Difference between revisions of "OpenEMR 7.0.2 Users Guide"
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# | {{Languages|OpenEMR 7.0.2 Users Guide}} | ||
<br> | |||
__TOC__ | |||
==Users Guide== | |||
===Main Topics=== | |||
====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 | |||
::*[[TheCalendarNotes-v7|The OpenEMR v7 Calendar]] - updated showing v7 interface; most items apply since v6 | |||
:::*[[AllCalendarGlobals-v7]] | |||
:::*[[AppointmentStatuses-v7]] | |||
:::*[[Calendar_CategoriesV7]] | |||
:::*[[Holidays_v7]] | |||
:::*[[FlowboardV7]] | |||
:* '''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]] | |||
::*[[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal Overview]] | |||
:::*[[The_Portal_Dashboard|The Portal Dashboard]] | |||
:::*[[HOWTO: Activate the Patient Portal v6.0+]] | |||
:::*[[HOWTO Activate a Patient's portal access - v6.0|HOWTO: Activate a Patient's portal access - v6.0+]] | |||
:::*[[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+]] | |||
:::*[[HOWTO: Send Files To A Patient Portal Account]] in OpenEMR v6+ | |||
::*'''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]] | |||
:::*[[List of OpenEMR Data Fields Required For Insurance Claims]] OpenEMR v4.x + | |||
:::*[[OpenEMR 6.x Billing - Claims Workflows]] OpenEMR v4.x + | |||
:::*[[OpenEMR 6.x Billing - Process Payments]] OpenEMR v4.x + | |||
:* '''OpenEMR 5.0x Workflows''': | |||
::* [[Quick Reference Handout 4.2|Quick Reference Handout - v4.2]] | |||
::* [[Getting Started 4.1.3|Getting Started - v4.1.3]] | |||
::* [[Main Screen & Navigation 4.1.3|Main Screen & Navigation - v4.1.3]] | |||
::* [[New Clinic OpenEMR Setup 4.1.3|New Clinic OpenEMR Setup - v4.1.3]] | |||
::* [[Patient_Portal_Document_Templates|OpenEMR and the Patient Portal Document Templates v5.0+]] | |||
::* [[HOWTO:_Create_Custom_Document_Template_Categories]] OpenEMR v5+ | |||
:* '''OpenEMR 4.2x Workflows''': | |||
::* [[Adding a New Patient 4.1|Adding a New Patient]] | |||
:::*[[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 +]] | |||
::* [[Using the Calendar 4.1|Using the Calendar]] | |||
::* [[New Encounters & Coding 4.1|New Encounters & Coding]] | |||
::* [[Issues & Immunizations 4.1|Issues & Immunizations]] | |||
::* [[Patient Notes & Transactions 4.1|Patient Notes & Transactions]] | |||
::* [[Basic Billing 4.1|Basic Billing]] | |||
::* [[Sample: Applying Adjustment to Pt Account|Sample: Applying Adjustment to Pt Account]] | |||
::* [[Accounting & Receivables 4.1|Accounting & Receivables]] | |||
::* [[Reporting 4.1|Reporting]] | |||
===Supplementary Topics=== | |||
:*ACL | |||
::*[[Access_Controls_Listing|Access Control List]] | |||
::*[[Adding_and_Removing_User_Permissions|Changing Permissions]] | |||
::*[[ACL_Fine_Granular_Control|ACL Fine Granular Control]] | |||
:*Apps | |||
::*[[Apps]] | |||
:* Backup | |||
::Lest you rue the day. | |||
::*[[OpenEMR_Backup_Tools#Linux|Linux]]. | |||
::*[[OpenEMR_Backup_Tools#Windows|Windows]]. | |||
:::Take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread]. | |||
::*[[Macrium_Reflect_Backup_and_Recovery|System Image]]: Creation and recovery in 32/64 bit devices. | |||
:*Billing | |||
::*837P | |||
:::*[[X12_837p_Reference|X12 837p Reference]], Version 4010. | |||
:::*[https://apps.availity.com/availity/AvHelp/Glossary/Loops_and_Segments_in_EDI_Claims_X12_837_Files.htm Version 5010]. | |||
::*[[Charges Panel]]. | |||
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | |||
::*[[Review_EDI_History_Module|Review EDI History Module]]. | |||
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | |||
::*[[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]] | |||
::*[[Add Red Notification to Patient Billing Widget|Red Notification, Patient Billing Widget]]. | |||
::*[[Media:Patient_ledger.odt|Patient Ledger]] | |||
::*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 | |||
:*Brute Force Login Prevention | |||
::*[[Brute Force Login Prevention]] | |||
:*Clinical Decision Rules | |||
::*[[CDR User Manual]]. | |||
::*[[Media:Clinical_Decision_Rules_Manual.pdf|CDR Guide]]: How to add rules for Clinical Quality Measures. | |||
:*Coding | |||
::*[[Configure OpenEMR for ICD-10]]. | |||
:*Communication | |||
::*[[HOWTO: Use OpenEMR's Dated Reminder|Dated Reminders]]. | |||
::*[[Direct]]: Direct Project guide. | |||
::*[[Mercury Mail Configuration in Windows]]. | |||
::*[[Patient Portal|Patient Portal in OpenEMR pre- v6.0]]. | |||
::*[[Short Message Service]]. | |||
::*[[Sms_and_Email_Notification_Howtos|SMS & Email]]. | |||
::*Comlink Telehealth Module Documentation OpenEMR v 7.0.1 | |||
:::*[[Comlink Telehealth Module Providers Instructions]] | |||
:::*[[Comlink Telehealth Module Patient Instructions]] | |||
:*Data Import | |||
::*[[Import_Standard_Tables|Standard Tables]]: An ICD9, ICD10, SNOMED & RxNorm import guide. | |||
::*[[Import_RxNorm_and_SNOMED_Tables|RxNorm and SNOMED]]. | |||
::*[[Code_Types|Other Data Sets - Other Methods]]. | |||
:*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]]. | |||
::: Step wise explanation of how to configure '''Procedures''': | |||
:::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]]. | |||
:::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]]. | |||
:::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]]. | |||
:::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide. | |||
:::* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]: Communication with external laboratory facility. | |||
::*[[Sample Create and Use Procedure Orders 4.1-4.2|Sample: Create and Use Procedure Orders 4.1-4.2]] | |||
:*Documents | |||
::*[[Faxing & Scanning]]. | |||
::*[[Templates for Patient Documents|Templates for Patient Documents OpenEMR v4.2]]: How to download, modify & upload templates. | |||
::*[[Patient Education]]: Providing preprinted materials to patients. | |||
::*[[Document Categories]]: Customizing document categories. | |||
::*[[HOWTO:Associate A Document Attachment To An Encounter]]: good from OpenEMR v6? OpenEMR v7 shown | |||
:*Efficiency Tools | |||
::*[[Patient_Flow_Board|Patient Flow Board]]. | |||
::*[[Recall_Board|Recall Board]]. | |||
::*[[Random_Drug_Screening|Random Drug Screening]]. | |||
::*[[Review_EDI_History_Module|Review: EDI History Module]]. | |||
:*Forms | |||
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 60 forms. | |||
::*[[Social Screening Tool]]: Form that measures Social Determinants of Health (SDOH). This form and the documentation are a good example and tutorial for building a form. | |||
::*[[HOWTO_Register_OpenEMR_Contributed_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|Eye Exam]]: The Comprehensive Ophthalmic Exam. | |||
:::*[[Graphic_pain_map|Graphic Pain Map]]: Image uploading & annotations guide. | |||
:::*[[Previews of Forms Distributed with OpenEMR|Form Previews]]. | |||
:::*[[Track Anything Form|Track Anything]]: A graph generating form for any data. | |||
::*Layout Based Visit Forms. | |||
:::*[[LBV Forms]]. | |||
:::*[[Sample Layout Based Visit Form]]. | |||
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial. | |||
:::*[[Layout Based Validation]]. | |||
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. | |||
:::*[[Sample NationNotes Form]]. | |||
::*[[Simple Note Templates|Simple Note Templates]]. | |||
:*Illustration | |||
::*[[Videos and Animations]]. | |||
:*Meaningful Use | |||
::*[[OpenEMR 4.2.0 AMC Reports]]. | |||
:*Multi-factor Authentication | |||
::*[[Multi-factor Authentication]] | |||
:*Navigation | |||
::*[[Cross Reference Views]]. | |||
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used. | |||
::*[[Patient Note and Form Searching]]. | |||
::*[[HOWTO: Change Search Columns in Patient Finder|HOWTO: Change Search Columns in Patient Finder]]. | |||
:*Practice Setup | |||
::*[[Facility Specific User Information]]. | |||
::*[[User Settings]] | |||
::*[[Role Based Menus]] | |||
:*Prescription | |||
::*[[OpenEMR_ePrescribe|ePrescribing]]. | |||
::*[[Pharmacy Dispensary Module]]. | |||
::*[[Using OpenEMR Inventory-Dispensary Module for Non- Pharmaceutical Products]]. | |||
:*Reports | |||
::*[[End of Day Report]]. | |||
:*Scheduling | |||
::*[[Calendar_Categories|Calendar Categories]]: Guide to change name, color & interval of appointments. | |||
::*[[Calendar_Holidays|Holidays]]: How to set up holidays for the clinic. | |||
=== Configuration Topics === | |||
==== General ==== | |||
:* [[Access Controls Listing|Description of Access Controls]]: Documentation of the settings in Administration->ACL. | |||
:* [[ACL_Fine_Granular_Control|ACL Fine Granular Control]]: A guide with examples and screenshots. | |||
:* [[Client Sided Validation]] | |||
:* [[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 Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR. | |||
:* [[Obliteration_of_OpenEMR|OpenEMR Deletion]]. | |||
:* [[OpenEMR Form Creation Tools| Forms - Form Creation Tools]]: Tools for editing existing forms and creating new forms in OpenEMR. | |||
:* [[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements. | |||
:* [[Hosted_OpenEMR|Installation in a hosted environment]]. | |||
:* [[OpenEMR Layout Selection| Layout Selection]]: Configuration and selection of three visual layouts with comparison screenshots. | |||
:* [[OpenEMR Internationalization Configuration| Language Translation Configuration]]: Translation of OpenEMR into your native language. | |||
:* [[OpenEMR Multiple Sites Module|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. | |||
:* [[settings_lists|Description of Settings]]: Documentation of the settings in Administration->Globals and Administration->Lists. | |||
:* [[OpenEMR Patient Statement Printing and Configuration Howtos| Patient Statement Printing/Configuration Howtos]]. | |||
:* [[MySQL/MariaDB SSL Support Howto]] | |||
:* [[SSL Installation Howtos|SSL Install Howtos]]. | |||
:* [[OpenEMR UTF-8 Upgrade Howto|UTF-8 Upgrade Howto]]: Configuration of non-Latin scripts. | |||
:* [[Dual_Upgrade_of_OpenEMR_and_XAMPP_in_Windows|Windows Package Dual Upgrade]]: Simultaneous upgrades of XAMPP and OpenEMR. | |||
==== Modules ==== | |||
:* [[OpenEMR Billing Setup Howtos| Billing - Billing Setup Howtos]]: How To Configure and Use OpenEMR For Billing. | |||
:* [[OpenEMR Calendar| 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|Mercury Mail Configuration in Windows XAMPP]]. | |||
:* [[Pharmacy Dispensary Module Configuration|Pharmacy Dispensary Module Configuration]]. | |||
:* [[Sms and Email Notification Howtos|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|HOWTO Setup and Use OpenEMR Groups Module]]. | |||
:* [[Custom Modules for OpenEMR|Custom Modules for OpenEMR]]: Modules not in the released codebase but available for installation. Preview here and contact the dev. | |||
<br> | |||
==Video Tutorials== | |||
===Choosing a User Interface - OpenEMR 5.0.0=== | |||
{{#ev:youtube|-XtYLXFPo8g|300||'''Choosing a User Interface - OpenEMR 5.0.0'''}} | |||
===Adding a New Patient - OpenEMR 5.0.0=== | |||
{{#ev:youtube|q_yXYgg7EdE|300||'''Adding a New Patient - OpenEMR 5.0.0'''}} | |||
===OpenEMR 5.0.x - Intro 1 Walkthrough=== | |||
{{#ev:youtube|TRb3jBBlPgQ|300||'''MI2-OpenEMR 5 - Intro 1 Walkthrough'''}} | |||
===OpenEMR 5.0.x - CDR Survey=== | |||
{{#ev:youtube|zpG3PlnnEPY|300||'''MI2 OpenEMR5 CDR Survey'''}} | |||
===OpenEMR 5.0.x - Create a CDR=== | |||
{{#ev:youtube|Y3f5PaI_gJw|300||'''MI2 OpenEMR5 Create a CDR'''}} | |||
===OpenEMR 5.0.x - Use a CDR=== | |||
{{#ev:youtube|7ztgKk3_Vew|300||'''MI2 OpenEMR5 Use a CDR'''}} | |||
===OpenEMR 5.0.x - Getting Around=== | |||
{{#ev:youtube|CdSZzau2Pvw|300||'''Getting Around 4.2.x'''}} | |||
===OpenEMR 5.0.x - New Clinic: Facility Settings=== | |||
{{#ev:youtube|667NXhWlLpA|300||'''Facility Settings'''}} | |||
===OpenEMR 5.0.x - New Clinic: User Accounts=== | |||
{{#ev:youtube|-s8dYXEsaVQ|300||'''User Accounts'''}} | |||
===OpenEMR 5.0.x - New Clinic: Create Patient Record=== | |||
{{#ev:youtube|QVirVE8idF8|300||'''Create Patient Record'''}} | |||
===OpenEMR 5.0.x - Data Forms=== | |||
{{#ev:youtube|Q3gO_uHuKj0|300||'''Data Forms 4.2.x'''}} | |||
===Getting Started=== | |||
{{#ev:youtube|QUCkplnEhcc|300||'''OpenEMR Tutorial - Getting Started'''}} | |||
===Setting up your clinic=== | |||
{{#ev:youtube|gocY0-vgeTI|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}} | |||
{{#ev:youtube|kD9LGIou0ug|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}} | |||
===Adding a new patient=== | |||
{{#ev:youtube|q_yXYgg7EdE|300||'''Adding a New Patient - OpenEMR 5.0.0'''}} | |||
===Using your calendar=== | |||
{{#ev:youtube|gocY0-vgeTI|300||'''OpenEMR Tutorial - Using your calendar'''}} | |||
===Documenting a visit/encounter=== | |||
{{#ev:youtube|39GvnyPn6d4|300||'''OpenEMR Tutorial - Documenting a visit/encounter'''}} | |||
===Issues, Problems & Immunizations=== | |||
{{#ev:youtube|AGN6Ivrv_rI|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}} | |||
===Billing and Claim Generation=== | |||
{{#ev:youtube|bVizIGgC1Ts|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}} | |||
===EOBs, Payments & Accounts Receivables=== | |||
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}} | |||
==Frequently Asked Questions (FAQ)== | |||
:Plan to post questions here that are frequently asked on the forums for OpenEMR version 7.0.1. | |||
==Acknowledgments== | |||
:*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]] | |||
<br> | |||
[[Category:User Guide]][[Category:Video Tutorial]][[Category:Frequently Asked Questions]] |
Latest revision as of 22:02, 27 June 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
- The OpenEMR v7 Calendar - updated showing v7 interface; most items apply since v6
- 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 v4.x +
- OpenEMR 6.x Billing - Process Payments OpenEMR v4.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
- Brute Force Login Prevention
- 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.
- Comlink Telehealth Module Documentation OpenEMR v 7.0.1
- 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.
- Document Categories: Customizing document categories.
- HOWTO:Associate A Document Attachment To An Encounter: good from OpenEMR v6? OpenEMR v7 shown
- Efficiency Tools
- Forms
- Contributed Forms: 60 forms.
- Social Screening Tool: Form that measures Social Determinants of Health (SDOH). This form and the documentation are a good example and tutorial for building a form.
- 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.
- LBV Forms.
- Sample Layout Based Visit Form.
- LBV FORMS FOR OPHTHALMOLOGY: A pictorial tutorial.
- Layout Based Validation.
- 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
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 7.0.1.
Acknowledgments