How to recognize which office location the visit took place?

Purpose:

To provide users with clear instructions on how to identify the office location where a patient visit occurred within the HelloNote EMR system, ensuring accurate record-keeping and scheduling clarity.

Scope:

This procedure covers:

• Viewing office location information for visits within the Visits & Receipts section.
• Identifying the office name displayed beneath the case name when the schedule is for a different location.

Procedure:

1. Navigate to Visits & Receipts.
2. Locate the visit in question.
3. The office name will be displayed beneath the case name to indicate the visit location (if different from the default).

-

Visits & Receipts > the office name will now display underneath the case name to designate if the schedule is a different location