Creating a Group Visit Code

Creating a Group Visit Code

Group Visit functionality allows multiple employees to provide services for two or more individual clients. A group visit is defined as visits for two or more individual clients, linked by a shared group visit code. A group visit code is a unique value assigned to each visit that occurred as part of the group visit and links the visits together. Create a group visit code on the General tab of the Visit Details screen. When the last individual client in the group’s visit is completed, the group visit ends. To create a group visit code:

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

2. Click GENERATE GROUP VISIT CODE to populate the GROUP VISIT CODE field with a new group visit code.

Generate Group Visit Code

3. Select the REASON CODE.

4. Select the RESOLUTION CODE.

5. Enter a REASON NOTE, if applicable.

The REASON NOTE field is used to enter additional information about the visit and may be required based on the REASON CODE selected.

6. Click SAVE.

Select Reason and Resolution