New Visits

New Student Visits can be created either on the Nurse>Visits>New Visits screen or the Nurse>Visits>Student Check-In screen.

New Staff visits can only be created on the Nurse>Visits>New Visits screen:

If you have permission to create visits for staff members, the "Staff" tab will appear.  

If the Staff tab does not appear, your security roles lack the nurse.visits.staff Securable Location.  

Please ask your system administrator for to add this to your permissions.

To search for students or staff members (depending on which tab is selected), enter a first name or last name - or the first few characters of a name - into the Last Name and/or First Name fields and click Search.  

This will bring up all matching individuals:

Click the CREATE VISIT button for the individual you wish to create a visit for.  This will bring up the "Visit Details" screen.

The student version of the "New Visit" screen displays additional information about students:

This works the same way as the staff version of the screen, with just a few additional fields of information.  

Click the Create Visit button for the student you wish to create a visit for.  This will bring up the "Visit Details" screen.