How do I reorder notes ?
Purpose:
To provide users with instructions for changing the display order of notes in HelloNote EMR using the drag-and-drop functionality, enabling better organization of clinical documentation.
Scope:
This article covers:
- Accessing the note management interface
- Basic drag-and-drop reordering functionality
- Saving the new note order
Excludes: - Editing note content
- Bulk reordering options
- Changing sort criteria other than manual ordering
Procedure:
- Navigate to your Notes section
- Click Note Options > Manage Notes
- Locate the three-line handle (☰) next to each note
- Click, hold and drag the note to its new position
- Release to drop the note in place
- The new order saves automatically
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