Edit Call Times and Dates

If a visit has missing and/or incorrect dates or call in/out times, use the General tab of the Visit Details screen to manually enter the adjusted dates and/or times. In order to save a visit that has been modified, users may be required enter a REASON CODE and RESOLUTION CODE. REASON CODE and RESOLUTION CODE fields only display if the system is configured to support that functionality.

To adjust call times and dates:

  1. Go to Visit Maintenance and search for and open a Visit.

    Click the Edit Edit Icon icon, and then click the GENERAL button.

  2. Enter/Select any applicable adjusted fields (ADJUSTED IN/OUT DATE, ADJUSTED IN/OUT time). Bill and pay hours automatically populate.

  3. Select the REASON CODE.

  4. Select the RESOLUTION CODE.

  5. Enter a REASON NOTE, if applicable. Use the REASON NOTE field to add additional information about the visit. Some REASON CODES require a REASON NOTE.

  6. Click SAVE.

    Enter/Select any applicable adjusted fields. Select the REASON CODE and RESOLUTION CODE, and enter a REASON NOTE, if applicable. Click SAVE.

  7. A notification of confirmation or error displays at the top of the screen.

    A notification of confirmation displays at the top of the screen.