Merging Calls

Merging Calls

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

2. Select the missing in or out call.

3. Select the REASON CODE.

4. Select the RESOLUTION CODE.

5. Enter a REASON NOTE, if applicable.

6. Click SAVE.

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

Visit detail screen merge calls tab.

Merge Calls

Visit successfully updated popup.

Update Successful Confirmation

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