Visit Screen Overview

⏳ Selecting the Schedule - before starting the visit

• Call Patient: Gives the option to call the patient's main phone number.
• Distance: Shows how far you are from the patient's home.
• Visit Details: To help prepare you for the visit.
  • Scheduled Time (includes total hours)
  • Tasks that need to be completed
  • Special Instructions from the care plan
• Cancel Visit Options
  • Patient is unavailable or refuses  OR
  • Cancel Mark the visit as available for another staff member to take
• Start Visit: Initiates the visit, time-stamping the start time, and capturing the GPS location for EVV. 

▶️ Starting the Visit

• Tasks: All tasks must be checked off. If any are left incomplete, a reason must be selected.
• Vitals: If required, document all items or select a reason why not performed.
• Comments: Add notes or comments related to the visit.
• Patient Notes: Additional information pulled from the patient's referral in Barnestorm Office.
• Instructions: Special care plan instructions and allergy alerts.
• Verify Visit: Where the patient's signature is capture, with a date/time stamp.
• Finish: Ends the visit, time-stamping the end time, and capturing the GPS location for EVV.  

📌 Rules That Vary by Agency

• Visit Timer: A timer bar appears at the bottom of the visit screen. It shows:
  • How long the visit has been in progress
  • How much time remains
  • When the visit is scheduled to end based on total scheduled time
• Auto Clock Out: If you forget to finish a visit, clocking into a new one (1–4 days later) will automatically end the previous visit, while capturing location.
• Verify Location: You must be within a one-mile radius of the patient's home to start the visit. This ensures location compliance.
• Auto Adjust Total Time: If your visit runs longer than scheduled, the app may ask if you want the time to match the scheduled duration.