Visit Intervals Feature

Food banks have different internal rules on how many times their client can visit in a month, a year or a certain amount of days.

Visit intervals do not work with CSFP or TEFAP programs as they have their own separate requirements of one visit per month.

 

The Visit Intervals feature allows organizations to set eligibility on how many visits a client can have from one program during a certain period of time.

Organizations can specify which program(s) at which agency should have eligibility set by that program and if they want it to be enforced. This can be applied to any client-specific (non-bulk) program by restricting the program to only allow a certain number of visits within a certain number of:

  • Day(s)

  • Calendar Weeks(s)

  • Calendar Month(s)

  • Calendar Year(s)

 

If a client has already visited the max number of times during the eligibility period, the green “Eligible” badge will turn to an orange “Ineligible “badge.

The user can still click on the program button. The pop up on the left will appear notifying the user that the client is outside of their visit allotment.

 

Organizations can decide to let the user record the visit anyway or they can request to have the “Continue” button removed to enforce the restriction.

 

 

This feature can only be enabled for non-commodity (not related to income guidelines) programs and generic programs.

ENABLING

  • Network Administrators and Network Managers can enable visit intervals for programs at the network or agency level

  • Go to Administration>Program Settings (either network or agency, depending on what is needed)

  • Click on the edit icon next to the program you want to set up the visit intervals for

  • Click on the Visit Options section

  • Check of the Visit Frequency button

  • Determine how many visits can occur during the designated time increment

  • Check on the box to “Enforce Visit Frequency” if needed

APPOINTMENTS

  • Statuses with a parent type of “Cancelled”, “Not Collected” and “Rescheduled” do NOT count towards the visit interval.