If the wrong Visit Type was selected when a visit was created, you can switch it directly from Visit Data. You do not need to delete the visit and recreate it.
Change the Visit Type
Open the patient’s visit in Visit Data.
Click the current Visit Type in the top-left corner, such as Consult / Exam, Treatment / Surgery, or Follow-up / Post-op.
In the Update Visit Type window, select the new visit type.
Review the information shown under When you switch so you know which existing visit data will carry over.
Click Continue.
Follow any additional prompts to complete the change.
What carries over
When you switch visit types, Kubo can carry over existing visit information such as:
Recording transcripts
Medical review and vitals
Notes & files
This lets you correct the visit type without losing the work already completed in the visit.
Adding a same-day treatment
If you change or work from a Consult / Exam or Follow-up / Post-op visit and have already captured information such as recorded audio or manually entered form data, Kubo may prompt you to add a same-day treatment.
Follow the prompt to create the treatment visit while keeping the relevant information from the original visit.
⚠️ Review the information in the Update Visit Type window before clicking Continue so you know what will carry over to the new visit type.
Still need help?
If this didn’t solve your problem, reach out to us in chat or support and we’ll be happy to help.