Client Profile
YWHO Data Collection Platform Training - page 7/17
Pre- and Post-Session
Instructions:
A new visit can be any in-person or virtual visit to the hub for receiving service, which follows that individual’s initial visit for service.
To add a new visit for existing clients:
- Find the client’s profile using the Search page.
- Click on the ADD A NEW VISIT button at the bottom-left hand side of the screen to open the Add a New Visit pop-up.
- Use the CALENDAR button beside “Visit Date” to set the visit date.
- Visit date pre-populates automatically with the current date.
- Click the OK button.
- Once a new visit is created, all the forms become visible under the new visit.
Notes:
- The centre number and client ID are included on top of the Add a New Visit pop-up.
- The “Visit” and “Owner” field on the Add a New Visit pop-up are pre-populated and non-editable. This means you do not need to input any data on these fields.
