OpenEMR 4.2.1 Users Guide

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Users Guide

Main Topics

Wiki Format

• OpenEMR 4.2.1 Users Guide:

• Quick Reference Handout
• Getting Started
• Main Screen & Navigation
• New Clinic OpenEMR Setup

• OpenEMR 4.2 Workflows:

• Adding a New Patient
• Using the Calendar
• New Encounters & Coding
• Issues & Immunizations
• Patient Notes & Transactions
• Basic Billing
• Sample: Applying Adjustment to Pt Account
• Accounting & Receivables
• Reporting

Supplementary Topics

• ACL

• Access Control List
• Changing Permissions
• ACL Fine Granular Control

• Backup

Lest you rue the day.

• Linux.
• Windows.

Take note of this Forum thread.

• System Image: Creation and recovery in 32/64 bit devices.

• Billing

• HOWTO: Add Or Edit A Billing Code In OpenEMR -- for v7 but applies to 4.x+
• 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 +

• 837P

• X12 837p Reference.
• Version 5010.

• Charges Panel.
• Credit Card Processing.
• Fee Sheet Custom Service Categories
• HOWTO: Create Multiple Code Fee Sheet List Categories.
• Fee Sheet Review Button and CPT4 Link
• Red Notification, Patient Billing Widget.
• Patient Statement with Dunning Messages.
• Superbills in OpenEMR - shows OpenEMR v7 but applies to all vers

• Clinical Decision Rules

• CDR User Manual.
• CDR Guide: How to add rules for Clinical Quality Measures.

• Coding

• Configure OpenEMR for ICD-10.

• Communication

• Dated Reminders.
• Direct: Direct Project guide.
• Mercury Mail Configuration in Windows.
• Patient Portal.
• Short Message Service.
• SMS & Email.
• Use the Carecoordination module.

• Data Import

• Standard Tables: An ICD9, ICD10, SNOMED & RxNorm import guide.
• RxNorm and SNOMED.
• Other Data Sets - Other Methods.

• Diagnostic Studies

• Procedure configuration & order process.

Step wise explanation of how to configure Procedures:

• Diagnostic Laboratories Orders.
• Laboratory Catalogue Configuration.
• Laboratory Orders & Results.
• Procedures Module Configuration for Manual Result Entry: A pictorial guide.
• Laboratory Exchange User Documentation: Communication with external laboratory facility.

• Sample: Create and Use Procedure Orders 4.1-4.2

• Documents

• Faxing & Scanning.
• Templates for Patient Documents: How to download, modify & upload templates.
• Patient Education: Providing preprinted materials to patients.

• Efficiency Tools

• Patient Flow Board.
• Random Drug Screening.
• Review: EDI History Module.

• Forms

• Contributed Forms: 59 forms.

• CAMOS module: An intuitive interface for text organization and insertion in a patient's chart.
• Graphic Pain Map: Image uploading & annotations guide.
• Track Anything: A graph generating form for any data.
• Form Previews.

• Layout Based Visit Forms.

• LBV Forms.
• Sample Layout Based Visit Form.
• LBV FORMS FOR OPHTHALMOLOGY: A pictorial tutorial.
• Quickie External ID Mask Tutorial v4.x +
• HOWTO: Customize A Demographics User Defined Field v4.x +

• Nation Notes: LBV Form with a WYSIWYG editor.

• Sample NationNotes Form.

• Simple Note Templates.

• Illustration

• Videos and Animations.

• Meaningful Use

• OpenEMR 4.2.0 AMC Reports.

• Navigation

• Cross Reference Views.
• Find - Search HowTos: Finding things in OpenEMR - various search methods used.
• Patient Note and Form Searching.

• Practice Setup

• Facility Specific User Information.
• User Settings

• Prescription

• ePrescribing.
• Pharmacy Dispensary Module.

• Reports

• End of Day Report.

• Scheduling

• Calendar Categories: Guide to change name, color & interval of appointments.

Configuration Topics

General

• Description of Access Controls: Documentation of the settings in Administration->ACL.
• ACL Fine Granular Control: A guide with examples and screenshots.
• HOWTO: Create And Use Database Views.
• Backup - Backup Tools: Backup Methods and Scripts in OpenEMR - Protecting Your Data.
• Database - Database Conversion Tools: Changing Data For Use in OpenEMR.
• OpenEMR Deletion.
• Forms - Form Creation Tools: Tools for editing existing forms and creating new forms in OpenEMR.
• DIY Implementation of OpenEMR: A do-it-yourself guide with encouragements.
• Installation in a hosted environment.
• Layout Selection: Configuration and selection of three visual layouts with comparison screenshots.
• Language Translation Configuration: Translation of OpenEMR into your native language.
• Multiple Sites Module: Configuration and maintenance of multiple sites from one OpenEMR instance.
• Operating Systems.
• Securing OpenEMR: Advice from the community on how to secure an OpenEMR instance.
• Description of Settings: Documentation of the settings in Administration->Globals and Administration->Lists.
• Patient Statement Printing/Configuration Howtos.
• SSL Install Howtos.
• UTF-8 Upgrade Howto: Configuration of non-Latin scripts.
• Windows Package Dual Upgrade: Simultaneous upgrades of XAMPP and OpenEMR.

Modules

• Billing - Billing Setup Howtos: How To Configure and Use OpenEMR For Billing.
• Calendar - Using The Calendar As A Tool: Using The Calendar As A Tool in OpenEMR.
• CouchDB Documents Module - Using CouchDB to store patient documents.
• Mercury Mail Configuration in Windows XAMPP.
• Pharmacy Dispensary Module Configuration.
• Sms/Email Notification Howtos.
• Z&H's CCDA Module: Setup and Configuration of Z&H's Carecoordination module.

Video Tutorials

OpenEMR 4.2.x - Getting Around

Getting Around 4.2.x

OpenEMR 4.2.x - New Clinic: Facility Settings

Facility Settings

OpenEMR 4.2.x - New Clinic: User Accounts

User Accounts

OpenEMR 4.2.x - New Clinic: Create Patient Record

Create Patient Record

OpenEMR 4.2.x - Data Forms

Data Forms 4.2.x

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 4.2.1.

How do I get E-Prescribing working?

• See OpenEMR ePrescribe wiki page for details.

How do I get electronic lab results working?

• See 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?

• The Official Web Site for the Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs.
• See 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 (both 1/5/2013 posts by CVerk) describing how he passed Meaningful Use attestation for 2012.
• See these 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 Jojo Pornebo's 10/15/12 post in the SourceForge forums, regarding Medicaid Meaningful Use.
• See this excellent thread describing the topic by Dr. Sam Bowen on the OEMR organization forum.
• 2013 Ophthalmologist's Meaningful Use Attestation A step-by-step pictorial guide.

Acknowledgments

• OpenEMR Acknowledgments Page
• Greater than 125 developers have directly contributed code to this project.
• Meaningful Use Certification itself involved numerous individuals, companies and the OEMR organization. Detailed acknowledgments for this monumental feat in MU1 can be found on the first post in this sourceforge forum. The MU2 feat is currently ongoing.