Creating a Visit

If available, use the Create Visit function when there are no calls or schedules for a visit that occurred. For example, if the employee forgot to call in and out you would create the visit using Create Visit. This feature is used to create visits that have happened and cannot be used to create visits in the future.  
 

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

   

  2. Use FILTERS to search for the client. In the search results, select the button for that client              under ACTIONS. Then select NEXT. 

3. Next, use FILTERS to search for an employee. Under ACTIONS, select the employee. Select NEXT.  

4. In the next screen, enter the required information, including Call Date and Call Times, Location, and Service (if available). Then, select the Reason Code and select ADD.