Search For Visits And Decisions

To search for a visit, click the “Visits” button in the Outreach window.  Enter the search criteria to find the visits (e.g. select “Not Home” in the Visit Result list), then click the “Find Records” button.

To find all unassigned visits, click the “Unassigned Visits” option in the search criteria.  For new move-in visits assign visits with the newest date of creation first.

To search for a decision, click the “Decisions” button in the Outreach window.  Enter the search criteria to find the decisions (e.g. select “Sunday Morning” in the Service list), then click the “Find Records” button.

If a decision or visit has a related visit or decision respectively, the link to the related visit or decision will be included in the Options column of the search results.

See Also: Edit Visit, Edit Decision