Updating an Unknown Employee

1. Navigate to the Employee section of the Visit Details screen. (Visit Maintenance > search for and open a visit ( ) > Employee)

2. Enter all applicable search criteria in the Find Employee section of the screen.

Select the INCLUDE INACTIVE EMPLOYEES checkbox to include employees with a status of ‘Inactive’ in the search results.

3. Click the magnifying glass icon to search for an employee.

4. Select an employee.

5. Select the REASON CODE.

6. Select the RESOLUTION CODE.

7. Enter a REASON NOTE, if applicable.

Use the Reason Note field to add additional information about the visit. Some REASON CODES require a REASON NOTE.

8. Click SAVE.

A notification of confirmation or error displays at the top of the screen.

Change/Add Employee

Update Successful Confirmation