Visit plans are used in CallConfirmLive! to organise care, ensure consistency, and meet the service user's needs safely and efficiently.
Navigate to a new visit plan
You can access a new visit plan directly from the client record.
Select Clients from the left-hand menu.
Right-click the client record and select Open Client.
Navigate to the Visit Plan section.
Click the green Add Visit Plan button on the right-hand side.
Add visit details
The Summary tab is where you add the start date, description, and any additional requirements such as tasks or tolerances.
Enter the start date and description.
Add any additional requirements, tasks, or tolerances.
Click the Visit tab, then click Add Visit.
Add the start time and duration.
Enter the days of the week the visits should take place.
Add the carer details, then click OK.
If any skills are required, add these in the Skills tab.
Click Save and Close in the visit plan.
Click Save and Close on the client record.