Main Screen & Navigation 4.2.0

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<< 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

Top Right Screen Objects

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

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.

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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.

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

• 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

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

Misc Billing Options HCFA - Data for HCFA-1500

Procedure Order - Order a procedure

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

Review of Systems Checks - More detailed medical history by checklist

SOAP - Compose a SOAP note on this encounter

Speech Dictation - Copy/paste transcribed dictation?

Vitals - Tracking bodily functions and measures not directly related to illnesses; "PiParms"

Import

• Bring external individual patient record or data into OpenEMR

Upload - Import Continuity of Care Record in xml format

Pending Approval - list of imported CCR's awaiting approval

Fees

• descr

Fee Sheet - Calculate fee for current encounter. Default: lower pane

Payment Record payment by current patient. Default: lower pane

Checkout - Print Patient's reciept for visit. Default: lower pane

Billing - Produce billing report for this visit

Batch Payments - Process payments for treatment

EDI History - Record of the Electronic Data Interchange relating to this Patient

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Modules

• Use modules that provide non- standard functiona

Manage Modules - Manage non- standard modules

Inventory

Management - Add or remove in- house inventory items

Destroyed - Document destruction of inventory items

Procedures

• Managing procedures ordered by providers

Providers - Register procedure Providers with OpenEMR

Configuration - Create or modify procedure specifications

Load Compendium - Import procedure definitions

Pending Review - Procedure results awaiting review

Patient Results - View this patient's lab results

Lab Overview - Overview of lab procedures(?)

Batch Results - View results by procedure

Electronic Reports - Review electronically recieved reports

Administration

• Settings that control OpenEMR functions

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

Practice - Contact information for partner agencies, e.g., pharmacies, insurance companies, X12 Partners etc

Codes - Import diagnostic and procedure codes

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

Lists - Create or edit lists of data used in forms

ACL - Set users' access permissions to different OpenEMR capabilities

Files - Edit certain system files

Backup - Backup system database and logs

Rules - Configure rules for Clinical Decision Rules functions

Alerts - Set type of alert for CDR alerts

Patient Reminders - Review list of upcoming Patient Reminders

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Other (Administration)

• Settings of additional OpenEMR functions

Language - Utility to add languages to OpenEMR

Forms - Activate clinical forms to make them available in OpenEMR

Calendar - Developer use only - NOT related to schedule calendar

Logs - View logs of system activities

Database - Access the system database through phpMyAdmin

Certificates - Manage security certificates

External Data Loads - Install and upgrade diagnostic codesets; e.g., ICD9/10, RXNORM, SNOMED

Merge Patients - experimental utility to merge erroneously separate patient records

Reports

• All the different types of reports available:

Clients

• Involving Patient/ Client data

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

• descr

Report Results - Report Results(?)

Standard Measures - Active/ Passive Alerts and Patient Reminders in effect

Quality Measures (CQM) - PQRI reports of QCM by Provider

Automated Measures (AMC) - Meaningful Use requirement for AMC

AMC Tracking -

Visits

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Appointments -

Encounters -

Appt-Enc -

Superbill -

Eligibility -

Eligibility Response -

Chart Activity -

Charts Out -

Services -

Syndromic Surveillance -

Financial

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Sales -

Cash Rec -

Front Rec -

Pmt Method -

Collections -

Financial Summary by Service Code -

Inventory

• descr

List -

Activity -

Transactions -

Procedures

• descr

Pending Res -

Statistics -

Insurance

• descr

Distribution -

Indigents -

Unique SP -

Blank Forms

• descr

Demographics -

Superbill/ Fee Sheet -

Referral -

Services

• descr

Background Services -

Direct Message Log -

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Miscellaneous

• descr

Patient Education -

Authorizations -

Addr Book -

Order Catalog -

Chart Tracker -

Ofc Notes -

BatchCom -

Password -

Preferences -

New Documents -

Document Templates -