Create Visits From A Time Sheet That Were Never Scheduled
To create visits from a Time Sheet that were never scheduled:
1. Click on "Scheduling" then "Create Visits"
Type the clients last name in the "filter" box. Click "Search"
2. Click "Select" next to the clients name. (you can also select multiple clients, scroll to the bottom and press select all when needing to create the same visit type for multiple clients)
3. Fill in the following:
a. Visit type
b. Duration
c. Attendant
d. Date
e. Status (usually "scheduled" but you can make it closed)
f. Occurrence: one visit*
g. Start time
4. Scroll to the bottom of the page and press "Save".