How to Use the Patient Information Page?

Purpose:

To provide clinicians with a comprehensive guide to navigating and updating the Patient Information Page in HelloNote EMR, ensuring accurate record-keeping and effective patient alerts for improved care coordination.

Scope:

This article covers:

1. Accessing and editing core patient demographics
2. Managing:
   1. Emergency contacts
   2. Guardian information
   3. Referral details
3. Utilizing:
   1. Patient event tracking
   2. Alert banner system 
      Excludes:
4. Clinical documentation features
5. Billing/insurance configuration
6. Portal-related settings

Procedure:

1. Access Patient Information:

• Select patient (name highlighted in blue)
• Default view shows Information tab

2. Edit Demographics:

• Click Edit (far right)
• Update fields in pop-up window:
  • Basic patient details
  • Emergency contacts
  • Guardian information
  • Referral sources

3. Set Patient Alerts:

• Scroll to Patient Alert section
• Type alert message (e.g., "Hard of hearing")
• Click Save → Yellow banner displays on all chart access

4. Schedule Events:

• Add future reminders (e.g., "MD appt 6/15")
• Events appear in patient's timeline

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This is an in-depth video on all the functions within a Patients tab.