Working in Rounds/Use of Visit Tag

Working in Rounds/Use of the Visit Tag

There are often occasions where you would like to label a Visit in specific way. One example would be if you work in rounds, where a certain Visit is in Round A (also called Runs in some businesses) on a Monday for example. 

Labelling a Round allows you use the filtering abilities on the Visit Schedule screen to be able to see all the Rounds gathered together, showing you all the Visits in Round A together, all those in Round B and so on. This makes them much easier to confirm or allocate in bulk. 

To label Round we will use something called the Visit Tag. This is a configurable dropdown that is present in the properties of the Visit. You can set this dropdown in the Care Plan Planning screen to have it appear in all booked Visits, but also change the Tag within the standalone Visit as a one off, for example if you need to change the Round the Visit is on for one particular day.

• In order to set the dropdown list to display the name of your Rounds, navigate to Settings > List Management and look for the Tag tab along the top of the screen.
• A list of all current Rounds or Tags will appear. Use the New button to create more. You can also edit current entries by double clicking on them
• Once entries have been made, you can use the ‘Move Up’ and ‘Move Down’ buttons to place them in the order you wish them to appear in any dropdown
• Once to dropdown entries have been created you will be able to access them within the properties of any Visit, including those in the Care Plan Planning screen
• Double click to open up the Visit properties, the Visit Tag is displayed underneath the Location. You may pick from any entry you have made in the dropdown list. Remember, if this is in the Care Plan Planning screen the Visit properties will be copied to the actual Visits in the Schedule when booked.