Point of Care Ideas

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Change Service Code without unlinking

When a shift has been worked and completed, it would be nice for CSMs to be able to to change the service code by directly clicking on it in the manage visits screen.

  • Miranda Hillman
  • Mar 26 2025
  • Needs Review
Idea Background

Currently, to change a code, you have to unlink the visit, go into the time and change it from there, select incorrect service code in both reason spots, then you have to go into the original visit and change the code again, and then relink the visit.

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Idea Benefit

It would save the CSMs a lot of time being able to change the service code directly on the shift without having all the additional steps and clicks.

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