VISIT TYPE DESCRIPTION

VISIT TYPE DEFINITION

For plotting visits and payroll, proper visit type and pay rate for every care staff need to be set first.

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CREATING AND EDITING VISIT TYPES

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Creating and Editing Visit Types can be done under Admin » Visit Types. The page will allow the user to add and modify visit types. To make changes to an existing visit type, click “Visit description”. Click “Add New Visit Type” to add a new visit type.

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Users can update the insurance specifics. The user needs to select the insurance from the drop down and enter the corresponding data on the fields provided. Once form is completed, save it to add the initial information.

If changes are needed to be done, the user may click on edit to input the Insurance Specifics. All previously entered data will be removed if the already specified insurance will be changed.

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Associating Visit Types to the Individual Care Staff Profile

When plotting visits for care staffs, the visit types that will be available are the visit types listed in the care staff’s profile. To associate visit types to a carestaff, the user must go to Admin » Carestaff and then click on “Certificates/Geo/Payrate”.

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User needs to click on the “NEW” option to select a visit type from the drop-down, input the pay rate, effective start and end dates. Make sure to always click on “Save” once done.

The visit types added on the list will be the visit types available when office staffs plot visits for the care staffs.

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Version Control #: DSL2019-2.2

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