How do I add basic patient information ?

UPDATE: 
Allow patients from "All Locations"

Purpose:

To provide users with a standardized process for creating new patient records in HelloNote EMR, ensuring essential demographic information is captured while maintaining flexibility for additional optional details.

Scope:

This article covers:

1. Creating new patient records
2. Required vs. optional fields
3. Basic patient information entry 
   Excludes:
4. Editing existing patient records (except for brief note)
5. Insurance/billing information
6. Clinical documentation

Procedure:

1. Access Patient Creation:
   1. Open Menu (upper-right)
   2. Select Patient Tab
   3. Click New Patient
2. Enter Information:
   1. Required Fields:
      1. First Name
      2. Last Name
      3. Date of Birth
   2. Optional Fields:
      1. All other demographic fields
3. Save Record:
   1. Click Save to complete

Editing Existing Patients:

• Use Edit button (upper-right of patient info)

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In order to add a new patient, follow these steps:

Step 1: Toggle the HelloNote menu on the upper right side of the dashboard.

Step 2: Click the Patient Tab.

Step 3: Click the New Patient button next to the "Patient List"

Step 4: Enter necessary and optional information.

             Necessary Information includes first name, last name, and DOB. Note: All other information is          

             optional.

Step 5: Click save to save the new patient. 

Note: To make any other changes to an already created patient file, click the edit button in the upper right corner of the patient information tab.