Visits

A visit is one encounter between a patient and your organization at a location, from the first request until the visit is closed. The Visits screens follow a visit through its life. They work on the location chosen as your workspace in the sidebar.

Screen	Shows visits that are	What you do there
Requested	asked for, without a date yet	Schedule them, start them, or cancel them
Scheduled	booked for a date, and often a time and a staff member	Start them when the patient arrives, reschedule them, or cancel them
Active	in progress	Open one to work on it, or start a walk-in
Closed	finished: closed or cancelled	Review them, reopen one, or request a follow-up

Opening a visit shows the visit page, where the clinical work happens.

A visit’s life

1. Requested: someone asks for a visit on a given date, and records why.
2. Scheduled: the visit gets a date and, optionally, a time slot and a staff member. A staff member can’t be booked for two visits at the same time. A scheduled visit can be rescheduled.
3. In progress: the patient has arrived. A walk-in starts here directly.
4. Closed: the documentation is signed off and the patient has been discharged.

A requested or scheduled visit can be cancelled from its list. Cancelled visits are listed under Closed. The visit page has no Cancel button, so a visit that has already started can’t be cancelled from these screens. If a visit was cancelled or recorded as a no-show by a connected system, its timeline shows that. A closed or cancelled visit can be reopened, with a reason, to correct it.

Every step is recorded in the visit’s timeline, with who did it and when.

Who sees what

Each list, and each action on it, needs its own permission: requesting, scheduling, starting and working on active visits, closing, and reopening. Every list also needs permission to view visits. You only see the lists and buttons your roles allow; if a button you expect is missing, ask whoever manages roles in your organization.

With permission to view visits you can see the visits of every location. Changing a visit, other than requesting one, also needs your permission at the visit’s own location: you must be assigned to that location, and the permission must not be switched off for you there. Otherwise the change is refused with a message saying you cannot do it at that location.

Patients see their own visits in the patient app, with fewer details than staff see.