Adjust Call Times and Dates

If a visit has missing or incorrect dates or call times, visit the General tab of the Visit Details screen to adjust the dates or times.

  1. From the Visit Maintenance screen, select the Pencil icon from the ACTIONS column. This takes you to the Visit Details screen.

    From the Visit Maintenance screen, select the Pencil icon from the ACTIONS column.

  2. On the General tab, enter the adjusted dates and times into the adjusted in and out fields.

    On the General tab, enter the adjusted dates and times into the adjusted in and out fields.

  3. As for any exception update, select the REASON CODE and enter a REASON NOTE, if it applies.

    Use the REASON NOTE field to add additional information about the visit. Some REASON CODES require a REASON NOTE.

    Select the REASON CODE and enter a REASON NOTE, if it applies.

  4. Select SAVE. You now see the adjusted date(s) and time(s) for the visit.

    Select SAVE.