Creating the Ad-Hoc Visit
Create the ad hoc visit and rename it to keep things organized.
Record as you normally would.
Once the patient appears in CarePilot, move the ad hoc visit over to them.
Moving the Ad-Hoc Visit
Navigate to the Note section of the visit that was recorded under the wrong patient. Review the visit details to confirm it’s the one you need to move.
Locate the Settings (⚙️) icon in the top-right corner of the note section. Select Move to a Different Patient from the dropdown menu.
Select the correct patient to whom you want to transfer this visit. Double-check that you’ve selected the right patient record.
Click Move Visit to confirm. CarePilot will then automatically transfer all associated notes and work to the correct patient’s visit.
