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:
- Type in the last name of the individual in the search box.
- Select the appropriate family from the results box.
- Tap or click on the individuals name from the family members list.
- Tap or click on the Visits tab.
- Tap or click on the 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 or click on the check mark to save this information.
To enter visitation notes from My Visits, do the following:
- Click or tap on the My Visits menu on the left.
- You are now on the Add Visit window.
- Enter the last name of the person you have visited. Choose the appropriate person from the list.
- Enter the Date of the visit.
- Enter the Duration of the visit.
- Enter the Type of visit.
- Enter the visitation Comments.
- Click or tap the SAVE button to save this information
Look up visitation notes entered
To view the notes that perviously entered, do the following:
- Click or tap on the My Visits menu on the left.
- A list of the people who have visitation notes that you’ve entered are listed on the left side.
- If you need to filter that list of people, tap or click on the SHOW FILTER button. Enter the first few characters of the name to reduce the list.
- Tap on the specific person’s name.
- 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:
- Type in the last name of the individual in the search box.
- Select the appropriate family from the results box.
- Tap or click on the individuals name from the family members list.
- Tap or click on the Visits tab.
- Their visitation notes will be displayed.