Creating a Visit

Use the Create Visit function when there are no calls or schedules for a visit that occurred. For example, if the DCW/Employee forgot to call in and out, you will create the visit using Create Visit in Visit Maintenance.

This feature is used to create visits that occurred and cannot be used to create visits in the future. 

  1. In the Visit Maintenance screen, select Create Visit
  1. Use filters to search for the recipient. In the search results, select the button for that recipient under Actions. Then select Next.
  1. Next, use Filters to search for a DCW/Employee. Under Actions, select the DCW/Employee. Select NEXT. 
  1. In the next screen, enter the required information, including Call Date and Call Times, Location, and Service (if available).
  2. Then, select the Reason Code and select ADD. 

 

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