Difference between revisions of "Main Screen & Navigation 4.2.0"

From OpenEMR Project Wiki
m (→‎Financial: added a little)
m (formatting)
Line 12: Line 12:
:*upper AND lower case letters
:*upper AND lower case letters
:*numbers AND special characters<br />
:*numbers AND special characters<br />
When you change your password and click the 'Save' button you will need to log out and back in again.
When you change your password and click the '''Save''' button you will need to log out and back in again.
</blockquote>
</blockquote>


Line 29: Line 29:
:'''Logout''' - log out of OpenEMR
:'''Logout''' - log out of OpenEMR
:'''Administrator''' - YOUR user name
:'''Administrator''' - YOUR user name
:'''Calendar controls''': see the '''Calendar''' -> '''''Schedule''''' page
:'''Calendar controls''': see the '''Calendar-> Schedule''' page




Line 36: Line 36:
====Top Left Screen Objects====
====Top Left Screen Objects====
[[File:ss-topLeft.png|left]]
[[File:ss-topLeft.png|left]]
:'''New patient''' - click to bring up the '''Patient''' -> '''''New/ Search''''' dialog
:'''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
:'''Clear active patient''' - when you have been working on a patient's account this closes it and returns to initial login screen


Line 93: Line 93:
===Navigation Menu===
===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.
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.
:'''All Nav Bar items''', shown here in "slider" layout style.  Other layout styles have these same items in different layout.
Line 103: Line 103:
====All Navigation Menu Items====
====All Navigation Menu Items====


:*'''''Each major nav menu item is linked to a page that gives details about it and its sub 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.'''''
:*Menu items display in upper pane by default unless stated otherwise.




:[[File:ss-n02-defaultOpen.png|left]]
:[[File:ss-n02-defaultOpen.png|left]]
=====[[NavMenuDetails413_Calendar|Calendar]]=====
=====[[NavMenuDetails413_Calendar|Calendar]]=====
:*Create and print Provider's work schedule; display in variety of formats.
:'''''Create and print Provider's work schedule; display in variety of formats.'''''
=====[[NavMenuDetails413_Message|Message]]=====
=====[[NavMenuDetails413_Message|Message]]=====
:*Send and recieve reminders with other Providers; displays alerts from CDR and other modules. Default: lower pane.
:'''''Send and recieve reminders with other Providers; displays alerts from CDR and other modules. Default: lower pane.'''''
=====[[NavMenuDetails413_Portal_Activity|Portal Activity]]=====
=====[[NavMenuDetails413_Portal_Activity|Portal Activity]]=====
::Does not appear by default; must be configured in Administration -> Globals
:'''''Work with the Patient Portals'''''
:*In development; pertains to the Patient Portal
::Does not appear by default; must be configured in '''Administration-> Globals'''
:In development; pertains to the Patient Portal


=====[[NavMenuDetails413_Patient_Client|Patient/ Client]]=====
=====[[NavMenuDetails413_Patient_Client|Patient/ Client]]=====
:* Functions directly involved in patient/ client care.
:'''''Functions directly involved in patient/ client care.'''''
:'''''Patients''''' - Full listing of all registered patients, with limited search capability
:'''Patients''' - Full listing of all registered patients, with limited search capability
:'''''New/ Search''''' - Add a new patient or conduct multi- field search
:'''New/ Search''' - Add a new patient or conduct multi- field search
:'''''Summary''''' - Single screen summary of the selected patient's data
:'''Summary''' - Single screen summary of the selected patient's data
:'''''Visits''''' - Functions relating to a patient visit
:'''Visits''' - Functions relating to a patient visit
:'''''Create Visit''''' - Begin patient visit here; enter preliminary information.  Default: lower pane
:'''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
::::::'''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
::::::'''Visit History''' - History of selected patient's visits and documents; link to 'billing view'.  Default: lower pane
======Records======
======Records======
:*Pertaining to this patient's healthcare records
:'''''Pertaining to this patient's healthcare records'''''
:[[File:ss-n03-ptRecs.png|left]]
:[[File:ss-n03-ptRecs.png|left]]






:'''''Patient Record Request''''' - Place a request for a copy of patient's records
:'''Patient Record Request''' - Place a request for a copy of patient's records




======Visit Forms======
======Visit Forms======
:*Collect data for several standardized documents. All default: lower pane
:'''''Collect data for several standardized documents.'''''
:* All default: lower pane
:[[File:ss-n04-ptVisitForms.png|left]]
:[[File:ss-n04-ptVisitForms.png|left]]






:'''''Misc Billing Options HCFA''''' - Provide additional data in CMS-1500 paper form
:'''Misc Billing Options HCFA''' - Provide additional data in CMS-1500 paper form


:'''''Procedure Order''''' - Order diagnostic studies
:'''Procedure Order''' - Order diagnostic studies


:'''''Review of Systems''''' - General "Yes/ No" systems review  
:'''Review of Systems''' - General "Yes/ No" systems review  


:'''''Review of Systems Checks''''' - More detailed systems review by checklist
:'''Review of Systems Checks''' - More detailed systems review by checklist


:'''''SOAP''''' - Compose a SOAP note on this encounter
:'''SOAP''' - Compose a SOAP note on this encounter


:'''''Speech Dictation''''' - Integrate Voice Recognition Software of dictated clinical notes
:'''Speech Dictation''' - Integrate Voice Recognition Software of dictated clinical notes


:'''''Vitals''''' - Record Vital Signs plus other measurements
:'''Vitals''' - Record Vital Signs plus other measurements






======Import======
======Import======
:*Bring external individual patient record or data into OpenEMR
:'''''Bring external individual patient record or data into OpenEMR'''''
:[[File:ss-n05-ptImport.png|left]]
:[[File:ss-n05-ptImport.png|left]]






:'''''Upload''''' - Import Continuity of Care Record in xml format
:'''Upload''' - Import Continuity of Care Record in xml format
:'''''Pending Approval''''' - list of imported CCR's awaiting approval
:'''Pending Approval''' - list of imported CCR's awaiting approval




Line 173: Line 175:




:'''''Fee Sheet''''' - Enter charges for an encounter
:'''Fee Sheet''' - Enter charges for an encounter


:'''''Payment''''' - Provide Front Desk with simple interface to record payments
:'''Payment''' - Provide Front Desk with simple interface to record payments


:'''''Checkout''''' - Print Patient's receipt for visit   
:'''Checkout''' - Print Patient's receipt for visit   


:'''''Billing''''' - Billing Manager to generate claims and post payments
:'''Billing''' - Billing Manager to generate claims and post payments


:'''''Batch Payments''''' - Post one large payment from single insurer
:'''Batch Payments''' - Post one large payment from single insurer


:'''''EDI History''''' - Electronic Remittance Advice Manager
:'''EDI History''' - Electronic Remittance Advice Manager




Line 191: Line 193:


=====[[NavMenuDetails413_Modules|Modules]]=====
=====[[NavMenuDetails413_Modules|Modules]]=====
:*Use modules that provide non- standard functiona
'''''Use modules that provide non- standard functions'''''
:[[File:ss-n07-modules.png|left]]
:[[File:ss-n07-modules.png|left]]






:'''''Manage Modules''''' - Manage new modules
:'''Manage Modules''' - Manage new modules






=====[[NavMenuDetails413_Inventory|Inventory]]=====
=====[[NavMenuDetails413_Inventory|Inventory]]=====
:::Does not appear by default; must be configured in Administration -> Globals
:::Does not appear by default; must be configured in '''Administration -> Globals'''
:*Manage in- house stocks of Dispensary drug and non-drug items
'''''Manage in- house stocks of Dispensary drug and non-drug items'''''
:[[File:ss-n08-inventory.png|left]]
:[[File:ss-n08-inventory.png|left]]






:'''''Management''''' - Add or remove in-house 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
:'''Destroyed''' - Document destruction of Dispensary drug and non-drug items




=====[[NavMenuDetails413_Procedures|Procedures]]=====
=====[[NavMenuDetails413_Procedures|Procedures]]=====
:*Managing procedures ordered by providers
'''''Managing procedures ordered by providers'''''
:[[File:ss-n09-procedures.png|left]]
:[[File:ss-n09-procedures.png|left]]






:'''''Providers''''' - Register Laboratory Facilities
:'''Providers''' - Register Laboratory Facilities


:'''''Configuration''''' - Configure tests or groups of tests  
:'''Configuration''' - Configure tests or groups of tests  


:'''''Load Compendium''''' - Import test definitions, questions and options
:'''Load Compendium''' - Import test definitions, questions and options


:'''''Pending Review''''' - Test results awaiting review
:'''Pending Review''' - Test results awaiting review


:'''''Patient Results''''' - Reviewed test results
:'''Patient Results''' - Reviewed test results


:'''''Lab Overview''''' - Summary of diagnostic studies ordered by practice
:'''Lab Overview''' - Summary of diagnostic studies ordered by practice


:'''''Batch Results''''' - Search for specific test by range of dates
:'''Batch Results''' - Search for specific test by range of dates


:'''''Electronic Reports''''' - Summary of diagnostic studies with and without results
:'''Electronic Reports''' - Summary of diagnostic studies with and without results




Line 237: Line 239:


=====[[NavMenuDetails413_Administration|Administration]]=====
=====[[NavMenuDetails413_Administration|Administration]]=====
:*Settings that control OpenEMR functions
'''''Settings that control OpenEMR functions'''''
:[[File:ss-n10-admin.png|left]]
:[[File:ss-n10-admin.png|left]]


Line 243: Line 245:




:'''''Globals''''' - Set the manner in which most of OpenEMR's features are managed and displayed  
:'''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
:'''Facilities''' - Register multiple facilities that will be managed by this instance of OpenEMR


:'''''Users''''' - Register authorized users, and set account permissions
:'''Users''' - Register authorized users, and set account permissions


:'''''Addr Book''''' - Contact information for users of this system, referring physicians and external facilities
:'''Addr Book''' - Contact information for users of this system, referring physicians and external facilities


:'''''Practice''''' - Manage data for pharmacies, insurers, clearinghouses, documents and HL7   
:'''Practice''' - Manage data for pharmacies, insurers, clearinghouses, documents and HL7   


:'''''Codes''''' - Manual entry of diagnostic and procedural codes
:'''Codes''' - Manual entry of diagnostic and procedural codes


:'''''Layouts''''' - Edit a layout; used in Layout Based Visit Forms
:'''Layouts''' - Edit a layout; used in Layout Based Visit Forms


:'''''Lists''''' - Create or edit lists of data used throughout OpenEMR
:'''Lists''' - Create or edit lists of data used throughout OpenEMR


:'''''ACL''''' - Set users' access permissions to different OpenEMR capabilities
:'''ACL''' - Set users' access permissions to different OpenEMR capabilities


:'''''Files''''' - Edit certain Default folder files and import images for logo
:'''Files''' - Edit certain Default folder files and import images for logo


:'''''Backup''''' - Resident backup utility and logs of database, web directory and phpGACL
:'''Backup''' - Resident backup utility and logs of database, web directory and phpGACL


:'''''Rules''''' - Configure rules for Clinical Decision Rules functions
:'''Rules''' - Configure rules for Clinical Decision Rules functions


:'''''Alerts''''' - Summary of types of CDR alerts
:'''Alerts''' - Summary of types of CDR alerts


:'''''Patient Reminders''''' - Manage Patient Reminders
:'''Patient Reminders''' - Manage Patient Reminders




Line 278: Line 280:


======Other (Administration)======
======Other (Administration)======
:*Settings of additional OpenEMR functions
'''''Settings of additional OpenEMR functions'''''
:[[File:ss-n11-adminOther.png|left]]
:[[File:ss-n11-adminOther.png|left]]






:'''''Language''''' - Utility to modify translations
:'''Language''' - Utility to modify translations


:'''''Forms''''' - Activate Contributed forms in OpenEMR
:'''Forms''' - Activate Contributed forms in OpenEMR


:'''''Calendar''''' - Change color, duration and name of a calendar event
:'''Calendar''' - Change color, duration and name of a calendar event


:'''''Logs''''' - View logs of system activities
:'''Logs''' - View logs of system activities


:'''''Database''''' - Access the system database through phpMyAdmin
:'''Database''' - Access the system database through phpMyAdmin


:'''''Certificates''''' - Manage security certificates
:'''Certificates''' - Manage security certificates


:'''''External Data Loads''''' - Automated import of codesets
:'''External Data Loads''' - Automated import of codesets


:'''''Merge Patients''''' - Experimental utility to merge erroneously separate patient records
:'''Merge Patients''' - Experimental utility to merge erroneously separate patient records






=====[[NavMenuDetails413_Reports|Reports]]=====
=====[[NavMenuDetails413_Reports|Reports]]=====
:* All the different types of reports available:
''''' All the different types of reports available:'''''
:[[File:ss-n12-reports.png|left]]
:[[File:ss-n12-reports.png|left]]


Line 327: Line 329:


======Clients======
======Clients======
:*Involving Patient/ Client data
'''''Involving Patient/ Client data'''''
:[[File:ss-n13-rptsClients.png|left]]
:[[File:ss-n13-rptsClients.png|left]]






:'''''List''''' - Patient list by Provider or visit date
:'''List''' - Patient list by Provider or visit date


:'''''Rx''''' - Prescriptions by Facility, Date, Patient ID, Drug, Lot
:'''Rx''' - Prescriptions by Facility, Date, Patient ID, Drug, Lot


:'''''Clinical''''' - List of patients' clinical data reports, sorted by multiple criteria
:'''Clinical''' - List of patients' clinical data reports, sorted by multiple criteria


:'''''Referrals''''' - Referrals by facility and date
:'''Referrals''' - Referrals by facility and date


:'''''Immunization Registry''''' - Immunization Registry, by codes and date
:'''Immunization Registry''' - Immunization Registry, by codes and date




Line 346: Line 348:


======Clinic======
======Clinic======
:* Reports on clinic activities
''''' Reports on clinic activities'''''
:[[File:ss-n14-rptsClinic.png|left]]
:[[File:ss-n14-rptsClinic.png|left]]






:'''''Report Results''''' - List of completed reports in this module
:'''Report Results''' - List of completed reports in this module


:'''''Standard Measures''''' - Report of Core and Additional Clinical Quality Measures   
:'''Standard Measures''' - Report of Core and Additional Clinical Quality Measures   


:'''''Quality Measures (CQM)''''' - Report of Alternate Clinical Quality Measures
:'''Quality Measures (CQM)''' - Report of Alternate Clinical Quality Measures


:'''''Automated Measures (AMC)''''' - Report of Core and Menu Measures
:'''Automated Measures (AMC)''' - Report of Core and Menu Measures


:'''''AMC Tracking''''' - Report of three specific Menu Measures
:'''AMC Tracking''' - Report of three specific Menu Measures




Line 366: Line 368:


======Visits======
======Visits======
:* Reports on data pertaining to patient visits
''''' Reports on data pertaining to patient visits'''''
:[[File:ss-n15-rptsVisits.png|left]]
:[[File:ss-n15-rptsVisits.png|left]]






:'''''Appointments''''' - Distribution of appointments by provider, patient type, completion status, dates
:'''Appointments''' - Distribution of appointments by provider, patient type, completion status, dates


:'''''Encounters''''' - By Provider, facility, date.
:'''Encounters''' - By Provider, facility, date.


:'''''Appt-Enc''''' - Strictly by facility and date.
:'''Appt-Enc''' - Strictly by facility and date.


:'''''Superbill''''' -  AKA, "Encounter Forms" or "Routing Slips" by date; this facility only
:'''Superbill''' -  AKA, "Encounter Forms" or "Routing Slips" by date; this facility only


:'''''Eligibility''''' - For Eligibility 270 Inquiry
:'''Eligibility''' - For Eligibility 270 Inquiry


:'''''Eligibility Response''''' - Upload electronic document with reesponse to the EDI 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
:'''Chart Activity''' - List of accesses made to a specified Patient's chart


:'''''Charts Out''''' - Which Patient charts have been checked out
:'''Charts Out''' - Which Patient charts have been checked out


:'''''Services''''' - Services by category
:'''Services''' - Services by category


:'''''Syndromic Surveillance''''' - "Non Reported Issues"
:'''Syndromic Surveillance''' - "Non Reported Issues"




Line 396: Line 398:


======Financial======
======Financial======
:* Front Office practice management functions
''''' Front Office practice management functions'''''
:[[File:ss-n16-rptsFinancial.png|left]]
:[[File:ss-n16-rptsFinancial.png|left]]






:'''''Sales''''' - By Item, by facility
:'''Sales''' - By Item, by facility


:'''''Cash Rec''''' - Cash Receipts by Provider, by facility, date, and diagnosis
:'''Cash Rec''' - Cash Receipts by Provider, by facility, date, and diagnosis


:'''''Front Rec''''' - Front office receipts
:'''Front Rec''' - Front office receipts


:'''''Pmt Method''''' - Receipts summary by payer, facility, date, procedure/ service
:'''Pmt Method''' - Receipts summary by payer, facility, date, procedure/ service


:'''''Collections''''' - Accounts in collections, by multiple criteria
:'''Collections''' - Accounts in collections, by multiple criteria


:'''''Financial Summary by Service Code''''' - By facility, Provider, date
:'''Financial Summary by Service Code''' - By facility, Provider, date


======Inventory======
======Inventory======
:* In-house stocks of medical product  
''''' In-house stocks of medical product'''''
:[[File:ss-n17-rptsInventory.png|left]]
:[[File:ss-n17-rptsInventory.png|left]]






:'''''List''''' - Inventory over the past specified period
:'''List''' - Inventory over the past specified period
:'''''Activity''''' - By product or location, over the past specified period
:'''Activity''' - By product or location, over the past specified period
:'''''Transactions''''' - By transaction type and time period
:'''Transactions''' - By transaction type and time period






======Procedures======
======Procedures======
:* Procedures in varying stages of completion; displays in popup
''''' Procedures in varying stages of completion; displays in popup'''''
:[[File:ss-n18-rptsProcedures.png|left]]
:[[File:ss-n18-rptsProcedures.png|left]]






:'''''Pending Res''''' - Procedures ordered; no results yet
:'''Pending Res''' - Procedures ordered; no results yet
:'''''Statistics''''' - Statistics on distribution of multiple criteria in procedure results
:'''Statistics''' - Statistics on distribution of multiple criteria in procedure results






======Insurance======
======Insurance======
:* Information relating to insurance
''''' Information relating to insurance'''''
:[[File:ss-n19-rptsInsurance.png|left]]
:[[File:ss-n19-rptsInsurance.png|left]]






:'''''Distribution''''' - Distribution of Patients among Insurance companies used
:'''Distribution''' - Distribution of Patients among Insurance companies used
:'''''Indigents''''' - List of accounts of patients without funds, by date range
:'''Indigents''' - List of accounts of patients without funds, by date range
:'''''Unique SP''''' - Unique patients seen
:'''Unique SP''' - Unique patients seen






======Blank Forms======
======Blank Forms======
:*Print paper forms for clinic; invokes computer system's Print dialog.
'''''Print paper forms for clinic; invokes computer system's Print dialog.'''''
:[[File:ss-n20-rptsBlankForms.png|left]]
:[[File:ss-n20-rptsBlankForms.png|left]]






:'''''Demographics''''' - Print empty form to collect Demographics data for patient records
:'''Demographics''' - Print empty form to collect Demographics data for patient records


:'''''Superbill/ Fee Sheet''''' - Print empty superbill
:'''Superbill/ Fee Sheet''' - Print empty superbill


:'''''Referral''''' - Print blank referral form
:'''Referral''' - Print blank referral form




Line 464: Line 466:


======Services======
======Services======
:*Report on other computer activities that work with but are separate from OpenEMR.
'''''Report on other computer activities that work with but are separate from OpenEMR.'''''
:[[File:ss-n21-rptsServices.png|left]]
:[[File:ss-n21-rptsServices.png|left]]






:'''''Background Services''''' - List of installed services and their operating statuses
:'''Background Services''' - List of installed services and their operating statuses


:'''''Direct Message Log''''' - Operating status of the Direct Message service
:'''Direct Message Log''' - Operating status of the Direct Message service




Line 478: Line 480:


=====[[NavMenuDetails413_Miscellaneous|Miscellaneous]]=====
=====[[NavMenuDetails413_Miscellaneous|Miscellaneous]]=====
:*Sundry items not categorized elsewhere
'''''Sundry items not categorized elsewhere'''''
:[[File:ss-n22-misc.png|left]]
:[[File:ss-n22-misc.png|left]]


Line 484: Line 486:




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


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


:'''''Addr Book''''' - Duplicate of Administration -> Addr Book
:'''Addr Book''' - Duplicate of '''Administration -> Addr Book'''


:'''''Order Catalog''''' - Types of Orders and Results
:'''Order Catalog''' - Types of Orders and Results
:'''''Chart Tracker''''' - Monitor location of Patient chart
:'''Chart Tracker''' - Monitor location of Patient chart


:'''''Ofc Notes''''' - (?) Internal office communications
:'''Ofc Notes''' - (?) Internal office communications


:'''''BatchCom''''' - Process batch communications of emailed patient reminders; other formats are in development
:'''BatchCom''' - Process batch communications of emailed patient reminders; other formats are in development


:'''''Password''''' - Change user's password
:'''Password''' - Change user's password


:'''''Preferences''''' - Customize individual user settings
:'''Preferences''' - Customize individual user settings


:'''''New Documents''''' - Upload documents (e.g., DNR, CCR, ID card) for patients not yet entered in the system
:'''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
:'''Document Templates''' - Upload/ download/ delete templates used in some OpenEMR workflows






:[[OpenEMR 4.1.3 Users Guide#Help Topics|Help Topics]] >>
:[[OpenEMR 4.1.3 Users Guide#Help Topics|Help Topics]] >>

Revision as of 07:07, 26 July 2014

Available languages
• English
Other languages — Help us translating this wiki
• Afrikaans • አማርኛ • العربية • অসমীয়া • asturianu • azərbaycanca • български • বাংলা • brezhoneg • bosanski • català • corsu • čeština • dansk • Deutsch • ދިވެހިބަސް • Ελληνικά • Esperanto • español • eesti • euskara • فارسی • suomi • français • Frysk • Gaeilge • Kréyòl gwadloupéyen • Gàidhlig • galego • Alemannisch • ગુજરાતી • Hausa • עברית • हिन्दी • hrvatski • Kreyòl ayisyen • magyar • հայերեն • interlingua • Bahasa Indonesia • Igbo • íslenska • italiano • 日本語 • Jawa • ქართული • қазақша • ភាសាខ្មែរ • ಕನ್ನಡ • 한국어 • kurdî • Lëtzebuergesch • ລາວ • lietuvių • latviešu • Malagasy • македонски • മലയാളം • मराठी • Bahasa Melayu • Malti • မြန်မာဘာသာ • नेपाली • Nederlands • norsk nynorsk • norsk • occitan • Oromoo • ଓଡ଼ିଆ • ਪੰਜਾਬੀ • polski • پښتو • português • português do Brasil • română • română (Moldova) • русский • سنڌي • සිංහල • slovenčina • slovenščina • Soomaaliga • shqip • српски / srpski • svenska • தமிழ் • తెలుగు • тоҷикӣ • ไทย • Türkçe • українська • اردو • oʻzbekcha/ўзбекча • Tiếng Việt • Wolof • isiXhosa • Yorùbá • 中文（简体）‎ • 中文（繁體）‎ • isiZulu


<< Getting Started

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
Ss-main01.png


Top Right Screen Objects

Ss-topRight.png
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

Ss-topLeft.png
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

Ss-bot1.png
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.


Ss-bot2.png
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.









Ss-bot3.png
The Filter link raises a popup with all Demographic data, any of which may be selected as search terms.



> TOP of current page<

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.


Ss-n02-defaultOpen.png
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
Ss-n03-ptRecs.png


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
Ss-n04-ptVisitForms.png


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
Ss-n05-ptImport.png


Upload - Import Continuity of Care Record in xml format
Pending Approval - list of imported CCR's awaiting approval


Fees
  • descr
Ss-n06-fees.png


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



> TOP of current page<

Modules

Use modules that provide non- standard functions

Ss-n07-modules.png


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

Ss-n08-inventory.png


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

Ss-n09-procedures.png


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

Ss-n10-admin.png



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



> TOP of current page<


Other (Administration)

Settings of additional OpenEMR functions

Ss-n11-adminOther.png


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:

Ss-n12-reports.png












Clients

Involving Patient/ Client data

Ss-n13-rptsClients.png


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

Ss-n14-rptsClinic.png


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

Ss-n15-rptsVisits.png


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

Ss-n16-rptsFinancial.png


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

Ss-n17-rptsInventory.png


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

Ss-n18-rptsProcedures.png


Pending Res - Procedures ordered; no results yet
Statistics - Statistics on distribution of multiple criteria in procedure results


Insurance

Information relating to insurance

Ss-n19-rptsInsurance.png


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.

Ss-n20-rptsBlankForms.png


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.

Ss-n21-rptsServices.png


Background Services - List of installed services and their operating statuses
Direct Message Log - Operating status of the Direct Message service



> TOP of current page<

Miscellaneous

Sundry items not categorized elsewhere

Ss-n22-misc.png



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 - (?) Internal office communications
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


Help Topics >>
Retrieved from "https://www.open-emr.org/wiki/index.php?title=Main_Screen_%26_Navigation_4.2.0&oldid=18036"