How do I create a visit that isn't on my schedule?
Tap the green + in the bottom-right corner of Schedule. Select the patient, visit type, and date, then tap Create Visit — or Create and Start Visit to begin recording right away.
Do I need to link it to a scheduled visit?
If a matching visit already exists on the schedule, tap Link Visit and choose it from the list so documentation and the schedule stay in sync.
What if I get a Sync Failed error?
This means the visit was created manually but the system found no matching scheduled visit. Contact your scheduler to add it on web, or use Link Visit if documentation and the schedule were created separately.