<< Click to Display Table of Contents >> Navigation:  Registering and Linking Accounts > Auto Created Visits

Patient visits may be auto created when they are scheduled for an appointment. The visit will automatically be linked to the appointment and the Expect Date on the visit will be the date the appointment was scheduled for. The insurance selected when creating the appointment will copy over to the visit from the Event screen as well. The type of visit that is created is determined by the Location of where the patient is being scheduled. Table maintenance is needed in order to use this functionality. Please refer to the General Control, Personnel and Locations sections under the Table Maintenance chapter for further 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 the Auto Create Visit field in the General Control table to enable this functionality.

 

If an appointment marked as Canceled or a No Show, the visit will be unlinked from the appointment.

 

NOTE: These visits may then be deleted with the Pre-Admit Delete Report.

 

If the appointment is rescheduled, the Expect Date on the visit will be updated to the new rescheduled date.

 

 

Clinic Locations

 

Auto created visits for locations that have been marked as a Clinic Location in the Personnel or Location tables will not have the admit date/time auto-populated. The admit date/time will populate once the patient has been Checked-In.