Add/Modify Visit Instructions

Add/Modify Visit Instructions

Ask Support or your Implementation Manager to activate the Visit Instructions and Visit Logging functionality. Visit Instructions are only available when Visit Logging is active.

Visit Instructions allow you to map Insurance/Employer instructions to a form.

  • This is used when an Insurance/Employer has a specific list of tests that they require.

Add/Modify Instructions

  1. Libraries > Insurance or Employer/Attorney

  1. Select the Insurance or Employer that the Visit Instructions will be applied to.

  1. Select the Add/Modify Instructions link.

  1. Select Add.
  • Alternatively, select previously created Visit Instructions.
  1. Visit Type: Select a Visit Type.
  2. Instruction Type: Check In, Service, or Check Out
  3. Instruction: Add a description of the Instruction (optional).
  4. Select Save [F2].

Learn More

Internal Use Only: Add Visit Instructions Functionality: VINSTRUCTIONS


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