Point of Care Ideas

Welcome to the Point of Care Idea Portal, please enter the Ideas for Features/Solutions you wish to be considered for Implementation.


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Ability to Process Visits from the Visit Review Dashboard

Updated by workgroup to:

Show indicator for which visits have been exported

Provide link from Visits Review to the Reconciliation screen for easier processing

  • Barb Mulrooney
  • Jan 24 2024
  • Planned
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.

Idea Benefit

saves time

  • Attach files
  • Wendy Blankenship commented
    March 06, 2024 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?


  • Admin
    Melissa Stebbins commented
    March 06, 2024 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