Curriculum 'endoACRO - Site User Training'
3. Initiate / plan / add visit Download PDF
1 Initiate / plan visit
- Initiate a visit: Click <change> in the Visit calendar for the visit you want to initiate, set status to “initiated”, select date (future dates are not possible to select), finally click "Save".
- Plan a visit: Click <change> in the Visit calendar for the visit to plan, set status to “planned”, select date (future dates are possible to select), choose to send a reminder to members on the clinic, finally click "Save".
2 Add visit
- To add a new visit you click the Add visit link in the top right corner of the Visit calendar.
- In Visit administration you select which type of visit to add. For example, titration visits typically use the type "Return visit". Then select a date in the calendar, set status to "Initiated" and click "Save".
- The different types of visits have different modules. These modules can be changed by selecting or deselecting the check box in front of the module.