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Track clinical Visits

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Track a client's clinical visits for different types of appointments.

  1. Go to the appropriate location:
    • Client > Client Information > Health Information > Visits
    • Referral > Agency Referral > Health Information > Visits
    • Referral Application > Application Data for Providers > Health Information > Visits
  2. Search for and select a client.
  3. In the toolbar, select New Event and choose the type of visit Examples of types of visits are: annual physical, dental exam, and OB/GYN.
    Result: Depending on the type of exam you select, the fields available to complete may vary.
  4. Complete all relevant fields. The Actual Date is required.
    Note: Some Information you complete for exams displays in other areas of the system when you select 'Save'. For example, physical characteristics information auto-populates in these locations: 
    • Client > Client Information > Health Information > Vitals
    • Client > Client Information > Personal Information > Physical Characteristics
  5. Select Save.