Visits and Visit Tasks

Create an Action Plan Template for a Visit
In order to create a Visit with Tasks, you need to define an Action Plan Template that creates the Tasks to associate with a specific Visit.  Please see...
Thu, 28 May, 2020 at 3:13 PM
Create a Visit with an Action Plan
When you create a Visit, you will need to associate it with an Action Plan and therefore an Action Plan Template.  Please see this article for instructi...
Thu, 28 May, 2020 at 3:12 PM
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