How to Create a Visit (New, Amend, Cancel and Reassign)
Scenario
When seeing your patients, there are a couple of options to record this activity. (Visit or Appointments). The following guide will you so you how to record a new visit, amend the visit (date and time), cancel the visit and reassign to other colleagues.
Instructions
- 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 Search 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.

NOTE In this Box details will be recorded as follows:
- 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
Cancel & Reassign
- The visit is now made, Right Click on the Visit and a visit option menu will appear (Amend, Cancel & Reassign).
Nine times out of ten you will select Consultation to record your visit / clinical / administrative activity.
