2. Use the FILTERS on the right to find the client. Then select APPLY FILTERS. 

3. Using the ACTIONS button to the right, select the Client. Then select NEXT. 

4. Next, search for the employee using Filters in the Select Employee section. Select APPLY FILTERS. Select an employee to add to the visit using the Actions button. Select NEXT. 

5. In the next screen, enter the Call Date and Call Time. Then enter the Location and Service (if available). Select SAVE. This will add the call in and create the visit.