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Page 34

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If you wish to archive a canceled visit, on the Visit Details tab, click the “Visit Actions” drop-down menu and select the Archive Visit option. A pop-up window titled “Complete Visit” opens. Select “Yes” to complete the visit or select “No” to cancel. The status of the visit changes to “Archived/Completed” and a confirmation message appears.​

Visit Actions

Archive Visit—Canceled Visits Only

To archive a visit:

  1. Open the Visit Details tab for the visit you wish to archive.
  2. Click the Visit Actions drop-down menu.
  3. Select Archive Visit.
  4. Click Yes to confirm completion of the visit.

On the Visit Details tab, the visit status will change to Archived/Completed.

Visit Actions drop down menu with Archive Visit item highlighted. Also, Complete Visit window with Visit Status showing the visit has been archived/completed