> ## Documentation Index
> Fetch the complete documentation index at: https://help.operanthealth.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Your schedule

> Get the day's visits in, and see at a glance which ones are done.

## Add visits

> [tab] Web
>
> **Add one visit.** On **Schedule**, click **Add event**. Choose the **Event type** (Appointment, Surgery or Event), then fill in **Visit type**, **Starts**, **Duration**, **Patient**, **Provider** and **Chief complaint / Reason for visit**. **Case**, **Room** and **Notes** are optional. Click **Add event**.
>
> **Scan a printed schedule.** Click **Scan schedule**, then **Take picture** or **Upload files** (images or PDFs). Click **Process**, check the rows, and click **Use row** for one or **Add all** for everything. Anything that was cut off in the scan is left blank, not guessed.
>
> **Print the day's forms.** Click **Print Forms** for the date you're on.

> [tab] iPhone and iPad
>
> On **Schedule**, tap **+** and choose **Scan schedule**, **Surgery**, **Case** or **Event**.
>
> Switch between **Schedule**, **Day** and **Week**. Tap **Today** to jump back.

If you use Practice Fusion, you can import the day from your Practice Fusion agenda instead. See [send notes to your EHR](https://help.operanthealth.com/docs/notes/send-to-your-ehr.md).

## See what's done

Visits with a note or recording are marked with a green bar and a check. The badge reads **Report ready**, **Linked**, or the number of linked recordings. On Home, a finished visit's button changes from **Start recording** to **View report**.

## Open a visit

On the web, a visit has five tabs: **Overview**, **Intake**, **Forms**, **Recording** and **Post Visit**. The main button changes as the visit moves along: **Start recording**, then **Open recording**, then **Open report**.

### Pre-visit briefing

**Overview** has a **Pre-visit briefing**: a summary of the patient's record, built automatically when a visit with a patient is added. It refreshes when new documents or recordings arrive. Click **Regenerate** to rebuild it.

## Fix a recording that isn't linked to a visit

A recording without a visit shows **Unlinked**.

* On the web, open the recording and click **Link recording**, or **Create visit** to make a visit for it.
* In the app, open it from **More** → **Recordings**, tap **Attach recording**, choose the visit, then **Attach & generate**.

To move a draft note to a different patient, case or visit, open it and use **Re-file**. Signed notes can't be re-filed.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.