This type of visit is used to schedule a visit or delivery that will occur in the future, setting the status as Pending. It will allow you to create an appointment. This will not be saved as an actual visit unless the status of the appointment is changed to confirm the provisions were picked up. This status is Collected. Appointments can be set for any program, including generic ones. Additionally, these visits will only show on reporting or exports if they have the status Collected.
In order to set up an appointment you can follow these steps for a program that has appointments enabled:
- Click on the Services page within your client's profile.
- Click on the New Appointment button to schedule an appointment. Please note that the New Appointment button may not necessarily be labeled New Appointment, but instead will be the name of the program you are adding the Appointment Feature to.
- A pop-up window appears when entering the pickup time when creating an appointment. It also has bigger up/down arrows to make it easier to enter the time. If your user settings are set to AM / PM for time preferences, an additional box will be available to select AM or PM.
- The following fields will need to be filled out if required by the agency:
- Pick-Up Date: automatically set to the current date. This can be changed manually if the pick-up or delivery date will be at a future date. This CANNOT be a date in the past unless the Status is set to Collected before entering the date and time information.
- Pick Up Time: can be added upon request; the time of the appointment.
- Location: automatically set to the location the user is currently linked to. This can be manually changed if the pick-up or delivery location is another agency that the user has access to.
- Status: automatically set to Pending. This can be changed during the different stages of product pick-up. Other statuses include Packed, Shipped, Collected, Not Collected, Rescheduled, and Cancelled.
- Quantity: enter how much food supplied was given out. This word can vary from days, lbs, kgs, money, points, hamper, or items.
- Provisions: enter or check off provisions listed that were provided to the household.
- Once everything is filled out you can select Save to save changes.
Please watch the recording below for more details:
Additional resources
Appointment Feature & Appointment Lists
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