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How do I view the records of a Visit?

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BI - Forum Moderator
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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. 

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Punch-In/Punch-Out Distance

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

Learn more:

Notes

  1. In the Visit dialogue, any Visit Notes will be available in the View Notes tab.

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  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.

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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.

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  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.

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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: