Three steps finish a visit: confirm your time, review each documentation section, and choose how to close out.
Confirm your visit time
On the visit hub, tap Visit Complete.
Confirm Time In and Time Out on the sheet. The defaults use when you opened the visit and now — correct them if they are wrong.
Review Your Visit opens next. Tapping Visit Complete does not submit anything.
Review each section
Review Your Visit lists everything in the visit — Visit Time, In-Visit Recording, then each documentation section: Vitals, Medications, Wounds, Procedures, and Orders when used. Tap any incomplete row to jump back into that section, then return here.
Choose how to close out
Button | What it does |
Start Post-Visit | Records a closing summary after you leave the room |
Save for Later | Keeps the post-visit recording pending so you can finish uploads first |
Submit Visit As Is | Sends the documentation to the office for review and filing |
Note: Submit sends the encounter from your phone. Verification, coding, and billing continue on the web — submitting does not mean the visit is billed.
If submission is blocked
The review screen names what is in the way:
Blocker | Fix |
Medications still need review | Open Medications, clear each flagged row and any interaction notes — see Add and verify medications |
Active wound not documented | The patient has an active wound on file you did not address. Open Wounds and document or acknowledge it. To skip it deliberately, you confirm twice |
Required sections missing | Tap the Outline badge on the visit hub to see what remains |
Upload still in progress | Check the Uploads tab — see Work offline and get recordings uploaded |
Note: A visit you created on the phone with no matching scheduled visit shows Sync Failed. Contact your scheduler to add the visit on the web, or use Link Visit if the documentation and the schedule row were created separately. Do not submit until it is resolved if your agency requires a matched visit.
After submission
Recordings keep uploading in the background — confirm they finish before you end the day. Documentation can submit while recordings upload, but failed uploads delay office review.
If something goes wrong
You cannot find the submit button. It is on Review Your Visit, reached by tapping Visit Complete on the visit hub.
You submitted and need to change something. Submitted visits are read-only on the phone. Contact your office; corrections happen during review.