Manage Visit Types
This topic describes how to edit, rename, or delete a visit type.
Requirement
Yeastar Workplace Plan: Standard Plan or Pro Plan
Edit a visit type
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Log in to Yeastar Workplace management portal, and go to Visits > Visit Type.
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In the visit type list, select a desired visit type.
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In the Check-in Questionnaire section, edit the check-in fields as needed:
- Edit a check-in field: Select the desired field and edit it according to Check-in Fields Description.
- Add new check-in fields: Click the Add Option dropdown and select the desired fields, then edit the fields according to Check-in Fields Description.
- Remove a check-in field: Select the desired check-in field, and click .
- Adjust the order of the fields: click the of a desired field and drag it to the desired position.
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Click Save.
Rename or delete a visit type
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Log in to Yeastar Workplace management portal, and go to Visits > Visit Type.
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To rename a visit type, do as follows:
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To delete a visit type, do as follows:
Tip
Previously submitted checked-in questionnaires are still kept in the system.
Last update:
May 17, 2023
Created: September 20, 2022
Created: September 20, 2022