Monitoring Visit Options

Within Monitoring Visit Options, users can configure both Visit Types and Visit Conduct Types. These configured options are then available for selection when creating a document template.

Visit Types

To configure the visit types, follow the steps below:

1. On the Monitoring Visit Options, access the Visit Types tab.
2. Click the +Add button.
3. Enter some text in the Id field.
   
   
   
4. Double click on the Name field and enter the visit type name.
   
   
   

5. To delete a visit type, select a visit type from the list and click Delete.

6. Once the required visit types are added or deleted, click Save.

   
   
   

Visit Conduct Types

To configure the visit conduct types, follow the steps below:

1. On the Monitoring Visit Options, access the Visit Conduct Types tab.
2. Click the +Add button.
3. Enter some text in the ID and Name field.
   
   
   
4. To delete, select an option from the list and click Delete from the top menu bar.
5. Once the required visit conduct types are added or deleted, click Save.