Merge Calls

To merge calls:

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

    Click the Edit Edit Icon icon, and then click the MERGE CALLS button.

  2. Select the missing in or out call.

  3. Select the REASON CODE.

  4. Select the RESOLUTION CODE.

  5. Enter a REASON NOTE, if applicable.

  6. Click SAVE.

    Merge Calls Screen

  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.