Create Visits from Patterns

Now we have established our Client, entered their authorized units and care plan items, it is now time to set visits with patterns.

1. Click on "Clients"

2. Type the clients first or last name in to the "Filter" box. Then Click "Search"

3.Click on your client's name

4. Select the Create Visits tab in the Client screen

5. Select “Create Visits with Patterns” and click "New"

6.   Check the days for the visits, set visit type and assign a Caregiver.   Note that you need to “add another line” for each change in program or   Caregiver.

7. Then select "save changes" or “save all patterns”

8.  Go to the bottom of the screen and select your visit create criteria,  ex: ongoing, an end date, or only so many weekly occurances

9.  Select "Create Visits"

7. A success message will appear after visits have been created

7.  Select “OK” this will take you to the client’s record. Click on Care Plan and Add a Plan (save with client’s name).

8.  If visits already exist the system will warn you to either  “delete old  visits” or “keep old visits” and add new ones.  (You will typically  select "Delete Old Visits)

After you have created your visits you may want to look at the schedule board. To see an article on this go to "The Dispatch Board"