Difference between revisions of "OpenEMR 6.0 User Guide"
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===Main Topics=== | ===Main Topics=== | ||
====Wiki Format==== | ====Wiki Format==== | ||
:* '''OpenEMR 7.0 Users Guide''' - including multiple old feature docs upgraded for OpenEMR v 7.0x | |||
::*[[OpenEMR 7 New Clinic Setup|OpenEMR v7 New Clinic Essentials Setup]] - v7 pictured, most items apply since v5 | |||
::*[[HOWTO: Create and Delete Recurring Calendar Events]] shows OpenEMR v7 but good back to v5 | |||
:* '''OpenEMR 6.0 Users Guide''' | :* '''OpenEMR 6.0 Users Guide''' | ||
::[[OpenEMR_v6+_Walkthrough|OpenEMR v6+ Walkthrough and New User Intro]] | |||
::*[[A Generic Medical Encounter Workflow in OpenEMR 6.1|A Generic Medical Encounter Workflow in OpenEMR 6.x]] | ::*[[A Generic Medical Encounter Workflow in OpenEMR 6.1|A Generic Medical Encounter Workflow in OpenEMR 6.x]] | ||
::*[[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal Overview]] | ::*[[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal Overview]] | ||
| Line 15: | Line 20: | ||
:::*[[HOWTO: Patient self-registration in the Native Patient Portal v6.1|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.1]]. | :::*[[HOWTO: Patient self-registration in the Native Patient Portal v6.1|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.1]]. | ||
:::*[[Patient Use of the Patient Portal in OpenEMR v6+|Patient Use of the Patient Portal in OpenEMR v6.0+]] | :::*[[Patient Use of the Patient Portal in OpenEMR v6+|Patient Use of the Patient Portal in OpenEMR v6.0+]] | ||
:::*[[HOWTO: Send Files To A Patient Portal Account]] in OpenEMR v6+ | |||
::*'''Billing''' | ::*'''Billing''' | ||
:::*[[HOWTO: Add Or Edit A Billing Code In OpenEMR]] -- for v7 but applies to 4.x+ | |||
:::*[[HOWTO:_Create_A_Claim-_Ready_Encounter|HOWTO: Create A Claim- Ready Encounter]] | :::*[[HOWTO:_Create_A_Claim-_Ready_Encounter|HOWTO: Create A Claim- Ready Encounter]] | ||
:::*[[List of OpenEMR Data Fields Required For Insurance Claims]] OpenEMR v4.x+ | :::*[[List of OpenEMR Data Fields Required For Insurance Claims]] OpenEMR v4.x+ | ||
| Line 59: | Line 66: | ||
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ||
::*[[Review_EDI_History_Module|Review EDI History Module]]. | ::*[[Review_EDI_History_Module|Review EDI History Module]]. | ||
::*[[ | ::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ||
::* [[HOWTO: | ::*[[HOWTO: Add Custom Service Codes To The Fee Sheet - Updated]] - applies to all versions > 4.0 but written for v7 | ||
::*[[OpenEMR_4.2.1_Fee_Sheet Review Button_and_CPT4_Link |Fee Sheet Review Button and CPT4 Link]] | ::*[[OpenEMR_4.2.1_Fee_Sheet Review Button_and_CPT4_Link |Fee Sheet Review Button and CPT4 Link]] | ||
::*[[Add Red Notification to Patient Billing Widget|Red Notification, Patient Billing Widget]]. | ::*[[Add Red Notification to Patient Billing Widget|Red Notification, Patient Billing Widget]]. | ||
::*[[Media:Patient_ledger.odt|Patient Ledger]] | ::*[[Media:Patient_ledger.odt|Patient Ledger]] | ||
::*Patient Statement with [[Media:Setting_up_the_statements_dunning_for_OpenEmr.pdf|Dunning Messages]]. | ::*Patient Statement with [[Media:Setting_up_the_statements_dunning_for_OpenEmr.pdf|Dunning Messages]]. | ||
::*[[HOWTO: Locate A Specific Insurance Claim’s Batch File]] - for all versions since 4.0 | |||
::*[[Superbills in OpenEMR]] - shows OpenEMR v7 but applies to all vers | |||
:*Clinical Decision Rules | :*Clinical Decision Rules | ||
::*[[CDR User Manual]]. | ::*[[CDR User Manual]]. | ||
| Line 82: | Line 91: | ||
::*[[Code_Types|Other Data Sets - Other Methods]]. | ::*[[Code_Types|Other Data Sets - Other Methods]]. | ||
:*Diagnostic Studies | :*Diagnostic Studies | ||
::* [[How to Add Covid-19 or any other single test to OpenEMR Procedures|How to Add Covid-19 or any other single test to OpenEMR Procedures]]. | |||
::* [[Procedure configuration & order process]]. | ::* [[Procedure configuration & order process]]. | ||
::: Step wise explanation of how to configure '''Procedures''': | ::: Step wise explanation of how to configure '''Procedures''': | ||
| Line 94: | Line 104: | ||
::*[[Templates for Patient Documents|Templates for Patient Documents OpenEMR v4.2]]: How to download, modify & upload templates. | ::*[[Templates for Patient Documents|Templates for Patient Documents OpenEMR v4.2]]: How to download, modify & upload templates. | ||
::*[[Patient Education]]: Providing preprinted materials to patients. | ::*[[Patient Education]]: Providing preprinted materials to patients. | ||
::*[[HOWTO:Associate A Document Attachment To An Encounter]]: good from OpenEMR v6? OpenEMR v7 shown | |||
:*Efficiency Tools | :*Efficiency Tools | ||
::*[[Patient_Flow_Board|Patient Flow Board]]. | ::*[[Patient_Flow_Board|Patient Flow Board]]. | ||
| Line 100: | Line 111: | ||
::*[[Review_EDI_History_Module|Review: EDI History Module]]. | ::*[[Review_EDI_History_Module|Review: EDI History Module]]. | ||
:*Forms | :*Forms | ||
::*[[HOWTO: Customize The Issue Types List]] | |||
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 60 forms. | ::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 60 forms. | ||
::*[[HOWTO_Register_OpenEMR_Contributed_Forms|HOWTO Register OpenEMR Contributed Forms]] OpenEMR 5.0.x | ::*[[HOWTO_Register_OpenEMR_Contributed_Forms|HOWTO Register OpenEMR Contributed Forms]] OpenEMR 5.0.x | ||
| Line 112: | Line 124: | ||
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial. | :::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial. | ||
:::*[[Layout Based Validation]]. | :::*[[Layout Based Validation]]. | ||
:::*[[Quickie External ID Mask Tutorial|Quickie External ID Mask Tutorial v4.x +]] | |||
:::*[[HOWTO: Customize A Demographics User Defined Field|HOWTO: Customize A Demographics User Defined Field v4.x +]] | |||
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. | ::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. | ||
:::*[[Sample NationNotes Form]]. | :::*[[Sample NationNotes Form]]. | ||
| Line 133: | Line 147: | ||
::*[[OpenEMR_ePrescribe|ePrescribing]]. | ::*[[OpenEMR_ePrescribe|ePrescribing]]. | ||
::*[[Pharmacy Dispensary Module]]. | ::*[[Pharmacy Dispensary Module]]. | ||
::*[[Using OpenEMR Inventory-Dispensary Module for Non- Pharmaceutical Products]]. | |||
:*Reports | :*Reports | ||
::*[[End of Day Report]]. | ::*[[End of Day Report]]. | ||
| Line 145: | Line 160: | ||
:* [[Client Sided Validation]] | :* [[Client Sided Validation]] | ||
:* [[HOWTO: Create And Use Database Views|HOWTO: Create And Use Database Views]]. | :* [[HOWTO: Create And Use Database Views|HOWTO: Create And Use Database Views]]. | ||
:* [[HOWTO: Edit a List in OpenEMR]]. | |||
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data. | :* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data. | ||
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR. | :* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR. | ||
Revision as of 23:06, 12 September 2024
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Users Guide
Main Topics
Wiki Format
- OpenEMR 7.0 Users Guide - including multiple old feature docs upgraded for OpenEMR v 7.0x
- OpenEMR v7 New Clinic Essentials Setup - v7 pictured, most items apply since v5
- HOWTO: Create and Delete Recurring Calendar Events shows OpenEMR v7 but good back to v5
- OpenEMR 6.0 Users Guide
- OpenEMR v6+ Walkthrough and New User Intro
- 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 v6.x+
- OpenEMR 6.x Billing - Process Payments OpenEMR v6.x+
- OpenEMR 5.0x Workflows:
- OpenEMR 4.2x Workflows:
Supplementary Topics
- ACL
- Apps
- Backup
- Lest you rue the day.
- Take note of this Forum thread.
- System Image: Creation and recovery in 32/64 bit devices.
- Billing
- 837P
- X12 837p Reference, Version 4010.
- Version 5010.
- Charges Panel.
- Credit Card Processing.
- Review EDI History Module.
- Credit Card Processing.
- HOWTO: Add Custom Service Codes To The Fee Sheet - Updated - applies to all versions > 4.0 but written for v7
- Fee Sheet Review Button and CPT4 Link
- Red Notification, Patient Billing Widget.
- Patient Ledger
- Patient Statement with Dunning Messages.
- HOWTO: Locate A Specific Insurance Claim’s Batch File - for all versions since 4.0
- 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
- Communication
- Dated Reminders.
- Direct: Direct Project guide.
- Mercury Mail Configuration in Windows.
- Patient Portal in OpenEMR pre- v6.0.
- Short Message Service.
- SMS & Email.
- Data Import
- Standard Tables: An ICD9, ICD10, SNOMED & RxNorm import guide.
- RxNorm and SNOMED.
- Other Data Sets - Other Methods.
- Diagnostic Studies
- How to Add Covid-19 or any other single test to OpenEMR Procedures.
- 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.
- Documents
- Faxing & Scanning.
- Templates for Patient Documents OpenEMR v4.2: How to download, modify & upload templates.
- Patient Education: Providing preprinted materials to patients.
- HOWTO:Associate A Document Attachment To An Encounter: good from OpenEMR v6? OpenEMR v7 shown
- Efficiency Tools
- Forms
- HOWTO: Customize The Issue Types List
- Contributed Forms: 60 forms.
- HOWTO Register OpenEMR Contributed Forms OpenEMR 5.0.x
- CAMOS module: An intuitive interface for text organization and insertion in a patient's chart.
- Eye Exam: The Comprehensive Ophthalmic Exam.
- Graphic Pain Map: Image uploading & annotations guide.
- Form Previews.
- Track Anything: A graph generating form for any data.
- Layout Based Visit Forms.
- Nation Notes: LBV Form with a WYSIWYG editor.
- Illustration
- Meaningful Use
- Multi-factor Authentication
- Navigation
- Cross Reference Views.
- Find - Search HowTos: Finding things in OpenEMR - various search methods used.
- Patient Note and Form Searching.
- HOWTO: Change Search Columns in Patient Finder.
- Practice Setup
- Prescription
- Reports
- Scheduling
- Calendar Categories: Guide to change name, color & interval of appointments.
- Holidays: How to set up holidays for the clinic.
Configuration Topics
General
- Description of Access Controls: Documentation of the settings in Administration->ACL.
- ACL Fine Granular Control: A guide with examples and screenshots.
- Client Sided Validation
- HOWTO: Create And Use Database Views.
- HOWTO: Edit a List in OpenEMR.
- 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.
- MySQL/MariaDB SSL Support Howto
- 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.
- HOWTO Setup and Use OpenEMR Groups Module.
- Custom Modules for OpenEMR: Modules not in the released codebase but available for installation. Preview here and contact the dev.
Video Tutorials
A Generic Medical Encounter Workflow in OpenEMR 6.1
Choosing a User Interface - OpenEMR 5.0.0
Adding a New Patient - OpenEMR 5.0.0
OpenEMR 5.0.x - Intro 1 Walkthrough
OpenEMR 5.0.x - CDR Survey
OpenEMR 5.0.x - Create a CDR
OpenEMR 5.0.x - Use a CDR
OpenEMR 5.0.x - Getting Around
OpenEMR 5.0.x - New Clinic: Facility Settings
OpenEMR 5.0.x - New Clinic: User Accounts
OpenEMR 5.0.x - New Clinic: Create Patient Record
OpenEMR 5.0.x - Data Forms
Getting Started
Setting up your clinic
Adding a new patient
Using your calendar
Documenting a visit/encounter
Issues, Problems & Immunizations
Billing and Claim Generation
EOBs, Payments & Accounts Receivables
Frequently Asked Questions (FAQ)
- Plan to post questions here that are frequently asked on the forums for OpenEMR version 6.0.0.
Acknowledgments
