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

  1. Log in to Yeastar Workplace admin portal, and go to Visit > Visit Type.

  2. In the visit type list, select a desired visit type.

  3. In the Check-in Questionnaire section, edit the visit type as needed:

    • Edit a check-in field: Select the desired field and edit it according to Check-in Fields Descriptions.

    • Add new check-in fields: Click Add Option and select the desired fields, then edit the fields according to Check-in Fields Descriptions.

    • 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.

  4. Click Save.

Rename or delete a visit type

  1. Log in to Yeastar Workplace admin portal, and go to Visit > Visit Type.

  2. To rename a visit type, do as follows:

    1. Click beside a desired visit type, and select Rename.

    2. In the pop-up dialog box, enter the new name, then click OK.

  3. To delete a visit type, do as follows:

    1. Click beside a desired visit type, and select Delete.

    2. In the pop-up dialog box click OK.

    Note: Previously submitted checked-in questionnaires are still kept in the system.