Chapter 11: Visit Type Setup
Chapter Overview
What You'll Learn:
- Standard vs custom visit types
- How to add a custom visit type
- How deletion works (no Deactivate control)
Time to Complete: 10 minutes
Who Should Read This: Agency Administrators, Clinical Managers
Path: Settings → Clinical Settings → section Visit Types Library
Text-only. Labels match the screen.
11.1 What You See
On Clinical Settings, the Visit Types Library card has two groups:
| Group | Copy |
|---|---|
| Standard Visit Types | “These are the default, system-provided visit types and cannot be edited.” |
| Custom Visit Types | “Create and manage your agency's own specialized visit types.” |
Button: + Add Custom Visit Type
11.2 Add or Edit a Custom Visit Type
Modal: Add Custom Visit Type or Edit Visit Type.
| Field | Required |
|---|---|
| Visit Type Name | Yes |
| Default Discipline | Yes |
| Associated Form | Yes |
| HCPCS Code | Optional |
| Task Checklist | Optional — use Add Task for checklist rows |
Discipline options include: Skilled Nursing (SN), Licensed Practical Nurse (LPN), Physical Therapy (PT), Occupational Therapy (OT), Speech Therapy (ST), Home Health Aide (HHA), Medical Social Worker (MSW), Other.
Buttons: Cancel · Save Visit Type
11.3 Delete vs Deactivate
- Standard types: cannot be edited or deleted.
- Custom types: remove with the delete control (toast confirms deletion).
- There is no Deactivate button in the current UI — use delete, or stop assigning the type in scheduling.
11.4 How Visit Types Are Used
- Schedule Center / My Schedules when creating visits
- Fee Schedule rates keyed by visit type (per-visit payers)
- Associated form drives which clinical form opens for documentation
11.5 Quick Checklist
- Standard list understood (read-only)
- Agency-specific custom types created with correct form + discipline
- Unused custom types deleted if no longer needed