How do I view which interventions will be available to complete when scheduling a visit or recurrence?

When scheduling a visit or recurrence for a client with an active care plan, the active interventions for that client will appear in the new client visit dialogue box so you can review them. 

The interventions shown will depend on the frequency type set for the intervention and the timing of the visit (for example, if the frequency type is daily and the time window is 9:00 am to 12:00 pm, the intervention will not appear if you are scheduling a visit for 4 pm). Additionally, if the intervention is tied to a client service, the intervention will only appear when scheduling a visit for that service. 

If you are scheduling a single visit, you have the option to override the intervention frequencies on the care plan and add or remove which interventions should be included for a visit or recurrence by selecting edit for visit.

If you are scheduling a recurrence, you have the option edit the interventions that will appear in visits in the recurrence by selecting edit for recurrence.

To learn more about editing interventions on a single visit, an entire recurrence, or a specific visit in a recurrence, please see how do I edit interventions on a scheduled visit or recurrence?

Learn more

• How do I create a visit for a client?
• How do I schedule a recurrence for a client?
• How do I change the interventions for a scheduled visit?
• What are the different intervention frequency types?