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 management portal, and go to Visits > Visit Type.

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

3. 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.

4. Click Save.

Rename or delete a visit type

1. Log in to Yeastar Workplace management portal, and go to Visits > 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.

   Tip

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