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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