How to Document a Shelter Visit 

If the team is enrolled as a Shelter Team, the Visits drop down lists Shelter Visits as an optional menu. Shelter Visits are designed to enable team members to document visits back-to-back with minimal interruption. 

• Select the Shelter Name from the drop-down menu
• All clients that have been assigned to that Shelter within their profile address are displayed for selection
• Select each client that will be visited at the Shelter
• When visiting with the client, press the start [play] button
  1. The timer begins and the visit location is captured via the mobile device’s geolocation services
  2. If the client has an upcoming Medicaid Recertification expiration date, the user will be prompted accordingly
  3. Press the pause button to stop the timer and start a new visit with a different client
  4. Tap the arrow to expand and select the client’s collaterals, visited by drop-down, and add notes
• Click the End Shelter Visits button to end all visits and complete entry of the visit details
  1. Any client that does not have a visit started will be documented as a No Show visit, prompting the user to select a No Show Reason > click Next
  2. The user can add notes for each selected client > click Next
  3. If a client has an active treatment plan, the user can select reviewed goals and objectives
  4. The user can select if the visit was a billable visit and any applicable interventions > click Save
  5. The user is prompted to confirm the visit location that was captured upon clicking start > click Save

Click here to watch a video tutorial.