Getting Started With The Day Overview

To navigate to the Day Overview go to the the Visits menu in the banner bar and select the Day Overview option.

This page is similar to the Day View page but will show the visits for the day in a list view. You have the option to filter to specific day and also load for a specific group. 

In the top right corner, a shortcut button is available to "View Availabilities"

Each visit shows the following details per each column:

• Staff
• Patient
• Address
• Start Date
• End Date
• Services
• Notes - These are Visit Notes.

The top row consists of visit that have not been allocated to a staff member. The next rows will have each staff members name along with all their allocated visits for the day.

Below the staff members name there are 3 buttons (from left to right):

1. Download Day Overview (.PDF) - This will download a PDF overview for this staff members day
2. Download Day Overview (.CSV) - This will download a CSV overview for this staff members day (a spreadsheet version)
3. Download Jobsheet - This will download jobsheets for this staff members day

Further to this, each row will have the option to Show/Hide the list of visits each staff member has. Clicking this button will collapse/expand the visit's information. Each patient's name is clickable and will take you to the visit information page. 

Related Articles: 

• Getting Started With The Day View
• Getting Started With The Week View
• Getting Started With The Compact View