Every visit carries a type code: a discipline prefix plus a visit-kind suffix. The type decides who can perform the visit, what documentation it requires, and how much it counts toward productivity.
Disciplines
Prefix | Performed by |
RN | Registered Nurse — skilled nursing, RN-only visit types |
SN | LPN/LVN — routine skilled nursing under an RN's plan |
PT / PTA | Physical Therapist / Physical Therapy Assistant |
OT / OTA | Occupational Therapist / Certified OT Assistant (COTA) |
ST | Speech Language Pathologist |
MSW | Medical Social Worker |
HHA | Home Health Aide |
RD | Registered Dietitian |
Who can perform what
A higher credential may perform its discipline's lower visit types. Never the reverse.
Credential | May be assigned |
RN | RN, SN, and HHA visits |
LPN/LVN | SN and HHA visits |
HHA / CNA | HHA visits only |
PT | PT and PTA visits |
PTA | PTA visits only |
OT | OT and OTA visits |
OTA/COTA | OTA visits only |
ST | ST visits only |
MSW | MSW visits only |
Dietitian | RD visits only |
Two additions:
OASIS visits — SOC, recert, ROC, discharge — require an OASIS-qualified credential: RN, PT, OT, or ST.
PRN visits are RN and LPN only — see How PRN visits work.
The assign list only offers clinicians whose credential qualifies for the visit type — a mismatch is why someone is "missing" from the list.
Everything follows the visit type
The visit type, not the performer, drives the paperwork and the numbers:
Billing follows the visit type. An HHA visit performed by an RN bills as an HHA visit; the agency pays the RN at the RN's rate — staffing up-credential is an economics decision.
Productivity follows the visit type. Same visit, same points, regardless of who performs it.
Documentation follows the visit type. An RN performing an HHA visit documents the aide visit.
Visit-kind suffixes
Suffix | Meaning |
SOC | Start of Care — opens the episode |
REC | Recertification |
ROC | Resumption of Care |
FUP | Follow-Up / SCIC |
EVL | Add-On Evaluation |
REV | Re-evaluation (therapy) |
VIS | Routine visit |
TEL | Telephone visit |
PRN | As-needed visit, against an ordered ceiling |
SDS | Same Day Subsequent — a second visit the same day |
DCH / DIS | Agency discharge / discipline discharge |
TIF | Transfer to Inpatient |
DAH | Death at Home |
Productivity weights
Clinician workload is measured in points, not visit counts — schedules show them as pts on clinician cards. Heavier visits earn more:
Visit | Points |
Start of Care | 3.0 |
Recertification | 2.5 |
Resumption of Care | 2.0 |
Therapy evaluation (PT/PTA/OT/COTA) | 2.0 |
Discharge visits | 1.5 |
MSW visits | 1.5 |
Routine visits | 1.0 |
PRN visits | 1.0 |
HHA visits | 0.5 |
A clinician showing 32/40 pts is at 80% of capacity regardless of how many visits that took. Workload-balance ranking and daily capacity both read these points — see Configure scheduling.
Note: For the color coding and chip shorthand used on calendars, see Color coding.