Difference between revisions of "OpenEMR 4.1.2 Users Guide"

From OpenEMR Project Wiki
 
(38 intermediate revisions by 5 users not shown)
Line 7: Line 7:


===Main Topics===
===Main Topics===
<br>
====Wiki Format====
:<span style="color:red;">The '''Main Topics''' of the OpenEMR 4.1.2 User Guide is currently under construction. See the [[OpenEMR 4.1 Users Guide#Main Topics|OpenEMR 4.1.0 Users Guide]] for the previous OpenEMR version manual.</span>
:* '''OpenEMR 4.1.2 Users Guide''':
<br>
::* [[Getting Started 4.1|Getting Started]]
::* [[Main Screen & Navigation 4.1|Main Screen & Navigation]]
::* [[Setting Up Your Clinic 4.1|Setting Up Your Clinic]]
::* [[Adding a New Patient 4.1|Adding a New Patient]]
::* [[Using the Calendar 4.1|Using the Calendar]]
::* [[New Encounters & Coding 4.1|New Encounters & Coding]]
::* [[Issues & Immunizations 4.1|Issues & Immunizations]]
::* [[Patient Notes & Transactions 4.1|Patient Notes & Transactions]]
::* [[Basic Billing 4.1|Basic Billing]]
::* [[Accounting & Receivables 4.1|Accounting & Receivables]]
::* [[Reporting 4.1|Reporting]]


===Supplementary Topics===
===Supplementary Topics===
:* [[User Settings]]
:* [[Access_Controls_Listing|Access Controls]].
:* [[OpenEMR Settings|OpenEMR Settings]]
:* [[ACL_Fine_Granular_Control|ACL Fine Granular Control]].
:* [[Import Standard Tables]]: Very simple to import(and upgrade) and activate standardized ICD9, ICD10, SNOMED and RxNorm data sets.
:*[[OpenEMR_Backup_Tools|Backup]]: Lest you rue the day. Windows users, take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].
:* [[OpenEMR ePrescribe|ePrescribing]]
:* [[Configuring and testing Emergency access|Break Glass - Emergency Access configuration]].
:* [[Patient Portal]]
:*[[Calendar_Categories|Calendar Categories]]: How to Change Names, Colors and Intervals of Appointments.
:* [[CAMOS module]]: An Intuitive Interface for Text Organization and Insertion in a Patient's Chart.
:* [[Charges_Panel|Charges Panel]].
:* [[CDR User Manual|Clinical Decision Rules]].
:* [http://www.open-emr.org/wiki/index.php/File:Clinical_Decision_Rules_Manual.pdf CDR Guide]: How to add Rules for Clinical Quality Measures.
:* [[CDR_User_Manual|CDR User Manual]].
:* [[HOWTO: Use OpenEMR's Dated Reminder|HOWTO: Use OpenEMR's Dated Reminder]].
:* [[HOWTO: Create Multiple Code Fee Sheet List Categories|HOWTO: Create Multiple Code Fee Sheet List Categories]].
:* [[Code_Types|Configure and Add Code Types]].  
:* [[Configure_OpenEMR_for_ICD-10|Configure OpenEMR for ICD-10]].
:* [[CouchDB Documents Module]]: Using CouchDB to store patient documents.
:* [[Direct|Using "Direct" Communication]]: How to use "Direct" communication in OpenEMR.
:* [[Direct|Using "Direct" Communication]]: How to use "Direct" communication in OpenEMR.
:* [[Electronic Procedure Orders]]
:* [[Encryption and Decryption of Documents|Encryption and Decryption of document]].
:* [[Patient Note and Form Searching]]
:* [[Preparing_for_Billing_and_using_the_Fee_Sheet|Fee sheet/service code entry & customization - from Openemr version 3.2]].
:* [[CDR User Manual|Clinical Decision Rules]]
:*[[OpenEMR_Contributed_Forms|Contributed Forms]]. The [[Graphic_pain_map|Graphic Pain Map]] can be readily adapted to provide annotations on an uploaded image for any specialty.
:* [[OpenEMR_Internationalization_Configuration|Language Translations]]
:* [[LBV_Forms|LBV (Layout Based Visit) Form customization & layout]].
:* [[Code_Types|Configure and Add Code Types]]: Modify settings of current code types and adding of new code types (for example, ICPC, the coding set for General Practitioners for as proposed by WONCA, World Organisation for Family Doctors).
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form Tutorial]].
:* [[LBV_FORMS_FOR_OPHTHALMOLOGY|LBV Forms For Ophthalmology]]: A Pictorial Guide.
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]].
:* [[Nation Notes]]: Medical Record Template engine with a WYSIWYG editor.
:* [[Nation Notes]]: Medical Record Template engine with a WYSIWYG editor.
:* [[LBV_Forms|LBV (Layout Based Visit) Form customization & layout]]
:* [[Sample_NationNotes_Form|Sample NationNotes Form]].
:* [[LBV_FORMS_FOR_OPHTHALMOLOGY|LBV Forms For Ophthalmology]] A Pictorial Guide.
:* [[Patient Note and Form Searching]].
:* [[CAMOS module]]: CAMOS (Computer Aided Medical Ordering System) is, on the surface, just a fancy interface for organizing and choosing pieces of text to insert into a patient's chart. It is designed to be intuitive and easy to use.
:* [[Media:ZHH-Draft-Batch-Payment.pdf|Batch Payment (EOP) and Statement Processing]].
:* [[Procedure configuration & order process]]
:* [[Pharmacy Dispensary Module|Pharmacy Dispensary]].
:: Next three files are step wise explanation of what and how to configure '''Procedures''' in PDF file format:
:* [[Phone numbers input]]: How to input phone numbers in three different places.
::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]]
:* [[Patient Portal]].
::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]]
:* [[OpenEMR ePrescribe|ePrescribing]].
::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]]
:* [[Procedure configuration & order process]].
:* [[Media:LEN_User_Documentation_v1.0.pdf‎|Laboratory Exchange User Documentation]]
:: Step wise explanation of how to configure '''Procedures''':
:* [[Media:ZHH-Draft-Batch-Payment.pdf|Batch Payment (EOP) and Statement Processing]]
::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].
:* [[Adding and Removing User Permissions|Access Controls]]
::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].
:* [[Facility Specific User Information]]
::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].
:* [[Configuring and testing Emergency access|Break Glass - Emergency Access configuration]]
:* [[Electronic Procedure Orders]].
:* [[Encryption and Decryption of Documents|Encryption and Decryption of document]]
:* [[Media:LEN_User_Documentation_v1.0.pdf‎|Laboratory Exchange User Documentation]].
:* [[Pharmacy Dispensary Module|Pharmacy Dispensary]]
:* [[Securing OpenEMR]].
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]]
:* [[Facility Specific User Information]].  
:* [[Securing OpenEMR]]
:* [[OpenEMR Settings|OpenEMR Settings]].
:* [[Preparing_for_Billing_and_using_the_Fee_Sheet|Fee sheet/service code entry & customization - from Openemr version 3.2]]
:* [[User Settings]].
:* [[CouchDB Documents Module]] - Using CouchDB to store patient documents.
:* [[Import Standard Tables]]: An ICD9, ICD10, SNOMED and RxNorm Import Guide.
:* [[Phone numbers input]]: How to input phone numbers in three different places used in Open EMR.
:* [[OpenEMR_Internationalization_Configuration|Language Translations]].
:* [[Videos_and_Animations|Videos and Animations]].
:* [[OpenEMR 4.1.3 Fee Sheet Custom Service Categories|Fee Sheet Custom Service Categories]]
:*[[HOWTO:_Create_A_Claim-_Ready_Encounter|HOWTO: Create A Claim- Ready Encounter]]
:*[[List of OpenEMR Data Fields Required For Insurance Claims]] OpenEMR v4.x +
:*[[OpenEMR 6.x Billing - Claims Workflows]]  OpenEMR v4.x +
:*[[OpenEMR 6.x Billing - Process Payments]]   OpenEMR v4.x +
:*[[HOWTO: Add Or Edit A Billing Code In OpenEMR]] -- for v7 but applies to 4.x+
:*[[Superbills in OpenEMR]] - shows OpenEMR v7 but applies to all vers
 
==When you are really desperate, and need to remove OpenEMR in UBUNTU==
:*[https://sourceforge.net/p/openemr/discussion/202505/thread/01fc1893/#366e How to remove everything OpenEMR installed in Ubuntu]
 
 
 
<br>
<br>


==Video Tutorials==
==Video Tutorials==
<br>
:<span style="color:red;">The '''Video Tutorials''' of the OpenEMR 4.1.2 User Guide is currently under construction. See the [[OpenEMR 4.1 Users Guide#Video Tutorials|OpenEMR 4.1.0 Users Guide]] for the previous OpenEMR version manual.</span>
===Getting Started===
<br>
{{#ev:youtube|9iOfFsMf7yY|300||'''OpenEMR Tutorial - Getting Started'''}}
===Setting up your clinic===
{{#ev:youtube|oBSLyhCoNUc|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}}
{{#ev:youtube|vKgr78LxsQo|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}}
===Adding a new patient===
{{#ev:youtube|8jCxILdj2Iw|300||'''OpenEMR Tutorial - Adding a new patient'''}}
===Using your calendar===
{{#ev:youtube|DRWAN4JOW-s|300||'''OpenEMR Tutorial - Using your calendar'''}}
===Documenting a visit/encounter===
{{#ev:youtube|5Eo1q1mPM5M|300||'''OpenEMR Tutorial - Documenting a visit/encounter'''}}
===Issues, Problems & Immunizations===
{{#ev:youtube|w4rGCc7HS2Q|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}}
===Billing and Claim Generation===
{{#ev:youtube|KC2YFuhmLMs|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}}
===EOBs, Payments & Accounts Receivables===
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}}


==Frequently Asked Questions (FAQ)==
==Frequently Asked Questions (FAQ)==
Line 55: Line 106:


:'''How do I get E-Prescribing working?'''
:'''How do I get E-Prescribing working?'''
::*There are currently two known options for ePrescribing in OpenEMR. '''Newcrop''' costs money, but is well integrated into OpenEMR. While the '''Allscripts''' is free, but isn't as well integrated.  See [[OpenEMR ePrescribe]] wiki page for more details.
::*See [[OpenEMR ePrescribe]] wiki page for details.


:'''How do I get electronic lab results working?'''
:'''How do I get electronic lab results working?'''
::*See post number 15 in the following sourceforge forum for details on this features: http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4709788
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4709788 Tony McCormick's 9/19/2011 post] in the SourceForge forums for details on this feature.


:'''How do I go about getting Meaningful Use now?'''
:'''How do I go about getting Meaningful Use now?'''
::*The Official Web Site for the [http://www.cms.gov/EHRIncentivePrograms/ Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs]
::*The Official Web Site for the [http://www.cms.gov/EHRIncentivePrograms/ Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs].
::*See this excellent thread (posts 11 and 12 by cverk) in the sourceforge forum describing how cverk successfully passed Meaningful Use attestation for 2011: http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4880702
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4880702 CVerk's excellent 12/6/2011 and 1/5/2012 posts] in the SourceForge forums describing how he successfully passed Meaningful Use attestation for 2011
::*An additional thread (posts 5 and 6 by cverk) describing how cverk passed Meaningful Use attestation for 2012: http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6544181
::*An [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6544181 additional thread] (both 1/5/2013 posts by CVerk) describing how he passed Meaningful Use attestation for 2012
::*See these excellent posts in the sourceforge forums by Dr Ronald Leemhuis describing how he plans to get the 2011 Medicare incentive: http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4745124
::*See these [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4745124 excellent posts] (10/8/2011 and 10/12/2011) in the SourceForge forums by Dr. Ronald Leemhuis describing how he planned to get the 2011 Medicare incentive.
::*See this post by jojohit in the sourceforge forums (see post 3): http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6018030
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6018030 Jojo Pornebo's 10/15/12 post] in the SourceForge forums, regarding Medicaid Meaningful Use. 
::*See these excellent posts describing this topic by Dr. Sam Bowen on the OEMR organization forum: http://www.oemr.org/phpBB3/viewtopic.php?f=16&t=35
::*See this [http://www.oemr.org/phpBB3/viewtopic.php?f=16&t=35 excellent thread] describing the topic by Dr. Sam Bowen on the OEMR organization forum. 
::*[[2013_Ophthalmologist%27s_Meaningful_Use_Attestation|2013 Ophthalmologist's Meaningful Use Attestation]] A step-by-step pictorial guide.
::*[[2013_Ophthalmologist%27s_Meaningful_Use_Attestation|2013 Ophthalmologist's Meaningful Use Attestation]] A step-by-step pictorial guide.
<br>
<br>
Line 72: Line 123:
==Acknowledgments==
==Acknowledgments==
:*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]]
:*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]]
:*[http://www.ohloh.net/p/openemr/factoids/ Greater than 82 developers over the last 10 years have directly contributed code to this project].
:*[http://www.ohloh.net/p/openemr/factoids/ Greater than 90 developers over the last 10 years have directly contributed code to this project].
:*Meaningful Use Certification itself involved numerous individuals, companies and the [http://www.oemr.org OEMR] organization. Detailed acknowledgments for this monumental feat can be found on the first post in [http://sourceforge.net/projects/openemr/forums/forum/202506/topic/4628453 this sourceforge forum].
:*Meaningful Use Certification itself involved numerous individuals, companies and the [http://www.oemr.org OEMR] organization. Detailed acknowledgments for this monumental feat can be found on the first post in [http://sourceforge.net/projects/openemr/forums/forum/202506/topic/4628453 this sourceforge forum].
<br>
<br>


[[Category:User Guide 4.1.2]][[Category:User Guide]][[Category:Video Tutorial]][[Category:Frequently Asked Questions]]
[[Category:User Guide 4.1.2]][[Category:User Guide]][[Category:Video Tutorial]][[Category:Frequently Asked Questions]]

Latest revision as of 23:40, 26 December 2023

Available languages
English


OpenEMR-Login 4 1 1.jpg

Users Guide

Main Topics

Wiki Format

  • OpenEMR 4.1.2 Users Guide:

Supplementary Topics

Step wise explanation of how to configure Procedures:

When you are really desperate, and need to remove OpenEMR in UBUNTU



Video Tutorials

Getting Started

OpenEMR Tutorial - Getting Started

Setting up your clinic

OpenEMR Tutorial - Setting up your clinic (part 1)
OpenEMR Tutorial - Setting up your clinic (part 2)

Adding a new patient

OpenEMR Tutorial - Adding a new patient

Using your calendar

OpenEMR Tutorial - Using your calendar

Documenting a visit/encounter

OpenEMR Tutorial - Documenting a visit/encounter

Issues, Problems & Immunizations

Openemr Tutorial - Issues, Problems & Immunizations

Billing and Claim Generation

OpenEMR Tutorial - Billing and Claim Generation

EOBs, Payments & Accounts Receivables

Openemr Tutorial - EOBs, Payments & Accounts Receivables

Frequently Asked Questions (FAQ)

Plan to post questions here that are frequently asked on the forums for OpenEMR version 4.1.2.
How do I get E-Prescribing working?
How do I get electronic lab results working?
How do I go about getting Meaningful Use now?


Acknowledgments