Add a Manual Call to an Existing Visit

If a visit has missing or incorrect dates or call in/out times, using the Visit Maintenance screen, select the in or out call red button. To save a visit that has been changed, users may be required to enter a Reason Code and Resolution Code.

1. The Red Dot in the Call In or Call Out column shows a missing call exception. This can be in either one column or in both.

   

2. Select a red dot to go to the Visit Details Call Log tab.

3. Fill in the required fields for the in or out call.

   

4. Select the Location and Reason Code. Use the Reason Note field to add additional information about the visit. Some Reason Codes require a Reason Note.

5. Select Save.

   

6. If both calls were missing, once the call in has been added and saved, you receive additional prompts to Add a Manual Call. This is your call out. The call in appears at the top of the window.