The Visit Tracker is a built-in tool designed to help manage and monitor the number of visits or the allocated time for patients. This feature is particularly useful for tracking limits set by managed care plans, insurance policies, or service plans.
Navigating to the Visit Tracker
Go to the Patient's Profile: Log in and navigate to the specific patient’s profile.
Access the Visit Tracker: Use the left-hand menu to find and select the Visit Tracker section.
Creating a New Visit Tracker
Select 'New Visit Authorization': Click this button to start the workflow for creating a new Visit Tracker.
Complete Required Fields: Fields marked with an asterisk (*) are mandatory.
Start Date: Enter the start date for the authorization.
End Date (Optional): Add an end date if necessary.
Type: Choose from:
Insurance
Managed Care Plan
Service Plan
Responsible Party (Optional): Assign if applicable.
Authorization Number (Optional): Add if relevant.
Units of Measurement: Choose between:
Total number of minutes
Total number of visits
Allowed Visits/Minutes: Specify the total amount authorized.
Remaining Visits/Minutes: Input the current remaining count.
Set as Default: The new tracker will be automatically set as the Default, indicating it is the active plan. You can have multiple trackers, but only one can be active at a time.
Add Descriptions: Include any additional notes if needed.
Save the Tracker: Once saved, the tracker will appear in the patient header, displaying the remaining visits and total allotted visits.
Updating the Visit Tracker
There are two methods to update the Visit Tracker:
Automatic Updates: The tracker updates automatically when a patient is marked as
Arrivedfor their appointment.Manual Updates via
Add Appointments:Select
Add Appointmentsto account for past appointments not automatically included.Check the boxes next to the appointments to be added.
Click
Add Appointmentsto apply them to the tracker.
Removing Appointments: If for whatever reason you need to remove an appointment that was added to the visit tracker incorrectly, you can follow the steps below:
Click on the three dots to the right of the visit tracker and then select
View Appointments
Here, you will see the option to
Removethe appointment from the visit tracker:
FAQ
Can multiple Visit Trackers be active?
No, only one Visit Tracker can be set as the default active plan at any time.
Do I need to manually update the tracker for every appointment?
No, the tracker updates automatically for new confirmed appointments. Manual updates are only needed for past appointments.
Need Help?
If you have further questions or need assistance, please reach out to the support team.