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 detailsView previous and upcoming client visits in the Access Care Planning app, including visit details and notes.
- Download visit detailsDownload detailed visit records, including activities, notes, and visit times, as a PDF.
- Print QR codesPrint QR codes for all service users or for individual records for quick, easy sign-in access.
- Visit notesView, manage, and print visit notes, and control whether carers can update notes outside of scheduled visit times.
- 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 visitsManually amend visit times, notes, and statuses for completed or outstanding visits.
- Set a log in and out methodSet and manage visit verification methods, including manual sign-in, QR codes, and NFC tags, for carers.
- Visit location featureIn this article, we explain how visit location accuracy works.
- Create visitsCreate visits in Access Care Planning and view them in a service user’s record for easy visit management.
- Incorrect check in and out timesWhy visit check-in and check-out times may appear incorrect and how to resolve time zone-related issues in Access Care Planning.
- Visit check in and out locationView detailed visit information, including location data, timestamps, and check-in and check-out records, from either a service user's record or the visit screen.
- 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 visitWhy case details or case files may not be visible on a visit and how to adjust download settings and user permissions to restore access.
- Unable to log out of a visitDiscover the most common reasons a visit cannot be ended, including incomplete activities, outstanding visits, permission settings, and tenant configuration restrictions.
- Address location showing incorrectlyTroubleshoot incorrect address locations in the mobile app by checking service user details, postcode information, and GPS coordinates.
- Issue scanning QR codeFind out why a QR code may not scan correctly for a visit and how client start dates can affect QR code activation.
- Visit not showing activitiesTroubleshoot missing visit activities by checking visit allocation times, care plan links, and custom activity schedules.
- Unable to view 24-hour visits24-hour visits may not appear in the visit list if the selected date filters do not cover the full duration of the visit.