How do I view the records of a Visit?

Records of what occurred during a given Visit are distributed in different parts of AlayaCare.

Clock-in Information

1. From any Schedule, open the Visit dialogue.
   
   
2. The Clock-In/Clock-Out times are in the Information tab. 
   
   

Punch-In/Punch-Out Distance

In any Visit Approval list, see the columns Punch-In/Punch-Out Distance.

Learn more:

• Visit Approval Screen

Notes

1. In the Visit dialogue, any Visit Notes will be available in the View Notes tab.
   
   
2. Progress Notes can be accessed by navigating to the client's profile, then Care Delivery> Progress Notes. Please also note that Progress Notes 2.0 is now available and you can learn more about it here.
   
   

Added Premiums 

1. If the Care Worker added their own Premiums during the Visit, they will appear in the Premiums tab of the Visit dialogue.
   
   
   
   
2. However, you will only be able to see that a care provider in the field has added the Premium rather than a coordinator only once the Visit has been approved in Accounting>View a Payroll Period)>Approve Visits>Visit Premiums.
   
   

Forms Filled (Visit Reports)

Visit Reports are automatically generated whenever a care provider clocks out of a Visit.

They contain the details of Forms filled out during the Visit.

They are available in the following places:

• Dashboard>Visit Reports
• Client Profile>Visit Reports
• Facility Profile>Visit Reports
• Employee Profile>Forms>Visit Reports

Learn more:

• Visit Approval Screen
• Feature Overview: Forms 2.0