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Clear missed visits

Review missed visits and complete the required follow-up.

A missed visit is documented, the provider is notified, and the visit is not re-plotted. A returned visit still needs to happen — it goes back through reschedule or reassign.

Work the missed list

  1. Open Scheduling. The Overview tab shows the Missed Visits panel.

  2. Click it to open the list. Each entry carries the clinician's missed reason and summary.

  3. For each visit, decide with the reason in front of you:

    • The visit still needs to happen → reschedule it from the entry.

    • The visit is not needed again → document and close it per your agency policy.

The queue keeps the missed reason beside the two follow-up actions so you can choose the correct response.

Provider notification

Marking a visit missed generates a provider notification from a prefilled template. Download and send it to the provider by their preferred method. The notification is recorded in the patient chart's Notes tab.

Note: Automated delivery by the provider's preferred communication method is on the roadmap; today the template is generated for you to send.

If something goes wrong

  • You cannot tell whether a visit was missed or returned. Missed visits carry a missed reason and generate the provider notification. Returned visits sit in Returned Visits with a reschedule or reassign request attached — see Work declined offers and returned visits.

  • The frequency is now short for the week. A missed visit in an ordered frequency (for example 2W6) means the order may need modification. Route it through your clinical manager for a provider order update.

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