A visit starts with the arrangements for a client. When a colleague takes over, they need to see what was agreed and what changed during the previous visit.
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Appointment 14Scheduling
A client appointment is rescheduled. The planner updates the schedule, while the team and appointment confirmation still assume the old time.
Discuss this issueAppointment 14Handover
For the same client.
Staffing changes. The colleague taking over the visit needs the current work arrangements without first piecing together separate messages.
Discuss this issueAppointment 14Visit
The colleague has completed the visit. A form and the administrative record still need updating in different places.
Discuss this issueAppointment 14Follow-up
Follow-up action agreed.
Still a separate note.
Who will take the action?An action is agreed for the next appointment. It sits in a separate note, with no visible owner or response.
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