Visit management
Useful information to help with visit management.
By Lucy and 1 other2 authors14 articles
- 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.