Adjusting Call Times and Dates

Adjusting Call Times and Dates

If a visit has missing and/or incorrect dates or call in/out times, use the General tab of the Visit Details screen to manually enter the adjusted dates and/or times. In order to save a visit that has been modified, users may be required enter a REASON CODE and RESOLUTION CODE. REASON CODE and RESOLUTION CODE fields only display if the system is configured to support that functionality.

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

2. Enter/Select any applicable adjusted fields (ADJUSTED IN/OUT DATE, ADJUSTED IN/OUT time).

Bill and pay hours automatically populate.

3. Select the REASON CODE.

4. Select the RESOLUTION CODE.

5. 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.

6. Click SAVE.

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

Adjust Call Times

Update Successful Confirmation