Add/Edit Visit Type & Reason

1. Navigate to Admin.

2. Navigate to Location, select Veins Check-in and from the dropdown select Visit Type.

3. Click on the "+" icon located on the top right of the table. 

-  Click on the "+" icon to add or edit visit types.

Note: The visit type will get added 

- Assign Physician

Selected physician will be automatically assigned if Visit type and reason are selected on the Check-In form

- Assign SMS or Email Templates

Selected templates will be automatically sent if Visit Type and Reason are selected on the Check-In form

- Assign Questionnaire Questions

Selected questions will be automatically asked on Check-In Form if Visit Type and Reason are selected

- Assign Demo Questions

Selected questions will be automatically asked on Check-In Form if Visit Type and Reason are selected

4. Select the "Edit" button.

-  Click on the "+" icon to add or edit visit types.

- Assign Physician

Selected physician will be automatically assigned if Visit type and reason are selected on the Check-In form

- Assign SMS or Email Templates

Selected templates will be automatically sent if Visit Type and Reason are selected on the Check-In form

- Assign Questionnaire Questions

Selected questions will be automatically asked on Check-In Form if Visit Type and Reason are selected

- Assign Demo Questions

Selected questions will be automatically asked on Check-In Form if Visit Type and Reason are selected

Note: The visit types and reasons will get updated.

• Related Articles

• Add/Edit Demo Questions

  1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Demo. 3. Click on the "+" icon located on the top right of the table.  - Select any questionnaire type and upload your questions.  - Click the "Save" ...

• Add/Edit Questionnaire Questions

  1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Questionnaire. 3. Click on the "+" icon located on the top right of the table.  - Select any questionnaire type and upload your questions.  - Click the ...

• Add/Edit Stage & Steps

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Stage & Step. 3. Click on the "+" icon located on the top right of the table.  4. Enter all applicable information.  - Capture/Release Resources ...

• Add/Edit Resources

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Resource. 3. Click on the "+" icon located on the top right of the table.  - Enter all applicable information.  - Click the "Create" button at the bottom ...

• Add/Edit Email template

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Email Template. 3. Click on the "+" icon located on the top right of the table.  - Enter the applicable information.  - If users select save as draft, ...