Skip to main content

Assigned visits not showing

In this article, we explain what to do when visits are not showing, even when they are assigned to care workers.

B
Written by Billy Dilks
Updated over a month ago

This issue can occur when the care worker has two accounts set up for them, one active and one inactive. The inactive account may still have ties to CM Mobile, causing the planned visits to go to that account, instead of the active account.

To resolve this, remove the CM Mobile application from both accounts for the care worker and reconfigure CM Mobile on the active account. This will remove the link to the old inactive account, ensuring the planned visits display correctly when the care worker logs into CM Mobile.

To resolve this, follow these simple steps:

  1. Click on User Manager, search for the CM Mobile user.

  2. Scroll down to the Assigned Applications section, and click Edit next to CM Mobile.

  3. On the Assign Roles page, click Next.

  4. On the Configure Views page, unassign the existing link to the care worker, remove the search criteria from the search box, and search again for the care worker's name.

  5. Click the Assign button next to the care worker's name in the search results section, and click Next.

  6. On the Summary page, click Complete and then click Save User.

Did this answer your question?