How do I edit/update a scheduled Visit?

After a Visit has been scheduled, you can still make changes to the Visit details.

To begin, navigate to a scheduling page (a Client, Employee, or Facility Schedule or the All-Client or All-Employee Schedule) and click on the Visit you would like to edit. Click More Details. 

In the resulting dialogue, select the Edit tab.

Make the necessary changes and then click Update Visit.

If you need to make changes to the Service for the Visit, you will not be able to make any changes in the Client Services section. However, you can update the Service Code. The Service Codes available to select will depend on the Funder selected on the Service. Note that the name of the Service on the Visit will not change even though the Service Code has been updated.

Changing the Service Code will update the Bill and Pay Codes listed in the Accounting tab of the Visit. Make sure to review this information carefully to ensure that the new bill and pay rates and quantities are correct for billing and payroll. 

If you only need to change the date or time of the Visit, you can simply drag the Visit tile to the time on the calendar to which you wish to reschedule the Visit.

Learn More

• How do I edit a Recurrence?