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Visit Planning
Visit Planning
Better understand how to use our visit planning feature
By Ravi
1 author
8 articles
Getting started with Visit Planning
How to turn Visit Planning on
What is a Visit card?
How to add and edit a visit
How to change the time or duration of a visit
How to end a visit schedule
Tasks & Medications
How to add tasks & medications to a visit card
How to remove a task or medication from a visit card
How to change the order of tasks in a visit plan
How to allocate a one-off task to an ongoing visit schedule
