A Visit Type is an optional label for a visit that sets which charts open by default, and in what order, when staff start that visit. Visit Types are separate from Appointment Types: an Appointment Type controls scheduling, online booking, and its own linked charts, while a Visit Type only affects the default chart makeup of the visit itself.
Where to find Visit Types
Open Settings > Care Settings > Visit Types.
Each Visit Type has:
Name: what staff see when choosing a Visit Type.
Active: whether the type can be assigned to new visits. Turning a type inactive does not change visits already using it.
Display order: the order Visit Types appear in when staff pick one.
What a Visit Type controls
The set of charts that open by default on a visit assigned this type, and the order they appear in.
A starting point, not a limit: staff can still add other charts to the visit regardless of its Visit Type.
Visit Types are optional. A visit does not need one.
The core line
Every Visit Type has a core line: the summary text CoolFocus shows for a visit of that type wherever visits are listed, such as the Visit Board and the Visits list. The core line always includes the client's name, so staff scanning a list of visits can tell whose visit it is without opening the record.
Visit Types and Appointment Types
An Appointment Type can select a default Visit Type, so a visit started from that appointment picks up the right starting charts automatically. Choosing a default Visit Type on an Appointment Type does not remove or replace charts already linked directly to that Appointment Type. See Appointment Types and Booking Rules for how Appointment Types link their own charts.
Visit Type | Appointment Type | |
Controls | Default charts and chart order for a visit | Availability, online booking, duration, and booking rules |
Required | No | Yes, to schedule and book |
Where you set it | Settings > Care Settings > Visit Types | Scheduler > Scheduler Settings > Types |