Assessment Visit

Now that you have set your clients authorized units you will want to set up their first visit.

1. Click on "Scheduling" then "Create Visits"

2. Search for your client. Enter either the first or last name of your client in the "Filter" box. Then click "Search"

3. Click "Select" next to your clients name

4. Fill in visit details

     A. Choose correct assessment type

     B. Choose the day of the visit

     C.  Set occurrence at "One Appointment"

     D.  Set the time of the visit

5. Click on "Save"

For your next step you will want to fill out the Assessment form while at the assessment visit. To see how to do this go to "Completing Assessment Form (creating care plan with assessment)"