Main Screen & Navigation 4.2.0

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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.

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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.

All Nav Bar items, shown here in "slider" layout style. Other layout styles have these same items in different layout.

• Click on each colored bar to open that page or show a sub- menu item
• Greyed items may not be accessed for some reason, usually because a patient or encounter has not been selected or begun.

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.

Calendar

Create and print Provider's work schedule; display in variety of formats.

Message

Send and recieve reminders with other Providers; displays alerts from CDR and other modules. Default: lower pane.

Portal Activity

Work with the Patient Portals

Does not appear by default; must be configured in Administration-> Globals

In development; pertains to the Patient Portal

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

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

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

Upload - Import Continuity of Care Record in xml format

Pending Approval - list of imported CCR's awaiting approval

Fees

• descr

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

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Modules

Use modules that provide non- standard functions

Manage Modules - Manage new modules

Inventory

Does not appear by default; must be configured in Administration -> Globals

Manage in- house stocks of Dispensary drug and non-drug items

Management - Add or remove in-house Dispensary drug and non-drug items

Destroyed - Document destruction of Dispensary drug and non-drug items

Procedures

Managing procedures ordered by providers

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

Administration

Settings that control OpenEMR functions

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

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Other (Administration)

Settings of additional OpenEMR functions

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

Reports

All the different types of reports available:

Clients

Involving Patient/ Client data

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

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

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

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

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

Pending Res - Procedures ordered; no results yet

Statistics - Statistics on distribution of multiple criteria in procedure results

Insurance

Information relating to insurance

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.

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.

Background Services - List of installed services and their operating statuses

Direct Message Log - Operating status of the Direct Message service

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Miscellaneous

Sundry items not categorized elsewhere

Patient Education - Simple Internet search engine to obtain educational materials from selected sources

Authorizations - Persons allowed to make entries in chart. Default: lower pane

Addr Book - Duplicate of Administration -> Addr Book

Order Catalog - Types of Orders and Results

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

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