Troubleshooting Viewing Client Visits and Service Codes

Gareh
Gareh
  • Updated

Issue:

You may need to find a list of visits for a specific client, along with the associated service codes. This is particularly important when clients have multiple service code options for the same service.

Solution:

To view visits and their associated service codes:

  • Navigate to the Schedule tab in the software.
  • Hover over the Schedule tab.
  • Select Scheduled Visits from the dropdown menu.
  • Fill out the fields to narrow down your search.
  • Click Apply.

This will display the visits for the selected client along with the service codes used.

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