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Manage Visit Types

This topic describes how to edit, rename, or delete a visit type.

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 Fileds Description.
    • Add new check-in fields: Click the Add Option dropdown and select the desired fields, then edit the fields according to Check-in Fileds Description.
    • Remove a check-in field: Select the desired check-in field, and click .
    • Adjust the order of the fields: click the img 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.


Last update: September 20, 2022
Created: September 20, 2022