Create a Group Visit Code

If a visit is linked to an incorrect group visit or was supposed to be part of an existing group visit, you need to edit the group code in Visit Maintenance.

  1. If a group visit took place but wasn't recorded at all, you can add the visit and create the code using Create Visit or Create Call.

  2. Once on the Visit Details screen, enter the visit details, then select the Generate Group Visit Code button to obtain a group visit number.

    Once in the Visit Details screen, enter the visit details, then select the Generate Group Visit Code button to obtain a group visit number.

  3. On the next screen, the Group Visit Code that was generated is displayed.

    On the next screen, the Group Visit Code that was generated is displayed.

  4. You may need to select a Reason Code and Reason Note, depending on your program requirement.