Visit Management

Visit management covers the entire lifecycle of patient visits, from scheduling through documentation.

Core Features

Scheduling

Schedule and manage patient visits:

• Creating visits on the calendar
• Drag-and-drop scheduling
• Recurring visit series
• Clinician schedule management
• Task assignment to visits

See the Scheduling guide for detailed information.

Calendar Guide

Navigate and use the calendar interface:

• Calendar views and navigation
• Event management
• Multi-clinician views
• Calendar customization

See the Calendar Guide for detailed information.

Visit Documentation

Document patient visits:

• Complete visit documentation
• Link tasks to visits
• Update visit status
• Review visit history

Visit Workflow

1. Schedule Visit: Create visit on calendar
2. Assign Tasks: Link tasks to visit
3. Visit Occurs: Clinician completes visit
4. Documentation: Document visit details
5. Status Update: Mark visit as completed
6. Billing: Visit data flows to billing

Quick Links

• Patient Management - Manage patient information
• Clinical Documentation - Document patient care
• Billing - Submit claims and manage billing