Feature Overview: Visit Dialogue

Once a Visit has been scheduled, you can review the details of the Visit, including codes, funding information, notes, Premiums, and Time Approval. The easiest way to review Visit details is by opening the Visit dialogue from any scheduling view. 

To begin, navigate to a Scheduling page and click on the Visit you wish to review. Select More Details to open the Visit dialogue. 

Once you have opened the Visit, you will see the following tabs listed along the left edge of the dialogue box:

• Information
• Edit 
• Offer
• Daily Activities 
• View Notes
• Time Approval
• Premiums
• Invoice Labels
• Accounting 

Information

The default tab when opening the dialogue, the Information tab displays essential information about the Visit, including the Visit number, Client, Employee, Service Code, Funder, Bill Code, Pay Code, Date, and Time. To make changes to this information, click the Edit tab. 

From here, you can click to cancel, copy, delete, or put on Hold the Visit or Recurrence. Click Replace to change the Employee associated with the Visit. 

To review changes to the Visit, click View Revisions. This will open a new dialogue where various edits made to the Visit are tracked, along with a date- and timestamp and the name of the coordinator who made the change. The Revisions dialogue contains the complete history of the Visit. After 30 records, you will need to move to the next page in the dialogue to see farther back into the Visit history.

Learn More:

• How do I cancel/un-cancel a visit in the web app?
• How do I copy a Visit or Recurrence?
• How do I delete a Visit from the web app?
• How do I put a visit On Hold or take it off Hold (web)?

Edit

In this tab, you can make changes to certain Visit details, including the Service Code, Employee,  Start and End Time, and Required Skills. Click Update Visit to save your changes. 

Learn More:

• How do I edit/update a scheduled Visit?
• How do I edit a Recurrence?

Offer

If the Visit is vacant, you can use this page to offer the Visit or Recurrence eligible Employees and assign the Visit once you have received a positive response to your Offer. 

Learn More:

• How do I offer a Vacant Visit or Recurrence?
• How do I view Visit Offer Responses and assign the Offer?

Daily Activities

This tab shows any Daily Activities (ADLs) to be completed during this Visit.

Learn More:

• How do I create the Daily Activities plan for my Client?
• How do I schedule Daily Activities for my Client?

View Notes

Navigate to this tab to view any Visit Notes that have been added or to add your own note.

Learn More:

• How do I view/add Visit Notes?

Time Approval

This tab can be used for approving Visits and overriding the rate set on the Bill Code or Pay Code if necessary. 

 

Learn More:

• How do I approve/unapprove Visits for Billing and/or Payroll?

Premiums

Use this tab to view Premiums attached to the Visit and add Premiums as needed.

Learn More: 

• How do I add/edit/disable/delete billing Premiums for my Clients?

Invoice Labels

This tab can be used if you need to add custom fields to the Client's invoices.

Learn More:

• How do I add custom fields to a Client's invoices (Invoice labels)?

Accounting

This tab houses the information necessary to bill and pay for the Visit, including the Bill Code and Pay Code(s). You can edit these fields as needed.

 

 

If the Visit has been included on an invoice or in a Payroll run, these details will be displayed in this section. 

 

You can enter a Cancelled Code, select an On Hold Reason, or mark the Visit for Resubmission from this tab if necessary.