Assigning a home visitor to Initial Home Visits

Click on the ‘Home Visits’ tab. Click on ‘Initial Home Visit’. The home visits will be sorted by date. Those without a date have not been completed. Those without a home visitor have not been assigned to anyone. You can also click on the filter button on the top right under ‘New Home Visit’ and filter by visitor. Click on the home visit that you wish to assign a visitor to, and click edit. Add a home visitor. They will need to be a registered volunteer or staff member on the database.

Find families who need a pregnancy home visit

Click on the ‘Home Visits’ tab. Click on ‘Pregnancy Home Visit’. The home visits will be sorted by date. Those without a date have not been completed.

Find families who need an emergency home visit

Click on the ‘Home Visits’ tab. Click on ‘Emergency Home Visit’. The home visits will be sorted by date. Those without a date have not been completed.

Record the completion of a home visit

Click on the ‘Home Visits’ tab. Click on the type of home visit you wish to record. If an unfulfilled home visit has already been created, click on the arrow next to it, click edit and add a date. If the home visit does not appear, click ‘New Home Visit’ and add all the required details.