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Provider view missing in visit manager

How to add a missing provider view in Visit Manager.

Written by Billy Dilks

If a provider is missing from the visit screen in CM Mobile, the provider view may not be assigned to your user account. Follow the steps below to add it.

  1. Log in to CM New World.

  2. Click User Manager and locate your username.

  3. Scroll down to Assigned Applications and click Edit next to Visit Manager.

  4. Add the missing provider to your view.

  5. Click Save User at the bottom of the screen.

  6. Log out and allow 10 to 15 minutes for the change to take effect.

  7. Log in again — the missing provider should now be visible.

📌 Note: Only one view can be displayed at a time in Visit Manager. If you have multiple views, switch between them as needed.

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