<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Scheduling Appointments > Scheduling Patients > Patient Visits

Patient visits may be auto created when they are scheduled for an appointment as well as linked to the appointment. The type of visit that is created is determined by the Location or Personnel where the patient is being scheduled. The following table maintenance will need to be performed in order to use this functionality.

 

 

General Control Table

 

To allow Patient Connect to automatically create visits during the scheduling process, Auto Create Visit will need to be selected in the General Control table.

 

 

Select Web Client > Tables > Patient Intake > General Control

 

General Control

 

 

When this is selected, Patient Connect will look to each resource being scheduled and auto create a visit with the information in that resource's table.

 

If there is more than one resource associated with an appointment, the primary resource (the resource selected from the scheduling grid) will be used for the visit information.

 

NOTE: For facilities wanting to use this functionality, it is recommended to first complete all the setup on each resource with the visit information. Once that is completed, select Auto Create Visit to enable this functionality in Patient Connect.

 

 

Location and Personnel Tables

 

The Locations and Personnel tables will determine if a visit needs to be created. Once in the Location or Personnel table, select the resource and then select Visit Info.

 

 

Select Web Client > Tables > Patient Intake > Locations or Personnel

 

Location Edit

 

 

If wanting to create a visit whenever a patient is scheduled for the selected resource, select Create Visit.

 

 

Select Web Client > Tables > Patient Intake > Locations or Personnel > Visit Info

 

Visit Info

 

 

Additional fields will display once Create Visit is selected. Define the Stay Type, Subtype (if applicable) and Physician to be used when creating the visit. Select Save once all fields have been addressed.

 

 

Select Web Client > Tables > Patient Intake > Locations or Personnel > Visit Info

 

Visit Info