Editing Generated Visits

●     Service— The type of service associated with the visit (e.g. Admission, Recert, etc.)

●     Payor— The software determines applicable payors based on the scheduled visit date and which payors are in effect for that date. Payor plans that have the Schedule from Auth box checked in Master Files  | Payors / Plans | Plans are excluded.

If a user changes the visit date while completing a visit, the software will automatically refresh the payor list to avoid inconsistencies in the scheduled and actual visit times. If the selected payor is not in effect for the new visit date, the software will trigger a warning and the user can select a different payor. If the selected payor is still in effect for the new visit date, it will remain selected.

●     Scheduled Start Date— The scheduled date for the visit.

●     Scheduled Start Time— The specific time that the visit is scheduled to begin.

●     Scheduled End Date— The scheduled date for the visit.

●     Scheduled End Time— The specific time that the visit is scheduled to end.

●     Anytime— This box indicates that a scheduled time isn't necessary for the visit.

●     Status— This displays the current status of the visit.

●     Assigned— The name of the employee that's assigned to the visit. If necessary, use the display grid at the bottom of the screen to select the correct employee that should be assigned to the visit.

●     P Page Doc ID— Displays the P Page Document ID associated with a visit if applicable) (Not editable)

●     Notes— Enter any applicable notes for the selected visit.

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●     Service— The type of service associated with the visit (e.g. Admission, Recert, etc.)

●     Scheduled Start Time— The specific time that the visit is scheduled to begin.

●     Scheduled End Time— The specific time that the visit is scheduled to end.

●     Assign to— The name of the employee that's assigned to the visit.

●     Payor— The payor associated with the visit. Payors attached to the patient chart are available for selection; this excludes payor plans that have the Schedule from Auth box checked in Master Files  | Payors / Plans | Plans. By default, this field populates the primary payor saved in the patient chart.

●     Status— The current status of the visit (e.g. Assigned, Pending/On Hold, Cancelled, etc.).