How do I complete and submit a visit report?

Every visit report must be both “submitted” and “approved” before it is complete.

Once you are done entering information into the visit report, type your full name when prompted at the end of the “Review and Submit” tab. By typing your name you are confirming the truth and accuracy of the information included in the report.


Use the “Submit for Approval” button next to the input field to navigate to the report overview screen. There, you will see that the report you have just submitted now displays a green “Review” button:


If you are the person at your organization who is responsible for approving visit reports, see our article "How do I approve a visit report?". If your organization requires that visit reports be reviewed and submitted by an administrator or someone other than yourself, then you have completed your part of the visit report and he or she will take over from here.