Modify a Visit & Add Notes

If the visit is unassigned, you can modify it anytime: add notes, change the number of carers, change the duration, define required compliances…

  • Simply click on the visit in client’s Calendar (People > clients > calendar)

The visit window will open, make the modifications and click on Save.

If the visit is already assigned:

  • Open the visit in Client’s calendar
  • The visit window will pop up, you can only add/modify notes here or add/cancel a service

Click on Save.

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