Entering an order does not always create a visit by itself. A visit appears on the calendar when the order includes calendar content and the order is reviewed and approved.

Open the order and confirm that the Calendar content type was selected.

If the order description says to add a visit, the Calendar tab must show the visit on the ordered date. If the description says "extra visit on 8/5/26," the Calendar tab must show 8/5/26.

If the Calendar content type was missed, scheduling does not have a visit to assign.

Orders entered from the patient chart still need clinical review. Go to Tasks and look for the related task:

Clear task filters and check To Do. Assignee, Status, Team, and Department filters can hide open work.

Visits are tied to the ordered frequency and Medicare week.

Scheduling can reschedule a visit within the same ordered week when the ordered frequency is still met. If the visit moves into another week or exceeds the ordered frequency, mark the current visit missed and confirm whether a new order is required.

For example, if a re-evaluation was missed last week and there are no ordered visits this week, confirm whether a new order is required before placing that re-evaluation on this week's calendar.

If a patient declines ongoing visits, enter an order to discontinue that service. In the order, select the Calendar content type and remove the remaining visits from the calendar.

After review and approval, the calendar reflects the discontinued visits.

Do not rely only on the task queue for same-day care. Send a separate communication to the appropriate Clinical Manager or agency contact so the order can be reviewed quickly.