How to Archive Notes on HelloNote 2.0

Purpose:

To provide clinicians with instructions for properly archiving and restoring clinical notes in HelloNote 2.0, enabling efficient record management while maintaining access to historical documentation.

Scope:

This article covers:

1. Archiving individual notes
2. Restoring archived notes 
   Excludes:
3. Bulk archiving/restoring
4. Permanent note deletion
5. Archive automation
6. Note modification during archiving

Procedure:

To Archive:

1. Locate patient in Patient List
2. Navigate to Notes > select relevant Case
3. Click Note Options > Manage Notes
4. Click the red X next to target note
5. Confirm Save

To Restore:

1. Access same Manage Notes section
2. Click Restore on archived note
3. Changes apply immediately

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Please follow the instructions on the short clip below

HelloNote EMR | Dashboard - Google Chrome - 30 August 2024 - Watch Video