Difference between revisions of "Main Screen & Navigation 4.2.0"

Latest revision as of 20:16, 25 December 2014

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<< Previous: Getting Started --- OpenEMR 4.2.0 Users Guide --- Next: New Clinic OpenEMR Setup >>

Main Screen & Navigation

Change Password

** If you are using the online demo do NOT change the admin password you used to log in **
However, if you are logging into your own OpenEMR installation for the first time it is good security practice to change your password to one that is more secure.
Select a word that is at least six (6) characters long and includes at least one of each:

upper AND lower case letters

numbers AND special characters

When you change your password and click the Save button you will need to log out and back in again.

Main Screen

See this view of the full screen on login

Top Right Screen Objects

Home - click to return to this view from other activities

Manual - brings up the online user guide

Logout - log out of OpenEMR

Administrator - YOUR user name

Calendar controls: see the Calendar-> Schedule page

Top Left Screen Objects

New patient - click to bring up the Patient-> New/ Search dialog

Clear active patient - when you have been working on a patient's account this closes it and returns to initial login screen

Hide/ Show Menu - makes left navigation ("nav") bar hidden or visible

Dropdown list - The pages that display OpenEMR functions appear in either of the top or bottom windows of the screen; each has its default position. This dropdown list allows you to assign which window a page appears in when it is selected, as long as both the Top and Bottom checkboxes are checked.

Bottom Left Screen Objects

At the bottom of the Nav Menu is a pair of search utilities to assist in using OpenEMR.

Online Support - the button circled in blue opens a browser window at http://open-emr.org/, the OpenEMR project website from which you can search the forum and wiki.

Find/ by - a small search utility which can be used to quickly locate patient records by Name, Clinic ID, Soc Sec Nr, Date of Birth or a filter of multiple demographic data.

Enter the search datum and click the appropriate link to search for a specific record or range of records. Click 'Any' to search in all fields.

In the example above the name "Beck" was entered and the Name link clicked. Results are returned in the upper pane.

Partial search terms will return all records that contain them.

Alternatively, simply click just the link

to return all records ordered by that field.

Here, ID was used to obtain all patient records in order of the Clinic ID nr.

The Filter link raises a popup with all Demographic data, any of which may be selected as filters to search a particular CPT code.

> TOP of current page<

@@ Line 1: / Line 1: @@
 {{Languages|Main Screen & Navigation 4.1.3}}
 <br>
-<<  [[Getting Started 4.1.3|Getting Started]]
+<center><< Previous: [[Getting Started 4.2.0|Getting Started]] --- [[OpenEMR 4.2.0 Users Guide|OpenEMR 4.2.0 Users Guide]] --- Next: [[New Clinic OpenEMR Setup 4.2.0|New Clinic OpenEMR Setup]] >> </center>
 ==Main Screen & Navigation==
@@ Line 12: / Line 14: @@
 :*upper AND lower case letters
 :*numbers AND special characters<br />
-When you change your password and click the 'Save' button you will need to log out and back in again.
+When you change your password and click the '''Save''' button you will need to log out and back in again.
 </blockquote>
@@ Line 28: / Line 30: @@
 :'''Manual''' - brings up the online user guide
 :'''Logout''' - log out of OpenEMR
-:'''Administrator''' - Name of logged in user
+:'''Administrator''' - YOUR user name
-:'''Calendar controls''': see the '''Calendar''' -> '''''Schedule''''' page
+:'''Calendar controls''': see the '''Calendar-> Schedule''' page
@@ Line 35: / Line 38: @@
 ====Top Left Screen Objects====
 [[File:ss-topLeft.png|left]]
-:'''New patient''' - click to bring up the '''Patient''' -> '''''New/ Search''''' dialog
+:'''New patient''' - click to bring up the '''Patient-> New/ Search''' dialog
 :'''Clear active patient''' - when you have been working on a patient's account this closes it and returns to initial login screen
@@ Line 43: / Line 46: @@
+====Bottom Left Screen Objects====
+[[File:ss-bot1.png|left]]
+:At the bottom of the Nav Menu is a pair of search utilities to assist in using OpenEMR.
+::'''Online Support''' - the button circled in blue opens a browser window at http://open-emr.org/, the OpenEMR project website from which you can search the forum and wiki.
+::'''Find/ by''' - a small search utility which can be used to quickly locate patient records by Name, Clinic ID, Soc Sec Nr, Date of Birth or a filter of multiple demographic data.
+:Enter the search datum and click the appropriate link to search for a specific record or range of records.  Click 'Any' to search in all fields.
+:::In the example above the name "Beck" was entered and the '''Name''' link clicked.  Results are returned in the upper pane.
+::::Partial search terms will return all records that contain them.
+[[File:ss-bot2.png|left]]
+:::Alternatively, simply click just the link
+:to return all records ordered by that field.
+::::Here, '''ID''' was used to obtain all patient records in order of the Clinic ID nr.
+[[File:ss-bot3.png|right]]
+:::The '''Filter''' link raises a popup with all Demographic data, any of which may be selected as filters to search a particular CPT code.
+<br />
+[[#top|> TOP of current page<]]
 ===Navigation Menu===
-The nav bar menu itself is available in three different layout styles.  See nav bar menu item Administration, the Globals submenu for details.  Many other customizations of OpenEMR may be made in '''Administration''' -> '''''Globals''''' as well.
+The nav bar menu itself is available in three different layout styles.  See nav bar menu item Administration, the Globals submenu for details.  Many other customizations of OpenEMR may be made in '''Administration -> Globals''' as well.
 :'''All Nav Bar items''', shown here in "slider" layout style.  Other layout styles have these same items in different layout.
@@ Line 55: / Line 104: @@
 ====All Navigation Menu Items====
+'''''Each major nav menu item is linked to a page that gives details about it and its sub items.'''''
+:*Menu items display in upper pane by default unless stated otherwise.
 :[[File:ss-n02-defaultOpen.png|left]]
-=====Calendar=====
+=====[[NavMenuDetails413_Calendar|Calendar]]=====
-:* Appears by default in upper pane; change in '''Administration'''-> '''''Globals'''''
+:'''''Create and print Provider's work schedule; display in variety of formats.'''''
-=====Message=====
+=====[[NavMenuDetails413_Message|Message]]=====
-:* Appears by default in lower pane; change in '''Administration'''-> '''''Globals'''''
+:'''''Send and recieve reminders with other Providers; displays alerts from CDR and other modules. Default: lower pane.'''''
-=====Portal Activity=====
+=====[[NavMenuDetails413_Portal_Activity|Portal Activity]]=====
-:* In development; pertains to the Patient Portal
+:'''''Work with the Patient Portals'''''
-=====Patient/ Client=====
+::Does not appear by default; must be configured in '''Administration-> Globals'''
-: (These nav menu items show by default when OEMR opens)
+:In development; pertains to the Patient Portal
-:'''''Patients''''' -
-:'''''New/ Search''''' -
-:'''''Summary''''' -
-:'''''Visits''''' -
-:'''''Create Visit''''' -
-:'''''Current''''' -
-::::::'''''Visit History''''' -
+=====[[NavMenuDetails413_Patient_Client|Patient/ Client]]=====
+:'''''Functions directly involved in patient/ client care.'''''
+:'''Patients''' - Full listing of all registered patients, with limited search capability
+:'''New/ Search''' - Add a new patient or conduct multi- field search
+:'''Summary''' - Single screen summary of the selected patient's data
+:'''Visits''' - Functions relating to a patient visit
+:'''Create Visit''' - Begin patient visit here; enter preliminary information.  Default: lower pane
+::::::'''Current''' - Primary panel in which to document encounter; create summary, e-sign entries, make SOAP notes, etc .  Default: lower pane
+::::::'''Visit History''' - History of selected patient's visits and documents; link to 'billing view'.  Default: lower pane
+======Records======
+:'''''Pertaining to this patient's healthcare records'''''
+:[[File:ss-n03-ptRecs.png|left]]
-:[[File:ss-n03-ptRecs.png|left]]
-=====Records=====
-:'''''Patient Record Request''''' -
+:'''Patient Record Request''' - Place a request for a copy of patient's records
+======Visit Forms======
+:'''''Collect data for several standardized documents.'''''
+:* All default: lower pane
 :[[File:ss-n04-ptVisitForms.png|left]]
-=====Visit Forms=====
-:'''''Misc Billing Options HCFA''''' -
-:'''''Procedure Order''''' -
-:'''''Review of Systems''''' -
-:'''''Review of Systems Checks''''' -
-:'''''SOAP''''' -
-:'''''Speech Dictation''''' -
-:'''''Vitals''''' -
+:'''Misc Billing Options HCFA''' - Provide additional data in CMS-1500 paper form
+:'''Procedure Order''' - Order diagnostic studies
+:'''Review of Systems''' - General "Yes/ No" systems review
+:'''Review of Systems Checks''' - More detailed systems review by checklist
+:'''SOAP''' - Compose a SOAP note on this encounter
+:'''Speech Dictation''' - Integrate Voice Recognition Software of dictated clinical notes
+:'''Vitals''' - Record Vital Signs plus other measurements
+======Import======
+:'''''Bring external individual patient record or data into OpenEMR'''''
 :[[File:ss-n05-ptImport.png|left]]
-=====Import=====
-:'''''Upload''''' -
-:'''''Pending Approval''''' -
+:'''Upload''' - Import Continuity of Care Record in xml format
+:'''Pending Approval''' - list of imported CCR's awaiting approval
+=====[[NavMenuDetails413_Fees|Fees]]=====
+:* '''''descr'''''
 :[[File:ss-n06-fees.png|left]]
-=====Fees=====
-:'''''Fee Sheet''''' -
-:'''''Payment''''' -
-:'''''Checkout''''' -
-:'''''Billing''''' -
-:'''''Batch Payments''''' -
-:'''''EDI History''''' -
+:'''Fee Sheet''' - Enter charges for an encounter
+:'''Payment''' - Provide Front Desk with simple interface to record payments
+:'''Checkout''' - Print Patient's receipt for visit
+:'''Billing''' - Billing Manager to generate claims and post payments
+:'''Batch Payments''' - Post one large payment from single insurer
+:'''EDI History''' - Electronic Remittance Advice Manager
+<br />
+[[#top|> TOP of current page<]]
+=====[[NavMenuDetails413_Modules|Modules]]=====
+'''''Use modules that provide non- standard functions'''''
 :[[File:ss-n07-modules.png|left]]
-=====Modules=====
-:'''''Manage Modules''''' -
+:'''Manage Modules''' - Manage new modules
+=====[[NavMenuDetails413_Inventory|Inventory]]=====
+:::Does not appear by default; must be configured in '''Administration -> Globals'''
+'''''Manage in- house stocks of Dispensary drug and non-drug items'''''
 :[[File:ss-n08-inventory.png|left]]
-=====Inventory=====
-:'''''Management''''' -
-:'''''Destroyed''''' -
+:'''Management''' - Add or remove in-house Dispensary drug and non-drug items
+:'''Destroyed''' - Document destruction of Dispensary drug and non-drug items
+=====[[NavMenuDetails413_Procedures|Procedures]]=====
+'''''Managing procedures ordered by providers'''''
 :[[File:ss-n09-procedures.png|left]]
-=====Procedures=====
-:'''''Providers''''' -
-:'''''Configuration''''' -
-:'''''Load Compendium''''' -
-:'''''Pending Review''''' -
-:'''''Patient Results''''' -
-:'''''Lab Overview''''' -
-:'''''Batch Results''''' -
-:'''''Electronic Reports''''' -
+:'''Providers''' - Register Laboratory Facilities
+:'''Configuration''' - Configure tests or groups of tests
+:'''Load Compendium''' - Import test definitions, questions and options
+:'''Pending Review''' - Test results awaiting review
+:'''Patient Results''' - Reviewed test results
+:'''Lab Overview''' - Summary of diagnostic studies ordered by practice
+:'''Batch Results''' - Search for specific test by range of dates
+:'''Electronic Reports''' - Summary of diagnostic studies with and without results
+=====[[NavMenuDetails413_Administration|Administration]]=====
+'''''Settings that control OpenEMR functions'''''
 :[[File:ss-n10-admin.png|left]]
-=====Administration=====
-:'''''Globals''''' -
-:'''''Facilities''''' -
-:'''''Users''''' -
-:'''''Addr Book''''' -
-:'''''Practice''''' -
-:'''''Codes''''' -
-:'''''Layouts''''' -
-:'''''Lists''''' -
-:'''''ACL''''' -
-:'''''Files''''' -
-:'''''Backup''''' -
-:'''''Rules''''' -
-:'''''Alerts''''' -
-:'''''Patient Reminders''''' -
+:'''Globals''' - Set the manner in which most of OpenEMR's features are managed and displayed
+:'''Facilities''' - Register multiple facilities that will be managed by this instance of OpenEMR
+:'''Users''' - Register authorized users, and set account permissions
+:'''Addr Book''' - Contact information for users of this system, referring physicians and external facilities
+:'''Practice''' - Manage data for pharmacies, insurers, clearinghouses, documents and HL7
+:'''Codes''' - Manual entry of diagnostic and procedural codes
+:'''Layouts''' - Edit a layout; used in Layout Based Visit Forms
+:'''Lists''' - Create or edit lists of data used throughout OpenEMR
+:'''ACL''' - Set users' access permissions to different OpenEMR capabilities
+:'''Files''' - Edit certain Default folder files and import images for logo
+:'''Backup''' - Resident backup utility and logs of database, web directory and phpGACL
+:'''Rules''' - Configure rules for Clinical Decision Rules functions
+:'''Alerts''' - Summary of types of CDR alerts
+:'''Patient Reminders''' - Manage Patient Reminders
+<br />
+[[#top|> TOP of current page<]]
+======Other (Administration)======
+'''''Settings of additional OpenEMR functions'''''
 :[[File:ss-n11-adminOther.png|left]]
-=====Other=====
-:'''''Language''''' -
-:'''''Forms''''' -
-:'''''Calendar''''' -
-:'''''Logs''''' -
-:'''''Database''''' -
-:'''''Certificates''''' -
-:'''''External Data Loads''''' -
-:'''''Merge Patients''''' -
+:'''Language''' - Utility to modify translations
+:'''Forms''' - Activate Contributed forms in OpenEMR
+:'''Calendar''' - Change color, duration and name of a calendar event
+:'''Logs''' - View logs of system activities
+:'''Database''' - Access the system database through phpMyAdmin
+:'''Certificates''' - Manage security certificates
+:'''External Data Loads''' - Automated import of codesets
+:'''Merge Patients''' - Experimental utility to merge erroneously separate patient records
+=====[[NavMenuDetails413_Reports|Reports]]=====
+''''' All the different types of reports available:'''''
 :[[File:ss-n12-reports.png|left]]
-=====Reports=====
-:*This is list of all the available types of reports.  Each submenu item provides the individual reports.
+======Clients======
+'''''Involving Patient/ Client data'''''
 :[[File:ss-n13-rptsClients.png|left]]
-=====Clients=====
-:'''''List''''' -
-:'''''Rx''''' -
-:'''''Clinical''''' -
-:'''''Referrals''''' -
-:'''''Immunization Registry''''' -
+:'''List''' - Patient list by Provider or visit date
+:'''Rx''' - Prescriptions by Facility, Date, Patient ID, Drug, Lot
+:'''Clinical''' - List of patients' clinical data reports, sorted by multiple criteria
+:'''Referrals''' - Referrals by facility and date
+:'''Immunization Registry''' - Immunization Registry, by codes and date
+======Clinic======
+''''' Reports on clinic activities'''''
 :[[File:ss-n14-rptsClinic.png|left]]
-=====Clinic=====
-:'''''Report Results''''' -
-:'''''Standard Measures''''' -
-:'''''Quality Measures (CQM)''''' -
-:'''''Automated Measures (AMC)''''' -
-:'''''AMC Tracking''''' -
+:'''Report Results''' - List of completed reports in this module
+:'''Standard Measures''' - Report of Core and Additional Clinical Quality Measures
+:'''Quality Measures (CQM)''' - Report of Alternate Clinical Quality Measures
+:'''Automated Measures (AMC)''' - Report of Core and Menu Measures
+:'''AMC Tracking''' - Report of three specific Menu Measures
+======Visits======
+''''' Reports on data pertaining to patient visits'''''
 :[[File:ss-n15-rptsVisits.png|left]]
-=====Visits=====
-:'''''Appointments''''' -
-:'''''Encounters''''' -
-:'''''Appt-Enc''''' -
-:'''''Superbill''''' -
-:'''''Eligibility''''' -
-:'''''Eligibility Response''''' -
-:'''''Chart Activity''''' -
-:'''''Charts Out''''' -
-:'''''Services''''' -
-:'''''Syndromic Surveillance''''' -
+:'''Appointments''' - Distribution of appointments by provider, patient type, completion status, dates
+:'''Encounters''' - By Provider, facility, date.
+:'''Appt-Enc''' - Strictly by facility and date.
+:'''Superbill''' -  AKA, "Encounter Forms" or "Routing Slips" by date; this facility only
+:'''Eligibility''' - For Eligibility 270 Inquiry
+:'''Eligibility Response''' - Upload electronic document with reesponse to the EDI 270 Inquiry
+:'''Chart Activity''' - List of accesses made to a specified Patient's chart
+:'''Charts Out''' - Which Patient charts have been checked out
+:'''Services''' - Services by category
+:'''Syndromic Surveillance''' - "Non Reported Issues"
+======Financial======
+''''' Front Office practice management functions'''''
 :[[File:ss-n16-rptsFinancial.png|left]]
-=====Financial=====
-:'''''Sales''''' -
-:'''''Cash Rec''''' -
-:'''''Front Rec''''' -
-:'''''Pmt Method''''' -
-:'''''Collections''''' -
-:'''''Financial Summary by Service Code''''' -
+:'''Sales''' - By Item, by facility
+:'''Cash Rec''' - Cash Receipts by Provider, by facility, date, and diagnosis
+:'''Front Rec''' - Front office receipts
+:'''Pmt Method''' - Receipts summary by payer, facility, date, procedure/ service
+:'''Collections''' - Accounts in collections, by multiple criteria
+:'''Financial Summary by Service Code''' - By facility, Provider, date
+======Inventory======
+''''' In-house stocks of medical product'''''
 :[[File:ss-n17-rptsInventory.png|left]]
-=====Inventory=====
-:'''''List''''' -
-:'''''Activity''''' -
-:'''''Transactions''''' -
+:'''List''' - Inventory over the past specified period
+:'''Activity''' - By product or location, over the past specified period
+:'''Transactions''' - By transaction type and time period
+======Procedures======
+''''' Procedures in varying stages of completion; displays in popup'''''
 :[[File:ss-n18-rptsProcedures.png|left]]
-=====Procedures=====
-:'''''Pending Res''''' -
-:'''''Statistics''''' -
+:'''Pending Res''' - Procedures ordered; no results yet
+:'''Statistics''' - Statistics on distribution of multiple criteria in procedure results
+======Insurance======
+''''' Information relating to insurance'''''
 :[[File:ss-n19-rptsInsurance.png|left]]
-=====Insurance=====
-:'''''Distribution''''' -
-:'''''Indigents''''' -
-:'''''Unique SP''''' -
+:'''Distribution''' - Distribution of Patients among Insurance companies used
+:'''Indigents''' - List of accounts of patients without funds, by date range
+:'''Unique SP''' - Unique patients seen
+======Blank Forms======
+'''''Print paper forms for clinic; invokes computer system's Print dialog.'''''
 :[[File:ss-n20-rptsBlankForms.png|left]]
-=====Blank Forms=====
-:'''''Demographics''''' -
-:'''''Superbill/ Fee Sheet''''' -
-:'''''Referral''''' -
+:'''Demographics''' - Print empty form to collect Demographics data for patient records
+:'''Superbill/ Fee Sheet''' - Print empty superbill
+:'''Referral''' - Print blank referral form
+======Services======
+'''''Report on other computer activities that work with but are separate from OpenEMR.'''''
 :[[File:ss-n21-rptsServices.png|left]]
-=====Services=====
-:'''''Background Services''''' -
-:'''''Direct Message Log''''' -
+:'''Background Services''' - List of installed services and their operating statuses
+:'''Direct Message Log''' - Operating status of the Direct Message service
+<br />
+[[#top|> TOP of current page<]]
+=====[[NavMenuDetails413_Miscellaneous|Miscellaneous]]=====
+'''''Sundry items not categorized elsewhere'''''
 :[[File:ss-n22-misc.png|left]]
-=====Miscellaneous=====
-:'''''Patient Education''''' -
-:'''''Authorizations''''' -
-:'''''Addr Book''''' -
-:'''''Order Catalog''''' -
+:'''Patient Education''' - Simple Internet search engine to obtain educational materials from selected sources
-:'''''Chart Tracker''''' -
-:'''''Ofc Notes''''' -
+:'''Authorizations''' - Persons allowed to make entries in chart.  Default: lower pane
-:'''''BatchCom''''' -
-:'''''Password''''' -
+:'''Addr Book''' - Duplicate of '''Administration -> Addr Book'''
-:'''''Preferences''''' -
-:'''''New Documents''''' -
+:'''Order Catalog''' - Types of Orders and Results
-:'''''Document Templates''''' -
+:'''Chart Tracker''' - Monitor location of Patient chart
+:'''Ofc Notes''' - Notes of the practice unrelated to a specific patient
+:'''BatchCom''' - Process batch communications of emailed patient reminders; other formats are in development
+:'''Password''' - Change user's password
+:'''Preferences''' - Customize individual user settings
+:'''New Documents''' - Upload documents (e.g., DNR, CCR, ID card) for patients not yet entered in the system
+:'''Document Templates''' - Upload/ download/ delete templates used in some OpenEMR workflows
+<center><< Previous: [[Getting Started 4.2.0|Getting Started]] --- [[OpenEMR 4.2.0 Users Guide|OpenEMR 4.2.0 Users Guide]] --- Next: [[New Clinic OpenEMR Setup 4.2.0|New Clinic OpenEMR Setup]] >> </center>
+[[Category:User Guide 4.2.0]][[Category:User Guide]][[Category:Configuration Guide]]

Difference between revisions of "Main Screen & Navigation 4.2.0"

Latest revision as of 20:16, 25 December 2014

Main Screen & Navigation

Change Password

Main Screen

Top Right Screen Objects

Top Left Screen Objects

Bottom Left Screen Objects

Navigation Menu

All Navigation Menu Items

Records

Visit Forms

Import

Other (Administration)

Clients

Clinic

Visits

Financial

Inventory

Procedures

Insurance

Blank Forms

Services

Navigation menu

Search