From the Client Dashboard:
Click the Treat First Visits tab.
Click Start New Visit.
Self Check-in questions are displayed.
Tip: Child Questions will display if the Client is <18 years old.
Tip: Spanish Questions will display if the Language selected during registration was Spanish.
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Click the appropriate response for each question.
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Click Save. The completed questions are then displayed on the visit and the graph.
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Tip: The language can be changed for the questions by selecting the drop-down on the lower right side of the screen.
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Click Session Check-in.
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The Session Check-in questions will display.
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Click the appropriate response for each question.
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Click Save.
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The completed questions are then displayed on the visit and the graph.
Tip: The language can be changed for the questions by selecting the drop-down on the lower right side of the screen.
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Click Complete Visit.
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Click Was the reason for the visit today completely addressed drop-down and click Yes or No.
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Click Was another visit scheduled drop-down and click Yes or No.
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Click If yes, when is the appointment field and click next appointment date. (Not required if No is answered above)
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Click the Visit Date calendar and click visit date if it occurred on a day different than today.
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Click Complete Visit.
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The completed questions are then displayed on the visit.
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Tip: Most recent Visit is displayed on top. Click a Visit Date to expand and view visit details.
Tip: A new visit can be added even for a client that states another appointment is not needed.
Tip: Visits can be edited and deleted by clicking on the visit and clicking edit visit or delete visit.
Exporting Visit Information:
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