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Create an ad hoc visit

In this article, we explain how to create an ad hoc visit.

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Written by Lucy Robbie
Updated over 2 months ago

An ad hoc visit is a visit that's unplanned and outside of the normal requirements for the service user.

For example, a service user may have a hospital appointment that your employee also needs to be attend.

Single ad hoc visit

You can create an ad hoc visit by following these simple steps.

  1. Click Planning, then click Visit.

  2. Click Planning, then click the plus icon from the top bar.

  3. Click Single, then fill in the required details, such as times and employee.

  4. Click save.


Multiple ad hoc visits

These are several visits that occur at the same time within a seven-day week.

To create multiple ad hoc visits, follow these steps.

  1. Click Planning, then click Visit.

  2. Click Planning, click the relevant service user's name to open their planning window.

  3. Click the plus icon from the top bar.

  4. Select Multiple, then select Standard.

  5. Add the start and end time.

  6. Fill in the number of employees required for each day.

  7. Select the Employee, Service Funder, Service Type and Visit Type.

  8. Click save.

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