Point of Care Ideas

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Sup Visits Dashboard: Instructions for Assigned User

Since some Sup Visits may require more than just the Sup Visits form, it would be helpful to have a place to indicate to the Assigned User what forms need to be completed during the visit. (Something they can reference in the dashboard and the app)


  • Danielle Beebe
  • May 12 2023
  • Needs Review
Idea Background

Requested by Keri Stephenson (IN)

She's requesting something to indicate forms needed, maybe even a task list for things like the Service Agreement (for annual visits), a new Care Plan bc the client needs more services post-hospitalization, etc.

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Idea Benefit

Would allow the office and the Assigned User to communicate what's needed for the visit, so all necessary documentation is completed at the same time.

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