CarePilot

2. Select <b>Manage</b> just above the dates listed

3. Select all of the visits you want to close by using the checkboxes that appear left of the visit

4. Click <b>Close Selected</b> and they'll all be updated!

How to close multiple visits at the same time

How to Bulk Close Visits

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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