What are Visit Types?
Purpose:
To allow system administrators to categorize and visually differentiate patient visit types in HelloNote EMR through creation, modification, and color-coding of visit type labels.
Scope:
This feature is available to users with administrator-level access and includes:
- Creation of new visit type classifications
- Modification of existing visit types
- Assignment of color identifiers for quick recognition
Procedure:
To manage visit types:
- Edit an existing visit type:
- Locate the desired visit type in the list
- Click the action button (⋮ or ⚙) adjacent to the entry
- Make necessary adjustments
- Save changes
- Create a new visit type:
- Click "Create New Visit Type" (upper right corner)
- Enter a descriptive name for the visit type
- Select a distinctive color from the palette
- Confirm by saving
PLEASE NOTE: You can set the number of minutes to your visit types which will be carried over to the schedule. For example, setting a visit type with 60 minutes will all schedules used with that visit type to have a default 60 minute schedule.
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The visit type section of the settings is used to create different designations in terms of color for specific visit types. In order to edit already existing visit types, click the action button on the left. In order to create new visit types and assign specific colors to them, click the "Create New Visit Type" button in the top right.
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