Visit review and office actions
Workflow 13 · Visits · Approve · Return · Reschedule · Replace
The office checks each finished visit (the outcome, the photos, the hours) before it can be invoiced.
Everything else the office does to a visit is here too: move it, cancel it, send it back for rework or book a replacement, always with a reason.
- Office Administrator
- A completed or failed visit
Office Administrator
Replace a failed visit
Office Administrator
8Step 8 of 8 · workflow step 07
- Read why it failed
- Replacement visit
- Reason
Enlarge, then scroll
Open illustrated screen ↗Full image ↗
The system does this
- Archive a visit once its invoice is paid, credited or cancelled
- Record every action in the audit log; tell the office about completed and failed visits, and the operative about returned ones
Check
Visit approved and read-only; Generate invoice offered
1 / 9