How do I add a new visit?

1. Click the “+” icon next to Visits on the sidebar. You can also create new visits from the Scheduling page by clicking “+ New Visit” located at the top right of the calendar.

2. Choose your client from the dropdown menu or start typing on the text field to search for a client.

3. Select the service address for the client.

4. Choose your staff from the dropdown menu or start typing on the text field to search for a staff. Add notes if needed.

5. On the Schedule section, enter the start and end times and date.

6. Select a visit type from the dropdown menu or start typing on the text field to search for a visit.

7. Select the tasks associated with this visit.

8. Click Save on the top right corner of the screen.

To learn how to create custom care plans for your clients, click here.