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.
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.
Please review the video below:
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.
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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.
- 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.
Additional resources
How do I Edit or Delete a Visit or Appointment?
Click here to navigate back to the Client Visits guide list