Getting Started With The Compact View Staff|Patients|Sites

In addition to being able to view a large quantity of visits, the compact view is great for making lots of small changes to your rotas.

If you have this filter view it allows you to:

Filter the view by staff, patient, group or service - the filters are shown at the top of the page.

• Filter by group - you have the choice to filter by a group based on staff member or group based on the Patient.  
• Filter by a staff member -  Only lists that staff member, this is useful if you want to know what a specific staff member is doing.
• Filter by a Patient -  Only lists that Patient, this is useful if you want to know what visits a specific Patient has.
• Filter by site - Only shows visits that have been associated with that site.
• Filter by service - Only shows that service across all staff members this is useful if you want to see what overnight visits you are doing for instance.

Filter by unallocated visits - to unallocated by unfiltered visits you need to first click on the Visits (1) tab, then click on Compact View (2). Once the page has loaded, you then click on Display only unallocated visits (3) as shown in the screenshot below, then click Load (4). 

 
View period from 4 hours to 31 days - to view a period of visits from 4 hours up to 31 days, you click on the Drop-down box (1) and select a specific time frame. Then you need to click on Load (2) to load up the visits within that time frame.

On the top right-hand side of the screenshot above there are a few different colours. The visits are colour coded depending upon their status:

• Blue - this is a regular visit, without any problems OR new changes have been made.
• Light Blue - the Patient is in a different group to the allocated staff member
• Dark Green - this is a double-up visit.
• Light Green - this is a completed visit.
• Yellow - there is some kind of problem such as a clash, too many staff allocated, staff is untrained on the service(s), incompatibility.
• Red - this will show if the staff members are unavailable for that visit. Please note this could either be for a portion of the visit (e.g for the first 5 minutes) or for the entire visit duration.
• Grey - this shows staff leave.
• Black - the visit has been cancelled

Cancel visits; either a single one or bulk cancel - to cancel a single visit you can click the Cancel button on the left-hand side of the visit you wish to cancel. To Bulk Cancel you select all the visits you want to cancel either by either selecting them individually by the checkbox on the far left of the visit or click on the Select All button just above the Date and then click on the red Cancel button to the right of the drop-down list. 

How do I cancel a visit/job?

To Bulk Uncancel you select all the visits you want to uncancel and select Uncancel in the drop-down box, then click on the green Bulk Uncancel button. 

Bulk allocate/unallocate - to bulk allocate/unallocate, you will follow the same steps as above, but instead of clicking Cancel, you click Allocate/Unallocate instead.

Edit the start time - to edit the start time of a visit, you click on the time the visit starts and enter in a new time, please note that changing the start time will automatically change the end time. 

Edit the duration by editing the end time - just like the Start Time, you can also edit the End Time of a visit, this will also change the total duration of the visit. When you change the Start Time, the End Time automatically changes to keep the total duration of the visit the same, but when you change the End Time, the total duration of the visit will extend. 

Virtual Visits are shown in a grey target icon: and a Face to Face visits have a locator pinpoint icon:

A number displayed to the right of a date on a visit row will indicate that this visit has previously changed date. For each time a visit is edited to change the date, the number will increase. Please note, if you use the Compact view to change the date of a visit, you will receive an Alert message as well. 

See problems in yellow, unallocated red, double-ups in green and cancelled in black.

• Click on the little (i) next to staff names to see staff contact details.
• Click on the little (i) next to Patient names to see Patient contact details.
• Click on the little notepad icon next to each visit in order to see notes from that visit.

If it is switched on in Account Settings you can show the reason why a visit has not allocated.

It will show in green if it will successfully allocate the visit to the default staff member. It will show in yellow if there is a possible problem (on hover over will specify the reason) and will show in red if there is no default allocated.

You are able to see if a default user is untrained on the compact view by clicking on the orange "Allocate" button. As shown in the screenshot below, this section shows if they are trained or untrained for the visit.

The other elements are:

Busy - This shows whether that staff member is already on another visit or on leave at the same time

Availability - This shows whether that staff member has been set as available at that time

Times Visited - This shows the number of instances that the staff member has been to see that specific Patient within the last 6 months

Hours this week - This shows how many hours of work that your staff member has got assigned to them this week.  If you set a number of contracted hours within the staff profile, this will also show here.

Related Articles:

• How do I cancel a Visit?
• Getting Started With The Week View
• Using The Staff Day View
• Viewing Previous Visits
• Group Filter View
• How can I edit/change the time of a single visit?
• How do I set/view the Availabilities?
• What is a Virtual Visit and How do I create one?