How to indicate the reason for referral when creating a case?

Purpose:

To guide users in properly documenting the referral source and purpose when establishing new patient cases in HelloNote EMR, ensuring accurate record-keeping and continuity of care.

Scope:

This procedure covers:

• Locating the "reason for referral" field during case creation
• Understanding how this information auto-populates in subsequent clinical notes
• The importance of capturing referral details at case initiation

Procedure:

1. Navigate to Case Settings when creating a new case
2. Locate the "reason for referral" section at the middle-bottom of the interface
3. Enter the appropriate referral information
4. Note that this data will automatically preload into associated clinical notes

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Case Settings -> now has a "reason for referral" area which preloads into the note

To do this simply create a case and at the middle bottom is a section where you can indicate the reason for referral.