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
- Log in to Yeastar Workplace admin portal, and go to .
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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 visit type as needed:
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Edit a check-in field: Select the desired field and edit it according to Check-in Fields Descriptions.
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Add new check-in fields: Click Add Option and select the desired fields, then edit the fields according to Check-in Fields Descriptions.
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Remove a check-in field: Select the desired check-in field, and click .
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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
- Log in to Yeastar Workplace admin portal, and go to .
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To rename a visit type, do as follows:
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Click beside a desired visit type, and select Rename.
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In the pop-up dialog box, enter the new name, then click OK.
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To delete a visit type, do as follows:
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Click beside a desired visit type, and select Delete.
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In the pop-up dialog box click OK.
Note: Previously submitted checked-in questionnaires are still kept in the system. -