Practice Documentation

Practice Documentation

  1. You will need to schedule an Annual Visit in test Function Portal for one of your assigned participants, prior to attempting to practice visit documentation, using an Incoming call or Outbound call session.
  2. You will then need to allow Function portal time to update, when you see an alert on the right hand side of your Function portal participants screen that says the Annual has been scheduled and has a “document” button, then you can begin your practice visit and documentation
  3. You will need to ask your Supervisor to send you a Docusign packet at this time.
  4. Listen to the following Shadow visit recording and complete all of the necessary assessments needed for an Annual Visit.
  5. If you have any questions or when you have completed all steps reach out to your Supervisor so they can review the documents with you and provide any additional guidance that is required.
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