How do I add calendar visits through patient tab?

Purpose:

To provide clinicians with a step-by-step guide for scheduling and modifying patient visits directly from the patient record in HelloNote EMR, ensuring accurate appointment management and billing reconciliation.

Scope:

This article covers:

1. Adding new visits via the Patient Tab
2. Modifying existing appointments
3. Payment application and balance adjustments 
   Excludes:
4. Bulk scheduling
5. Recurring visit setup
6. Resource allocation

Procedure:

Adding Visits:

1. Navigate to Patient Tab > Visits and Receipts
2. Click Add (upper right)
3. Select:
   1. Case
   2. Provider
   3. Date
   4. (Optional) Additional details

Modifying Existing Visits:

1. Locate appointment in Visits list
2. Click Actions
3. Select:
   1. Apply Payment
   2. Auto Balance (options: zero out, patient responsibility, custom adjustment)

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Step 1: Click on the Visits and Receipts section of the Patient tab.

Step 2: Click "Add" in the upper right corner.

Step 3: Select Case, Provider, and Date or the appointment. If needed, fill out the option fields as well. 

Note: In order to make any changes to existing visits, see instructions below.

Changes to existing appointments:

Step 1: Click "Actions" next to the appointment you are trying to change.

Step 2: Through actions, you can apply payment and auto balance the existing appointment.

Note: Auto-balancing an appointment allows you to zero it out, adjust to patient responsibility, or make  custom balancing changes.