When working in Access Care Planning, accessing detailed location and timestamp information from past visits is essential for accurate oversight and continuity of care. Visit Management provides the dedicated tools to review this data with clarity and confidence.
This can be done in one of two ways: from the service user record or from the visit screen.
📌Note: Terminology on your site may differ; this article uses the default terminology.
Service user record
To view this, follow these simple steps.
Click the 3-line menu, then select the relevant service from Services.
Locate the relevant service user.
From the left-hand panel, select Visits.
Locate the relevant visit, then, from the top-right, copy the visit ID.
Search for the visit ID in the global search bar.
Select the relevant visit from the dropdown.
Here you'll see all the visit details, including check-in and out times, which include Google Map location pins.
Visit screen
To view the visits from the visit screen, follow these steps.
Click the 3-line menu, then select Visit.
From the top, right-click Search.
Add the relevant service user or employee.
Add the relevant visit date, then click Search.
Select the relevant visit.
Here you'll see all the visit details, including check-in and out times, which include Google Map location pins.