Visit Management›Overlapping Visits

Overlapping Visits

Overview

In Ankota, most overlapping visits are automatically prevented from passing screening in the Visit Approval Dashboard. (Exceptions are made for certain visit types, typically nurse visits.) The Approve button is not available until the overlap is removed.

Correcting Overlapping Visits

To identify the overlap, open the visit in the Visit Approval Dashboard and scroll down to see the violation warning. These visits also typically have the approval buttons hidden.

To correct the overlap:

  1. Click on the Reported Value link to the overlapping visit.

The Visit Items section displays a table showing an overlapping visit issue, with a red box highlighting the "Reported Value" containing visit IDs (788e735e-250b-43a3-8554-eb01d7026667) that can be clicked to open overlapping visits in a new tab on the Visits page. The table columns include Item Description, Reported Value, Tolerance Limit, Violation, Overridden, Resolved Notes, Resolved By, and Resolved Date, with this particular violation marked as "Yes" and "No" for overridden status, and a "Mark as Resolved" button available on the right.

  1. Identify the overlapping visit by viewing the list.
  2. Filter for the overlapping visit on the Visit Approval Dashboard.
  3. Change the Corrected Arrive and Departure Date/Time options so it no longer overlaps.
  4. Click Save Visit Details.

After correcting the overlap, the Approve button will be available on both visits once they are no longer overlapping.

Overlapping visits can also be found by filtering by violation type: Visit is overlapping.

The Visit Approval Dashboard displays filter options for querying visit approval data, including dropdown menus for Client, Caregiver, Visit Status, Approval Type, and Visit Type, along with date range fields (Date From: 6/6/2021, Date To: 8/5/2021) and a Violations filter set to "Visit is overlapping," with a "View Report" button at the bottom right.

Allow Overlapping Visits

Visit types can be configured to allow overlaps with the same visit type or alternate visit types. For office shifts with overlaps, see also Caregiver Shifts in Ankota (Shift Visit Type Options).

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