Visits
Everything you need to know about visits.
By Billy1 author33 articles
- Add real time alerts to visit plansHow to request real time alert configuration and add alerts to client visit plans in CallConfirmLive!.
- Change rota for visit planHow to change the rota assigned to a visit plan in CallConfirmLive!.
- Create a planned visitHow to add a planned visit in CallConfirmLive!.
- Create a visit planHow to create a visit plan for a client in CallConfirmLive!.
- Create an actual visitHow to manually create an actual visit in CallConfirmLive!.
- Delete a planned visitHow to delete planned visits.
- End a visit planHow to end a visit plan for a client in CallConfirmLive!.
- Re-export visit dataHow to request a re-export of visit data in CallConfirmLive!.
- Show more planned visit dates in advanceIn this article, we explain what to do if you'd like to see more planned visits in advance.
- Cancel an actual visitHow to cancel an actual visit.
- Recreate visits from a visit planHow to recreate visits from a visit plan in CallConfirmLive!.
- Amend invoiced visitsHow to amend invoiced visits in CallConfirmLive!.
- Visit plan errorWhat to do if you see an error message when opening a visit plan in CallConfirmLive!.
- Missing or uncontracted visitsSteps to resolve missing visits or visits with no contract in CallConfirmLive!.
- Amend a social service referenceIn this article, we show you how to amend a social service reference.
- Unable to merge client recordsA guide to resolving issues when you are unable to merge client records in CallConfirmLive!.
- Visit plan not creating visitsEverything you need to know about why visits are not being created automatically from a visit plan in CallConfirmLive!.
- Visits incorrectly importedUnderstanding why visit data can be incorrectly imported into CallConfirmLive! via a rostering platform.
- Visits overlap without permissionTroubleshooting overlapping visits being created when the user does not have the overlapping visits permission in CallConfirmLive!.
- Visits remain after client goes inactiveWhat to do if visits remain on the system after a client goes inactive in CallConfirmLive!.
- Visit missing from visit planHow to check for a visit missing from a visit plan in CallConfirmLive!.
- Data not exportingTroubleshooting data that is not exporting from CallConfirmLive! to your rostering system.
- No invoice value showing against visitsSteps to resolve invoice values not showing against visits in CallConfirmLive!.
- Visits deleted with service stopUnderstanding why visits are removed after deleting a service stop in CallConfirmLive!.
- Visit plan not showing in recordWhat to do if a visit plan is not visible in a client record in CallConfirmLive!.
- Client visits not showing in searchA guide to resolving visits not appearing when searching in the visits section of CallConfirmLive!.
- Visits greyed out on screenEverything you need to know about why visits appear greyed out on the visit screen in CallConfirmLive!.
- Ended visit plan still displays visitsUnderstanding why an ended visit plan still displays visits in CallConfirmLive!.
- Unable to create actual visitsWhat to do if you are unable to create actual visits in CallConfirmLive!.
- No amber balls when over commissionedTroubleshooting why amber indicators do not appear when tasks are over commissioned in CallConfirmLive!.
- Amend the matching rulesA guide to understanding and amending the event matching rules in CallConfirmLive!.
- Daily planner update featureHow the daily planner update visit plans feature works in CallConfirmLive!.
- RematchSteps to request a rematch for unmatched visits in CallConfirmLive!.