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Adding a New Patient

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Adding A New Patient

Once you have entered all the necessary clinic information you can begin entering patient data.

Select 'Patient/Client – New/Search' in the navigation menu on the left of the screen to begin entering a new patient into the system.


Patient Demographics

In the Search or Add Patient page enter the patient's name & birth date. If you have an existing chart for this patient, you may enter the chart number under 'External ID'. If you do not enter a number the system will automatically assign one that is equal to its internal patient ID. When you are finished click 'Create New Patient'.


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NOTE: Clicking the calendar button next to the “DOB” field will pop up an easy to use date selection tool found throughout the OpenEMR program. Simply click the arrows to the right or left of “Today” to advance the date forward or back a single month or year, or hold an arrow down to select the month or year manually. Selecting the day of the month will then fill the selected date into it's respective field in the proper format (YYYY-MM-DD)

You should now be presented with the Patient Summary Page, which contains a summary of the patient's identifying information, including employment, insurance and provider information in sections that may be expanded or collapsed at will by clicking the link to the right of the desired section. The page also includes links to the patient's medical history, documents, etc. at the top of the screen, as well as a list of “issues” associated with that patient, and any appointments they may have scheduled.

Notice that additional patient related pages are now accessible via the navigation menu to the left.


24 (Demographics).jpg


To continue entering patient information click 'Edit' next to the desired section.

This will bring up a series of tabs containing inputs for the various types of patient data. Click on the tab for the section you would like to work with and fill in the desired fields. Note that fields labeled in red are required in order for billing to work properly.


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To enter a patient's insurance information for the first time click 'edit' next to the Demographics section. The Insurance information section can be found below the Demographics tabs.


26 (Patient Insurance).jpg


Select the patient's insurance company from the drop-down list, or you can search for it by clicking 'Search/Add'. Doing so brings up a dialog box containing several fields which are searchable (labeled in green). Entering a partial value into one or more fields and clicking the 'Search' button pops up a second dialog containing a list of all insurance companies matching those parameters.


27 (Patient Insurance Search).jpg


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Selecting the desired name from the list will automatically make it the selection for that patient.

If the desired insurance company is not yet entered, you can also add it here by completing all the fields and clicking 'Save as New'. This also selects the newly added insurance company for this patient.

If the patient is also the insured party, then selecting “self” from the drop-down list will automatically populate the “subscriber” section with the relevant data for you.

When you are finished, click 'Save' at the top of the page to save and return to the Demographics summary. You can see that Insurance now has it's own section, and all of the new patient data is now visible on the summary page.


Patient History

Next select 'History' at the top of the Patient Summary page This brings up a page containing information about the patient's medical history.

Clicking 'Edit' will bring up a data entry page with tabbed sections, similar to that of the Demographics page.


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Access the desired sections by clicking on the appropriate tab and enter in the patient's data as necessary, then click 'Save'.


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Uploading Documents

Select 'Documents' at the top of the patient Summary page. Here you may upload files that you have scanned and/or saved, such as a patient's ID or insurance card.

First, click the appropriate Document Category for the file you wish to upload, then click 'Browse'. This will present you with the standard dialog for locating the file on your computer. Once the desired file has been selected, click 'Upload' to save the file in OpenEMR.


30 (Patient Document Upload).jpg


Once the file is uploaded, you will be presented with a report, confirming the file has been uploaded successfully. To see the new file, click on the plus sign next to the appropriate document category which displays a list of all the files in that category. Click on the name of the new file to view it.


31 (Patient Document Upload Confirmation).jpg


32 (Patient Document Edit).jpg


Here you can also attach a note to the document, associate it with a particular issue, or move it to a different category or patient.


>> Using the Calendar