How do I Edit or Delete a Visit or Appointment?

While using Link2Feed you may need to go in and edit or delete visits or appointments from time to time. 

Those with the Agency Intake role can edit and delete a visit up to 24 hours after recording it. Agency Managers can edit and delete a visit at their assigned locations at any time. Network Administrators can edit and delete any visit within the network (at any organization) at any time.

This article covers the following topics: 

• Editing a Visit or Appointment
• Deleting a Visit or Appointment

Editing a Visit or Appointment

1. Navigate to the Services page of the client whose visit or appointment you want to edit. 
2. Click on the orange Edit (pencil) beside the visit you want to edit. 
3. Click on the Save button to save your changes or Cancel to discard them. 

Deleting a Visit or Appointment

You can delete an appointment labeled as "Collected" or "Pending" if the following conditions are met:

• Access: The user must have access to the organization where the visit was created. Without access, deletion is not allowed.
• User Role: If the user is a Network Manager or Network Admin, they can delete the appointment without any additional checks.
• Agency Location:
  • Agency Managers at the agency where the visit was recorded can delete it.
  • If you created the appointment and are currently at that agency, you can delete it.
• Time Limit: If you created the appointment within the last 24 hours and are at the agency where it was recorded, you can delete it.

1. Go to the Services page of the client whose visit or appointment you want to delete. 
2. Click on the red Delete (trash) icon beside the visit you want to delete. 
3. Click on the Save button to save your changes or Cancel. 
4. A notification will appear asking if you're sure you want to delete your entry. 
5. Click on Delete to delete your entry or Cancel to cancel the deletion.