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.
Click the appropriate response for each question.
Click Save. 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.
Click Session Check-Out.
The Session Check-Out questions will display.
Click the appropriate response for each question.
Click Save.
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.
Click Complete Visit.
Click Was the reason for the visit today completely addressed drop-down and click Yes or No.
Click Was another visit scheduled drop-down and click Yes or No.
Click If yes, When is the Appointment field, and click next appointment date. (Not required if No is answered above)
Click the Visit Date calendar and click visit date if it occurred on a day different than today.
Click Complete Visit.
The completed questions are then displayed on the visit.
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:
From the Client Dashboard:
Click a Visit Date to view details.
Click Export.
Click Open.
A pdf version of the visit will display and can be saved locally.