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 and online booking, 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. Set it on the appointment type's After booking tab, under When it becomes a visit → Default visit type. Appointment types no longer have a Charts tab; the Visit Type supplies the visit's default charts and order. Choosing a default Visit Type does not remove or replace charts a chart template already links to that Appointment Type from the template's own Appointment Types section. See Appointment Types and Booking Rules.
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 |