Short answer
Schedule a Visit, Reschedule, Add Block and the visit details window are made of blocks. Open a block’s options to hide it, move it or make it full or half width, and use Add a block for extras such as client at a glance, allergies and diagnoses, the caregiver’s week, notes, a map or your own text. Your layout is kept for you; Reset brings back the original.
Step by step
- Open the window, such as Schedule a Visit.
- Open the options on a block to hide it, move it up or down, or choose Full or Half width.
- Choose Add a block to add client at a glance, allergies and diagnoses, notes, a map or your own heading and text.
- To start over, open the window’s settings and choose Reset.
Good to know
- Required parts cannot be hidden while they are empty or have an error. If a hidden part needs your attention, it comes back on its own marked Needs attention.
- Hiding a part never changes what is saved. For example, hiding Pay & billing still saves the visit’s weekend rate code.
- Your layout is yours. It follows you to every computer and does not change anyone else’s.