How Do I Add a Visit?

 

All Visits are added from the client Services tab. A visit must be recorded in order for the client data to appear in the Reports and Visit Export. Visit history will appear on the Services page table including date, location, and provisions of active and deactivated programs.

All visits can collect the following information:

  • What were the reasons for this visit? Check off all that apply.

  • Who from the household is receiving services for this visit? All names are checked off by default, but you can uncheck any that do not apply. 

  • Food Provided: Check off all that apply.

  • Items Provided: Check off all that apply.

  • Referrals: Check off all that apply.

  • Additional Notes/Information: Enter any notes applicable to today's visit. Do not include the characters "<" or ">" when writing notes as the system may read them as code and not save the note correctly. To indicate the note as urgent, check off the "Alert" box below the Notes area. You can also select "Mark this note as private" to only be shown to your organization 

 If you are a CSFP worker (US only), the notes you make will only be visible by other CSFP workers. 

Click on the "Save" button to save changes or "Cancel" to discard the changes.

Select All/None

Click on the "Select All" or "Select None" button to select or deselect all options in a list more effectively.

Permissions

You may not necessarily view all of these options when recording a visit. These fields are set at the administrative level. If you have any interest in collecting any of this information, please contact your food bank administrator.

See more details on adding a visit depending on the module associated with your organization:

  • Pantry Visit ("Standard Module"): your organization tracks quantity of food supplied (days, lbs, kgs, etc.)

  • Appointment Module: your organization usually schedules appointments for when clients are to come and tracks quantity of hampers supplied, including type of hamper and when the hamper is to be picked up

  • Voucher Module: your organization tracks quantity of food supplied (days, lbs, kgs, etc.) and tracks visits using voucher dollars issued and spent.