Customizing Visit Board Statuses

Visit statuses are the stages clients move through on the Visit Board — for example arrived, lobby, in a room, with an advocate, and complete. You can rename them, reorder them, and match them to how your center runs.

Where to find Visit Statuses

1. Open Settings from the main navigation (gear icon).
2. Under Modules, open Scheduler Settings.
3. In the left sidebar, open the Visit Board group.
4. Select Visit Statuses.

You can also open Scheduler, use the scheduler settings panel, go to the Visits area, and choose Manage Visit Statuses.

Important: not under Care Settings

Visit Board settings live under Scheduler Settings, not Care Settings.

• Scheduler Settings — appointment types, locations, intake & documents used with scheduling, and Visit Board → Visit Statuses.
• Care Settings — Care/client configuration such as client portal branding and chart templates.

If you are looking under Care Settings and do not see Visit Board, switch to Settings → Scheduler Settings.

What these statuses control

• The columns on the Visit Board.
• The Visit Status field on Care visits.
• The starting status shown after Start Visit (based on your organization's default for new visits).

Tips

• Keep stage names short and recognizable for front-desk staff.
• Reorder statuses so the board reads left-to-right in the order clients usually move through your center.
• After you save changes, refresh or reopen the Visit Board to confirm the columns match.

Related

• The Visit Board
• Scheduler Configuration
• Scheduler Overview
• From Booking to Visit: How Records Flow in CF5