Posting Multiple Visits

Modified on Fri, May 22 at 1:41 PM

You can post multiple visits at once using either the Scheduler or the Visit Posting section. This helps save time and streamlines your billing and payroll processes.


Option 1: From Scheduler (Detail View)

  1. Go to the Scheduler.

  2. Click the Detail tab.

  3. Hold down the CTRL key and select multiple visits.

  4. Click the Post button to post the selected visits.


Option 2: From Caregiver > Visit Posting

  1. Go to Caregiver > Visit Posting.

  2. Hold down the CTRL key and select multiple visits from the list.

  3. Click the Post button to post the selected visits.


This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741


Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.

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