How Do I Edit or Delete a Visit?
Step-by-Step Guide
Editing a visit:
- Go to the Services page of the client whose visit you want to edit.
- Click on the "Edit" (pencil) beside the visit you want to edit.
- Click on the "Save" button to save your changes or "Cancel" to discard them.
Deleting a visit:
NOTE: Those with the Agency Intake role can edit and delete a visit up to 24 hours after recording it. Agency Managers can edit and delete a visit at their assigned locations at any time. Network Administrators can edit and delete any visit within the network (at any organization) at any time.
NOTE: If a household was member was included in a visit and should not have been, it is not possible to edit the household member from the visit; the visit will need to be deleted and then re-recorded.
- Go to the Services page of the client whose visit you want to delete.
- Click on the "Delete" (trash) icon beside the visit you want to delete.
- Click on the "Save" button to save your changes or "Cancel" to discard them.
- A notification will appear asking if you're sure you want to delete your entry.
- Click on "Delete" to delete your entry or "Cancel" to cancel the deletion.
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