Canceling Visits (Visit Screen)
At times you will need to cancel visits. in order to cancel visits follow these steps:
From Main Menu, Click on Visits.
Search for Visits. You may query this through a Visit Date, Client ID, Visit Start and End Date, Visit Status or Visit Type to filter. Query return maximum 100 records per search.
To cancel a visit, click on the check box by the name and scroll to the bottom to the cancel visit button.
If you want to cancel a visit you do not want to use cancel assignment. The cancel assignment function will cancel the caregiver assignment to the visits.
When you hit cancel visit, a list of reasons (established by your organization) will appear to select one of the items or you can create a unique cancelled item.
Next, click "Save Notes and Cancel Visits" and you have completed this process.