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The Visit Guide displays required documentation tasks for each visit type. Clinicians see what needs to be completed based on the visit purpose, discipline, and payer requirements. Visit guide interface

Visit-Specific Requirements

Different visits have different documentation needs. Start of Care requires full OASIS assessment, medication reconciliation, and care planning. Routine visits need intervention documentation and progress notes. Discharge visits require final assessments and patient education verification. The guide adjusts based on your discipline—nurses see wound assessments and medication tasks, physical therapists see mobility evaluations and exercise documentation, occupational therapists see ADL assessments and safety evaluations.

Progress Tracking

A completion bar shows documentation status. Required items are marked clearly. Optional sections are indicated separately. The visit cannot be submitted until all required fields are complete.

Integration with Audio Capture

While the guide displays documentation requirements, clinicians can speak their assessments instead of typing. The AI matches spoken information to the appropriate documentation sections. The guide structure ensures comprehensive documentation while the audio capture reduces manual entry.