View Recent Visits in Barnestorm Office

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View Recent Visits in Barnestorm Office


From the Main Menu in Barnestorm Office you can view the most recent visits. 

From the Show field select the number of desired rows to return.

From the Viewing drop down list select Recent Visits. 

A list will appear in order by date. 

You can print the list of visits or print just the one visit using the printer icons at the bottom of the screen.

*Note: Some visits do not show up on this list.  We have a global setting that will exclude certain payers from the Visit/Assessment screen.  The Global Setting can be found under Barnestorm Office > Security > Global Setting, under the Visit Entry category, number 1560.  The letters listed in that field are the PayClass setup from the payers screen.  Any payers with the PayClass letter listed in this field will be excluded.  You can modify this list as needed.  The PayClass can be found under Barnestorm Office > Codes > Program Related Codes > Payer Codes.


What does the status mean?

Incomplete=  The assessment has a time in but does not have a time out.

  • You will need to edit the assessment to mark a time out and review/verify that all documentation has been entered and accurately so that it can be locked.

Completed =The assessment has a time in, time out but has not been locked.

  • The employee needs to review/verify that all documentation has been entered and accurately so that it can be locked.

Locked = The assessment has both time in and out and has been locked.

  • Nothing needs done by the Point of Care user.
  • The locked status applied the electronic signature, if the user has one setup. 
  • If you need to edit this assessment you will need to unlock it first.
  • If you are not able to unlock the assessment then the max number of days for edits has passed.  You will need to ask your supervisor in the office to unlock the assessment.

Locked+Chg =The assessment has been locked by the employee and has been prepped by an office staff for billing.

  • If you need to edit the assessment use the late entry feature or ask your supervisor to unlock the assessment. 

Cancelled = Instead of permentaly removing the visit it was marked as cancelled in, which is not used as a real visit, but will continue to show up on the Visits/Assessments screen. 


When the assessment is Locked it applies the employees electronic signature to the note (if the electronic signature is used at your agency). 



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Details
Last Modified:Thursday, October 27, 2022

Last Modified By: farrah@barnestorm.com

Type: HOWTO

Rated 5 stars based on 1 vote

Article has been viewed 6,126 times.

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