Action Section

This section will describe each of the views used for selecting students and revising the office visit information. Click the “Action Hyperlinks” (area F - figure 1) to select the different views.

Entry View

The Entry View is the main view used throughout the day. This view provides the means to add new office visits. When a student arrives in the office select that student using the Student Selection Control. When the student is selected a new office visit is automatically added to the list. Any student in the list can be highlighted to record additional information about that student’s office visit.

Once all visit information has been fully entered the visit can be marked as “Complete” so that the student will no longer show up in the list. This will help to make the list more manageable, giving the ability to easily determine which students still need their visit information completed. To mark a visit as complete highlight a student in the list, press the right-mouse button and select the “Complete” option from the popup-menu. Another option on the pop-up menu is “Delete”. Selecting this option will delete the currently selected office visit.

 

There are also two filters on the Entry View. When the Show Completed is checked, all students are shown in the list. When not checked, only the students that have not been marked “Complete” show up in the list. The second filter is the Show Scheduled checkbox. When checked all visits are shown. When not checked, only students who have either been into the office or those who are scheduled to visit in the next thirty minutes will be shown in the list.

Review View

The Entry View will only show office visits for the current day. Use the Review View to show historical office visits. Enter any range of dates at the top of the view and select Search. This will show all office visits during that time frame. The same pop-up menu on the Entry View to Complete and Delete office visits is also available on the Review View. The Show Completed filter can be used to only show the office visits that have not been completed.

Schedule View

The Schedule View gives the user the ability to easily schedule one or more office visits in advance. Here is a step-by-step guide to scheduling an office visit.
  1. Use the Student Selection Control to select the student being schedule.
  2. Specify the date and time of the first office visit.
  3. Specify the date of the last office visit.
  4. Specify how often the visits need to take place (every x number of hours or minutes).
  5. Specify the reason for the office visit, giving details if needed.

As this information is being entered the list at the bottom of the view will change, reflecting the schedules that will be created. These schedule items can now be changed or deleted row by row if necessary. To change a schedule value, highlight the row to be changed and just type in the new value. To delete a schedule select the schedule item, press the right mouse button to display the popup menu, and select the Delete option. Once all schedules look correct, press the Create Visits button and the scheduled office visits will be created.

Note: There is nothing special about scheduled office visits. They are simply office visits that have a Visit Date/Time in the future. If only one office visits needs to be scheduled it would probably be easier to do this from the Entry View. Just select the student and change the visit date or time to a future value. The Schedule View is designed for fast entry of multiple schedules. For example, if a student needs to be given medicine every four hours for the next five days this view will allow these office visits to be created quickly. Another example is if you have a student that needs to have their Blood Sugar Level tested many times throughout day; every office visit could be scheduled in advance, giving an easy reminder of future visits.

Student View

The Student View provides a way to view all office visits for one student. Select a student using the Student Selection Control. The list is populated with all the office visits for the student. View the detail of each visit by highlighting a row. Select the “Print Visit List for this student” to print the visit information.