Step 1: Navigate to your Backlog Page
Step 2: Select "Manage"
Step 3: Find the Visit You Want to Delete
You can locate the visit in one of three ways:
Search bar – type in the client’s name or visit details.
Filters – narrow your results by date, status, or other filters.
Manual scroll – browse through the list to find the correct visit.
Step 4: Select the Visit
Step 5: Click "Delete Selected"
The visit will be removed from both your Backlog and your CarePilot Home Page schedule!