Schedule New Visits

Scheduling new visits on the Appointments page allows users to schedule new visits for multiple Patients from a central location.

  1. Hover the desired calendar cell and click the More Options icon to create a Skilled or Non-Skilled visit.

    Creating New Visit – Appointments Page

  2. Select New Skilled Visit or New Non-Skilled Visit from the menu options.

  3. The Visit window opens. Complete the required visit information marked with red asterisks.

  4. Click the Save button to finalize.

    Visit Window

    The new scheduled visit appears on the Appointments grid.

    New Visit Scheduled