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 - Name of logged in user

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.

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

Calendar

• Appears by default in upper pane; change in Administration-> Globals

Message

• Appears by default in lower pane; change in Administration-> Globals

Portal Activity

• In development; pertains to the Patient Portal

Patient/ Client

Patients -

New/ Search -

Summary -

Visits -

Create Visit -

Current -

Visit History -

Records

Patient Record Request -

Visit Forms

Misc Billing Options HCFA -

Procedure Order -

Review of Systems -

Review of Systems Checks -

SOAP -

Speech Dictation -

Vitals -

Import

Upload -

Pending Approval -

Fees

Fee Sheet -

Payment -

Checkout -

Billing -

Batch Payments -

EDI History -

Modules

Manage Modules -

Inventory

Management -

Destroyed -

Procedures

Providers -

Configuration -

Load Compendium -

Pending Review -

Patient Results -

Lab Overview -

Batch Results -

Electronic Reports -

Administration

Globals -

Facilities -

Users -

Addr Book -

Practice -

Codes -

Layouts -

Lists -

ACL -

Files -

Backup -

Rules -

Alerts -

Patient Reminders -

Other

Language -

Forms -

Calendar -

Logs -

Database -

Certificates -

External Data Loads -

Merge Patients -

Reports

• This is list of all the available types of reports. Each submenu item provides the individual reports.

Clients

List -

Rx -

Clinical -

Referrals -

Immunization Registry -

Clinic

Report Results -

Standard Measures -

Quality Measures (CQM) -

Automated Measures (AMC) -

AMC Tracking -

Visits

Appointments -

Encounters -

Appt-Enc -

Superbill -

Eligibility -

Eligibility Response -

Chart Activity -

Charts Out -

Services -

Syndromic Surveillance -

Financial

Sales -

Cash Rec -

Front Rec -

Pmt Method -

Collections -

Financial Summary by Service Code -

Inventory

List -

Activity -

Transactions -

Procedures

Pending Res -

Statistics -

Insurance

Distribution -

Indigents -

Unique SP -

Blank Forms

Demographics -

Superbill/ Fee Sheet -

Referral -

Services

Background Services -

Direct Message Log -

Miscellaneous

Patient Education -

Authorizations -

Addr Book -

Order Catalog -

Chart Tracker -

Ofc Notes -

BatchCom -

Password -

Preferences -

New Documents -

Document Templates -