How do I submit a Visit Summary?

To submit a Visit Summary, please refer to the video guide and steps below:

1. Go to "Upcoming" tab and look for the visit you just completed.
2. From the visit card, go to the input screen by clicking "Submit Visit Summary" button or "Submit Visit Summary and Claims"
3. On visit summary input screen, there are some main sections that you will need to complete:
   • Clock in & clock out time: This is captured based on CP action from the app or indicated by the Live Ops team assist from Incident.
   • Alertness and Pain level: mandatory field if CR = single CR (optional if CR = Care Facility (B2B))
   • Vital Sign: optional
   • Assistance provided: mandatory field the required services will be shown by default and allow CP to tick-off if she/he performed question about additional services CP performed if any
   • Case summary (mandatory field): this section is for CP report the visit and CR's condition based on timeline
   • Photo attachment (optional field)
   • Tips on caring CR (optional field)
   • Claims section: This section only available if CP submit visit summary within 24hours after visit end time
   • After filled in all required information and review the Visit Summary, CP then click "submit" to go to confidential screen
4. CP can submit confidential info (if any)
5. After confidential information submitted, the "Submit Visit Summary" button will disappear.