View source for Basic Billing Setup and Configuration

The following directions assume you have read and completed one of the [[OpenEMR Installation Guides]], and either installed from CVS HEAD, or have upgraded to CVS HEAD.

= Facility Configuration =
OpenEMR by default comes with only one facility configured, a clinic named 'Your Clinic Name Here'.

= Provider Configuration =
= Setting up your Visit Categories =
The top dropdown on the 'New Encounter' form is a basic scheduling category for the visit. by default, OpenEMR has three visit categories that are selectable here: 'New Patient' 'Established Patient' and 'Reserved'.

To add a category:
:* Login to your OpenEMR instance with your account, which has administrative priviledges (admin, by default).
:* Click on 'Administration->Other->Calendar'. this will open a page in the upper right pane for administrating the calendar system.
:* Click on 'Categories'. This will open up a page for managing the categories available in the calendar, and the new encounter page.

= Adding your Billing Codes =

In a justified billing system, services rendered and issues diagnosed are both billing codes, that you link together in order to "justify" a service. We're going to show you how to add one billing code for a diagnosed issue, and another billing code for the service you provide.

To import billing codes:
:* [[OpenEMR Billing Setup Howtos#Load and Update Billing Codes]]

To add a billing code:
:* Login to OpenEMR as 'administrator'

== Adding a Diagnostic Code ==

== Adding a Procedure Code ==