Difference between revisions of "OpenEMR 7 Search - Add Patient"
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=Search - Add Patient= | =Search - Add Patient= | ||
OpenEMR's New/ Search function isn't much of a search tool but it is the only way to manually add new patients to the system. | OpenEMR's 'New/ Search' function isn't much of a search tool but it is the only way to manually add new patients to the system. | ||
[[Image:setupv7addpt01.png|right]] | |||
It's located on the main menu at 'Patient/ New/Search: | |||
The data fields collect the patient's information in the different categories, 'Who', 'Contact', 'Choices', etc. | The data fields collect the patient's information in the different categories, 'Who', 'Contact', 'Choices', etc. | ||
Most items are optional but a new patient record cannot be created without all the fields that have been designated as 'required'. | Most items are optional but a new patient record cannot be created without all the fields that have been designated as 'required'. | ||
You can tell the required field names because they're red. | You can tell the required field names because they're red. | ||
In the default OpenEMR instance, those are: Name, Sex, DOB. | In the default OpenEMR instance, those are: Name, Sex, DOB. | ||
To | |||
To add or change the required fields, you need to edit the demographics LBF data form. | |||
Do this: | Do this: | ||
1. From the main menu: | 1. From the main menu: | ||
'Admin/ Forms/ | 'Admin/ Forms/ Lists' | ||
2. | 2. Select 'Demographics' in the 'Edit Layout' dropdown (oval) and see the controls that generate the Demographics LBF (round rectangle) | ||
:* Notice that the | :* Notice that the 'Labels' column names in the 'Who' section of the LBF are the same as the field names in the 'Who' section of 'Search or Add' screen | ||
[[Image:setupv7addpt02.png]] | [[Image:setupv7addpt02.png]] | ||
| Line 29: | Line 66: | ||
3. Scroll down to the field you want to make required. | 3. Scroll down to the field you want to make required. | ||
:*'''''Here we're making | :*'''''Here we're making 'License/ ID' required''''' | ||
4. Open the dropdown in the UOR column (Unused / Optional/ Required) and set it to 'Required'. | |||
[[Image:setupv7addpt03.png]] | [[Image:setupv7addpt03.png]] | ||
5. Click 'Save Changes' button (not shown; is at top of form) | |||
[[Image:setupv7addpt04.png|right]] | |||
6. Go back to the 'Search or Add Patient' screen; see the one you changed is now red = 'Required'. | |||
| Line 38: | Line 88: | ||
| Line 49: | Line 95: | ||
[[Image:setupv7addpt06.png|right]] | [[Image:setupv7addpt06.png|right]] | ||
:*'''Try to create a new patient record without the newly required data'''... | :*'''Try to create a new patient record without the newly required data'''... | ||
...and see | ...and see the error: 'is not valid' | ||
Latest revision as of 23:01, 31 January 2024
Search - Add Patient
OpenEMR's 'New/ Search' function isn't much of a search tool but it is the only way to manually add new patients to the system.
It's located on the main menu at 'Patient/ New/Search:
The data fields collect the patient's information in the different categories, 'Who', 'Contact', 'Choices', etc. Most items are optional but a new patient record cannot be created without all the fields that have been designated as 'required'.
You can tell the required field names because they're red.
In the default OpenEMR instance, those are: Name, Sex, DOB.
To add or change the required fields, you need to edit the demographics LBF data form.
Do this:
1. From the main menu: 'Admin/ Forms/ Lists'
2. Select 'Demographics' in the 'Edit Layout' dropdown (oval) and see the controls that generate the Demographics LBF (round rectangle)
- Notice that the 'Labels' column names in the 'Who' section of the LBF are the same as the field names in the 'Who' section of 'Search or Add' screen
3. Scroll down to the field you want to make required.
- Here we're making 'License/ ID' required
4. Open the dropdown in the UOR column (Unused / Optional/ Required) and set it to 'Required'.
5. Click 'Save Changes' button (not shown; is at top of form)
6. Go back to the 'Search or Add Patient' screen; see the one you changed is now red = 'Required'.
- Try to create a new patient record without the newly required data...
...and see the error: 'is not valid'
Back to >>> OpenEMR_7_Useful_Configurations <<<
