Office & managers Rolling out

Cancel a visit

Cancelling keeps the visit and records why. Use it when the person is in hospital, a family member has stepped in, or the visit is no longer needed.

Rolling out These steps use the new HomecareOS screens, which are being switched on agency by agency. If your screens look different, call us on 01905 674704 and we will walk you through it.

Steps

  1. Open the visit

    From Rota & visits > Visits, open the visit. The visit card shows its buttons along the top: Schedule, Correct times, Cancel visit, Move and Reassign.

  2. Choose Cancel visit

    Choose the reason: Client cancelled, Carer unavailable, No cover available or Other. It is kept on the audit trail.

  3. Choose the charge

    Choose No charge, Half charge, Full charge or A set amount in pounds. HomecareOS suggests a full charge under 12 hours before the visit, half from 12 to 24 hours, and none before that.

  4. Choose Cancel this visit

    The visit is cancelled and stays on the record with its reason and charge. HomecareOS offers Undo straight after where it can.

A visit card in HomecareOS, with Schedule, Correct times, Cancel visit, Move and Reassign along the top
The new HomecareOS design, shown with demo data.

Good to know

  • If you got the reason or charge wrong, open the cancelled visit again and choose Change reason and charge. You can change the reason and the charge only.
  • Delete in error is only for a visit that should never have been booked. Once someone has clocked in, cancel instead.

Further reading

Was this helpful?

Use the visit card: times, carers, cancelling and history See planned against delivered, correct times, change carers, cancel, and read the change history. Rolling out Set up the rota: schedule a visit Schedule a visit, book a carer, and see it on the day and week rota. Rolling out Find cover: visits that need a carer See every visit with no carer in the next 14 days, then use Find cover to book someone who is free. Rolling out From timesheets to time checks to payroll Check the week's timesheets, look at visits off plan, then run pay with nothing held. Rolling out