OpenEMR 7.0.2 Users Guide

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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

• AllCalendarGlobals-v7
• AppointmentStatuses-v7
• Calendar_CategoriesV7
• Holidays_v7
• FlowboardV7

• OpenEMR 6.0 Users Guide

OpenEMR v6+ Walkthrough and New User Intro

• A Generic Medical Encounter Workflow in OpenEMR 6.x
• The OpenEMR 6.0+ Patient Portal Overview

• The Portal Dashboard
• HOWTO: Activate the Patient Portal v6.0+
• HOWTO: Activate a Patient's portal access - v6.0+
• HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.1.
• 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
• 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 - v4.2
• Getting Started - v4.1.3
• Main Screen & Navigation - v4.1.3
• New Clinic OpenEMR Setup - v4.1.3
• 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

• Quickie External ID Mask Tutorial v4.x +
• HOWTO: Customize A Demographics User Defined Field v4.x +

• Using the Calendar
• New Encounters & Coding
• Issues & Immunizations
• Patient Notes & Transactions
• Basic Billing
• Sample: Applying Adjustment to Pt Account
• Accounting & Receivables
• Reporting

Supplementary Topics

• ACL

• Basic User ACLs In OpenEMR And How To Customize Them
• Access Control List
• Changing Permissions
• ACL Fine Granular Control

• Apps

• Apps

• Backup

Lest you rue the day.

• Linux.
• Windows.

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

• Brute Force Login Prevention

• Clinical Decision Rules

• CDR User Manual.
• CDR Guide: How to add rules for Clinical Quality Measures.

• Coding

• Configure OpenEMR for ICD-10.

• 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

• Comlink Telehealth Module Providers Instructions
• Comlink Telehealth Module Patient Instructions

• 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.

• Sample: Create and Use Procedure Orders 4.1-4.2

• Documents

• HOWTO: Use the OpenEMR DICOM Web Viewer – v7 Update
• 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

• Patient Flow Board.
• Recall Board.
• Random Drug Screening.
• Review: EDI History Module.

• Forms

• HOWTO: Customize The Issue Types List
• 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.

• Sample NationNotes Form.

• 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.
• 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

• Facility Specific User Information.
• User Settings
• Role Based Menus

• Prescription

• ePrescribing.
• Pharmacy Dispensary Module.
• Using OpenEMR Inventory-Dispensary Module for Non- Pharmaceutical Products.

• Reports

• End of Day Report.

• 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.
• Patient Privacy Module - Setup and use of MI-Squared's Patient Privacy 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

Choosing a User Interface - OpenEMR 5.0.0

Adding a New Patient - OpenEMR 5.0.0

Adding a New Patient - OpenEMR 5.0.0

OpenEMR 5.0.x - Intro 1 Walkthrough

MI2-OpenEMR 5 - Intro 1 Walkthrough

OpenEMR 5.0.x - CDR Survey

MI2 OpenEMR5 CDR Survey

OpenEMR 5.0.x - Create a CDR

MI2 OpenEMR5 Create a CDR

OpenEMR 5.0.x - Use a CDR

MI2 OpenEMR5 Use a CDR

OpenEMR 5.0.x - Getting Around

Getting Around 4.2.x

OpenEMR 5.0.x - New Clinic: Facility Settings

Facility Settings

OpenEMR 5.0.x - New Clinic: User Accounts

User Accounts

OpenEMR 5.0.x - New Clinic: Create Patient Record

Create Patient Record

OpenEMR 5.0.x - Data Forms

Data Forms 4.2.x

Getting Started

OpenEMR Tutorial - Getting Started

Setting up your clinic

OpenEMR Tutorial - Setting up your clinic (part 1)

OpenEMR Tutorial - Setting up your clinic (part 2)

Adding a new patient

Adding a New Patient - OpenEMR 5.0.0

Using your calendar

OpenEMR Tutorial - Using your calendar

Documenting a visit/encounter

OpenEMR Tutorial - Documenting a visit/encounter

Issues, Problems & Immunizations

Openemr Tutorial - Issues, Problems & Immunizations

Billing and Claim Generation

OpenEMR Tutorial - Billing and Claim Generation

EOBs, Payments & Accounts Receivables

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 Page