Canceling Visits (Visit Screen)

At times you will need to cancel visits. In order to cancel visits, follow the steps as described below.

To begin, go the Main Menu, then click on Visits.

Search for Visits. You may query this through a Visit Date, Client ID, Visit Start and End Date, Visit Status or Visit Type to filter. The query return maximum is 100 records per search.

To cancel a visit, click on the check box by the name and scroll to the bottom to the cancel visit button. 

NOTE: If you want to cancel a visit, you do not want to use cancel assignment. The cancel assignment function will cancel the caregiver's assignment to the visits.

When you hit cancel visit, a list of reasons (established by your organization) will appear. Select one of the items or create a unique cancelled item explanation. 

Finally, click Save Notes and Cancel Visits and the process is complete.