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Phoenix Ortho

How to Start a Visit for a Prior Day


The purpose of this how-to is to show the user how to create a visit from a prior day.


To create a visit from a prior day.


Open Visit Management Screen

  • Navigate to the Visit Console
  • Click on the calendar icon to open the Visit Management Screen

VM screen.png

Launching the Patient

  • Click on the Schedule tab inside of the Visit Management Screen
  • Filter the Date to the appointment date you are trying to create a visit 
  • Filter the Provider to the appropriate Provider
  • Filter the Location to the appropriate Location
  • Click the Launch button next to the patient's name

filter and launch.png

Click 'OK' to pop-up 'setting exam date to a date in the past'

pop up.png

Click on the anatomical figure to select the body part


Click on the Visit Type Under Today's Visit


Highlight the provider folder under the correct date-of-service in the patient chart and begin documenting