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.
If a household member was included in a visit and should not have been, it is not possible to edit the household member from the visit; the visit will need to be deleted and then re-recorded.
This article covers the following topics:
Editing a Visit or Appointment
- Navigate to the Services page of the client whose visit or appointment you want to edit.
- Click on the orange Edit (pencil) beside the visit you want to edit.
- Click on the Save button to save your changes or Cancel to discard them.
Deleting a Visit or Appointment
- Go to the Services page of the client whose visit or appointment you want to delete.
- Click on the red Delete (trash) icon beside the visit you want to delete.
- Click on the Save button to save your changes or Cancel.
- A notification will appear asking if you're sure you want to delete your entry.
- Click on Delete to delete your entry or Cancel to cancel the deletion.