Page History

Instructions:

A new visit can be any in-person or virtual visit to the hub for receiving service, which follows that individual’s initial visit for service.

To add a new visit for existing clients:

• Find the client’s profile using the Search page.

• Click on the ADD A NEW VISIT button at the bottom-left hand side of the screen to open the Add a New Visit pop-up.

• Use the  button beside “Visit Date” to set the visit date.
  • Visit date pre-populates automatically with the current date.

• Click the OK button.

• Once a new visit is created, all the forms become visible under the new visit.