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Pop-up visit guide

Pop-up visits are to be done for participant’s that are due for an Annual or NPO visit after they are Unable to Locate (UTL) for one month.

Scheduling/Planning

Create an “Office Note” Function Portal session to document the date and time for the planned pop up visit


Unsuccessful Pop-up visit

If you were unable to make contact with the ptp and/or their responsible party to schedule the required visit, complete the Unsuccessful Pop-up visit session in Function Portal

Who was present during the visit: SC

Reason for contact: Select the type of visit that is due

Reason for unsuccessful contact: select the appropriate reason

List two noticeable characteristics of the home: document obvious/easily defined characteristics of the home such as the type of home, color, etc.

Optional: take photos of the home to supplement the characteristics


Successful Pop-up visit

If you were able to talk with the participant and/or responsible party to schedule a visit you will need to complete a Successful Pop-up visit session in Function Portal

Who was present during the visit?: SC and anyone else present

Where did the visit take place? Select if participant was alone in the place of the pop up visit

Where does the participant currently reside? Select if the participant lives alone or not

Information provided by: Select who provided information during the pop-up visit

What is the purpose of the contact? Select the type of visit the participant is due for

Is the contact follow-up visit scheduled? Select if you scheduled the visit at the time of the pop-up

Visit scheduled for: IF you scheduled the visit, when is it scheduled for
Contact follow-up description: If you did NOT schedule the visit, explain why and how/when you will f/u to schedule it.

Reason for contact: Select the type of visit the participant is due for (which is the reason for the pop-up visit)

Previous OPS-8 Process Guide
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