Visit Comments is a place in the visit window where Procura desktop users can add notes or instructions about a visit or visit(s) that visible to to all users including CHWs.
| Comments in the Visit Window | Comments in Procura in Mobile |
Contents in this article.
Add a Visit Comment
1. Right click on the visit >select 'Change Comments for Visits'.
2. Enter the New Comment.
3. Choose the pattern of how your comment will appear in the Categories section.
- Onetime. Comments will be attached on the selected visit only.
- Regular. Comments will be attached weekly on the chosen visit.
- All. Comments will be attached on all visits.
Edit a Visit Comment
Before editing a comment, determine if the current comment information is still applicable as you don't want to overwrite information if it is still useful.
If the information in the comment can be overwritten, then follow the instructions above to add in the new comment and pattern. Note: This is also the easiest way to edit an existing comment if you made an error.
Append a Visit Comment
If you want to add information to an existing comment:
1. Right click on the visit >select 'Change Comments for Visits'.
2. Add a + to the beginning of your comment. This will preserve the existing information and add the new information.
2. Choose the pattern of how your comment will appear in the Categories section.
- Onetime. Comments will be attached on the selected visit only.
- Regular. Comments will be attached weekly on the chosen visit.
- All. Comments will be attached on all visits.
When you open the visit, you can see the original comment information and the appended comment information.