VISIT TYPES

To add a new visit type, click on the Add New Visit Type button and fill out the form.

Visit Notes Needed – Check this if the type of visit requires a visit note. A task will show on the field user’s account.

Unit of Time – This specifies if the visit is billed per visit or hour.

Saving the visit type information will allow the user to add the associate a visit type to specific insurance under Insurance Specifics. This is where the user can specify the billable amount per insurance. It is important that a visit type must be associated with insurance for the visit to be posted, otherwise an error will occur that will hinder the user to post visit.