# How to Log a Visit

### What this is

This guide shows you how to document a patient visit and record what was used during treatment.

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### When to use this

Use this every time a patient receives a service or treatment that should be recorded.

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### Before you start

Make sure:

* The correct patient is selected
* You understand what compound and lot will be used

Mistakes here can affect:

* Inventory counts
* Audit logs
* Compliance records

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### Steps

#### 1. Go to Visits

* Open the **Visits** section

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#### 2. Click “New Visit”

* Select **Log** **Visit**

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#### 3. Select the patient

* Search and choose the correct patient

👉 Always double-check you selected the right person

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#### 4. Select visit details

* Choose the **visit type**
* Select the **route** if required
* Enter any additional visit information

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#### 5. Record the compound used

* Select the correct **compound**

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#### 6. Select the lot

* Choose the correct **lot number**

👉 This must match the physical product used

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#### 7. Enter the quantity

* Enter the amount used during the visit

👉 Be accurate—this affects inventory

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#### 8. Review the visit

Before saving, confirm:

* Correct patient
* Correct compound
* Correct lot
* Correct quantity

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#### 9. Save the visit

* Click **Save**

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### After saving

* The visit is now recorded
* Inventory may be updated based on what was entered
* The visit can be archived when complete

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### Common mistakes

#### Wrong patient selected

Always double-check before saving

#### Wrong lot selected

Make sure the lot matches what was physically used

#### Incorrect quantity

Entering the wrong amount will affect inventory

#### Skipping review step

Always review before saving

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### Important

Everything recorded in a visit affects:

* Inventory tracking
* Audit logs
* Compliance records

If something is incorrect, it must be corrected as soon as possible.