Quick Guide
Information
This guide will show how to create a new visit, amend, reassign, and cancel a visit. It will also contain other information for example, how to create a search for visits in the future.
Instruction
- From the home page click on the Visit button
- The Visit page will appear.
- Number of Visits: This area is a will show the number of visits (this week, next week and Future visits). By select the number, the visits will be listed on the left-hand side of the screen.
- Visit: This will list all the visits on that day.
Adding a New Visit
- Select the New Visit Button and a box will appear.
- The Patient Seaarch box will appear (Visti Request Patient Search). Type in the search box and select the Patient you would like to book a visit for.
- Click on OK
- The Record Visit box will appear.
- Date requested: Here you change the date and time to passed or future of the appointment. NOTE Duration time, please check your department for these times.
- Staff Requester: This where you would put in another staff member in. If you require to visit the patient with additional people. Continue down the form filling out any necessary fields.
- Clinician Assigned: This is the primary staff member i.e. this will be you.
- Purpose of Visit: Select from the drop-down menu. This could Initial Assessment to Follow Up.
Reason: Select from the drop-down menu. This could be Routine or Fast track visit
Referral: Select from the drop-down menu the correct referral. Once completed, Select OK
- The visit is now made, Right Click on the Visit and a visit option will appear (Amend, Cancel & Reassign), then select Consultation to record your visit / clinical / administrative activity.
