Point of Care Ideas

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Ability to Process Visits from the Visit Review Dashboard

The ability to process visits from the visit review dashboard once all attributes are met. Also the ability to see if a visit has been processed or not.

  • Barb Mulrooney
  • Jan 24 2024
  • Needs Review
Idea Background

this would eliminate the need to check visits in the visit review dashboard then have to go back to schedule management to process the visit.

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Idea Benefit

saves time

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  • Wendy Blankenship commented
    06 Mar 22:24

    We process daily and only check the CD box once we have the tasksheet in hand to ensure that we have collect the document. any advise?


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  • Admin
    Melissa Stebbins commented
    06 Mar 19:57

    The intent of the Visits review screen is to review exceptions. The system has the ability to auto process visits as long as the CD checkbox is selected so you should't need to process visits at all

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