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Visit Quick List

Visit Quick List is a snap shot of all previous appts.  If you hover over it a window pops up.  If you are hovering over a completed appt it will  show you any notes taken on that visit.  You can see the status of the previous appts incomplete, completed, missed etc.  If you right click on the visit it shows you what the CPV/TCV etc stand for.  If you do not want any of the lines items to show you un-check the box and the line will go away.

 

You can find this in the panels drop down screen. Click on the Panels then look for the visit quick list and if it is not check marked then you will do so 

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Once you click on the visit quick list the screen will pop up on your screen.

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To move the screen you will put your mouse anywhere on the top dark blue line.  (You can see in the picture below)  then you will drag and drop to where you would like it on your screen. 

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