Knowledge Base Article #760:

How do I convert a scheduled visit to an executed visit?

WORKFLOW - Scheduler [apply appropriate filter settings]

The Scheduler grid allows finding and completing scheduled visits for a particular time frame, patient or worker quick and easy.  Along with indicating that the scheduled visit is completed, you can create an accompanying service journal with actual visit times and confirm it for billing and payroll export processing.

You check the box in the Completed column.  A service journal entry is then displayed.  Select the Visit Note Name, SJ Transaction Code and check Confirm then click [Save] in lower-left corner.

Please click Preview Attachment link at the right to see a screen shot.

Keywords: careportal, change, worker, schedule, service journal, confirm
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