Review Search Results

The Appointments function displays visits in a grid, depending on the selected View By option, with either Patients or Caregivers on the left-most column and the corresponding visit dates across the row. The grid extends seven days based on the selected From Date.

At a glance, all scheduled visits are viewed, to include upcoming Agency Holidays under Admin > Payroll Setup > Edit Payroll Configuration and the Payroll week-ending date (denoted by the blue line). The highlighted blue days are Saturday and Sunday, denoting weekend days.

Like the Patient Calendar, the system highlights Patient View visits in Green (authorized) or Pink (not authorized) depending on the respective Authorization rules (as seen on the image above). Visits displayed in white indicate no Authorization requirements (such as Private Pay).

The Caregiver View displays visits based on the Caregiver providing service. Like the Caregiver Calendar, the respective Patient visits display without the Authorization (Green/Pink) highlighting. The Caregiver View provides other information such as a Caregiver’s Absences as well as when a Caregiver exceeds 40 hours in a given payroll week by highlighting the threshold visit in Yellow.

On the Search Visits page, users can see all visits and visit details. To access the Search Visits page, go to (Undefined variable: Visit.SearchVisits).