Visits
Track and manage all visit activity easily.
By Lucy and 1 other2 authors25 articles
Visit management
Useful information to help with visit management.
- View previous and future visit detailsIn this article, we will explain how to view previous and future visit details on the Access Care Planning app.
- Download visit detailsIn this article, we explain how you can download visits, which include notes and activities.
- Print QR codesIn this article, we explain how to print QR codes for all service users or individual service users.
- Visit notesIn this article, we explain how you can view a carer's visit notes and how to allow visit notes outside of visit time.
- Primary and secondary users in a visitIn this article, we explain the functionality of the primary and secondary features in a double-up visit.
- Visit sign in and out thresholdIn this article, we explain how to amend the booking-in and out threshold for a visit.
- Ad hoc visitsIn this article, we explain how you can create ad hoc visits and add care plans and activities to an ad hoc visit.
- Manually amend visitsIn this article, we explain how you can manually amend visits, including visit notes, times and status.
- Set a log in and out methodIn this article, we explain how you can update the carers log in and out method.
- Visit location featureIn this article, we explain how visit location accuracy works.
- Create visitsIn this article, we explain how to create visits within Access Care Planning.
- Incorrect check in and out timesIn this article, we explain why visits may show the incorrect check-in and out time.
- Visit check in and out locationHow to view check-in and out locations for visits and time stamps.
- Availability of visits and associated data in the Access Care Planning appUnderstand how timing influences data availability in the Access Care Planning app.
Visit troubleshooting
Useful information to help with visit troubleshooting.
- Visits not showingIn this article, we explain why your visits aren't showing and how you can resolve issues.
- Visit records, activities, and care notes not showing — triage guideA triage guide for Tenant and Branch Admins to distinguish between sync delays, integration lag, and genuine data loss for visit records, activities, and care notes — covering when data…
- Why a carer cannot check in or end a visitA troubleshooting guide for Tenant and Branch Admins covering the most common reasons a carer cannot start or end a visit on the ACP mobile app, including time windows, required…
- Why activities are not appearing at the point of visitA step-by-step guide for Tenant and Branch Admins on why activities are not appearing for a carer during a visit on the mobile app, covering care plan configuration, role permissions,…
- Live View troubleshooting — black screen and display issuesTroubleshooting guide for Live View display issues including black screen, activity description errors, and performance problems on the case files visits page.
- Unable to see case details on a visitIn this article, we explain why you may not be able to see case details and the associated case on a visit and how to resolve this.
- Unable to log out of a visitIn this article, we explain why carers may not be able to log out of a visit.
- Address location showing incorrectlyIn this article, we explain why the address is showing incorrectly on the mobile app.
- Issue scanning QR codeIn this article, we explain why you may not be able to scan a QR code to start a visit.
- Visit not showing activitiesIn this article, we explain why visits aren't showing against a visit and how to resolve this.
- Unable to view 24-hour visitsIn this article, we explain why you are unable to see 24-hour visits from the services users visit page.