User Manual

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Visits

Recording visits is essential to providing accurate data of the students that have utilized services offered. Visit Data can be collected a variety of ways: Logging students in and out, through Quick Visits, through Batch Visits, and through Appointments.
Recording visits through: The Log Listing
The Log Listing functions as a digital form of a traditional sign in sheet. Students can be logged in or out and information is displayed on students currently logged in to your center. This section also covers the Log Student Box and the Mini Log List.
Recording Visits Through: Quick Visits
Quick visits are typically used for decentralized visits, or in other words, when Visits occur outside of your Centers. In these instances, Students and/or Consultants are not able to login/logout at the time of the Appointment or Visit, and data must be entered into the system after the session has occurred.
Recording Visits Through: Batch Visits
The Batch Visit entry functions like the Quick Visit Entry, but for a group of students. This section also covers SI (Supplemental Instruction) Batch Entries.
Recording Visits Through: Appointments
Visit Data may also be recorded through Appointments. While appointments are scheduled and appointment data is recorded, the associated Visit still needs to be recorded for Reporting purposes as well as for Attendance purposes. We can do this directly from the Appointment Record.