Visitation notes may be added or viewed in several different ways(as long as the user has been given permission to ADD VISITS under the permissions area):
- From within a person’s profile information.
- From the My Visits menu.
Enter visitation notes To enter visitation notes, from an individual’s record do the following:
- Tap the Find Family menu at the bottom of the page.
- Enter the Last Name of the family.
- Tap SUBMIT.
- Tap on the name of the individual you need to enter visitation notes.
- Expand the Visits section.
- Tap ADD VISIT button.
- Enter the Date of the visit.
- Enter the Type of visit (phone, in person, etc).
- Enter the Notes for the visit.
- Tap SAVE at the bottom to save the information.
To enter visitation notes from My Visits, do the following:
- Tap on my Visits from the hamburger menu in the upper left.
- Tap on the plus sign in the upper right.
- Enter the last name of the person you are entering the notes for.
- Tap on SUBMIT.
- Tap on the name of the specific person.
- Enter the Date of the visit.
- Enter the Duration of the visit.
- Enter the Type of visit.
- Enter the visitation Comments.
- Tap the SAVE button at the bottom of the page.
Look up visitation notes entered To view the notes that previously entered, do the following:
- Choose My Visits from the hamburger menu in the upper left.
- A list of the people who have visitation notes that you’ve entered are listed.
- Their visitation notes will be displayed.
View visitation notes for a specific person To view visitation notes, from an individual’s record do the following:
- Tap Find Family from the bottom.
- Type in the last name of the individual in the search box.
- Tap SUBMIT.
- Select the appropriate family from the results box.
- Tap on the individuals name from the family members list.
- Tap on the Visits section.
- Their visitation notes will be displayed.
