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How to Fix Incomplete Visits in RxWorks: A Step-by-Step Guide

Learn how to resolve visits marked as incomplete with our comprehensive guide.

By Lachlan Roberts

In this guide, we'll learn how to resolve the issue where a visit remains "incomplete" after finalising. This situation can occur when attempting to save a visit, and it does not update to complete status. We will explore a step-by-step process to ensure the visit is correctly marked as complete and appears in the financial records.

Confirming the Issue

First, we will confirm that the issue is present.

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Double-click on the visit
Step #1: Double-click on the visit
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Click "Save"
Step #2: Click "Save"

We are going to finish.

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Click on "Finish"
Step #3: Click on "Finish"

This example is a multi-consult, but that doesn't matter.

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Click on "OK" (if multi-consult)
Step #4: Click on "OK" (if multi-consult)

It still shows as incomplete. We've confirmed the issue, now let's move on to the fix.

Fixing the Issue

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Click on "Save"
Step #5: Click on "Save"

We uncheck "Complete Visit and create financial records" to save it as an incomplete visit.

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Untick "Complete Visit and create financial records"
Step #6: Untick "Complete Visit and create financial records"

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Click on "OK"
Step #7: Click on "OK"

Now we've reset the incomplete marker, and we can save the visit as normal.

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Click on "Save"
Step #8: Click on "Save"

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Tick "Complete visit and create financial records"
Step #9: Tick "Complete visit and create financial records"
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Click on "Finish"
Step #10: Click on "Finish"
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Click on "OK" (If Multi-consult)
Step #11: Click on "OK" (If Multi-consult)

Go to Financials, and you'll see the visit has been added.

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Click on "4. Financials"
Step #12: Click on "4. Financials"