https://www.open-emr.org/wiki/api.php?action=feedcontributions&user=Pieter+W+Blankevoort&feedformat=atomOpenEMR Project Wiki - User contributions [en]2024-03-29T02:17:36ZUser contributionsMediaWiki 1.36.1https://www.open-emr.org/wiki/index.php?title=ACL_Fine_Granular_Control&diff=19526ACL Fine Granular Control2015-03-29T20:49:34Z<p>Pieter W Blankevoort: /* Hiding The Calendar */</p>
<hr />
<div>=='''Introduction'''==<br />
A practice, with staff performing a multitude of tasks, at some point, would wish to delineate the degree of access to the various parts of OpenEMR. Because the Navigation Menu is the nexus of all modules, it is this part of the application that users seek to customize access for staff, commensurate with their duties.<br />
<br />
Ideally [[Adding_and_Removing_User_Permissions|changing permissions]] should be as simple as described in the Wiki article, but that is not the case. Because [[Access_Controls_Listing|permissions]] tend to overlap and because each permission may encompass more functions than its stated title, fine granular control is difficult to achieve. <br />
<br />
Adding to the complexity is the fact that new snippets need to be added to the relevant .php file. Forum members are all too aware that, even with the help of developers, at least 2 pages of discussion are usually required to accomplish the task. Fine tuning is possible with a healthy dose of patience.<br />
<br />
There is an excellent explanation of ACL by the authors of the module. It can be found by navigating from Administration->ACL-> Advanced link in the heading->Manual tab. "Star Wars" ''aficionados'' will appreciate the analogy.<br />
<br />
<br />
[[File:Explain.png|center]]<br />
<br />
<br />
=== Two important concepts are: ===<br />
<br />
ARO = Access Request Objects (the Group to whom access is granted)<br />
<br />
ACO = Access Control Objects (functions to which access is being granted).<br />
<br />
<br />
If a practice has many groups of ARO's beyond the default, it may be easier to start with the Front Desk because it has the most limited access. From that set of ACO's the practice can configure additional layers of ACO's.<br />
<br />
We will endeavor to add as many examples as possible, as they become available, to permit the user to do this on his own. There will be many times when it is impossible not to ask for help in the Fora, so feel free .<br />
<br />
=='''Advisory'''==<br />
*Experiment on a test copy.<br />
<br />
*<span style = "color:red;">'''Backup'''</span> before attempting on the production copy. White screens tend to make even the most hardy amongst us faint with fear.<br />
<br />
<br />
=='''Building Blocks'''==<br />
In addition to the ACL module, the user must become familiar with the various aspects of the Navigation Menu, the Array and the Disallowed sections of the openemr/interface/main/left_nav.php that governs it and the .php files that generate the frames in question. (This can not be done in any of the Demo versions, this has to be done on your own local or hosted Open-EMR system)<br />
<br />
[[Main_Screen_%26_Navigation_4.1.3#Navigation_Menu|Navigation Menu]] provides an in-depth look at the left side bar. <br />
<br />
To find the " xxxxxxx.php " for the frame that is to be hidden: right click in the frame -> choose: "This Frame" -> "Open In Another Tab". The URL will give the path to the .php file.<br />
<br />
=='''Left_Nav.Php'''==<br />
===Array Section===<br />
The Array section, shown below, describes most of what is listed in the Navigation Menu; but not all of it and at times beyond it. Not everything in the Menu can be found here and at the same time Array addresses non-Menu functions. Our task is to find the correct primary document (if available) for hiding the part of the Menu that is of interest to us.<br />
<br />
<br />
[[File:Array5.png|center]]<br />
[[File:Array2.png|center]] <br />
<br />
<br />
<br />
Each of the documents has a short descriptor, a more detailed descriptor, information regarding reference point (whether global or about patients) and generally the location of the pertinent .php file. Some of the documents are self-evident, while others are more opaque. All will have comments in '''bold'''.<br />
<br />
*"'ros' => array(xl('Roster') , 0, 'reports/players_report.php?embed=1')": '''Roster of players''', for Athletic teams '''Enable this in Globals -> Features -> Athletic teams.'''<br />
<br />
*"'cal' => array(xl('Calendar') , 0, 'main/main_info.php')": '''Calendar for scheduling appointments'''.<br />
<br />
*"'app' => array(xl('Portal Activity') , 0, '../myportal/index.php')": '''Patient Portal, if enabled'''.<br />
<br />
*"'msg' => array(xl('Messages') , 0, 'main/messages/messages.php?form_active=1')": '''Messages Center'''.<br />
<br />
*"'pwd' => array(xl('Password') , 0, 'usergroup/user_info.php')": '''Password, under Miscellaneous'''.<br />
<br />
*"'prf' => array(xl('Preferences') , 0, 'super/edit_globals.php?mode=user')": '''Preferences, under Miscellaneous'''.<br />
<br />
*"'adm' => array(xl('Admin') , 0, 'usergroup/admin_frameset.php')": '''Users, under Administration'''.<br />
<br />
*"'rep' => array(xl('Reports') , 0, 'reports/index.php')": '''Reports, for Clients, Clinic, Visits and Financial'''.<br />
<br />
*"'ono' => array(xl('Ofc Notes') , 0, 'main/onotes/office_comments.php')": '''Ofc Notes, under Miscellaneous'''.<br />
<br />
*"'fax' => array(xl('Fax/Scan') , 0, 'fax/faxq.php')": '''Administration, Globals, Miscellaneous tab'''.<br />
<br />
*"'adb' => array(xl('Addr Bk') , 0, 'usergroup/addrbook_list.php')": '''Address Book under Miscellaneous'''.<br />
<br />
*"'orl' => array(xl('Proc Prov') , 0, 'orders/procedure_provider_list.php')": '''Providers under Procedures'''.<br />
<br />
*"'ort' => array(xl('Proc Cat') , 0, 'orders/types.php')": '''Categories of tests in Configuration under Procedures'''.<br />
<br />
*"'orc' => array(xl('Proc Load') , 0, 'orders/load_compendium.php')": '''Load Compendium under Procedures'''.<br />
<br />
*"'orb' => array(xl('Proc Bat') , 0, 'orders/orders_results.php?batch=1')": '''Batch Results under Procedures'''.<br />
<br />
*"'ore' => array(xl('E-Reports') , 0, 'orders/list_reports.php')": '''Electronic Reports under Procedures'''.<br />
<br />
*"'ppo' => array(xl('CMS Portal'), 0, 'cmsportal/list_requests.php')": '''CMS Portal'''.<br />
<br />
*"'cht' => array(xl('Chart Trk') , 0, '../custom/chart_tracker.php')": '''Chart Tracker under Miscellaneous'''.<br />
<br />
*"'imp' => array(xl('Import') , 0, '../custom/import.php')": '''New Documents for import, under Miscellaneous'''.<br />
<br />
*"'bil' => array(xl('Billing') , 0, 'billing/billing_report.php')": '''Billing module under Fees'''.<br />
<br />
*"'sup' => array(xl('Superbill') , 0, 'patient_file/encounter/superbill_custom_full.php')": '''Superbill under Visits, Reports'''.<br />
<br />
*"'aun' => array(xl('Authorizations'), 0, 'main/authorizations/authorizations.php')": '''Authorization under Miscellaneous'''.<br />
<br />
*"'new' => array(xl('New Pt') , 0, 'new/new.php')": '''New/Search under Patients/Clients'''.<br />
<br />
*"'ped' => array(xl('Patient Education'), 0, 'reports/patient_edu_web_lookup.php')": '''Patient Education under Miscellaneous'''.<br />
<br />
*"'lab' => array(xl('Check Lab Results') , 0, 'orders/lab_exchange.php')": '''Lab Exchange in Administration, Globals, Connectors'''.<br />
<br />
*"'dem' => array(xl('Patient') , 1, "patient_file/summary/demographics.php")": '''Demographics section of Patient Summary'''.<br />
<br />
*"'his' => array(xl('History') , 1, 'patient_file/history/history.php')": '''History tab of Patient Summary'''.<br />
<br />
*"'ens' => array(xl('Visit History'), 1, 'patient_file/history/encounters.php')": '''Visit History under Visits,Patients/Clients'''.<br />
<br />
*"'nen' => array(xl('Create Visit'), 1, 'forms/newpatient/new.php?autoloaded=1&calenc=')": '''Create Visit under Visits, Patients/Clients'''.<br />
<br />
*"'pre' => array(xl('Rx') , 1, 'patient_file/summary/rx_frameset.php')": '''Prescription module'''.<br />
<br />
*"'iss' => array(xl('Issues') , 1, 'patient_file/summary/stats_full.php?active=all')": '''Issues tab of Patient Summary'''.<br />
<br />
*"'imm' => array(xl('Immunize') , 1, 'patient_file/summary/immunizations.php')": '''Immunizations module of Patient Summary'''.<br />
<br />
*"'doc' => array(xl('Documents') , 1, '../controller.php?document&list&patient_id={PID}')": '''Documents tab of Patient Summary'''.<br />
<br />
*"'orp' => array(xl('Proc Pending Rev'), 1, 'orders/orders_results.php?review=1')": '''Pending Review under Procedures'''.<br />
<br />
*"'orr' => array(xl('Proc Res') , 1, 'orders/orders_results.php')": '''Patient Results under Procedures'''.<br />
<br />
*"'lda' => array(xl('Lab overview') , 1, 'patient_file/summary/labdata.php')": '''Lab Overview under Procedures'''.<br />
<br />
*"'tan' => array(xl('Configure Tracks') , 0, 'forms/track_anything/create.php')": '''Track Anything module, if enabled'''.<br />
<br />
*"'prp' => array(xl('Pt Report') , 1, 'patient_file/report/patient_report.php')": '''Report tab of Patient Summary'''.<br />
<br />
*"'prq' => array(xl('Pt Rec Request') , 1, 'patient_file/transaction/record_request.php')": '''Record Request in Transaction tab of Patient Summary'''.<br />
<br />
*"'pno' => array(xl('Pt Notes') , 1, 'patient_file/summary/pnotes.php')": '''Notes in Patient Summary'''.<br />
<br />
*"'tra' => array(xl('Transact') , 1, 'patient_file/transaction/transactions.php')": '''Transaction tab of Patient Summary'''.<br />
<br />
*"'sum' => array(xl('Summary') , 1, 'patient_file/summary/summary_bottom.php')": '''Summary under Patients/Clients'''.<br />
<br />
*"'enc' => array(xl('Encounter') , 2, 'patient_file/encounter/encounter_top.php')": '''New Encounter from Encounter History drop down menu'''.<br />
<br />
*"'erx' => array(xl('e-Rx') , 1, 'eRx.php')": '''E-Prescribe if enabled'''.<br />
<br />
*"'err' => array(xl('e-Rx Renewal') , 1, 'eRx.php?page=status')": '''E-Prescription renewal'''.<br />
<br />
*"'pay' => array(xl('Payment') , 1, '../patient_file/front_payment.php')": '''Payment under Fees'''.<br />
<br />
*"'edi' => array(xl('EDI History') , 0, 'billing/edih_view.php')": '''EDI History under Fees'''.<br />
<br />
*"'dld' => array(xl('Display Documents'), 0, 'main/display_documents.php')": '''Display from Documents tab of Patient Summary'''.<br />
<br />
===Disallowed Section===<br />
If we can work from the Disallowed section, it would be great because it is less difficult to insert snippets here.<br />
<br />
[[File:Disallowed.png]]<br />
<br />
<br />
=='''Hiding The Calendar'''==<br />
There exist practices that don't want the Front Office to view the Calendar. It is a rare occurrence because the Front Office is usually predominately responsible for booking appointments. We will use this example because the exercise is fairly straightforward.<br />
<br />
*Move the ACO, Patients, Appointments; to the right.<br />
<br />
<br />
[[File:No calendar1.png|center]]<br />
<br />
<br />
*Note that the Array section has a "cal" document,"'cal' => array(xl('Calendar'), ..."; so we have a fortuitous start.<br />
<br />
*Because the Calendar can be disabled from Globals, a statement must address this fact. The second statement asks if the ARO has permission to view the Calendar. Insert this snippet into Line 189 in the Disallowed section:<br />
<br />
<br />
::<nowiki>$disallowed['cal'] = !(GLOBALS['disable_calendar');] || acl_check('patients','appointments','', 'write'));</nowiki><br />
<br />
<br />
[[File:No calendar2.png|center]]<br />
<br />
<br />
<br />
*The openemr/interface/main/calendar/index.php handles the Calendar.<br />
<br />
*Insert the 2 snippets in file: ...../interface/main/calendar/index.php<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('patients','appointment','','write')) die("Not authorized!");</nowiki><br />
<br />
<br />
<br />
[[File:No calendar3.png|center]]<br />
<br />
=='''Hiding Contributed Forms'''==<br />
Despite the fact that the Front Office should not have access to forms like Review of Systems Checks and SOAP, it does.<br />
<br />
*We are fortunate once again that the document, 'enc', exists in the Array section; permitting us to insert the following:<br />
<br />
<br />
::<nowiki>disallowed['enc'] = !(acl_check('encounters','notes','','write'));</nowiki><br />
<br />
[[File:No form.png|center]]<br />
<br />
<br />
*Into each of script for the forms, insert these 2 snippets:<br />
<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('encounters','notes_a','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No form ros checks.png|center]]<br />
<br />
<br />
[[File:Nosoap.png|center]]<br />
<br />
<br />
=='''Hiding Fee Sheet from Physicians'''==<br />
In practices where Physicians have no responsibilities for entering charges, the Administrator may wish to hide the Fee Sheet from this ARO. Without the help of developers, this example would be very difficult for most users.<br />
<br />
*Move the ACO to the left.<br />
[[File:No fee1.png|center]]<br />
<br />
<br />
*There is no useful public document; but a convenient snippet was found, to which was added:<br />
<br />
<br />
::<nowiki>&& acl_check('encounters','coding_a'))</nowiki><br />
<br />
[[File:Nofee5.png]]<br />
<br />
<br />
<br />
*In the Fee Sheet script, insert the following:<br />
<br />
<br />
::<nowiki>if (!acl_check('encounters','coding_a')) die("Not authorized!");</nowiki><br />
<br />
[[File:No fee3.png|center]]<br />
<br />
<br />
<br />
<br />
<br />
:::::::<span style = "color:green;">''If your head is not spinning after all these code changes, three cheers for you''!!!</span><br />
<br />
<br />
<br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide 4.1.1]][[Category:User Guide 4.1.0]][[Category:User Guide]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=ACL_Fine_Granular_Control&diff=19525ACL Fine Granular Control2015-03-29T20:33:13Z<p>Pieter W Blankevoort: /* Array Section */</p>
<hr />
<div>=='''Introduction'''==<br />
A practice, with staff performing a multitude of tasks, at some point, would wish to delineate the degree of access to the various parts of OpenEMR. Because the Navigation Menu is the nexus of all modules, it is this part of the application that users seek to customize access for staff, commensurate with their duties.<br />
<br />
Ideally [[Adding_and_Removing_User_Permissions|changing permissions]] should be as simple as described in the Wiki article, but that is not the case. Because [[Access_Controls_Listing|permissions]] tend to overlap and because each permission may encompass more functions than its stated title, fine granular control is difficult to achieve. <br />
<br />
Adding to the complexity is the fact that new snippets need to be added to the relevant .php file. Forum members are all too aware that, even with the help of developers, at least 2 pages of discussion are usually required to accomplish the task. Fine tuning is possible with a healthy dose of patience.<br />
<br />
There is an excellent explanation of ACL by the authors of the module. It can be found by navigating from Administration->ACL-> Advanced link in the heading->Manual tab. "Star Wars" ''aficionados'' will appreciate the analogy.<br />
<br />
<br />
[[File:Explain.png|center]]<br />
<br />
<br />
=== Two important concepts are: ===<br />
<br />
ARO = Access Request Objects (the Group to whom access is granted)<br />
<br />
ACO = Access Control Objects (functions to which access is being granted).<br />
<br />
<br />
If a practice has many groups of ARO's beyond the default, it may be easier to start with the Front Desk because it has the most limited access. From that set of ACO's the practice can configure additional layers of ACO's.<br />
<br />
We will endeavor to add as many examples as possible, as they become available, to permit the user to do this on his own. There will be many times when it is impossible not to ask for help in the Fora, so feel free .<br />
<br />
=='''Advisory'''==<br />
*Experiment on a test copy.<br />
<br />
*<span style = "color:red;">'''Backup'''</span> before attempting on the production copy. White screens tend to make even the most hardy amongst us faint with fear.<br />
<br />
<br />
=='''Building Blocks'''==<br />
In addition to the ACL module, the user must become familiar with the various aspects of the Navigation Menu, the Array and the Disallowed sections of the openemr/interface/main/left_nav.php that governs it and the .php files that generate the frames in question. (This can not be done in any of the Demo versions, this has to be done on your own local or hosted Open-EMR system)<br />
<br />
[[Main_Screen_%26_Navigation_4.1.3#Navigation_Menu|Navigation Menu]] provides an in-depth look at the left side bar. <br />
<br />
To find the " xxxxxxx.php " for the frame that is to be hidden: right click in the frame -> choose: "This Frame" -> "Open In Another Tab". The URL will give the path to the .php file.<br />
<br />
=='''Left_Nav.Php'''==<br />
===Array Section===<br />
The Array section, shown below, describes most of what is listed in the Navigation Menu; but not all of it and at times beyond it. Not everything in the Menu can be found here and at the same time Array addresses non-Menu functions. Our task is to find the correct primary document (if available) for hiding the part of the Menu that is of interest to us.<br />
<br />
<br />
[[File:Array5.png|center]]<br />
[[File:Array2.png|center]] <br />
<br />
<br />
<br />
Each of the documents has a short descriptor, a more detailed descriptor, information regarding reference point (whether global or about patients) and generally the location of the pertinent .php file. Some of the documents are self-evident, while others are more opaque. All will have comments in '''bold'''.<br />
<br />
*"'ros' => array(xl('Roster') , 0, 'reports/players_report.php?embed=1')": '''Roster of players''', for Athletic teams '''Enable this in Globals -> Features -> Athletic teams.'''<br />
<br />
*"'cal' => array(xl('Calendar') , 0, 'main/main_info.php')": '''Calendar for scheduling appointments'''.<br />
<br />
*"'app' => array(xl('Portal Activity') , 0, '../myportal/index.php')": '''Patient Portal, if enabled'''.<br />
<br />
*"'msg' => array(xl('Messages') , 0, 'main/messages/messages.php?form_active=1')": '''Messages Center'''.<br />
<br />
*"'pwd' => array(xl('Password') , 0, 'usergroup/user_info.php')": '''Password, under Miscellaneous'''.<br />
<br />
*"'prf' => array(xl('Preferences') , 0, 'super/edit_globals.php?mode=user')": '''Preferences, under Miscellaneous'''.<br />
<br />
*"'adm' => array(xl('Admin') , 0, 'usergroup/admin_frameset.php')": '''Users, under Administration'''.<br />
<br />
*"'rep' => array(xl('Reports') , 0, 'reports/index.php')": '''Reports, for Clients, Clinic, Visits and Financial'''.<br />
<br />
*"'ono' => array(xl('Ofc Notes') , 0, 'main/onotes/office_comments.php')": '''Ofc Notes, under Miscellaneous'''.<br />
<br />
*"'fax' => array(xl('Fax/Scan') , 0, 'fax/faxq.php')": '''Administration, Globals, Miscellaneous tab'''.<br />
<br />
*"'adb' => array(xl('Addr Bk') , 0, 'usergroup/addrbook_list.php')": '''Address Book under Miscellaneous'''.<br />
<br />
*"'orl' => array(xl('Proc Prov') , 0, 'orders/procedure_provider_list.php')": '''Providers under Procedures'''.<br />
<br />
*"'ort' => array(xl('Proc Cat') , 0, 'orders/types.php')": '''Categories of tests in Configuration under Procedures'''.<br />
<br />
*"'orc' => array(xl('Proc Load') , 0, 'orders/load_compendium.php')": '''Load Compendium under Procedures'''.<br />
<br />
*"'orb' => array(xl('Proc Bat') , 0, 'orders/orders_results.php?batch=1')": '''Batch Results under Procedures'''.<br />
<br />
*"'ore' => array(xl('E-Reports') , 0, 'orders/list_reports.php')": '''Electronic Reports under Procedures'''.<br />
<br />
*"'ppo' => array(xl('CMS Portal'), 0, 'cmsportal/list_requests.php')": '''CMS Portal'''.<br />
<br />
*"'cht' => array(xl('Chart Trk') , 0, '../custom/chart_tracker.php')": '''Chart Tracker under Miscellaneous'''.<br />
<br />
*"'imp' => array(xl('Import') , 0, '../custom/import.php')": '''New Documents for import, under Miscellaneous'''.<br />
<br />
*"'bil' => array(xl('Billing') , 0, 'billing/billing_report.php')": '''Billing module under Fees'''.<br />
<br />
*"'sup' => array(xl('Superbill') , 0, 'patient_file/encounter/superbill_custom_full.php')": '''Superbill under Visits, Reports'''.<br />
<br />
*"'aun' => array(xl('Authorizations'), 0, 'main/authorizations/authorizations.php')": '''Authorization under Miscellaneous'''.<br />
<br />
*"'new' => array(xl('New Pt') , 0, 'new/new.php')": '''New/Search under Patients/Clients'''.<br />
<br />
*"'ped' => array(xl('Patient Education'), 0, 'reports/patient_edu_web_lookup.php')": '''Patient Education under Miscellaneous'''.<br />
<br />
*"'lab' => array(xl('Check Lab Results') , 0, 'orders/lab_exchange.php')": '''Lab Exchange in Administration, Globals, Connectors'''.<br />
<br />
*"'dem' => array(xl('Patient') , 1, "patient_file/summary/demographics.php")": '''Demographics section of Patient Summary'''.<br />
<br />
*"'his' => array(xl('History') , 1, 'patient_file/history/history.php')": '''History tab of Patient Summary'''.<br />
<br />
*"'ens' => array(xl('Visit History'), 1, 'patient_file/history/encounters.php')": '''Visit History under Visits,Patients/Clients'''.<br />
<br />
*"'nen' => array(xl('Create Visit'), 1, 'forms/newpatient/new.php?autoloaded=1&calenc=')": '''Create Visit under Visits, Patients/Clients'''.<br />
<br />
*"'pre' => array(xl('Rx') , 1, 'patient_file/summary/rx_frameset.php')": '''Prescription module'''.<br />
<br />
*"'iss' => array(xl('Issues') , 1, 'patient_file/summary/stats_full.php?active=all')": '''Issues tab of Patient Summary'''.<br />
<br />
*"'imm' => array(xl('Immunize') , 1, 'patient_file/summary/immunizations.php')": '''Immunizations module of Patient Summary'''.<br />
<br />
*"'doc' => array(xl('Documents') , 1, '../controller.php?document&list&patient_id={PID}')": '''Documents tab of Patient Summary'''.<br />
<br />
*"'orp' => array(xl('Proc Pending Rev'), 1, 'orders/orders_results.php?review=1')": '''Pending Review under Procedures'''.<br />
<br />
*"'orr' => array(xl('Proc Res') , 1, 'orders/orders_results.php')": '''Patient Results under Procedures'''.<br />
<br />
*"'lda' => array(xl('Lab overview') , 1, 'patient_file/summary/labdata.php')": '''Lab Overview under Procedures'''.<br />
<br />
*"'tan' => array(xl('Configure Tracks') , 0, 'forms/track_anything/create.php')": '''Track Anything module, if enabled'''.<br />
<br />
*"'prp' => array(xl('Pt Report') , 1, 'patient_file/report/patient_report.php')": '''Report tab of Patient Summary'''.<br />
<br />
*"'prq' => array(xl('Pt Rec Request') , 1, 'patient_file/transaction/record_request.php')": '''Record Request in Transaction tab of Patient Summary'''.<br />
<br />
*"'pno' => array(xl('Pt Notes') , 1, 'patient_file/summary/pnotes.php')": '''Notes in Patient Summary'''.<br />
<br />
*"'tra' => array(xl('Transact') , 1, 'patient_file/transaction/transactions.php')": '''Transaction tab of Patient Summary'''.<br />
<br />
*"'sum' => array(xl('Summary') , 1, 'patient_file/summary/summary_bottom.php')": '''Summary under Patients/Clients'''.<br />
<br />
*"'enc' => array(xl('Encounter') , 2, 'patient_file/encounter/encounter_top.php')": '''New Encounter from Encounter History drop down menu'''.<br />
<br />
*"'erx' => array(xl('e-Rx') , 1, 'eRx.php')": '''E-Prescribe if enabled'''.<br />
<br />
*"'err' => array(xl('e-Rx Renewal') , 1, 'eRx.php?page=status')": '''E-Prescription renewal'''.<br />
<br />
*"'pay' => array(xl('Payment') , 1, '../patient_file/front_payment.php')": '''Payment under Fees'''.<br />
<br />
*"'edi' => array(xl('EDI History') , 0, 'billing/edih_view.php')": '''EDI History under Fees'''.<br />
<br />
*"'dld' => array(xl('Display Documents'), 0, 'main/display_documents.php')": '''Display from Documents tab of Patient Summary'''.<br />
<br />
===Disallowed Section===<br />
If we can work from the Disallowed section, it would be great because it is less difficult to insert snippets here.<br />
<br />
[[File:Disallowed.png]]<br />
<br />
<br />
=='''Hiding The Calendar'''==<br />
There exist practices that don't want the Front Office to view the Calendar. It is a rare occurrence because the Front Office is predominately responsible for booking appointments. We will use this example because the exercise is fairly straightforward.<br />
<br />
*Move the ACO, Patient, Appointments; to the right.<br />
[[File:No calendar1.png|center]]<br />
<br />
<br />
*Note that the Array section has a "cal" document,"'cal' => array(xl('Calendar'), ..."; so we have a fortuitous start.<br />
<br />
*Because the Calendar can be disabled from Globals, a statement must address this fact. The second statement asks if the ARO has permission to view the Calendar. Insert this snippet into Line 189 in the Disallowed section:<br />
<br />
<br />
::<nowiki>$disallowed['cal'] = !(GLOBALS['disable_calendar');] || acl_check('patients','appointments','', 'write'));</nowiki><br />
<br />
[[File:No calendar2.png|center]]<br />
<br />
<br />
*The openemr/interface/main/calendar/index.php handles the Calendar.<br />
<br />
*Insert the 2 snippets:<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('patients','appointment','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No calendar3.png|center]]<br />
<br />
<br />
=='''Hiding Contributed Forms'''==<br />
Despite the fact that the Front Office should not have access to forms like Review of Systems Checks and SOAP, it does.<br />
<br />
*We are fortunate once again that the document, 'enc', exists in the Array section; permitting us to insert the following:<br />
<br />
<br />
::<nowiki>disallowed['enc'] = !(acl_check('encounters','notes','','write'));</nowiki><br />
<br />
[[File:No form.png|center]]<br />
<br />
<br />
*Into each of script for the forms, insert these 2 snippets:<br />
<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('encounters','notes_a','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No form ros checks.png|center]]<br />
<br />
<br />
[[File:Nosoap.png|center]]<br />
<br />
<br />
=='''Hiding Fee Sheet from Physicians'''==<br />
In practices where Physicians have no responsibilities for entering charges, the Administrator may wish to hide the Fee Sheet from this ARO. Without the help of developers, this example would be very difficult for most users.<br />
<br />
*Move the ACO to the left.<br />
[[File:No fee1.png|center]]<br />
<br />
<br />
*There is no useful public document; but a convenient snippet was found, to which was added:<br />
<br />
<br />
::<nowiki>&& acl_check('encounters','coding_a'))</nowiki><br />
<br />
[[File:Nofee5.png]]<br />
<br />
<br />
<br />
*In the Fee Sheet script, insert the following:<br />
<br />
<br />
::<nowiki>if (!acl_check('encounters','coding_a')) die("Not authorized!");</nowiki><br />
<br />
[[File:No fee3.png|center]]<br />
<br />
<br />
<br />
<br />
<br />
:::::::<span style = "color:green;">''If your head is not spinning after all these code changes, three cheers for you''!!!</span><br />
<br />
<br />
<br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide 4.1.1]][[Category:User Guide 4.1.0]][[Category:User Guide]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=ACL_Fine_Granular_Control&diff=19524ACL Fine Granular Control2015-03-29T20:18:41Z<p>Pieter W Blankevoort: /* Building Blocks */</p>
<hr />
<div>=='''Introduction'''==<br />
A practice, with staff performing a multitude of tasks, at some point, would wish to delineate the degree of access to the various parts of OpenEMR. Because the Navigation Menu is the nexus of all modules, it is this part of the application that users seek to customize access for staff, commensurate with their duties.<br />
<br />
Ideally [[Adding_and_Removing_User_Permissions|changing permissions]] should be as simple as described in the Wiki article, but that is not the case. Because [[Access_Controls_Listing|permissions]] tend to overlap and because each permission may encompass more functions than its stated title, fine granular control is difficult to achieve. <br />
<br />
Adding to the complexity is the fact that new snippets need to be added to the relevant .php file. Forum members are all too aware that, even with the help of developers, at least 2 pages of discussion are usually required to accomplish the task. Fine tuning is possible with a healthy dose of patience.<br />
<br />
There is an excellent explanation of ACL by the authors of the module. It can be found by navigating from Administration->ACL-> Advanced link in the heading->Manual tab. "Star Wars" ''aficionados'' will appreciate the analogy.<br />
<br />
<br />
[[File:Explain.png|center]]<br />
<br />
<br />
=== Two important concepts are: ===<br />
<br />
ARO = Access Request Objects (the Group to whom access is granted)<br />
<br />
ACO = Access Control Objects (functions to which access is being granted).<br />
<br />
<br />
If a practice has many groups of ARO's beyond the default, it may be easier to start with the Front Desk because it has the most limited access. From that set of ACO's the practice can configure additional layers of ACO's.<br />
<br />
We will endeavor to add as many examples as possible, as they become available, to permit the user to do this on his own. There will be many times when it is impossible not to ask for help in the Fora, so feel free .<br />
<br />
=='''Advisory'''==<br />
*Experiment on a test copy.<br />
<br />
*<span style = "color:red;">'''Backup'''</span> before attempting on the production copy. White screens tend to make even the most hardy amongst us faint with fear.<br />
<br />
<br />
=='''Building Blocks'''==<br />
In addition to the ACL module, the user must become familiar with the various aspects of the Navigation Menu, the Array and the Disallowed sections of the openemr/interface/main/left_nav.php that governs it and the .php files that generate the frames in question. (This can not be done in any of the Demo versions, this has to be done on your own local or hosted Open-EMR system)<br />
<br />
[[Main_Screen_%26_Navigation_4.1.3#Navigation_Menu|Navigation Menu]] provides an in-depth look at the left side bar. <br />
<br />
To find the " xxxxxxx.php " for the frame that is to be hidden: right click in the frame -> choose: "This Frame" -> "Open In Another Tab". The URL will give the path to the .php file.<br />
<br />
=='''Left_Nav.Php'''==<br />
===Array Section===<br />
The Array section, shown below, describes most of what is listed in the Navigation Menu; but not all of it and at times beyond it. Not everything in the Menu can be found here and at the same time Array addresses non-Menu functions. Our task is to find the correct primary document (if available) for hiding the part of the Menu that is of interest to us.<br />
<br />
[[File:Array5.png|center]]<br />
[[File:Array2.png|center]] <br />
<br />
<br />
Each of the documents has a short descriptor, a more detailed descriptor, information regarding reference point (whether global or about patients) and generally the location of the pertinent .php file. Some of the documents are self-evident, while others are more opaque. All will have comments in '''bold'''.<br />
<br />
*"'ros' => array(xl('Roster') , 0, 'reports/players_report.php?embed=1')": '''Roster of players''', probably of little relevence to most practices.<br />
<br />
*"'cal' => array(xl('Calendar') , 0, 'main/main_info.php')": '''Calendar for scheduling appointments'''.<br />
<br />
*"'app' => array(xl('Portal Activity') , 0, '../myportal/index.php')": '''Patient Portal, if enabled'''.<br />
<br />
*"'msg' => array(xl('Messages') , 0, 'main/messages/messages.php?form_active=1')": '''Messages Center'''.<br />
<br />
*"'pwd' => array(xl('Password') , 0, 'usergroup/user_info.php')": '''Password, under Miscellaneous'''.<br />
<br />
*"'prf' => array(xl('Preferences') , 0, 'super/edit_globals.php?mode=user')": '''Preferences, under Miscellaneous'''.<br />
<br />
*"'adm' => array(xl('Admin') , 0, 'usergroup/admin_frameset.php')": '''Users, under Administration'''.<br />
<br />
*"'rep' => array(xl('Reports') , 0, 'reports/index.php')": '''Reports, for Clients, Clinic, Visits and Financial'''.<br />
<br />
*"'ono' => array(xl('Ofc Notes') , 0, 'main/onotes/office_comments.php')": '''Ofc Notes, under Miscellaneous'''.<br />
<br />
*"'fax' => array(xl('Fax/Scan') , 0, 'fax/faxq.php')": '''Administration, Globals, Miscellaneous tab'''.<br />
<br />
*"'adb' => array(xl('Addr Bk') , 0, 'usergroup/addrbook_list.php')": '''Address Book under Miscellaneous'''.<br />
<br />
*"'orl' => array(xl('Proc Prov') , 0, 'orders/procedure_provider_list.php')": '''Providers under Procedures'''.<br />
<br />
*"'ort' => array(xl('Proc Cat') , 0, 'orders/types.php')": '''Categories of tests in Configuration under Procedures'''.<br />
<br />
*"'orc' => array(xl('Proc Load') , 0, 'orders/load_compendium.php')": '''Load Compendium under Procedures'''.<br />
<br />
*"'orb' => array(xl('Proc Bat') , 0, 'orders/orders_results.php?batch=1')": '''Batch Results under Procedures'''.<br />
<br />
*"'ore' => array(xl('E-Reports') , 0, 'orders/list_reports.php')": '''Electronic Reports under Procedures'''.<br />
<br />
*"'ppo' => array(xl('CMS Portal'), 0, 'cmsportal/list_requests.php')": '''CMS Portal'''.<br />
<br />
*"'cht' => array(xl('Chart Trk') , 0, '../custom/chart_tracker.php')": '''Chart Tracker under Miscellaneous'''.<br />
<br />
*"'imp' => array(xl('Import') , 0, '../custom/import.php')": '''New Documents for import, under Miscellaneous'''.<br />
<br />
*"'bil' => array(xl('Billing') , 0, 'billing/billing_report.php')": '''Billing module under Fees'''.<br />
<br />
*"'sup' => array(xl('Superbill') , 0, 'patient_file/encounter/superbill_custom_full.php')": '''Superbill under Visits, Reports'''.<br />
<br />
*"'aun' => array(xl('Authorizations'), 0, 'main/authorizations/authorizations.php')": '''Authorization under Miscellaneous'''.<br />
<br />
*"'new' => array(xl('New Pt') , 0, 'new/new.php')": '''New/Search under Patients/Clients'''.<br />
<br />
*"'ped' => array(xl('Patient Education'), 0, 'reports/patient_edu_web_lookup.php')": '''Patient Education under Miscellaneous'''.<br />
<br />
*"'lab' => array(xl('Check Lab Results') , 0, 'orders/lab_exchange.php')": '''Lab Exchange in Administration, Globals, Connectors'''.<br />
<br />
*"'dem' => array(xl('Patient') , 1, "patient_file/summary/demographics.php")": '''Demographics section of Patient Summary'''.<br />
<br />
*"'his' => array(xl('History') , 1, 'patient_file/history/history.php')": '''History tab of Patient Summary'''.<br />
<br />
*"'ens' => array(xl('Visit History'), 1, 'patient_file/history/encounters.php')": '''Visit History under Visits,Patients/Clients'''.<br />
<br />
*"'nen' => array(xl('Create Visit'), 1, 'forms/newpatient/new.php?autoloaded=1&calenc=')": '''Create Visit under Visits, Patients/Clients'''.<br />
<br />
*"'pre' => array(xl('Rx') , 1, 'patient_file/summary/rx_frameset.php')": '''Prescription module'''.<br />
<br />
*"'iss' => array(xl('Issues') , 1, 'patient_file/summary/stats_full.php?active=all')": '''Issues tab of Patient Summary'''.<br />
<br />
*"'imm' => array(xl('Immunize') , 1, 'patient_file/summary/immunizations.php')": '''Immunizations module of Patient Summary'''.<br />
<br />
*"'doc' => array(xl('Documents') , 1, '../controller.php?document&list&patient_id={PID}')": '''Documents tab of Patient Summary'''.<br />
<br />
*"'orp' => array(xl('Proc Pending Rev'), 1, 'orders/orders_results.php?review=1')": '''Pending Review under Procedures'''.<br />
<br />
*"'orr' => array(xl('Proc Res') , 1, 'orders/orders_results.php')": '''Patient Results under Procedures'''.<br />
<br />
*"'lda' => array(xl('Lab overview') , 1, 'patient_file/summary/labdata.php')": '''Lab Overview under Procedures'''.<br />
<br />
*"'tan' => array(xl('Configure Tracks') , 0, 'forms/track_anything/create.php')": '''Track Anything module, if enabled'''.<br />
<br />
*"'prp' => array(xl('Pt Report') , 1, 'patient_file/report/patient_report.php')": '''Report tab of Patient Summary'''.<br />
<br />
*"'prq' => array(xl('Pt Rec Request') , 1, 'patient_file/transaction/record_request.php')": '''Record Request in Transaction tab of Patient Summary'''.<br />
<br />
*"'pno' => array(xl('Pt Notes') , 1, 'patient_file/summary/pnotes.php')": '''Notes in Patient Summary'''.<br />
<br />
*"'tra' => array(xl('Transact') , 1, 'patient_file/transaction/transactions.php')": '''Transaction tab of Patient Summary'''.<br />
<br />
*"'sum' => array(xl('Summary') , 1, 'patient_file/summary/summary_bottom.php')": '''Summary under Patients/Clients'''.<br />
<br />
*"'enc' => array(xl('Encounter') , 2, 'patient_file/encounter/encounter_top.php')": '''New Encounter from Encounter History drop down menu'''.<br />
<br />
*"'erx' => array(xl('e-Rx') , 1, 'eRx.php')": '''E-Prescribe if enabled'''.<br />
<br />
*"'err' => array(xl('e-Rx Renewal') , 1, 'eRx.php?page=status')": '''E-Prescription renewal'''.<br />
<br />
*"'pay' => array(xl('Payment') , 1, '../patient_file/front_payment.php')": '''Payment under Fees'''.<br />
<br />
*"'edi' => array(xl('EDI History') , 0, 'billing/edih_view.php')": '''EDI History under Fees'''.<br />
<br />
*"'dld' => array(xl('Display Documents'), 0, 'main/display_documents.php')": '''Display from Documents tab of Patient Summary'''.<br />
<br />
<br />
===Disallowed Section===<br />
If we can work from the Disallowed section, it would be great because it is less difficult to insert snippets here.<br />
<br />
[[File:Disallowed.png]]<br />
<br />
<br />
=='''Hiding The Calendar'''==<br />
There exist practices that don't want the Front Office to view the Calendar. It is a rare occurrence because the Front Office is predominately responsible for booking appointments. We will use this example because the exercise is fairly straightforward.<br />
<br />
*Move the ACO, Patient, Appointments; to the right.<br />
[[File:No calendar1.png|center]]<br />
<br />
<br />
*Note that the Array section has a "cal" document,"'cal' => array(xl('Calendar'), ..."; so we have a fortuitous start.<br />
<br />
*Because the Calendar can be disabled from Globals, a statement must address this fact. The second statement asks if the ARO has permission to view the Calendar. Insert this snippet into Line 189 in the Disallowed section:<br />
<br />
<br />
::<nowiki>$disallowed['cal'] = !(GLOBALS['disable_calendar');] || acl_check('patients','appointments','', 'write'));</nowiki><br />
<br />
[[File:No calendar2.png|center]]<br />
<br />
<br />
*The openemr/interface/main/calendar/index.php handles the Calendar.<br />
<br />
*Insert the 2 snippets:<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('patients','appointment','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No calendar3.png|center]]<br />
<br />
<br />
=='''Hiding Contributed Forms'''==<br />
Despite the fact that the Front Office should not have access to forms like Review of Systems Checks and SOAP, it does.<br />
<br />
*We are fortunate once again that the document, 'enc', exists in the Array section; permitting us to insert the following:<br />
<br />
<br />
::<nowiki>disallowed['enc'] = !(acl_check('encounters','notes','','write'));</nowiki><br />
<br />
[[File:No form.png|center]]<br />
<br />
<br />
*Into each of script for the forms, insert these 2 snippets:<br />
<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('encounters','notes_a','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No form ros checks.png|center]]<br />
<br />
<br />
[[File:Nosoap.png|center]]<br />
<br />
<br />
=='''Hiding Fee Sheet from Physicians'''==<br />
In practices where Physicians have no responsibilities for entering charges, the Administrator may wish to hide the Fee Sheet from this ARO. Without the help of developers, this example would be very difficult for most users.<br />
<br />
*Move the ACO to the left.<br />
[[File:No fee1.png|center]]<br />
<br />
<br />
*There is no useful public document; but a convenient snippet was found, to which was added:<br />
<br />
<br />
::<nowiki>&& acl_check('encounters','coding_a'))</nowiki><br />
<br />
[[File:Nofee5.png]]<br />
<br />
<br />
<br />
*In the Fee Sheet script, insert the following:<br />
<br />
<br />
::<nowiki>if (!acl_check('encounters','coding_a')) die("Not authorized!");</nowiki><br />
<br />
[[File:No fee3.png|center]]<br />
<br />
<br />
<br />
<br />
<br />
:::::::<span style = "color:green;">''If your head is not spinning after all these code changes, three cheers for you''!!!</span><br />
<br />
<br />
<br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide 4.1.1]][[Category:User Guide 4.1.0]][[Category:User Guide]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=ACL_Fine_Granular_Control&diff=19523ACL Fine Granular Control2015-03-29T20:09:20Z<p>Pieter W Blankevoort: /* Introduction */</p>
<hr />
<div>=='''Introduction'''==<br />
A practice, with staff performing a multitude of tasks, at some point, would wish to delineate the degree of access to the various parts of OpenEMR. Because the Navigation Menu is the nexus of all modules, it is this part of the application that users seek to customize access for staff, commensurate with their duties.<br />
<br />
Ideally [[Adding_and_Removing_User_Permissions|changing permissions]] should be as simple as described in the Wiki article, but that is not the case. Because [[Access_Controls_Listing|permissions]] tend to overlap and because each permission may encompass more functions than its stated title, fine granular control is difficult to achieve. <br />
<br />
Adding to the complexity is the fact that new snippets need to be added to the relevant .php file. Forum members are all too aware that, even with the help of developers, at least 2 pages of discussion are usually required to accomplish the task. Fine tuning is possible with a healthy dose of patience.<br />
<br />
There is an excellent explanation of ACL by the authors of the module. It can be found by navigating from Administration->ACL-> Advanced link in the heading->Manual tab. "Star Wars" ''aficionados'' will appreciate the analogy.<br />
<br />
<br />
[[File:Explain.png|center]]<br />
<br />
<br />
=== Two important concepts are: ===<br />
<br />
ARO = Access Request Objects (the Group to whom access is granted)<br />
<br />
ACO = Access Control Objects (functions to which access is being granted).<br />
<br />
<br />
If a practice has many groups of ARO's beyond the default, it may be easier to start with the Front Desk because it has the most limited access. From that set of ACO's the practice can configure additional layers of ACO's.<br />
<br />
We will endeavor to add as many examples as possible, as they become available, to permit the user to do this on his own. There will be many times when it is impossible not to ask for help in the Fora, so feel free .<br />
<br />
=='''Advisory'''==<br />
*Experiment on a test copy.<br />
<br />
*<span style = "color:red;">'''Backup'''</span> before attempting on the production copy. White screens tend to make even the most hardy amongst us faint with fear.<br />
<br />
<br />
=='''Building Blocks'''==<br />
In addition to the ACL module, the user must become familiar with the various aspects of the Navigation Menu, the Array and the Disallowed sections of the openemr/interface/main/left_nav.php that governs it and the .php files that generate the frames in question.<br />
<br />
[[Main_Screen_%26_Navigation_4.1.3#Navigation_Menu|Navigation Menu]] provides an in-depth look at the left side bar. <br />
<br />
To find the .php for the frame that is to be hidden, right click on it and choose "This Frame"->"Open In Another Tab". The URL will give the path to the .php file.<br />
<br />
<br />
=='''Left_Nav.Php'''==<br />
===Array Section===<br />
The Array section, shown below, describes most of what is listed in the Navigation Menu; but not all of it and at times beyond it. Not everything in the Menu can be found here and at the same time Array addresses non-Menu functions. Our task is to find the correct primary document (if available) for hiding the part of the Menu that is of interest to us.<br />
<br />
[[File:Array5.png|center]]<br />
[[File:Array2.png|center]] <br />
<br />
<br />
Each of the documents has a short descriptor, a more detailed descriptor, information regarding reference point (whether global or about patients) and generally the location of the pertinent .php file. Some of the documents are self-evident, while others are more opaque. All will have comments in '''bold'''.<br />
<br />
*"'ros' => array(xl('Roster') , 0, 'reports/players_report.php?embed=1')": '''Roster of players''', probably of little relevence to most practices.<br />
<br />
*"'cal' => array(xl('Calendar') , 0, 'main/main_info.php')": '''Calendar for scheduling appointments'''.<br />
<br />
*"'app' => array(xl('Portal Activity') , 0, '../myportal/index.php')": '''Patient Portal, if enabled'''.<br />
<br />
*"'msg' => array(xl('Messages') , 0, 'main/messages/messages.php?form_active=1')": '''Messages Center'''.<br />
<br />
*"'pwd' => array(xl('Password') , 0, 'usergroup/user_info.php')": '''Password, under Miscellaneous'''.<br />
<br />
*"'prf' => array(xl('Preferences') , 0, 'super/edit_globals.php?mode=user')": '''Preferences, under Miscellaneous'''.<br />
<br />
*"'adm' => array(xl('Admin') , 0, 'usergroup/admin_frameset.php')": '''Users, under Administration'''.<br />
<br />
*"'rep' => array(xl('Reports') , 0, 'reports/index.php')": '''Reports, for Clients, Clinic, Visits and Financial'''.<br />
<br />
*"'ono' => array(xl('Ofc Notes') , 0, 'main/onotes/office_comments.php')": '''Ofc Notes, under Miscellaneous'''.<br />
<br />
*"'fax' => array(xl('Fax/Scan') , 0, 'fax/faxq.php')": '''Administration, Globals, Miscellaneous tab'''.<br />
<br />
*"'adb' => array(xl('Addr Bk') , 0, 'usergroup/addrbook_list.php')": '''Address Book under Miscellaneous'''.<br />
<br />
*"'orl' => array(xl('Proc Prov') , 0, 'orders/procedure_provider_list.php')": '''Providers under Procedures'''.<br />
<br />
*"'ort' => array(xl('Proc Cat') , 0, 'orders/types.php')": '''Categories of tests in Configuration under Procedures'''.<br />
<br />
*"'orc' => array(xl('Proc Load') , 0, 'orders/load_compendium.php')": '''Load Compendium under Procedures'''.<br />
<br />
*"'orb' => array(xl('Proc Bat') , 0, 'orders/orders_results.php?batch=1')": '''Batch Results under Procedures'''.<br />
<br />
*"'ore' => array(xl('E-Reports') , 0, 'orders/list_reports.php')": '''Electronic Reports under Procedures'''.<br />
<br />
*"'ppo' => array(xl('CMS Portal'), 0, 'cmsportal/list_requests.php')": '''CMS Portal'''.<br />
<br />
*"'cht' => array(xl('Chart Trk') , 0, '../custom/chart_tracker.php')": '''Chart Tracker under Miscellaneous'''.<br />
<br />
*"'imp' => array(xl('Import') , 0, '../custom/import.php')": '''New Documents for import, under Miscellaneous'''.<br />
<br />
*"'bil' => array(xl('Billing') , 0, 'billing/billing_report.php')": '''Billing module under Fees'''.<br />
<br />
*"'sup' => array(xl('Superbill') , 0, 'patient_file/encounter/superbill_custom_full.php')": '''Superbill under Visits, Reports'''.<br />
<br />
*"'aun' => array(xl('Authorizations'), 0, 'main/authorizations/authorizations.php')": '''Authorization under Miscellaneous'''.<br />
<br />
*"'new' => array(xl('New Pt') , 0, 'new/new.php')": '''New/Search under Patients/Clients'''.<br />
<br />
*"'ped' => array(xl('Patient Education'), 0, 'reports/patient_edu_web_lookup.php')": '''Patient Education under Miscellaneous'''.<br />
<br />
*"'lab' => array(xl('Check Lab Results') , 0, 'orders/lab_exchange.php')": '''Lab Exchange in Administration, Globals, Connectors'''.<br />
<br />
*"'dem' => array(xl('Patient') , 1, "patient_file/summary/demographics.php")": '''Demographics section of Patient Summary'''.<br />
<br />
*"'his' => array(xl('History') , 1, 'patient_file/history/history.php')": '''History tab of Patient Summary'''.<br />
<br />
*"'ens' => array(xl('Visit History'), 1, 'patient_file/history/encounters.php')": '''Visit History under Visits,Patients/Clients'''.<br />
<br />
*"'nen' => array(xl('Create Visit'), 1, 'forms/newpatient/new.php?autoloaded=1&calenc=')": '''Create Visit under Visits, Patients/Clients'''.<br />
<br />
*"'pre' => array(xl('Rx') , 1, 'patient_file/summary/rx_frameset.php')": '''Prescription module'''.<br />
<br />
*"'iss' => array(xl('Issues') , 1, 'patient_file/summary/stats_full.php?active=all')": '''Issues tab of Patient Summary'''.<br />
<br />
*"'imm' => array(xl('Immunize') , 1, 'patient_file/summary/immunizations.php')": '''Immunizations module of Patient Summary'''.<br />
<br />
*"'doc' => array(xl('Documents') , 1, '../controller.php?document&list&patient_id={PID}')": '''Documents tab of Patient Summary'''.<br />
<br />
*"'orp' => array(xl('Proc Pending Rev'), 1, 'orders/orders_results.php?review=1')": '''Pending Review under Procedures'''.<br />
<br />
*"'orr' => array(xl('Proc Res') , 1, 'orders/orders_results.php')": '''Patient Results under Procedures'''.<br />
<br />
*"'lda' => array(xl('Lab overview') , 1, 'patient_file/summary/labdata.php')": '''Lab Overview under Procedures'''.<br />
<br />
*"'tan' => array(xl('Configure Tracks') , 0, 'forms/track_anything/create.php')": '''Track Anything module, if enabled'''.<br />
<br />
*"'prp' => array(xl('Pt Report') , 1, 'patient_file/report/patient_report.php')": '''Report tab of Patient Summary'''.<br />
<br />
*"'prq' => array(xl('Pt Rec Request') , 1, 'patient_file/transaction/record_request.php')": '''Record Request in Transaction tab of Patient Summary'''.<br />
<br />
*"'pno' => array(xl('Pt Notes') , 1, 'patient_file/summary/pnotes.php')": '''Notes in Patient Summary'''.<br />
<br />
*"'tra' => array(xl('Transact') , 1, 'patient_file/transaction/transactions.php')": '''Transaction tab of Patient Summary'''.<br />
<br />
*"'sum' => array(xl('Summary') , 1, 'patient_file/summary/summary_bottom.php')": '''Summary under Patients/Clients'''.<br />
<br />
*"'enc' => array(xl('Encounter') , 2, 'patient_file/encounter/encounter_top.php')": '''New Encounter from Encounter History drop down menu'''.<br />
<br />
*"'erx' => array(xl('e-Rx') , 1, 'eRx.php')": '''E-Prescribe if enabled'''.<br />
<br />
*"'err' => array(xl('e-Rx Renewal') , 1, 'eRx.php?page=status')": '''E-Prescription renewal'''.<br />
<br />
*"'pay' => array(xl('Payment') , 1, '../patient_file/front_payment.php')": '''Payment under Fees'''.<br />
<br />
*"'edi' => array(xl('EDI History') , 0, 'billing/edih_view.php')": '''EDI History under Fees'''.<br />
<br />
*"'dld' => array(xl('Display Documents'), 0, 'main/display_documents.php')": '''Display from Documents tab of Patient Summary'''.<br />
<br />
<br />
===Disallowed Section===<br />
If we can work from the Disallowed section, it would be great because it is less difficult to insert snippets here.<br />
<br />
[[File:Disallowed.png]]<br />
<br />
<br />
=='''Hiding The Calendar'''==<br />
There exist practices that don't want the Front Office to view the Calendar. It is a rare occurrence because the Front Office is predominately responsible for booking appointments. We will use this example because the exercise is fairly straightforward.<br />
<br />
*Move the ACO, Patient, Appointments; to the right.<br />
[[File:No calendar1.png|center]]<br />
<br />
<br />
*Note that the Array section has a "cal" document,"'cal' => array(xl('Calendar'), ..."; so we have a fortuitous start.<br />
<br />
*Because the Calendar can be disabled from Globals, a statement must address this fact. The second statement asks if the ARO has permission to view the Calendar. Insert this snippet into Line 189 in the Disallowed section:<br />
<br />
<br />
::<nowiki>$disallowed['cal'] = !(GLOBALS['disable_calendar');] || acl_check('patients','appointments','', 'write'));</nowiki><br />
<br />
[[File:No calendar2.png|center]]<br />
<br />
<br />
*The openemr/interface/main/calendar/index.php handles the Calendar.<br />
<br />
*Insert the 2 snippets:<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('patients','appointment','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No calendar3.png|center]]<br />
<br />
<br />
=='''Hiding Contributed Forms'''==<br />
Despite the fact that the Front Office should not have access to forms like Review of Systems Checks and SOAP, it does.<br />
<br />
*We are fortunate once again that the document, 'enc', exists in the Array section; permitting us to insert the following:<br />
<br />
<br />
::<nowiki>disallowed['enc'] = !(acl_check('encounters','notes','','write'));</nowiki><br />
<br />
[[File:No form.png|center]]<br />
<br />
<br />
*Into each of script for the forms, insert these 2 snippets:<br />
<br />
<br />
::<nowiki>require_once("$srcdir/acl.inc");</nowiki><br />
::<nowiki>if (!acl_check('encounters','notes_a','','write')) die("Not authorized!");</nowiki><br />
<br />
[[File:No form ros checks.png|center]]<br />
<br />
<br />
[[File:Nosoap.png|center]]<br />
<br />
<br />
=='''Hiding Fee Sheet from Physicians'''==<br />
In practices where Physicians have no responsibilities for entering charges, the Administrator may wish to hide the Fee Sheet from this ARO. Without the help of developers, this example would be very difficult for most users.<br />
<br />
*Move the ACO to the left.<br />
[[File:No fee1.png|center]]<br />
<br />
<br />
*There is no useful public document; but a convenient snippet was found, to which was added:<br />
<br />
<br />
::<nowiki>&& acl_check('encounters','coding_a'))</nowiki><br />
<br />
[[File:Nofee5.png]]<br />
<br />
<br />
<br />
*In the Fee Sheet script, insert the following:<br />
<br />
<br />
::<nowiki>if (!acl_check('encounters','coding_a')) die("Not authorized!");</nowiki><br />
<br />
[[File:No fee3.png|center]]<br />
<br />
<br />
<br />
<br />
<br />
:::::::<span style = "color:green;">''If your head is not spinning after all these code changes, three cheers for you''!!!</span><br />
<br />
<br />
<br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide 4.1.1]][[Category:User Guide 4.1.0]][[Category:User Guide]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=19109Templates for Patient Documents2015-02-03T19:24:39Z<p>Pieter W Blankevoort: /* Overview */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.2.0. It provides the ability to upload Templates in an Open Document format (OpenOffice or LibreOffice. Not sure about MSWord, just try), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of referrer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
Remember to give the file the extension of the program it is made with. This helps to open the file when ready to correct before printing with your favorite editing software. (For Open office it should be "file.odt")<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter. <br />
: The template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.<br />
<br />
'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.<br />
<br />
<br />
'''Templates in Download ZIP format for OpenOffice Word Processor:'''<br />
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields}, <br />
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!<br />
: All available fields is a Document with all available fields that will show in this kind of Document template.<br />
<br />
Download this [[File:openoffice_three_test_files.zip]]<br />
<br />
''If the correct fields are filled the Document should show the information without {...}''<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.2.0]][[Category:User Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=FAQ&diff=19108FAQ2015-01-31T18:17:14Z<p>Pieter W Blankevoort: /* What is CAMOS? */</p>
<hr />
<div>__TOC__<br />
<br />
==What is OpenEMR?==<br />
:OpenEMR is an Open Source electronic medical record and medical practice management software. For more details, check out the [http://www.open-emr.org Project website] and the [[OpenEMR_Features| OpenEMR Features Page]].<br />
<br />
==Is OpenEMR ONC certified?==<br />
:OpenEMR 4.1.0, 4.1.1 and 4.1.2 are certified as a Complete Ambulatory EHR ([http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory ONC Complete Ambulatory EHR Certified]).<br />
<br />
==What is the quickest way for me to evaluate OpenEMR?==<br />
:We host an OpenEMR online demo here at: [[OpenEMR Demo|OpenEMR Demo]].<br />
:We also offer an OpenEMR Virtual Appliance here: [[OpenEMR 4.1.1 Virtual Appliance|OpenEMR Virtual Appliance]].<br />
:We also offer multiple download packages here: [[OpenEMR_Downloads| OpenEMR Downloads]].<br />
<br />
==Are OpenEMR and OEMR the same thing?==<br />
:'''NO.'''<br />
:*[http://www.open-emr.org OpenEMR] is the name of the software.<br />
:*[http://www.oemr.org OEMR] is the name of a non-profit organization that helps to support OpenEMR.<br />
<br />
==What is OpenEMR's default Username, Password and other related issues?==<br />
: The default USERNAME: '''admin''' the PASSWORD: '''pass'''.<br />
<br />
: '''Other issues with password:'''<br />
:: In openEMR 4.1.2 to change the Password of a user(OpenEMR), go to administration->Users and you need to provide "Your Password:" - The password of the current user logged in. "User`s New Password:" - The new password to be changed.<br />
<br />
:: '''In order to change the mysql user and password''' you need to provide the correct credentials in the file sqlconf.php, which can be found under /sites/default/sqlconf.php<br />
<br />
:: '''The field labeled "password"''' which is unhidden is the new user's password, "Your password:" is the administrator's password which is masked.<br />
<br />
:: '''Do NOT mistake the "your password"''' as to confirm the new user password.<br />
<br />
==Why and how should I backup my data?==<br />
:Disaster can strike at anytime. Backing up will mean the difference between a mild inconvenience and a major imbroglio.<br />
::*Choose a method according to the operating system from [[OpenEMR_Backup_Tools|this webpage]].<br />
::*Windows users are advised not to rely on the built-in utility once their file size becomes too large. The reasons are discussed in this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
<br />
==Can I charge for the OpenEMR software?==<br />
:OpenEMR is licensed under the terms of the GNU General Public License (GNU GPL). This license makes few restrictions on the exchange of money for products or services.<br />
<br />
:'''What you can do:'''<br />
::* You can charge for your time for installation and any hardware you provide. <br />
::* You can charge for IT maintenance of the operating system and installation of OpenEMR upgrades, maintaining back ups etc.<br />
::* You can charge for making software modifications to the system as needed.<br />
::* You can charge a fee for the OpenEMR package as long as you follow these guidelines [http://www.gnu.org/licenses/gpl-faq.html#DoesTheGPLAllowMoney], [http://www.gnu.org/licenses/gpl-faq.html#DoesTheGPLAllowDownloadFee], and [http://www.gnu.org/licenses/gpl-faq.html#DoesTheGPLAllowRequireFee].<br />
<br />
:'''What you must do:'''<br />
::* You must provide the source code in plain text to your clients.<br />
::* You must provide a copy of the General GPL license. The General GPL license is actually included with the OpenEMR release. (See Also: [http://www.gnu.org/licenses/gpl-faq.html#WhyMustIInclude]).<br />
<br />
:'''What you can not do:'''<br />
::* You can cannot mix OpenEMR with modules that are proprietary or closed source. For example you can only use modules that are also Open Source or Free Software. Open Source is [http://www.opensource.org/osd.html defined] by the OSI; Free Software is [http://www.gnu.org/philosophy/free-sw.html defined] by the FSF; they are virtually identical.<br />
<br />
:'''Optional:'''<br />
::* If you modify the system you can charge for your efforts. We do ask that you consider releasing your improvements back to the project under the GNU GPL licensing.<br />
<br />
:'''What are the Terms and conditions of the System?'''<br />
::* See the file COPYING in the release.<br />
::* [http://www.gnu.org/licenses/licenses.html#GPL GNU General Public License] on the GNU Project's website.<br />
<br />
:'''As per the website OpenEMR is open source so can we change the logos, functionality of the software, as we are having sms, other solutions that can be implemented?'''<br />
::* '''YES.''' With the exception that you may not remove the GPL license. The other terms and conditions listed above must be followed. If you incorporate other open source software it is legally easiest to use licenses that are similar. As examples Mozilla has its own Open Source license but it allows activities that are not permitted under the General GPL. So technically using software modules with Mozilla style licenses is not a problem as long as they do not conflict with the General GPL. But things can get very sticky in a way that it is difficult to operate legally. So in general it is better to only combine similar licenses.<br />
::* You can charge for the changes in functionality. But the OpenEMR software must remain under the GPL license. The problem that comes up is that if you do not release your code back to the project, every time we release a new version you have to update your version with the changes that you made. The only other option is to not upgrade your OpenEMR as the new releases come out. Releasing your code back to the project under the GPL licensing means that each subsequent upgrade already includes your changes.<br />
<br />
:'''What license fee or other charges we have to pay OpenEMR team for the above modifications and implementations?''' <br />
::*'''NONE.''' The software is free and open source, subject to the restrictions listed above.<br />
<br />
==How do I correct the date/time setting?==<br />
<br />
After PHP 5.2 PHP strtotime(), date() will no longer accept the default system time and the date.timezone must be explicitly set.<br />
<br />
PHP Warning: date(): It is not safe to rely on the system's timezone settings. You are *required* to use the date.timezone setting or the date_default_timezone_set() function. In case you used any of those methods and you are still getting this warning, you most likely misspelled the timezone identifier. We selected the timezone 'UTC' for now, but please set date.timezone to select your timezone. in /var/www/html/openemr/interface/patient_file/summary/demographics.php on line 1182, referer: http://myserver/openemr/interface/main/left_nav.php. <br />
<br />
in php.ini about line 881 set date.time<br />
<br />
date.timezone = "America/New_York"<br />
<br />
You have to use one one of the PHP standard time zones for this to work correctly. Then restart your Apache web server.<br />
<br />
[[OpenEMR_4.1.2_XAMPP_Package_Installation#Method_2|An alternate way]] to change time zone.<br />
<br />
==Can OpenEMR keep track of drug and product inventory?==<br />
:'''YES,''' it can. The drug and tracking of other non-drug materials is turned on at Administration->Globals-> Features->"Drug and Products".<br />
::*See the [[Pharmacy_Dispensary_Module|Inventory Module]] wiki page for further instructions.<br />
<br />
==Is there a guide to Forum etiquette?==<br />
:'''YES.''' Refer to [[OpenEMR_Forum_Guidelines|Forum Guidelines]].<br />
<br />
== How do I get my own personal avatar picture in the Forums? ==<br />
:[[Acquisition_Of_An_Avatar_Picture_For_Use_In_The_Forums|Acquisition Of An Avatar Picture For Use In The Forums]] will tell you how.<br />
<br />
==What is FreeB?==<br />
:FreeB is now obsolete. Previous to OpenEMR version 2.9.0, FreeB was a separate program that created insurance claims. However, in OpenEMR versions 2.9.0 and later the insurance billing engine is included in OpenEMR.<br />
<br />
==What is GACL or php-GACL?==<br />
:GACL or gacl is a short cut form for phpGACL. This is an acronym meaning Generic Access Control Lists. It allows fine grained control over OpenEMR. As an example, the physician can be permitted to view sensitive patient information, while the receptionist is unable to view this sensitive patient information.<br />
<br />
:Since OpenEMR version 3.0.0, access controls (php-GACL) is included in OpenEMR, thus requiring no separate installation or configuration. Administration of access controls is performed within OpenEMR in the Administration->acl menu.<br />
<br />
:In OpenEMR versions 2.9.0 and earlier, php-GACL was actually installed separately.<br />
<br />
== What is ImageMagick? ==<br />
:This is imaging conversion software used by OpenEMR in the Patients->Report screen to convert pdf images to jpg images. In linux, this is almost always installed by default, so rarely causes problems in linux. However, if you are using Windows, then you will need to install [http://www.imagemagick.org/script/binary-releases.php ImageMagick] and [http://sourceforge.net/projects/ghostscript/files Ghostscript](gs871w32.exe file). When you install ImageMagick, ensure you install it as the Adminstrator and also ensure you select to allow it to configure it with your Path. After installing these programs in Windows, then restart Windows. For Windows, will require OpenEMR 3.2.0 (with latest patch installed) or later for ImageMagick to work.<br />
<br />
==Are other languages supported?==<br />
:Currently OpenEMR is functional in many languages. If you have an interest in helping translate OpenEMR into your native language, please let us know. We will be glad to add your language to the list and help get you started on the translation. Our latest information on the translation projects can be found on the [[OpenEMR Internationalization Translator Guide|OpenEMR Internationalization Development]] wiki page.<br />
<br />
==How to setup OpenEMR for multiple clinics?==<br />
:OpenEMR can be modified to run with separate clinics/facilities. There are two options:<br />
::1) If you want to share the scheduling, patient data and physician data between clinics/facilities, then can input each facility here. <br />
:::*Go to Administration->Facilities->and define your locations:<br />
:::*It is also possible for a provider to be linked to only one facility to see only his/her patients in that facility.<br />
::::*Set Administration->Features->Restrict Users to Facilities and then set the facility in Administration->Users.<br />
::2) Can create numerous completely separate OpenEMR installations on the same server with the Multi-site Module.<br />
:::*See the [[OpenEMR_Multiple_Sites_Module|Multiple Sites Module]] wiki page for instructions.<br />
::::*Multiple Sites Module changes OpenEMR to be used so each install is separated and can run in its own space and make administration better from a central site. Remember running 200-300 facilities on a single server would be tremendous load for that server.<br />
::::* The more recent Versions V 4.1.1 and later have the option to create separate Clinics and separate doctors per Clinic with their own patient populations and billing departments.<br />
<br />
==How do I include a photograph in the Patient Summary?==<br />
:A document category called 'Patient Photograph' is now a default part of OpenEMR 4.0+. You need only upload a photo of any size (don't be silly and load a 10 mega pixel poster). The photo will show up in the Photo/ID section on the Patient Summary page with a click-able thumbnail image.<br />
<br />
::'''note below instructions are only needed for OpenEMR versions less than 4.0:'''<br />
:::*Create an additional sub-directory in Documents under patient ID. Administration->Practice-> Documents->Edit Documents. Click: Patient Information and create a Sub-Directory. Name it: Patient Photograph.<br />
:::*Now activate a Patient/Client. Go to Current Client->Medical Record->Documents->go to Sub-Directory Patient Photograph.<br />
:::*Upload the Client's photograph. (Be sure to place it in Patient Photograph sub directory under patient own name. Photo should be: 320x240. Photo will show in Patient Demographics page. (Remember no directory or no photo, no visible picture!) <br />
:::*That is it. Details created with the advice given on OpenEMR Developers Forum as advice from Mark L.<br />
<br />
<br />
==What are the correct PHP settings (can be found in the php.ini file)?==<br />
:We recommend the following PHP setting, which can be set in the php.ini file (If you do modify this file, remember to restart your web server (usually Apache) to apply the new settings):<br />
::short_open_tag = On<br />
::max_execution_time = 60 <br />
::max_input_time = 90<br />
::memory_limit = 128M<br />
::display_errors = Off<br />
::log_errors = On<br />
::register_globals = Off <br />
::post_max_size = 30M<br />
::file_uploads = On<br />
::upload_max_filesize = 30M <br />
::error_reporting = E_ALL & ~E_NOTICE & ~E_STRICT & ~E_DEPRECATED<br />
<br />
:If using a php version of 5.3.9 or greater, then also need:<br />
::max_input_vars = 3000<br />
<br />
==What is SQL-Ledger?==<br />
:SQL-Ledger is now obsolete. Previous to version 3.0.0, SQL-Ledger was a separate accounting program to manage accounts receivable. However, in OpenEMR versions 3.0.0 and later the management of accounts receivables is included in OpenEMR.<br />
<br />
==What Templating Engines can be used in OpenEMR?==<br />
:Within Administration section there are three Template-Engine options, but all have to be activated first.<br />
::*CAMOS: The oldest and well thought out click and choose option input.<br />
::*LBV_Forms: Lay-out Based Visit Forms are a bit more complicated, but well worth the effort to explore.<br />
::*Nation Notes: An "extra" to add, for LBV_Forms and can be made "as complicated or simple" as you want, and keep the freedom to include free text. Easy for Click and Include standard text and choices.<br />
<br />
:All three can be used together in one and the same OpenEMR production version, using all three is a sure way to confusion.<br />
<br />
:'''Better advice is:''' Study the separate options of each product and make a choice. All three need to follow their own activation rules and the extra tables included in the Database have their own separate place and functionality.<br />
<br />
==What is CAMOS?==<br />
:CAMOS (Computer Aided Medical Ordering System) is an additional feature. Original intentions where to "Make your choice and get the same text in the history of the patient" kind of approach, it can be used to print recipe, history, referals and many other medical observations/interventions, take action, etc., etc.<br />
::This feature needs the following configuration: <br />
::*Goto: Administration->Other->Forms->CAMOS register-> enable; back to current visit and use. <br />
::*You will find the installed CAMOS under Miscellaneous. <br />
::*Beware of the fact that this feature has its own recipe, diagnose, and many other options. <br />
::*It's highly flexible approach is, once understood, a nice shortcut.<br />
::'''More details and the CAMOS User manual can be found on the [[CAMOS module|CAMOS Module]] WIKI page.'''<br />
<br />
==What are Layout Based Visit Forms?==<br />
:LBV Forms is an additional feature. To be used to create personal forms. Some extra Forms you wanted to have in your OpenEMR version, but can't find under the Include Forms options.<br />
::'''More details and the LBV Forms manual can be found in the [[LBV Forms|LBV Forms module]] WIKI page, also [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form]]'''.<br />
<br />
==What are Nation Notes?==<br />
:An option to include standard text/options in LBV-Forms.<br />
::'''More details on Nation Notes can be found in the [[Nation Notes]] WIKI page, and how to include this module'''.<br />
<br />
==Where can I find Videos or Animation explaining openEMR? ==<br />
:Many recordings are found on YouTube. Search for OpenEMR Video.<br />
::'''This page [[Videos and Animations]] explains modifications for OpenEMR<br />
<br />
==How do I begin to volunteer for the OpenEMR project?==<br />
:Please note that you do not need to be a developer to contribute to the project. Potential activities to help out the project include development, testing, translating, documentation, support and many more.<br />
<br />
:We encourage all skill levels to participate and we are dedicated to maintaining a spirit of openness, kindness and cooperation. <br />
<br />
:To get started, feel free to introduce yourself at the forums on sourceforge or email the administrators, Rod Roark (rod@sunsetsystems.com) and Brady Miller (brady@sparmy.com).<br />
<br />
:*If you are interesting in developing for OpenEMR, refer to [[New Developer Information]].<br />
:*If you are interested in translating for OpenEMR, see [[OpenEMR Internationalization Translator Guide]].<br />
:*If you are interested in documenting for OpenEMR, read [[ACCOUNT REQUEST AND WIKI AUTHORSHIP PRIMER|Account Request and Wiki Authorship Primer]].<br />
:*If you are interested in providing support for OpenEMR, participate in [http://sourceforge.net/projects/openemr/forums the OpenEMR Forums].<br />
:*For a general guide, peruse [http://opensource.com/life/13/10/contribute-open-source-project-no-code How Non-Programmers Can Contribute To Open Source Projects]. <br />
<br />
==Can I add more information to this FAQ page and the Wiki?==<br />
<br />
:'''YES,''' just register and become a Wiki author. <br />
::* Whatever you think is helpful to the community and avoids repetitive topics could be added. The Project welcomes additions to the collective wisdom. The more, the merrier.<br />
::*[[ACCOUNT_REQUEST_AND_WIKI_AUTHORSHIP_PRIMER|Account Request and Wiki Authorship Primer]] is a quick guide on how to get started.<br />
<br />
<br />
<br />
<br />
<br />
[[Category:Frequently Asked Questions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=19107Templates for Patient Documents2015-01-30T00:31:13Z<p>Pieter W Blankevoort: /* Overview */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.2.0. It provides the ability to upload Templates in an Open Document format (OpenOffice or LibreOffice. Not sure about MSWord, just try), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of referrer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter. <br />
: The template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.<br />
<br />
'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.<br />
<br />
<br />
'''Templates in Download ZIP format for OpenOffice Word Processor:'''<br />
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields}, <br />
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!<br />
: All available fields is a Document with all available fields that will show in this kind of Document template.<br />
<br />
Download this [[File:openoffice_three_test_files.zip]]<br />
<br />
''If the correct fields are filled the Document should show the information without {...}''<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.2.0]][[Category:User Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Windows_Backup_And_Restore_Made_Easy&diff=19101Windows Backup And Restore Made Easy2015-01-29T00:39:49Z<p>Pieter W Blankevoort: /* Tool Construction */</p>
<hr />
<div> <br />
== Method Comparisons ==<br />
This process of backup is a refinement and simplification of Joe Holzer's method. Knowledge of programming and of Command Prompt is '''<span style="color:green;">not required</span>'''. <br />
<br />
In reference to the built-in backup utility, once constructed properly, this method is just as simple to use. Comments in the OpenEMR Forums stressed that browser-based backups are not reliable (refer to [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 this Forum thread]). In a recently restored backup after using the native tool, all the scanned documents were missing and the LBV forms had to be re-configured. Recovery with this method does not necessitate the unbundling of the backup file, copying and replacing of the openemr\sites\default folder and the rebuilding of the MySQL database.<br />
<br />
Unlike the Joe Holzer method the entire XAMPP directory is replicated, not just the four htdocs\openemr folders and the MySQL database. Recovery does not require that XAMPP-OpenEMR be downloaded and the files to be copied onto the download.<br />
<br />
== Preparatory Steps ==<br />
Screenshots are from a Windows 7 machine.<br />
<br />
Two pieces of information are necessary before construction of the tool.<br />
<br />
1) The version of Apache must be known. A quick way to find out, go to Control Panel->Systems and Security-> <nowiki>Administrative Tools->Services. In the list of Services, look for the number next to Apache.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 1.png|center]]<br />
<br />
<br />
2) You will need to know the letter drive of the backup device. Insert the device. Go to Windows Explorer, under <nowiki>Computer is the letter of the drive.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 2.png|center]]<br />
<br />
== Tool Construction ==<br />
1) Open Notepad to create an empty file. (changed this: <s>folder</s>.)<br />
<br />
2) Under the File tab, choose Save As, type in check.bat as the File Name and use the default Text Documents as <br />
<nowiki>the Save As Type. Save to C-drive. Click Save.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 3.png|center]]<br />
<br />
<br />
3) Verify that it is in C-drive by going to Windows Explorer and then to C-drive. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 4.png|center]]<br />
<br />
<br />
<br />
<br />
4) Open Notepad again, copy and paste the following set of commands:<br />
<br />
<br />
net stop "mysql"<br />
<br />
net stop "apache2.4"<br />
<br />
cmd /c cd C:\<br />
<br />
if exist C:\check.bat xcopy C:\xampp\*.* F:\xampp\ /d /e /c /i /f /h /k /y<br />
<br />
net start "apache2.4"<br />
<br />
net start "mysql"<br />
<br />
<br />
5) Change the version of Apache if it is not 2.4 in lines 2 and 5 of the script and the drive letter if it is not F <br />
<nowiki>in line 4.</nowiki><br />
<br />
6) It is very important that these next 2 steps are '''<span style = "color:red;">executed exactly</span>''' as stated to avoid problems. Under the <br />
<nowiki>File tab, choose Save As. In the File Name bar, type in C:\users\XXX\desktop\backup.cmd where XXX is the<br />
name of the account that you signed into at the Windows Welcome Screen.</nowiki><br />
<br />
7) In the Save As Type bar, click the drop down menu and choose All Files. The File will be saved to your Desktop. Click Save. If you use<br />
<nowiki> the default of Text Documents, you will have only a document of the instructions and not the actual command to execute the backup.</nowiki> <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 5.png|center]]<br />
<br />
<br />
<br />
8) Go to the Desktop. If you see two cogged gears, then the text file was successfully converted into a command file. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 6, jpg.jpg|center]]<br />
<br />
== Backup ==<br />
1) Log off OpenEMR.<br />
<br />
2) Double click the backup.cmd icon on your Desktop.<br />
<br />
3) Command Prompt will appear and start the backup and save it to your device. Flash drives, SD cards<nowiki> and external hard drives have been used successfully as backup media. DVD's have not been tested. To change the drive of the destination device, right click on the backup.cmd icon and choose Edit.</nowiki><br />
<br />
4) When Command Prompt has completed the task, it will close automatically and a new folder, XAMPP, will appear on<br />
<nowiki>the backup device.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 7.png|center]]<br />
<br />
5) To have more than one backup in time you can do the following: In Windows Explorer go to your Backup folder: F:/XAMPP and rename this folder into XAMPP-yyyymmdd (add the date you made your backup). This will avoid overwriting this folder when making your next back-up. When restoring the file you have to rename the folder again into: F:/XAMPP<br />
<br />
== Recovery ==<br />
1) Send the XAMPP folder to C-drive.<br />
<br />
2) Go to C:->XAMPP->XAMPP Control and double click that file. The orange icon has a symbol that looks like a dog<br />
<nowiki> bone in the middle.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 8.png|center]]<br />
<br />
<br />
3) Under Modules Service click the red x changing it to a green check mark to install Apache and then under Actions,<br />
<nowiki>click Start to begin the service. Do the same for MySQL. You have to "turn on the lights" before getting back to work. Both modules are ready to use when the PID(s) and Port(s) are populated with numbers.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 9.png]]<br />
<br />
<br />
4) If you are interested in verification of the accuracy of the backup using just the copy on the destination device,<br />
<nowiki>you may need to use XAMPP Start and XAMPP Stop if XAMPP Control does not work. The copy on the device runs only at 80% speed compared to that installed on C-drive, but it is still a very handy feature if verification is the<br />
only objective.</nowiki>.<br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 10.png|center]]<br />
<br />
<br />
5) Log on by typing in http://localhost/openemer in the URL bar. Now it is back to work we go.<br />
<br />
<br />
<br />
== Acknowledgments ==<br />
The elegant script and technical advice have been graciously supplied by Christopher Verkler, M.D. It would not have been possible for us to construct the tool without the invaluable technical assistance of Kevin Yeh, M.D., of IntegralEMR. Pieter W. Blankevoort, M.D., (a.k.a. the LBV Guru) was kind enough to take time from his medical practice on a sunny isle to brainstorm.<br />
<br />
<br />
Good luck and smooth sailing.<br />
<br />
<br />
<br />
<br />
[[Category:Backup]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Windows_Backup_And_Restore_Made_Easy&diff=19100Windows Backup And Restore Made Easy2015-01-28T23:44:20Z<p>Pieter W Blankevoort: /* Backup */</p>
<hr />
<div> <br />
== Method Comparisons ==<br />
This process of backup is a refinement and simplification of Joe Holzer's method. Knowledge of programming and of Command Prompt is '''<span style="color:green;">not required</span>'''. <br />
<br />
In reference to the built-in backup utility, once constructed properly, this method is just as simple to use. Comments in the OpenEMR Forums stressed that browser-based backups are not reliable (refer to [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 this Forum thread]). In a recently restored backup after using the native tool, all the scanned documents were missing and the LBV forms had to be re-configured. Recovery with this method does not necessitate the unbundling of the backup file, copying and replacing of the openemr\sites\default folder and the rebuilding of the MySQL database.<br />
<br />
Unlike the Joe Holzer method the entire XAMPP directory is replicated, not just the four htdocs\openemr folders and the MySQL database. Recovery does not require that XAMPP-OpenEMR be downloaded and the files to be copied onto the download.<br />
<br />
== Preparatory Steps ==<br />
Screenshots are from a Windows 7 machine.<br />
<br />
Two pieces of information are necessary before construction of the tool.<br />
<br />
1) The version of Apache must be known. A quick way to find out, go to Control Panel->Systems and Security-> <nowiki>Administrative Tools->Services. In the list of Services, look for the number next to Apache.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 1.png|center]]<br />
<br />
<br />
2) You will need to know the letter drive of the backup device. Insert the device. Go to Windows Explorer, under <nowiki>Computer is the letter of the drive.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 2.png|center]]<br />
<br />
== Tool Construction ==<br />
1) Open Notepad to create an empty file. (changed this: <s>folder</s>.)<br />
<br />
2) Under the File tab, choose Save As, type in check.bat as the File Name and use the default Text Documents as <br />
<nowiki>the Save As Type. Save to C-drive. Click Save.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 3.png|center]]<br />
<br />
<br />
3) Verify that it is in C-drive by going to Windows Explorer and then to C-drive. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 4.png|center]]<br />
<br />
<br />
<br />
<br />
4) Open Notepad again, copy and paste the following set of commands:<br />
<br />
<br />
net stop "mysql"<br />
<br />
net stop "apache2.4"<br />
<br />
cmd /c cd C:\<br />
<br />
if exist C:\check.bat xcopy C:\xampp\*.* F:\xampp\ /d /e /c /i /f /h /k /y<br />
<br />
net start "apache2.4"<br />
<br />
net start "mysql"<br />
<br />
<br />
5) Change the version of Apache if it is not 2.4 in lines 2 and 5 of the script and the drive letter if it is not F <br />
<nowiki>in line 4.</nowiki><br />
<br />
6) It is very important that these next 2 steps are '''<span style = "color:red;">executed exactly</span>''' as stated to avoid problems. Under the <br />
<nowiki>File tab, choose Save As. In the File Name bar, type in C:\users\XXX\desktop\backup.cmd where XXX is the<br />
name of the account that you signed into at the Windows Welcome Screen.</nowiki><br />
<br />
7) In the Save As Type bar, click the drop down menu and choose All Files. Save to Desktop. Click Save. If you use<br />
<nowiki> the default of Text Documents, you will have only a document of the instructions and not the actual command to execute the backup.</nowiki> <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 5.png|center]]<br />
<br />
<br />
<br />
8) Go to the Desktop. If you see two cogged gears, then the text file was successfully converted into a command file. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 6, jpg.jpg|center]]<br />
<br />
== Backup ==<br />
1) Log off OpenEMR.<br />
<br />
2) Double click the backup.cmd icon on your Desktop.<br />
<br />
3) Command Prompt will appear and start the backup and save it to your device. Flash drives, SD cards<nowiki> and external hard drives have been used successfully as backup media. DVD's have not been tested. To change the drive of the destination device, right click on the backup.cmd icon and choose Edit.</nowiki><br />
<br />
4) When Command Prompt has completed the task, it will close automatically and a new folder, XAMPP, will appear on<br />
<nowiki>the backup device.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 7.png|center]]<br />
<br />
5) To have more than one backup in time you can do the following: In Windows Explorer go to your Backup folder: F:/XAMPP and rename this folder into XAMPP-yyyymmdd (add the date you made your backup). This will avoid overwriting this folder when making your next back-up. When restoring the file you have to rename the folder again into: F:/XAMPP<br />
<br />
== Recovery ==<br />
1) Send the XAMPP folder to C-drive.<br />
<br />
2) Go to C:->XAMPP->XAMPP Control and double click that file. The orange icon has a symbol that looks like a dog<br />
<nowiki> bone in the middle.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 8.png|center]]<br />
<br />
<br />
3) Under Modules Service click the red x changing it to a green check mark to install Apache and then under Actions,<br />
<nowiki>click Start to begin the service. Do the same for MySQL. You have to "turn on the lights" before getting back to work. Both modules are ready to use when the PID(s) and Port(s) are populated with numbers.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 9.png]]<br />
<br />
<br />
4) If you are interested in verification of the accuracy of the backup using just the copy on the destination device,<br />
<nowiki>you may need to use XAMPP Start and XAMPP Stop if XAMPP Control does not work. The copy on the device runs only at 80% speed compared to that installed on C-drive, but it is still a very handy feature if verification is the<br />
only objective.</nowiki>.<br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 10.png|center]]<br />
<br />
<br />
5) Log on by typing in http://localhost/openemer in the URL bar. Now it is back to work we go.<br />
<br />
<br />
<br />
== Acknowledgments ==<br />
The elegant script and technical advice have been graciously supplied by Christopher Verkler, M.D. It would not have been possible for us to construct the tool without the invaluable technical assistance of Kevin Yeh, M.D., of IntegralEMR. Pieter W. Blankevoort, M.D., (a.k.a. the LBV Guru) was kind enough to take time from his medical practice on a sunny isle to brainstorm.<br />
<br />
<br />
Good luck and smooth sailing.<br />
<br />
<br />
<br />
<br />
[[Category:Backup]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Windows_Backup_And_Restore_Made_Easy&diff=19099Windows Backup And Restore Made Easy2015-01-28T23:40:14Z<p>Pieter W Blankevoort: /* Backup */</p>
<hr />
<div> <br />
== Method Comparisons ==<br />
This process of backup is a refinement and simplification of Joe Holzer's method. Knowledge of programming and of Command Prompt is '''<span style="color:green;">not required</span>'''. <br />
<br />
In reference to the built-in backup utility, once constructed properly, this method is just as simple to use. Comments in the OpenEMR Forums stressed that browser-based backups are not reliable (refer to [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 this Forum thread]). In a recently restored backup after using the native tool, all the scanned documents were missing and the LBV forms had to be re-configured. Recovery with this method does not necessitate the unbundling of the backup file, copying and replacing of the openemr\sites\default folder and the rebuilding of the MySQL database.<br />
<br />
Unlike the Joe Holzer method the entire XAMPP directory is replicated, not just the four htdocs\openemr folders and the MySQL database. Recovery does not require that XAMPP-OpenEMR be downloaded and the files to be copied onto the download.<br />
<br />
== Preparatory Steps ==<br />
Screenshots are from a Windows 7 machine.<br />
<br />
Two pieces of information are necessary before construction of the tool.<br />
<br />
1) The version of Apache must be known. A quick way to find out, go to Control Panel->Systems and Security-> <nowiki>Administrative Tools->Services. In the list of Services, look for the number next to Apache.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 1.png|center]]<br />
<br />
<br />
2) You will need to know the letter drive of the backup device. Insert the device. Go to Windows Explorer, under <nowiki>Computer is the letter of the drive.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 2.png|center]]<br />
<br />
== Tool Construction ==<br />
1) Open Notepad to create an empty file. (changed this: <s>folder</s>.)<br />
<br />
2) Under the File tab, choose Save As, type in check.bat as the File Name and use the default Text Documents as <br />
<nowiki>the Save As Type. Save to C-drive. Click Save.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 3.png|center]]<br />
<br />
<br />
3) Verify that it is in C-drive by going to Windows Explorer and then to C-drive. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 4.png|center]]<br />
<br />
<br />
<br />
<br />
4) Open Notepad again, copy and paste the following set of commands:<br />
<br />
<br />
net stop "mysql"<br />
<br />
net stop "apache2.4"<br />
<br />
cmd /c cd C:\<br />
<br />
if exist C:\check.bat xcopy C:\xampp\*.* F:\xampp\ /d /e /c /i /f /h /k /y<br />
<br />
net start "apache2.4"<br />
<br />
net start "mysql"<br />
<br />
<br />
5) Change the version of Apache if it is not 2.4 in lines 2 and 5 of the script and the drive letter if it is not F <br />
<nowiki>in line 4.</nowiki><br />
<br />
6) It is very important that these next 2 steps are '''<span style = "color:red;">executed exactly</span>''' as stated to avoid problems. Under the <br />
<nowiki>File tab, choose Save As. In the File Name bar, type in C:\users\XXX\desktop\backup.cmd where XXX is the<br />
name of the account that you signed into at the Windows Welcome Screen.</nowiki><br />
<br />
7) In the Save As Type bar, click the drop down menu and choose All Files. Save to Desktop. Click Save. If you use<br />
<nowiki> the default of Text Documents, you will have only a document of the instructions and not the actual command to execute the backup.</nowiki> <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 5.png|center]]<br />
<br />
<br />
<br />
8) Go to the Desktop. If you see two cogged gears, then the text file was successfully converted into a command file. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 6, jpg.jpg|center]]<br />
<br />
== Backup ==<br />
1) Log off OpenEMR.<br />
<br />
2) Double click the backup.cmd icon on your Desktop.<br />
<br />
3) Command Prompt will appear and start the backup and save it to your device. Flash drives, SD cards<nowiki> and external hard drives have been used successfully as backup media. DVD's have not been tested. To change the drive of the destination device, right click on the backup.cmd icon and choose Edit.</nowiki><br />
<br />
4) When Command Prompt has completed the task, it will close automatically and a new folder, XAMPP, will appear on<br />
<nowiki>the backup device.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 7.png|center]]<br />
<br />
5) To have more than one backup in time you can do the following: In Windows Explorer go to your Backup folder: F:/XAMPP and rename this folder into XAMPP-yyyymmdd (add the date you made your backup). This will avoid overwriting this folder when making your next back-up.<br />
<br />
== Recovery ==<br />
1) Send the XAMPP folder to C-drive.<br />
<br />
2) Go to C:->XAMPP->XAMPP Control and double click that file. The orange icon has a symbol that looks like a dog<br />
<nowiki> bone in the middle.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 8.png|center]]<br />
<br />
<br />
3) Under Modules Service click the red x changing it to a green check mark to install Apache and then under Actions,<br />
<nowiki>click Start to begin the service. Do the same for MySQL. You have to "turn on the lights" before getting back to work. Both modules are ready to use when the PID(s) and Port(s) are populated with numbers.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 9.png]]<br />
<br />
<br />
4) If you are interested in verification of the accuracy of the backup using just the copy on the destination device,<br />
<nowiki>you may need to use XAMPP Start and XAMPP Stop if XAMPP Control does not work. The copy on the device runs only at 80% speed compared to that installed on C-drive, but it is still a very handy feature if verification is the<br />
only objective.</nowiki>.<br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 10.png|center]]<br />
<br />
<br />
5) Log on by typing in http://localhost/openemer in the URL bar. Now it is back to work we go.<br />
<br />
<br />
<br />
== Acknowledgments ==<br />
The elegant script and technical advice have been graciously supplied by Christopher Verkler, M.D. It would not have been possible for us to construct the tool without the invaluable technical assistance of Kevin Yeh, M.D., of IntegralEMR. Pieter W. Blankevoort, M.D., (a.k.a. the LBV Guru) was kind enough to take time from his medical practice on a sunny isle to brainstorm.<br />
<br />
<br />
Good luck and smooth sailing.<br />
<br />
<br />
<br />
<br />
[[Category:Backup]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Windows_Backup_And_Restore_Made_Easy&diff=19098Windows Backup And Restore Made Easy2015-01-28T23:33:21Z<p>Pieter W Blankevoort: /* Tool Construction */</p>
<hr />
<div> <br />
== Method Comparisons ==<br />
This process of backup is a refinement and simplification of Joe Holzer's method. Knowledge of programming and of Command Prompt is '''<span style="color:green;">not required</span>'''. <br />
<br />
In reference to the built-in backup utility, once constructed properly, this method is just as simple to use. Comments in the OpenEMR Forums stressed that browser-based backups are not reliable (refer to [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 this Forum thread]). In a recently restored backup after using the native tool, all the scanned documents were missing and the LBV forms had to be re-configured. Recovery with this method does not necessitate the unbundling of the backup file, copying and replacing of the openemr\sites\default folder and the rebuilding of the MySQL database.<br />
<br />
Unlike the Joe Holzer method the entire XAMPP directory is replicated, not just the four htdocs\openemr folders and the MySQL database. Recovery does not require that XAMPP-OpenEMR be downloaded and the files to be copied onto the download.<br />
<br />
== Preparatory Steps ==<br />
Screenshots are from a Windows 7 machine.<br />
<br />
Two pieces of information are necessary before construction of the tool.<br />
<br />
1) The version of Apache must be known. A quick way to find out, go to Control Panel->Systems and Security-> <nowiki>Administrative Tools->Services. In the list of Services, look for the number next to Apache.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 1.png|center]]<br />
<br />
<br />
2) You will need to know the letter drive of the backup device. Insert the device. Go to Windows Explorer, under <nowiki>Computer is the letter of the drive.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 2.png|center]]<br />
<br />
== Tool Construction ==<br />
1) Open Notepad to create an empty file. (changed this: <s>folder</s>.)<br />
<br />
2) Under the File tab, choose Save As, type in check.bat as the File Name and use the default Text Documents as <br />
<nowiki>the Save As Type. Save to C-drive. Click Save.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 3.png|center]]<br />
<br />
<br />
3) Verify that it is in C-drive by going to Windows Explorer and then to C-drive. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 4.png|center]]<br />
<br />
<br />
<br />
<br />
4) Open Notepad again, copy and paste the following set of commands:<br />
<br />
<br />
net stop "mysql"<br />
<br />
net stop "apache2.4"<br />
<br />
cmd /c cd C:\<br />
<br />
if exist C:\check.bat xcopy C:\xampp\*.* F:\xampp\ /d /e /c /i /f /h /k /y<br />
<br />
net start "apache2.4"<br />
<br />
net start "mysql"<br />
<br />
<br />
5) Change the version of Apache if it is not 2.4 in lines 2 and 5 of the script and the drive letter if it is not F <br />
<nowiki>in line 4.</nowiki><br />
<br />
6) It is very important that these next 2 steps are '''<span style = "color:red;">executed exactly</span>''' as stated to avoid problems. Under the <br />
<nowiki>File tab, choose Save As. In the File Name bar, type in C:\users\XXX\desktop\backup.cmd where XXX is the<br />
name of the account that you signed into at the Windows Welcome Screen.</nowiki><br />
<br />
7) In the Save As Type bar, click the drop down menu and choose All Files. Save to Desktop. Click Save. If you use<br />
<nowiki> the default of Text Documents, you will have only a document of the instructions and not the actual command to execute the backup.</nowiki> <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 5.png|center]]<br />
<br />
<br />
<br />
8) Go to the Desktop. If you see two cogged gears, then the text file was successfully converted into a command file. <br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 6, jpg.jpg|center]]<br />
<br />
== Backup ==<br />
1) Log off OpenEMR.<br />
<br />
2) Double click the backup.cmd icon on your Desktop.<br />
<br />
3) Command Prompt will appear and start the backup and save it to your device. Flash drives, SD cards<nowiki> and external hard drives have been used successfully as backup media. DVD's have not been tested. To change the drive of the destination device, right click on the backup.cmd icon and choose Edit.</nowiki><br />
<br />
4) When Command Prompt has completed the task, it will close automatically and a new folder, XAMPP, will appear on<br />
<nowiki>the backup device.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 7.png|center]]<br />
== Recovery ==<br />
1) Send the XAMPP folder to C-drive.<br />
<br />
2) Go to C:->XAMPP->XAMPP Control and double click that file. The orange icon has a symbol that looks like a dog<br />
<nowiki> bone in the middle.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 8.png|center]]<br />
<br />
<br />
3) Under Modules Service click the red x changing it to a green check mark to install Apache and then under Actions,<br />
<nowiki>click Start to begin the service. Do the same for MySQL. You have to "turn on the lights" before getting back to work. Both modules are ready to use when the PID(s) and Port(s) are populated with numbers.</nowiki><br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 9.png]]<br />
<br />
<br />
4) If you are interested in verification of the accuracy of the backup using just the copy on the destination device,<br />
<nowiki>you may need to use XAMPP Start and XAMPP Stop if XAMPP Control does not work. The copy on the device runs only at 80% speed compared to that installed on C-drive, but it is still a very handy feature if verification is the<br />
only objective.</nowiki>.<br />
[[File:WINDOWS BACKUP AND RESTORE MADE EASY, figure 10.png|center]]<br />
<br />
<br />
5) Log on by typing in http://localhost/openemer in the URL bar. Now it is back to work we go.<br />
<br />
<br />
<br />
== Acknowledgments ==<br />
The elegant script and technical advice have been graciously supplied by Christopher Verkler, M.D. It would not have been possible for us to construct the tool without the invaluable technical assistance of Kevin Yeh, M.D., of IntegralEMR. Pieter W. Blankevoort, M.D., (a.k.a. the LBV Guru) was kind enough to take time from his medical practice on a sunny isle to brainstorm.<br />
<br />
<br />
Good luck and smooth sailing.<br />
<br />
<br />
<br />
<br />
[[Category:Backup]][[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Hosted_OpenEMR&diff=19092Hosted OpenEMR2015-01-27T19:49:44Z<p>Pieter W Blankevoort: /* OpenEMR Setup */</p>
<hr />
<div>==Foreword==<br />
Installation of OpenEMR will require a number of distinct steps that often trip up the user in a hosted environment.<br />
<br />
For a Linux based Server you can use the openemr-4.x.x.tar.gz file where a Webserver version of OpenEMR is mentioned.<br />
<br />
==OpenEMR Location==<br />
:* Open File Manager in cPanel.<br />
<br />
:* Select your domain's document root. Make sure you are in your domain's public_html folder.<br />
[[File:Rootfolder.png|center]]<br />
:* Upload openemr folder with all sub directories in it. You can zip and then extract it from your File Manager. (Or place the openemr-4.x.x.tar.gz in this folder and extract for new installations)<br />
<br />
:* Now the application has been hosted in www.yourdomain.com/openemr.<br />
::(In case you placed the Linux tar.gz file in this folder the folder will be named: www.yourdomain.com/openemr-4.x.x after extraction. If needed you can rename this folder into openemr to be compatible with the next instructions)<br />
<br />
==MySQL Creation==<br />
:* You have to set up your database. Go back to your cPanel -> select Database Wizard.<br />
:* [http://hints.steptoinstall.com/create-new-database-database-user-cpanel.html Database Creation Tutorial]. <br />
:* Pay close attention to Permissions.<br />
:* Note down the credentials.<br />
:* Be certain the collation of your tables matches that in the most current Demo. [http://kb.siteground.com/how_can_i_change_my_mysql_database_collation/ Guide] for changing the collation. Mismatch of collations is a very common setup error.<br />
[[File:Hostedutf8.png|center]]<br />
<br />
<br />
==OpenEMR Setup==<br />
:* Open the browser and navigate to www.yourdomain.com/openemr to start the installation.<br />
<br />
:* There will a series of entries which are very different from a localhost installation.<br />
<br />
:* In Step 1 select second option, "I have already created the database".<br />
[[File:Hostedstep1.png|center]]<br />
<br />
<br />
:* In Step 2 '''carefully''' complete the MySQL Server section.<br />
::* The Server Host is '''not''' localhost, but the IP address of the server running MySQL.<br />
::* Enter the Database Name, Login Name and Password from MySQL Creation above.<br />
::* The User Hostname is '''not''' localhost, but the IP address of the server running Apache/PHP.<br />
::* Incorrect entries will mean an installation failure.<br />
[[File:Hs2.png]]<br />
<br />
::* Name for Root Account: replace "root" with: The login name of your C-Panel site. Use for Root pass the password for Login into your C-Panel site.<br />
<br />
<br />
:* Complete the setup according to the Linux Installation Guide.<br />
<br />
:* [http://www.smashingmagazine.com/2011/11/30/a-guide-to-php-error-messages-for-designers/ Troubleshooting Hints].<br />
<br />
:* Follow all advises on website protection and HIPAA requirements, fines for bad secured websites and unlawful medical information breaches can bring you into bankruptcy!.<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Article courtesy of Jeyasithar of the OpenEMR Forums.<br />
<br />
[[Category:Configuration Guide]][[Category:Installation]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Hosted_OpenEMR&diff=19091Hosted OpenEMR2015-01-27T19:46:06Z<p>Pieter W Blankevoort: /* OpenEMR Setup */</p>
<hr />
<div>==Foreword==<br />
Installation of OpenEMR will require a number of distinct steps that often trip up the user in a hosted environment.<br />
<br />
For a Linux based Server you can use the openemr-4.x.x.tar.gz file where a Webserver version of OpenEMR is mentioned.<br />
<br />
==OpenEMR Location==<br />
:* Open File Manager in cPanel.<br />
<br />
:* Select your domain's document root. Make sure you are in your domain's public_html folder.<br />
[[File:Rootfolder.png|center]]<br />
:* Upload openemr folder with all sub directories in it. You can zip and then extract it from your File Manager. (Or place the openemr-4.x.x.tar.gz in this folder and extract for new installations)<br />
<br />
:* Now the application has been hosted in www.yourdomain.com/openemr.<br />
::(In case you placed the Linux tar.gz file in this folder the folder will be named: www.yourdomain.com/openemr-4.x.x after extraction. If needed you can rename this folder into openemr to be compatible with the next instructions)<br />
<br />
==MySQL Creation==<br />
:* You have to set up your database. Go back to your cPanel -> select Database Wizard.<br />
:* [http://hints.steptoinstall.com/create-new-database-database-user-cpanel.html Database Creation Tutorial]. <br />
:* Pay close attention to Permissions.<br />
:* Note down the credentials.<br />
:* Be certain the collation of your tables matches that in the most current Demo. [http://kb.siteground.com/how_can_i_change_my_mysql_database_collation/ Guide] for changing the collation. Mismatch of collations is a very common setup error.<br />
[[File:Hostedutf8.png|center]]<br />
<br />
<br />
==OpenEMR Setup==<br />
:* Open the browser and navigate to www.yourdomain.com/openemr to start the installation.<br />
<br />
:* There will a series of entries which are very different from a localhost installation.<br />
<br />
:* In Step 1 select second option, "I have already created the database".<br />
[[File:Hostedstep1.png|center]]<br />
<br />
<br />
:* In Step 2 '''carefully''' complete the MySQL Server section.<br />
::* The Server Host is '''not''' localhost, but the IP address of the server running MySQL.<br />
::* Enter the Database Name, Login Name and Password from MySQL Creation above.<br />
::* The User Hostname is '''not''' localhost, but the IP address of the server running Apache/PHP.<br />
::* Incorrect entries will mean an installation failure.<br />
[[File:Hs2.png]]<br />
<br />
::* Name for Root Account: replace "root" with: The login name of your C-Panel site. Use for Root pass the password for Login into your C-Panel site.<br />
<br />
<br />
:* Complete the setup according to the Linux Installation Guide.<br />
<br />
:* [http://www.smashingmagazine.com/2011/11/30/a-guide-to-php-error-messages-for-designers/ Troubleshooting Hints].<br />
<br />
:* Follow all advises on website protection and HIPAA requirements, fines for bad secured websites and medical unlawful medical information breaches can be steep!.<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Article courtesy of Jeyasithar of the OpenEMR Forums.<br />
<br />
[[Category:Configuration Guide]][[Category:Installation]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Hosted_OpenEMR&diff=19090Hosted OpenEMR2015-01-27T19:26:30Z<p>Pieter W Blankevoort: /* OpenEMR Location */</p>
<hr />
<div>==Foreword==<br />
Installation of OpenEMR will require a number of distinct steps that often trip up the user in a hosted environment.<br />
<br />
For a Linux based Server you can use the openemr-4.x.x.tar.gz file where a Webserver version of OpenEMR is mentioned.<br />
<br />
==OpenEMR Location==<br />
:* Open File Manager in cPanel.<br />
<br />
:* Select your domain's document root. Make sure you are in your domain's public_html folder.<br />
[[File:Rootfolder.png|center]]<br />
:* Upload openemr folder with all sub directories in it. You can zip and then extract it from your File Manager. (Or place the openemr-4.x.x.tar.gz in this folder and extract for new installations)<br />
<br />
:* Now the application has been hosted in www.yourdomain.com/openemr.<br />
::(In case you placed the Linux tar.gz file in this folder the folder will be named: www.yourdomain.com/openemr-4.x.x after extraction. If needed you can rename this folder into openemr to be compatible with the next instructions)<br />
<br />
==MySQL Creation==<br />
:* You have to set up your database. Go back to your cPanel -> select Database Wizard.<br />
:* [http://hints.steptoinstall.com/create-new-database-database-user-cpanel.html Database Creation Tutorial]. <br />
:* Pay close attention to Permissions.<br />
:* Note down the credentials.<br />
:* Be certain the collation of your tables matches that in the most current Demo. [http://kb.siteground.com/how_can_i_change_my_mysql_database_collation/ Guide] for changing the collation. Mismatch of collations is a very common setup error.<br />
[[File:Hostedutf8.png|center]]<br />
<br />
<br />
==OpenEMR Setup==<br />
:* Open the browser and navigate to www.yourdomain.com/openemr to start the installation.<br />
<br />
:* There will a series of entries which are very different from a localhost installation.<br />
<br />
:* In Step 1 select second option, "I have already created the database".<br />
[[File:Hostedstep1.png|center]]<br />
<br />
<br />
:* In Step 2 '''carefully''' complete the MySQL Server section.<br />
::* The Server Host is '''not''' localhost, but the IP address of the server running MySQL.<br />
::* Enter the Database Name, Login Name and Password from MySQL Creation above.<br />
::* The User Hostname is '''not''' localhost, but the IP address of the server running Apache/PHP.<br />
::* Incorrect entries will mean an installation failure.<br />
[[File:Hs2.png]]<br />
<br />
<br />
:* Complete the setup according to the Linux Installation Guide.<br />
<br />
:* [http://www.smashingmagazine.com/2011/11/30/a-guide-to-php-error-messages-for-designers/ Troubleshooting Hints].<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Article courtesy of Jeyasithar of the OpenEMR Forums.<br />
<br />
[[Category:Configuration Guide]][[Category:Installation]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Hosted_OpenEMR&diff=19089Hosted OpenEMR2015-01-27T19:17:55Z<p>Pieter W Blankevoort: /* Foreword */</p>
<hr />
<div>==Foreword==<br />
Installation of OpenEMR will require a number of distinct steps that often trip up the user in a hosted environment.<br />
<br />
For a Linux based Server you can use the openemr-4.x.x.tar.gz file where a Webserver version of OpenEMR is mentioned.<br />
<br />
==OpenEMR Location==<br />
:* Open File Manager in cPanel.<br />
<br />
:* Select your domain's document root. Make sure you are in your domain's public_html folder.<br />
[[File:Rootfolder.png|center]]<br />
:* Upload openemr folder with all sub directories in it. You can zip and then extract it from your File Manager.<br />
<br />
:* Now the application has been hosted in www.yourdomain.com/openemr.<br />
<br />
<br />
==MySQL Creation==<br />
:* You have to set up your database. Go back to your cPanel -> select Database Wizard.<br />
:* [http://hints.steptoinstall.com/create-new-database-database-user-cpanel.html Database Creation Tutorial]. <br />
:* Pay close attention to Permissions.<br />
:* Note down the credentials.<br />
:* Be certain the collation of your tables matches that in the most current Demo. [http://kb.siteground.com/how_can_i_change_my_mysql_database_collation/ Guide] for changing the collation. Mismatch of collations is a very common setup error.<br />
[[File:Hostedutf8.png|center]]<br />
<br />
<br />
==OpenEMR Setup==<br />
:* Open the browser and navigate to www.yourdomain.com/openemr to start the installation.<br />
<br />
:* There will a series of entries which are very different from a localhost installation.<br />
<br />
:* In Step 1 select second option, "I have already created the database".<br />
[[File:Hostedstep1.png|center]]<br />
<br />
<br />
:* In Step 2 '''carefully''' complete the MySQL Server section.<br />
::* The Server Host is '''not''' localhost, but the IP address of the server running MySQL.<br />
::* Enter the Database Name, Login Name and Password from MySQL Creation above.<br />
::* The User Hostname is '''not''' localhost, but the IP address of the server running Apache/PHP.<br />
::* Incorrect entries will mean an installation failure.<br />
[[File:Hs2.png]]<br />
<br />
<br />
:* Complete the setup according to the Linux Installation Guide.<br />
<br />
:* [http://www.smashingmagazine.com/2011/11/30/a-guide-to-php-error-messages-for-designers/ Troubleshooting Hints].<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Article courtesy of Jeyasithar of the OpenEMR Forums.<br />
<br />
[[Category:Configuration Guide]][[Category:Installation]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_Wiki_Home_Page&diff=19088OpenEMR Wiki Home Page2015-01-27T18:59:53Z<p>Pieter W Blankevoort: /* Miscellaneous */</p>
<hr />
<div>[[File:ICSA_Cert_EHR-Ambulatory_2C_200dpi_692x375.jpg|300px|right|border|link=]]<br />
[[File:OpenEMR-Login_4_1_1.jpg|300px|right|border|link=]]<br />
[[File:Slide image Bossies-2012-openemr.jpg|300px|right|border|link=]]<br />
[[File:Bossie4.JPG|300px|right|border|link=]]<br />
__TOC__<br />
<br />
{{MU2-Donation-Request}}<br />
<br />
=<center> The OpenEMR Documentation Wiki </center>=<br />
<br />
<br />
== Overview of OpenEMR ==<br />
[http://www.open-emr.org/ OpenEMR] is a Free and Open Source electronic health records and medical practice management application. It is ONC Certified and it features fully integrated electronic health records, practice management, scheduling, electronic billing, internationalization, free support, a vibrant community, and [[OpenEMR_Features|a whole lot more]]. It can run on Windows, Linux, Mac OS X, and many other platforms.<br />
<br />
:* [[OpenEMR_Features|OpenEMR Features]].<br />
:* [http://sourceforge.net/projects/openemr/reviews OpenEMR Reviews (on Sourceforge)].<br />
:* [[OpenEMR_Wiki_Home_Page#Articles|OpenEMR Articles]].<br />
:* [[OpenEMR Success Stories]].<br />
:* [http://en.wikipedia.org/wiki/OpenEMR OpenEMR on Wikipedia].<br />
:* [http://www.open-emr.org/ OpenEMR Website].<br />
:* [http://twitter.com/openemr OpenEMR Twitter Feed].<br />
:* [http://www.facebook.com/pages/OpenEMR/181315115284266 OpenEMR Facebook Page].<br />
:* [http://plus.google.com/106799034872780958301 OpenEMR Google+ Page].<br />
:* Have a question to ask?<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
::* Ask at the [http://www.open-emr.org/forum.shtml Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==2011 ONC Ambulatory EHR Certification==<br />
*OpenEMR versions 4.1.0 (released on 9/23/2011), 4.1.1 (released on 8/31/2012) and 4.1.2 (released on 8/17/2013) have 2011 ONC Complete Ambulatory EHR Certification by ICSA Labs.<br />
:*'''This Complete EHR is 2011/2012 compliant and has been certified by an ONC-ATCB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.<br />
'''<br />
*Information on how eligible provider should register can be found here:<br />
:*[http://www.cms.gov/EHRIncentivePrograms/20_RegistrationandAttestation.asp EHR Incentive Program Registration and Attestation].<br />
*After being tested in the ICSA Labs ONC-ATCB 2011/2012 EHR Certification Program, OpenEMR 4.1 attained Complete Ambulatory EHR Certification on August 19th, 2011, satisfying the requirements for the following criteria per the ONC Approved Test Procedures v1.1:<br />
:*[http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory Certified List of Features That OpenEMR Successfully Passed to Obtain Certification].<br />
*See this page for additional vital details:<br />
:*[http://www.oemr.org/wiki/OEMR_Certification OpenEMR 4.1 ONC Complete Ambulatory EHR Certification].<br />
*See this page if interested in how certification was achieved:<br />
:* [[Certification Project Archive]].<br />
<br />
==2014 ONC Ambulatory EHR Certification==<br />
*OpenEMR version 4.2.0 (released 12/28/2014) received 2014 ONC Modular Ambulatory EHR Certification by InfoGard Laboratories on 12/24/2014.<br />
:*'''This EHR Module is 2014 Edition compliant and has been certified by an ONC-ACB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.'''<br />
*Certification Documents:<br />
:*[[Media:OEMR EHR Cert IG-3376-14-0105.pdf|Certificate from InfoGard]]<br />
:*[http://infogard.com/images/cms/files/14-3376-R-0093-PRA%20V1.0%20OEMR%20PTR.pdf Testing Document from InfoGard]<br />
:*[[Media:OEMR - Required Info when Referencing EHR Certification.pdf|Required public information on certification from InfoGard]]<br />
*ONC site link:<br />
:*[http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&cqmCriteriaIds=&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0A13000010s5NwEAI&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&selectedTab=settingName1&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2014&viewPracticeSetting=Ambulatory ONC site link]<br />
*Ongoing work for 2014 ONC Ambulatory Complete EHR Certification:<br />
:* [[OpenEMR Certification Stage II Meaningful Use|Certification Stage II]].<br />
<br />
== Support ==<br />
<br />
:*[[OpenEMR Support Guide|OpenEMR Support Guide]]: Guide for users on how to take the most advantage of free and professional support for OpenEMR.<br />
:*[[OpenEMR Professional Support|Professional Support]]: The OpenEMR project has a large number of vendors and individuals who offer their services supporting, installing, hosting and customizing OpenEMR.<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
<br />
== Demos ==<br />
<br />
=== Official Demos ===<br />
:* <span style="font-size:125%">'''[[OpenEMR Demo|OpenEMR Version 4.2.0 Demo]]''' -- '''This demo is the current stable release of OpenEMR.'''</span><br />
:* [[OpenEMR Version 4.1.2 Demo|OpenEMR Version 4.1.2 Demo]] This demo is of the previous stable release of OpenEMR.<br />
:* [[OpenEMR Version 4.1.1 Demo|OpenEMR Version 4.1.1 Demo]] This demo is of a prior stable release of OpenEMR.<br />
<br />
=== Development Demos ===<br />
:* [[Development Demo|OpenEMR Version 4.2.1 Development Demo]] -- This demo is of the newest development version of OpenEMR, and may contain features known not to work yet.<br />
:* [[Development 4.2.0 Demo|OpenEMR Version 4.2.0 Development Demo]] -- This demo is of the current stable release of OpenEMR with latest patch applied (there is no sample data),<br />
:* [[Development 4.1.2 Demo|OpenEMR Version 4.1.2 Stable Demo]] -- This demo is of the previous stable release of OpenEMR with latest patch applied (there is no sample data).<br />
<br />
== Downloads ==<br />
:* [[OpenEMR Downloads|OpenEMR Downloads]] : '''Main OpenEMR download page.'''<br />
:* [[OpenEMR Patches|Patches]] : Patches for OpenEMR versions 4.1.1, 4.1.0, 4.0.0, 3.2.0, and 3.1.0 .<br />
:* [[OpenEMR Contributed Forms|Contributed Forms]] : A place for sharing contributed forms.<br />
:* [[OpenEMR Tools | Tools]] : A place for sharing contributed tools related to OpenEMR.<br />
<br />
== Installation Manuals ==<br />
:* [[OpenEMR Installation Guides|OpenEMR Installation Guides]].<br />
<br />
== Upgrade Manuals ==<br />
:* [[OpenEMR Upgrade Guides|OpenEMR Upgrading Guides]].<br />
<br />
== User Manuals ==<br />
===Main===<br />
:* '''[[OpenEMR 4.2.0 Users Guide|OpenEMR 4.2.0 User Manual]] <span style="color: red"> (Current stable release of OpenEMR)'''.<br />
:* [[OpenEMR 4.1.2 Users Guide|OpenEMR 4.1.2 User Manual]]. <br />
:* [[OpenEMR 4.1.1 Users Guide|OpenEMR 4.1.1 User Manual]].<br />
:* [[OpenEMR 4.1 Users Guide|OpenEMR 4.1.0 User Manual]].<br />
:* [[OpenEMR 4.0 Users Guide|OpenEMR 4.0 User Manual]].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.2_Users_Guide.pdf OpenEMR 3.2 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.1_Users_Guide.pdf OpenEMR 3.1 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.0_Users_Guide.pdf OpenEMR 3.0 Users Manual (PDF)].<br />
<br />
===Supplementary===<br />
:* Backup <br />
::Lest you rue the day.<br />
::*[[OpenEMR_Backup_Tools#Linux|Linux]].<br />
::*[[OpenEMR_Backup_Tools#Windows|Windows]].<br />
:::Take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
:*Billing <br />
::*[[Charges Panel]]. <br />
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]].<br />
::*Patient Statement with [[Media:Setting_up_the_statements_dunning_for_OpenEmr.pdf|Dunning Messages]].<br />
:*Clinical Decision Rules <br />
::*[[CDR User Manual]].<br />
::*[[Media:Clinical_Decision_Rules_Manual.pdf|CDR Guide]]: How to add rules for Clinical Quality Measures.<br />
:*Communication<br />
::*[[Direct]]: Direct Project guide.<br />
::*[[Mercury Mail Configuration in Windows]].<br />
::*[[Patient Portal]].<br />
::*[[Short Message Service]].<br />
::*[[Sms_and_Email_Notification_Howtos|SMS & Email]].<br />
:*Data Import<br />
::*[[Import_Standard_Tables|Standard Tables]]: An ICD9, ICD10, SNOMED & RxNorm import guide.<br />
::*[[Import_RxNorm_and_SNOMED_Tables|RxNorm and SNOMED]].<br />
::*[[Code_Types|Other Data Sets - Other Methods]].<br />
:*Diagnostic Studies<br />
::* [[Procedure configuration & order process]].<br />
::: Step wise explanation of how to configure '''Procedures''':<br />
:::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].<br />
:::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].<br />
:::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].<br />
:::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide. <br />
::* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]: Communication with external laboratory facility.<br />
:*Documents<br />
::*[[Faxing & Scanning]].<br />
::*[[Templates for Patient Documents]]: How to download, modify & upload templates.<br />
::*[[Patient Education]]: Providing preprinted materials to patients.<br />
:*Forms <br />
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 59 forms.<br />
:::*[[CAMOS module]]: An intuitive interface for text organization and insertion in a patient's chart.<br />
:::*[[Graphic_pain_map|Graphic Pain Map]]: Image uploading & annotations guide.<br />
:::* [https://www.youtube.com/watch?v=ZAglfTabrqI&feature=youtu.be Track Anything]: A graph generating form for any data.<br />
:::*[[Previews of Forms Distributed with OpenEMR|Form Previews]].<br />
::*Layout Based Visit Forms.<br />
:::*[[LBV Forms]].<br />
:::*[[Sample Layout Based Visit Form]].<br />
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.<br />
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. <br />
:::*[[Sample NationNotes Form]]. <br />
::*[[Simple Note Templates|Simple Note Templates]].<br />
:*Illustration<br />
::*[[Videos and Animations]]. <br />
:*Navigation<br />
::*[[Cross Reference Views]].<br />
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.<br />
::*[[Patient Note and Form Searching]]. <br />
:*Practice Setup <br />
::*[[Facility Specific User Information]].<br />
::*[[User Settings]]<br />
:*Prescription<br />
::*[[OpenEMR_ePrescribe|ePrescribing]]. <br />
::*[[Pharmacy Dispensary Module]].<br />
:*Reports<br />
::*[[End of Day Report]].<br />
:*Scheduling<br />
::*[[Calendar_Categories|Calendar Categories]]: Guide to change name, color & interval of appointments.<br />
<br />
== Configuration Manuals ==<br />
=== General ===<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
:* [[settings_lists|Description of Settings]]: Documentation of the settings in Administration->Globals and Administration->Lists.<br />
:* [[Access Controls Listing|Description of Access Controls]]: Documentation of the settings in Administration->ACL.<br />
:* [[OpenEMR Form Creation Tools| Forms - Form Creation Tools]]: Tools for editing existing forms and creating new forms in OpenEMR.<br />
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data.<br />
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR.<br />
:* [[Hosted_OpenEMR|Installation in a hosted environment]].<br />
:* [[OpenEMR Internationalization Configuration| Language Translation Configuration]]: Translation of OpenEMR into your native language.<br />
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]]: Configuration and maintenance of multiple sites from one OpenEMR instance.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
:* [[OpenEMR Patient Statement Printing and Configuration Howtos| Patient Statement Printing/Configuration Howtos]].<br />
:* [[OpenEMR Layout Selection| Layout Selection]]: Configuration and selection of three visual layouts with comparison screenshots.<br />
:* [[SSL Installation Howtos|SSL Install Howtos]].<br />
:* [[Operating Systems]]<br />
:* [[OpenEMR UTF-8 Upgrade Howto|UTF-8 Upgrade Howto]]: Configuration of non-Latin scripts.<br />
:* [[Dual_Upgrade_of_OpenEMR_and_XAMPP_in_Windows|Windows Package Dual Upgrade]]: Simultaneous upgrades of XAMPP and OpenEMR.<br />
<br />
=== Modules ===<br />
:* [[OpenEMR Billing Setup Howtos| Billing - Billing Setup Howtos]]: How To Configure and Use OpenEMR For Billing. <br />
:* [[OpenEMR Calendar| Calendar - Using The Calendar As A Tool]]: Using The Calendar As A Tool in OpenEMR.<br />
:* [[CouchDB Documents Module]] - Using CouchDB to store patient documents.<br />
:* [[Mercury Mail Configuration in Windows|Mercury Mail Configuration in Windows XAMPP]].<br />
:* [[Pharmacy Dispensary Module Configuration|Pharmacy Dispensary Module Configuration]].<br />
:* [[Sms and Email Notification Howtos|Sms/Email Notification Howtos]].<br />
<br />
== Development ==<br />
=== Developer Manuals ===<br />
:* [[New Developer Information|Information For New Developers]]: If you are a developer looking to contribute to the project, check this page for details on how to get started.<br />
:* [[Development Policies|Policies for Developers]]: Agreed upon policies developers must observe (or provide a good reason not to).<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:*Architecture<br />
::* [[OpenEMR System Architecture|Architecture Overview]]: Overview of OpenEMR's system architecture.<br />
::*[[File Structure]]<br />
::*[[Database Structure]]<br />
:* [[Code Notes|Code Notes]]: Notes on how certain features are coded.<br />
:* [[Office Work Flow|Typical Work Flow in a Medical Clinic]]: A guide for developers who need to improve their knowledge of the work flow in an ambulatory clinic<br />
<br />
=== Projects ===<br />
:*[[Active Projects|Active Projects & Projects Needing Developers]]: Listing of projects, both Active & Proposed.<br />
:*[[Independent Developers / Contributors|Active Independent Developers / Contributors]]: Listing of volunteer and independent freelance developers working on OpenEMR.<br />
:*[[OpenEMR API|OpenEMR API]]: Project in progess to auto-document OpenEMR's code.<br />
:*[[OpenEMR Project Marketplace]].<br />
:*[[Request for Proposals (RfP's)]].<br />
<br />
=== Repository ===<br />
:* [[Repository work flow structure| Our git Repository structure, work flow, and developer roles]]: This describes our current git repository structure, work flow, and current developer/contributor roles.<br />
:* [[git for dummies|git For Dummies]]: This is a quick, practical OpenEMR walk through with the goal of getting new developers up and working with git as quick as possible.<br />
:* [[Using Git with OpenEMR]]: Example workflow for preparing patches for OpenEMR with Git.<br />
:* [[Git Migration]]: Documentation of the migration from the cvs repository to the git repository, which was completed on 10/30/2010.<br />
<br />
=== Internationalization ===<br />
:* [[OpenEMR Internationalization Translator Guide]]: A HOWTO on helping with translation of OpenEMR in your native language.<br />
:* [[OpenEMR Internationalization Development Guide|OpenEMR Internationalization Developer Guide]]: Developers guide to the translation engine and functions.<br />
<br />
=== Modules and Modular Interfaces ===<br />
:* [[CDR Engine]]: stuff related to the Clinical Decision Rules engine.<br />
:* [[Background Service Manager]]<br />
:* [[The OpenEMR API]]: Core interfaces for OpenEMR programming.<br />
:* [[The Forms API]]: an interface for adding additional encounter and non-encounter based forms. <br />
:* [[The Notes API]]: an interface for adding and managing non-medical notes attached to a patient's file.<br />
:* [[The Reminders API]]: an interface for adding and managing reminders.<br />
:* [[Lists and Layouts|Lists and Layouts]]: built-in List editing, and simple form layout editor.<br />
:* [[Sending Email|Sending Email]]: Preferred mechanism of sending email(s).<br />
:* [[Prescribing Module]]: Walk-through of the prescribing module.<br />
:* [[Code Types]]: Explains the current scheme for containing code types (such as ICD9, CPT) etc.<br />
:* [[Diagnostic Codes Development]]: Current plan/implementation for diagnostic code sets (ICD9,ICD10,SNOMED, etc.).<br />
<br />
=== Development Guides ===<br />
:* [[Smarty]]: Using OpenEMR's embedded Smarty templating engine.<br />
:* [[LBV_Forms|LBV Forms]]: Creating Layout Based forms.<br />
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form]]. <br />
:* [[OpenEMR_Xml_Form_Generator|OpenEMR Xml Form Generator]] : XML based forms (generates php).<br />
:* [[Image Based Forms]]: Using MI2's new image based forms interface.<br />
<br />
=== Embedded Components ===<br />
:* [[ADODB]]: ADOdb Database Abstraction Library for PHP.<br />
:* [[FancyBox]]: hover-over iframes, used in the user interface.<br />
:* [[Gritter]]: pop-up bubbles, for notifications.<br />
:* [[html2pdf]]: OpenEMR's embedded html2pdf.<br />
:* [[Jquery]]: a javascript toolkit, that makes writing javascript easier.<br />
:* [[PhpGacl]]: OpenEMR's embedded php-GACL (access controls).<br />
:* [[PhpMyAdmin]]: OpenEMR's embedded phpMyAdmin (database administration tool).<br />
:* Open Flash Chart: Embedded javascript flash graphing for for graphing vitals other numeric data in forms.<br />
:* Smarty PostCalendar.<br />
:* [[Zend]]<br />
<br />
=== File Formats Used ===<br />
:* [[X12 837p Reference]]: A reference for the X12 billing files OpenEMR generates.<br />
<br />
=== Security ===<br />
:* [[Security Alert Fixes]]: Track security alerts and fixes.<br />
:* [[Codebase Security]]: Assessment, plan, and tracking of project progress to globally secure the codebase.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
<br />
=== Release Process ===<br />
:* [[Upgrade Mechanism]]: How upgrades are done.<br />
:* [[Patch Mechanism]]: How patches are done.<br />
:* [[Steps for a patch release]]: Documented steps for a patch release.<br />
:* [[Steps for an official release]]: Documented the steps for an official full release.<br />
:* [[OpenEMR Acknowledgments]]: Contributors (testers, bug fixers, developers, translators, etc.) can enter their information here if they want to by included in the Acknowledgments Notice.<br />
:* [[Release Features | New Features in Each Release]]: New features in each release (starting from version 4.0).<br />
:* [[QA/Release Process| Status of an ongoing new release process]]: Listing of active bugs and planned features with status for an ongoing release.<br />
<br />
=== Package Development ===<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
:* [[Ubuntu-Debian Package Developers Page]]: Page for ubuntu-debian package development.<br />
:* [[Windows Installer |Windows Installer]].<br />
<br />
=== Project Tools ===<br />
:* [[OpenEMR Website]]: OpenEMR website description and development.<br />
:* [[OpenEMR Wiki]]: OpenEMR wiki description and development.<br />
:* [[OpenEMR Forum]]: OpenEMR forum description and development.<br />
:* [[OpenEMR IRC]]: OpenEMR IRC chat channel description.<br />
:* [[OpenEMR Twitter Feed]]: OpenEMR twitter feed description.<br />
:* [[OpenEMR Facebook Page]]: OpenEMR Facebook page.<br />
:* [[OpenEMR Google Plus Page|OpenEMR Google+ Page]]: OpenEMR Google+ page.<br />
:* [[OpenEMR Diaspora Page]]: OpenEMR Diaspora Page.<br />
:* [[OpenEMR Community Demo Development]]: Description for setting up the community demo.<br />
<br />
=== Miscellaneous ===<br />
:* [[Automated Testing]]: OpenEMR has an automated test suite designed to help ensure that the code does what it's supposed to and that new features do not break existing features. '''(note that this thing has been broken/not used for some time now)'''.<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:* [http://oemr.alltechservices-ia.com/nav.html?index.html PhpXref]: For those of you familiar with PhpXref, here is a parsed copy of 4.0.0. '''It needs more documentation'''.<br />
<br />
== Virtual Appliances ==<br />
:* [[Virtual Appliances Overview|Virtual Appliances Overview]]<br />
:* [[OpenEMR 4.1.1 Virtual Appliance|OpenEMR 4.1.1 Virtual Appliance]]<br />
:* [[OpenEMR Appliance Help and Tips|Help and Tips]]: Variety of help and tips for the OpenEMR Appliance. Describes how to auto-start the OpenEMR-Appliance(VMware Player) in Windows.<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
<br />
== ISO ==<br />
:*[[OpenEMR ISO Overview|ISO Overview]].<br />
:*[[OpenEMR ISO Projects|ISO Projects]].<br />
<br />
== Apps ==<br />
:* [[OpenEMR Android Apps]].<br />
<br />
== Troubleshooting ==<br />
:* [[General Troubleshooting]] -- general problems people have experienced with OpenEMR, and (hopefully) their solutions.<br />
:* [[Common Installation Problems]] -- problems people have experienced installing OpenEMR, and (hopefully) their solutions.<br />
:* Take advantage of the free community support. If you have a question to ask?<br />
::* Ask at the [http://sourceforge.net/projects/openemr/forums Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
== FAQ Frequently Asked Questions ==<br />
: Not only for beginners.<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
<br />
== OpenEMR Articles and Presentations ==<br />
<br />
=== Articles ===<br />
:* '''[[wikipedia:OpenEMR|OpenEMR on Wikipedia]] (Current Article)'''.<br />
:* [http://www.openhealthnews.com/hotnews/growing-openemr-business-community The Growing 'OpenEMR' Business Community] (November, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/us-peace-corps-adopts-openemr-use-77-countries-world-wide U.S. Peace Corps Adopts OpenEMR for use in 77 Countries World-wide] (November, 2013).<br />
:* [http://www.mi-squared.com/2013/11/peace-corps-openemr-project-starts-now/ Peace Corps OpenEMR Project Starts] (November, 2013).<br />
:* [http://www.prweb.com/releases/2013/11/prweb11304855.htm EnSoftek, Inc. Wins Peace Corps Global Electronic Medical Records (EMR) System Development and Implementation Contract] (November, 2013).<br />
:* [http://www.infoworld.com/slideshow/119652/bossie-awards-2013-the-best-open-source-applications-226975#slide20 Bossie Awards 2013: The best open source applications] (September, 2013).<br />
:* [http://www.prnewswire.com/news-releases/emr-direct-announces-availability-of-direct-project-secure-email-powered-by-phimail-in-openemr-412-220287771.html EMR Direct Announces Availability of Direct Project Secure Email Powered by phiMail™ in OpenEMR 4.1.2] (August, 2013).<br />
:* [http://openhealthnews.com/hotnews/openemr-v412-planned-release OpenEMR v.4.1.2 - Planned Release] (July, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-ophthalmologists-meaningful-use-attestation OpenEMR & Ophthalmologist's Meaningful Use Attestation] (April, 2013).<br />
:* [http://www.prweb.com/releases/2013/1/prweb10348260.htm ZH Healthcare Offers the Next Step in OpenEMR Patient Portal with Progressive New Features] (January, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-grow-popularity-and-use OpenEMR Continues to grow in Popularity and Use] (December, 2012).<br />
:* [http://www.prlog.org/12041984-openemr-presented-to-the-kenya-medical-association.html OpenEMR presented to the Kenya Medical Association] (December, 2012).<br />
:* [http://openhealthnews.com/hotnews/key-health-it-systems-moving-final-phase-open-source-maturity-model Key health IT systems moving into the final phase of the Open Source Maturity Model] (December, 2012).<br />
:* [http://www.oemr.org/2012/12/12/518/ Going From Paper to Electronic: A Road Map] (December, 2012).<br />
:* [http://www.ehrwatch.com/blog/vendor-launches-line-openemr-education-program Vendor launches on-line OpenEMR education program] (December, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/open-source-emr-alternatives-kenya Open Source EMR Alternatives for Kenya] (November, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-make-news OpenEMR continues to make news] (October, 2012).<br />
:* [http://www.pcworld.com/article/2010155/10-award-winning-open-source-apps-to-try-today.html 10 award-winning open source apps to try today] (September, 2012).<br />
:* [http://www.infoworld.com/slideshow/65165/bossie-awards-2012-the-best-open-source-applications-202530#slide21 Bossie Awards 2012: The best open source applications] (September, 2012).<br />
:* [http://www.prweb.com/releases/2012/7/prweb9699462.htm HP India Mobile Health Centre Project To Utilize OpenEMR] (July, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/siaya-district-hospital-kenya-goes-live-openemr Siaya District Hospital in Kenya Goes Live With OpenEMR] (April, 2012).<br />
:* [http://openhealthnews.com/news-clipping/2012-03-30/openemr-continues-flourish OpenEMR continues to flourish] (March, 2012).<br />
:* [http://linuxmednews.com/1328842067 MediGrail LLC Automates Siaya District Hospital in Rural Kenya with OpenEMR] (February, 2012).<br />
:* [http://www.govhealthit.com/news/peace-corps-plans-ehr-system-2013 Peace Corps plans EHR system in 2013] (February, 2012): OpenEMR to be used by the Peace Corps.<br />
:* [http://www.techrepublic.com/blog/doityourself-it-guy/diy-openemr-free-software-for-medical-practices/861 DIY: OpenEMR, free software for medical practices] (October, 2011).<br />
:* [http://openhealthnews.com/hotnews/openemr-41-achieves-full-meaningful-use-certification OpenEMR 4.1 Achieves Full 'Meaningful Use' Certification] (August, 2011).<br />
:* [http://tinyurl.com/2fb8wpm Taking medical records into the digital age - Solving traditional system challenges with OpenEMR] (2010).<br />
:* [http://bkaeg.org/blog/archives/2010/02/openemr---at-a.html OpenEMR - At a glance] (2010).<br />
:* [http://www.nagalandpost.com/ShowStory.aspx?npoststoryiden=UzEwMjQyOTE%3D-u5jpoTKCit0%3D FPAI conducts training on OpenEMR] (2010).<br />
:* [http://www.emrandhipaa.com/emr-and-hipaa/2009/11/25/openemr-success-story/ OpenEMR Success Story] (2009).<br />
:* [http://www.healthcareguy.com/2009/11/15/guest-article-open-source-emrs-for-free-clinics/ Guest Article: Open Source EMRs for free clinics] (2009).<br />
:* [[Open_Source_EHR_Public_Policy|Open Source Electronic Health Records: In Public Policy.]] (2009).<br />
:* [[Open_Source_EHR_in_Practice|Open Source Electronic Health Records: in Practice.]] (2009).<br />
:* [http://www.healthcareguy.com/2007/01/07/open-source-emr-and-practice-management-software-appliance/341/ Open Source EMR and Practice Management Software Appliance] (2007).<br />
:* [http://linuxmednews.com/1138557562/index_html Using OpenEMR in Family Practice] (2006).<br />
:* [[Technical_Aspects_of_OpenEMR|Technical Aspects of OpenEMR. Julia Weatherby]] (2006).<br />
:* [[OpenEMR_Architecture|OpenEMR Architecture. T. Simbini]] (2006).<br />
:* [[The_OpenEMR_Community|The OpenEMR Community. Margaret Donahue]] (2006).<br />
<br />
=== Videos and Presentations ===<br />
:* POSSCON Presentation (2013).<br />
::* ''Implementation of OpenEMR in a Paper Primary Care Office'' By Diane Petersen and Dr. Samuel Bowen.<br />
:::*[http://posscon.org/presentation/implementation-openemr/ Abstract].<br />
:::*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
:* Portland Linux/Unix Group Presentation (2013).<br />
::* ''OpenEMR Implementation'' By Diane Petersen.<br />
:::*[http://www.mi-squared.com/2013/02/openemr-plug-presentation/ Abstract].<br />
:* Libre Software Meeting (2012).<br />
::* ''OpenEMR, a multi-language free open source electronic health record for international use'' By Dr. Samuel Bowen.<br />
:::* [http://schedule2012.rmll.info/OpenEMR-a-multi-language-free-open-source-electronic-health-record-for-international-use?lang=en Abstract].<br />
:* Ohio LinuxFest Presentation (2011).<br />
::* ''Taking OpenEMR to Meaningful Use Certification and Beyond'' By Dr Samuel Bowen.<br />
:::* Slides: [http://www.oemr.org/wiki/File:Ohio_Linuxfest_OEMR-2011-09-09.pdf Ohio_Linuxfest_OEMR-2011-09-09.pdf].<br />
:* Portland Linux/Unix Group Presentation (2011).<br />
::* ''Introduction to OpenEMR'' By Tony McCormick.<br />
:::* Video: http://www.openaffairs.tv/2011/06/open-emr-presentation-and-discussion-at-portland-linux-user-group/.<br />
:* POSSCON Presentation (2011).<br />
::* ''The Development & Growth of the OpenEMR Project'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.posscon.org/presentation/development-growth-openemr-project/.<br />
:::* Slides: [http://www.oemr.org/wiki/File:POSSCON_OpenEMR_Growth_and_Development-v3.pdf POSSCON_OpenEMR_Growth_and_Development-v3.pdf].<br />
:* OSCON Presentation (2010).<br />
::* ''Taking OpenEMR, a GPL EMR to ARRA Meaningful Use Certification and beyond Presentation'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.youtube.com/watch?v=zxd-ZJuiCEk.<br />
:::* Slides: [http://www.oemr.org/wiki/File:OpenEMR-MUCert.pdf OpenEMR-MUCert.pdf].<br />
::* Related Blog Posts: <br />
:::* Day One: http://radar.oreilly.com/2010/07/day-one-of-the-health-care-it.html.<br />
:::* Day Two: http://radar.oreilly.com/2010/07/vista-scenarios-and-other-cont.html.<br />
:::* Wrap Up: http://radar.oreilly.com/2010/07/wrap-up-of-the-health-care-it.html.<br />
<br />
=== Ongoing Projects ===<br />
:* [[general_openemr_marketing|General Marketing of OpenEMR]]: General articles describing the OpenEMR project and discussing features of OpenEMR.<br />
:* [[open_source_openemr|Open Source EMRs are Better]]: Articles to convince users why open source emrs are better than proprietary emrs by 1) defining open source software, 2) describing why open source EMR's are better than proprietary EMR's, 3) describing how to find a vendor/support and 4) showing examples of OpenEMR working in practices.<br />
:* [[OpenEMR Success Stories|Success Stories]]: Clinic success stories are here.<br />
<br />
=== Student Projects ===<br />
:*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
<br />
==Events==<br />
:*Free Webinars.<br />
::*Twice monthly webinars by [[OpenEMR_Professional_Support#Z.26H_Healthcare_Solutions.2C_LLC.|ZH Healthcare]]. See [http://www.eventbrite.com/org/2981993855 schedule].<br />
:*Conference Calls.<br />
::*Weekly conference call that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Weekly Conference Call Details|Details]].<br />
::*[[OpenEMR Specific call agendas/minutes|Specific call agenda/minutes]].<br />
:*OpenEMR MEETUP!<br />
::*Quarterly meeting (ie. more like a social gathering) that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Specific meeting agenda/minutes|Specific meeting agenda/minutes]].<br />
:*IRC Discussions.<br />
::*Considering a weekly IRC discussion time at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Resources==<br />
<br />
:*[http://HealthInfoLaw.org Health Information and the Law] a project of the George Washington University’s Hirsh Health Law and Policy Program, developed with support from the Robert Wood Johnson Foundation, is designed to serve as a practical online resource to federal and state laws governing access, use, release, and publication of health information.<br />
<br />
==Miscellaneous==<br />
:*[[Google_Summer_of_Code_-_OpenEMR|Google Summer of Code]] - OpenEMR is willing to submit an application for GSOC 2015.<br />
:*[[OpenEMR Forum Guidelines]]: A guide to Forum etiquette.<br />
<br />
==Organizations Supporting OpenEMR==<br />
:*[http://sourceforge.net Sourceforge]: Provides the OpenEMR project with free tools, including project management, file release repository, bug tracker, forums, and web space/server for the [http://www.open-emr.org OpenEMR] website and web tools.<br />
:*[http://oemr.org OEMR]: OEMR is a 501(c)(3) organization supporting OpenEMR.<br />
<br />
=Wiki Instructions=<br />
:Consult the [http://www.mediawiki.org/wiki/MediaWiki User's Guide] for information on using the wiki software.<br />
<br />
:* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list].<br />
:* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ].<br />
:* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list].<br />
:* [http://www.open-emr.org/wiki/index.php/ACCOUNT_REQUEST_AND_WIKI_AUTHORSHIP_PRIMER Account Request and Wiki Authorship Primer] - How to get an account and start a Wiki article.<br />
<br />
<br />
[[Category:OpenEMR]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_4.2.0_Linux_Installation&diff=19087OpenEMR 4.2.0 Linux Installation2015-01-27T18:49:29Z<p>Pieter W Blankevoort: /* Required Software Installation (distribution specific) */</p>
<hr />
<div>= Required Software Installation (distribution specific) =<br />
<br />
First install and configure MySQL, Apache (or another PHP-capable webserver), and PHP5. We recommend referring to your specific operating system (OS) documentation for installation of these software packages.<br />
<br />
:*'''(Ensure PHP V5.4 or higher, is configured with [[FAQ#What_are_the_correct_PHP_settings_.28can_be_found_in_the_php.ini_file.29_.3F|these settings]])'''<br />
<br />
=== Debian Lenny ===<br />
To install the prerequisite software on debian, use the APT system as the system administrator to install packages listed on following wiki page section:<br />
:[[OpenEMR_System_Architecture#OpenEMR_Dependencies|OpenEMR Dependencies]]<br />
<br />
=== Centos Or RedHat ===<br />
<br />
:'''If using CentOS or Redhat''', then ensure when configuring MySQL for OpenEMR, STRICT_MODE must be disabled. This can be done in the MySQL configuration (my.cnf) file. You can check the setting in an existing MySQL instance by executing '''SHOW VARIABLES;''' in the MySQL Command Line Client and checking the value of SQL_MODE. For more details see: http://dev.mysql.com/doc/refman/5.0/en/server-sql-mode.html)''<br />
<br />
= Installing OpenEMR =<br />
<br />
== Extracting the Tarball ==<br />
'''1.''' First, Download OpenEMR from sourceforge:<br />
:<googa>http://sourceforge.net/projects/openemr/files/OpenEMR%20Current/4.2.0/openemr-4.2.0.tar.gz/download|openemr-4.2.0.tar.gz|/download/file/linux_4_2_0</googa> <small>(MD5 sum: ef8ddb1cead3b5e24f5d579b3cbc8513)</small><br />
<br />
<br />
'''2.''' Next, Extract the downloaded archive:<br />
:'''tar -pxvzf openemr-4.2.0.tar.gz'''<br />
<br />
<br />
'''3.''' Move the extracted openemr-4.2.0 directory to your webserver root directory, and then go to this directory. Refer to your OS and webserver documentation to obtain you webserver root directory. For example, Ubuntu's webserver root directory is '''/var/www''', so in Ubuntu you would use the following commands:<br />
:'''mv openemr-4.2.0 /var/www/openemr'''<br />
:'''cd /var/www'''<br />
<br />
Some other common webserver root directories are:<br />
<br />
* Mandriva: /var/www/html/<br />
* The FHS: /srv/www/<br />
<br />
== Configuring the Install through the WEB GUI ==<br />
<br />
'''1.''' Open up web-browser and point it to the installation script at http://localhost/openemr .<br />
:The first screen gives some general instructions and ensures file and directory permissions are set up correctly. It should tell you all your file system permissions are good, and have a 'Continue' button on the bottom of the form. If it does, Click the 'Continue' button. Otherwise, If there are errors on this screen, then follow instructions to fix. (screenshot below)<br />
[[File:Install-V4_0-1.png|link=]]<br />
<br />
<br />
'''2.''' The next page is 'OpenEMR Setup' 'Step 1', which asks whether setup should create the database.<br />
:Leave the setting set to 'Have setup create the database', and click the 'Continue' button. (screenshot below)<br />
[[File:Install-V4_0-2.png|link=]]<br />
<br />
<br />
'''3.''' The next page is 'OpenEMR Setup' 'Step 2'. It has a list of options used to setup the database, along with OpenEMR user and OpenEMR path information.<br />
:Most users will just need to enter a 'Initial User Password' for the OpenEMR User and a 'Password' for the sql user (these fields are in red rectangles in below screenshot). Some users may also have to enter the password of the 'root' user in the mysql server. (screenshot below)<br />
[[File:V4.0 5.png|link=]]<br />
<br />
<br />
'''4.''' The next page is 'OpenEMR Setup' 'Step 3'. On this page you should see logs of OpenEMR connecting and creating the database.<br />
:At the bottom of the page, it should read 'Next step will install and configure access controls (php-GACL).' Click the 'Continue' button. (screenshot below)<br />
[[File:Install-V4_0-4.png|link=]]<br />
<br />
<br />
'''5.''' The next page is 'OpenEMR Setup' 'Step 4'. On this page, OpenEMR configures access controls (php-GACL).<br />
:You should see logs of OpenEMR installing and configuring php-GACL. you should see 'Success!' in green lettering four times. At the bottom of the page, it should read 'Next step will configure PHP.'. Click the 'Continue' button. (screenshot below)<br />
[[File:Install-V4_0-5.png|link=]]<br />
<br />
<br />
'''6.''' The next page is 'OpenEMR Setup' 'Step 5'. On this page is displayed recommendations of how to configure your php.ini config file.<br />
:Read and follow the instructions carefully. At the bottom of the page, it should read "Next step will configure Apache web server.". We suggest you print this screen for future reference. Click the 'Continue' button. (screenshot below)<br />
[[File:Install-V4_0-6.png|link=]]<br />
<br />
<br />
'''7.''' The next page is 'OpenEMR Setup' 'Step 6'. On this page is displayed recommendations and warnings regarding directories Apache should NOT allow the outside world to see, as these directories contain Protected Health Information.<br />
:Read and follow the instructions carefully. We suggest you print this screen for future reference. Click the 'Continue' button. (screenshot below)<br />
[[File:Install-V4_0-7.png|link=]]<br />
<br />
<br />
'''8.''' The next page is 'OpenEMR Setup'. This is the final configuration page.<br />
:This final installation screen gives additional instructions. This information is personalized for your setup, so we suggest you print this screen for future reference. At the bottom of the page is your OpenEMR username and password, along with a link to OpenEMR. (screenshot below)<br />
[[File:Install-V4_0-8.png|link=]]<br />
<br />
<br />
:OpenEMR after installation: (screenshot below)<br />
[[File:OpenEMR-Login_4_1_1-2.png|link=]]<br />
<br />
== Post-install FileSystem Permission Cleanups ==<br />
<br />
'''1.''' After installation is finished, then secure files (this should be done as root user):<br />
<br />
:'''chmod 644 openemr/library/sqlconf.php'''<br />
:'''chmod 600 openemr/acl_setup.php'''<br />
:'''chmod 600 openemr/acl_upgrade.php'''<br />
:'''chmod 600 openemr/sl_convert.php'''<br />
:'''chmod 600 openemr/setup.php'''<br />
:'''chmod 600 openemr/sql_upgrade.php'''<br />
:'''chmod 600 openemr/gacl/setup.php'''<br />
:'''chmod 600 openemr/ippf_upgrade.php'''<br />
<br />
<br><br />
<br><br />
= Download and install most recent patch =<br />
:Instruction to do this can be found on the [[OpenEMR_Patches|OpenEMR Patches]] page.<br />
<br><br />
= Meaningful Use 2 Specific Instructions =<br />
*[[OpenEMR 4.2.0 MU2 Install Instructions]]<br />
<br><br />
<br />
= Using OpenEMR =<br />
:See the [[OpenEMR_4.2.0_Users_Guide|OpenEMR 4.2.0 User Guide]]<br />
<br><br />
<br />
= Securing OpenEMR =<br />
:See the [[Securing OpenEMR|Securing OpenEMR Guide]]<br />
<br><br />
<br />
[[Category:Installation]][[Category:Linux Package]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_Wiki_Home_Page&diff=18193OpenEMR Wiki Home Page2014-09-01T11:43:06Z<p>Pieter W Blankevoort: /* When you are really desperate, and need to remove OpenEMR in UBUNTU */</p>
<hr />
<div>[[File:ICSA_Cert_EHR-Ambulatory_2C_200dpi_692x375.jpg|300px|right|border|link=]]<br />
[[File:OpenEMR-Login_4_1_1.jpg|300px|right|border|link=]]<br />
[[File:Slide image Bossies-2012-openemr.jpg|300px|right|border|link=]]<br />
[[File:Bossie4.JPG|300px|right|border|link=]]<br />
__TOC__<br />
<br />
{{MU2-Donation-Request}}<br />
<br />
=<center> The OpenEMR Documentation Wiki </center>=<br />
<br />
<br />
== Overview of OpenEMR ==<br />
[http://www.open-emr.org/ OpenEMR] is a Free and Open Source electronic health records and medical practice management application. It is [http://oncchpl.force.com/ehrcert/EHRProductDetail?id=a0A3000000LW494EAD&retURL=%2Fehrcert%2FEHRProductSearch&setting=Ambulatory ONC Complete Ambulatory EHR Certified] and it features fully integrated electronic health records, practice management, scheduling, electronic billing, internationalization, free support, a vibrant community, and [[OpenEMR_Features|a whole lot more]]. It can run on Windows, Linux, Mac OS X, and many other platforms.<br />
<br />
:* [[OpenEMR_Features|OpenEMR Features]].<br />
:* [http://sourceforge.net/projects/openemr/reviews OpenEMR Reviews (on Sourceforge)].<br />
:* [[OpenEMR_Wiki_Home_Page#Articles|OpenEMR Articles]].<br />
:* [[OpenEMR Success Stories]].<br />
:* [http://en.wikipedia.org/wiki/OpenEMR OpenEMR on Wikipedia].<br />
:* [http://www.open-emr.org/ OpenEMR Website].<br />
:* [http://twitter.com/openemr OpenEMR Twitter Feed].<br />
:* [http://www.facebook.com/pages/OpenEMR/181315115284266 OpenEMR Facebook Page].<br />
:* [http://plus.google.com/106799034872780958301 OpenEMR Google+ Page].<br />
:* Have a question to ask?<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
::* Ask at the [http://www.open-emr.org/forum.shtml Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Complete Ambulatory EHR Certification==<br />
<br />
'''This Complete EHR is 2011/2012 compliant and has been certified by an ONC-ATCB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.<br />
'''<br />
*Information on how eligible provider should register can be found here:<br />
:*[http://www.cms.gov/EHRIncentivePrograms/20_RegistrationandAttestation.asp EHR Incentive Program Registration and Attestation].<br />
*After being tested in the ICSA Labs ONC-ATCB 2011/2012 EHR Certification Program, OpenEMR 4.1 attained Complete Ambulatory EHR Certification on August 19th, 2011, satisfying the requirements for the following criteria per the ONC Approved Test Procedures v1.1:<br />
:*[http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory Certified List of Features That OpenEMR Successfully Passed to Obtain Certification].<br />
*See this page for additional vital details:<br />
:*[http://www.oemr.org/wiki/OEMR_Certification OpenEMR 4.1 ONC Complete Ambulatory EHR Certification].<br />
*See this page if interested in how certification was achieved:<br />
:* [[Certification Project Archive]].<br />
*Plans for Stage II Meaningful Use Certification (due in 2014)<br />
:* [[OpenEMR Certification Stage II Meaningful Use|Certification Stage II]].<br />
<br />
== Support ==<br />
<br />
:*[[OpenEMR Support Guide|OpenEMR Support Guide]]: Guide for users on how to take the most advantage of free and professional support for OpenEMR.<br />
:*[[OpenEMR Professional Support|Professional Support]]: The OpenEMR project has a large number of vendors and individuals who offer their services supporting, installing, hosting and customizing OpenEMR.<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
<br />
== Demos ==<br />
<br />
=== Official Demos ===<br />
:* <span style="font-size:125%">'''[[OpenEMR Demo|OpenEMR Version 4.1.2 Demo]]''' -- '''This demo is the current stable release of OpenEMR.'''</span><br />
:* [[OpenEMR Version 4.1.1 Demo|OpenEMR Version 4.1.1 Demo]] This demo is the previous stable release of OpenEMR.<br />
<br />
=== Development Demos ===<br />
:* [[Development Demo|OpenEMR Version 4.1.3 Development Demo]] -- This demo is of the newest development version of OpenEMR, and may contain features known not to work yet.<br />
:* [[Development 4.1.2 Demo|OpenEMR Version 4.1.2 Stable Demo]] -- This demo is of the current stable release of OpenEMR with latest patch applied (there is no sample data).<br />
:* [[Development 4.1.1 Demo|OpenEMR Version 4.1.1 Stable Demo]] -- This demo is of the previous stable release of OpenEMR with latest patch applied (there is no sample data).<br />
<br />
== Downloads ==<br />
:* [[OpenEMR Downloads|OpenEMR Downloads]] : '''Main OpenEMR download page.'''<br />
:* [[OpenEMR Patches|Patches]] : Patches for OpenEMR versions 4.1.1, 4.1.0, 4.0.0, 3.2.0, and 3.1.0 .<br />
:* [[OpenEMR Contributed Forms|Contributed Forms]] : A place for sharing contributed forms.<br />
:* [[OpenEMR Tools | Tools]] : A place for sharing contributed tools related to OpenEMR.<br />
<br />
== Installation Manuals ==<br />
:* [[OpenEMR Installation Guides|OpenEMR Installation Guides]].<br />
<br />
== Upgrade Manuals ==<br />
:* [[OpenEMR Upgrade Guides|OpenEMR Upgrading Guides]].<br />
<br />
== User Manuals ==<br />
===Main===<br />
:* [[OpenEMR 4.1.3 Users Guide|OpenEMR 4.1.3 User Manual]] <span style="color: red">'''(Version Not Yet Released. New materials in development)'''</span>.<br />
:* '''[[OpenEMR 4.1.2 Users Guide|OpenEMR 4.1.2 User Manual]] (Current stable release of OpenEMR)'''. <br />
:* [[OpenEMR 4.1.1 Users Guide|OpenEMR 4.1.1 User Manual]].<br />
:* [[OpenEMR 4.1 Users Guide|OpenEMR 4.1.0 User Manual]].<br />
:* [[OpenEMR 4.0 Users Guide|OpenEMR 4.0 User Manual]].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.2_Users_Guide.pdf OpenEMR 3.2 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.1_Users_Guide.pdf OpenEMR 3.1 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.0_Users_Guide.pdf OpenEMR 3.0 Users Manual (PDF)].<br />
<br />
===Supplementary===<br />
:* Backup <br />
::Lest you rue the day.<br />
::*[[OpenEMR_Backup_Tools#Linux|Linux]].<br />
::*[[OpenEMR_Backup_Tools#Windows|Windows]].<br />
:::Take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
:*Billing <br />
::*[[Charges Panel]]. <br />
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]].<br />
:*Clinical Decision Rules <br />
::*[[CDR User Manual]].<br />
::*[[Media:Clinical_Decision_Rules_Manual.pdf|CDR Guide]]: How to add rules for Clinical Quality Measures.<br />
:*Communication<br />
::*[[Direct]]: Direct Project guide.<br />
::*[[Mercury Mail Configuration in Windows]].<br />
::*[[Patient Portal]].<br />
::*[[Short Message Service]].<br />
::*[[Sms_and_Email_Notification_Howtos|SMS & Email]].<br />
:*Data Import<br />
::*[[Import_Standard_Tables|Standard Tables]]: An ICD9, ICD10, SNOMED & RxNorm import guide.<br />
::*[[Import_RxNorm_and_SNOMED_Tables|RxNorm and SNOMED]].<br />
::*[[Code_Types|Other Data Sets - Other Methods]].<br />
:*Diagnostic Studies<br />
::* [[Procedure configuration & order process]].<br />
::: Step wise explanation of how to configure '''Procedures''':<br />
:::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].<br />
:::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].<br />
:::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].<br />
:::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide. <br />
::* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]: Communication with external laboratory facility.<br />
:*Documents<br />
::*[[Faxing & Scanning]].<br />
::*[[Templates for Patient Documents]]: How to download, modify & upload templates.<br />
:*Forms <br />
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 89 forms.<br />
:::*[[CAMOS module]]: An intuitive interface for text organization and insertion in a patient's chart. <br />
:::*[[Graphic_pain_map|Graphic Pain Map]]: Image uploading & annotations guide.<br />
:::*[[Previews of Forms Distributed with OpenEMR|Form Previews]].<br />
::*Layout Based Visit Forms.<br />
:::*[[LBV Forms]].<br />
:::*[[Sample Layout Based Visit Form]].<br />
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.<br />
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. <br />
:::*[[Sample NationNotes Form]]. <br />
::*[[Simple Note Templates|Simple Note Templates]].<br />
:*Illustration<br />
::*[[Videos and Animations]]. <br />
:*Navigation<br />
::*[[Cross Reference Views]].<br />
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.<br />
::*[[Patient Note and Form Searching]]. <br />
:*Practice Setup <br />
::*[[Facility Specific User Information]].<br />
::*[[User Settings]]<br />
:*Prescription<br />
::*[[OpenEMR_ePrescribe|ePrescribing]]. <br />
::*[[Pharmacy Dispensary Module]]. <br />
:*Scheduling<br />
::*[[Calendar_Categories|Calendar Categories]]: Guide to change name, color & interval of appointments.<br />
<br />
== Configuration Manuals ==<br />
=== General ===<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
:* [[settings_lists|Description of Settings]]: Documentation of the settings in Administration->Globals and Administration->Lists.<br />
:* [[Access Controls Listing|Description of Access Controls]]: Documentation of the settings in Administration->ACL.<br />
:* [[OpenEMR Form Creation Tools| Forms - Form Creation Tools]]: Tools for editing existing forms, and creating new forms in OpenEMR.<br />
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data.<br />
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR.<br />
:* [[OpenEMR Internationalization Configuration| Language Translation Configuration]]: OpenEMR has a thriving translation community with languages already available. If you have an interest in translating OpenEMR into your native language, please let us know.<br />
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]]: Configuration/maintenance of multiple sites from one OpenEMR instance.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
:* [[OpenEMR Patient Statement Printing and Configuration Howtos| Patient Statement Printing/Configuration Howtos]].<br />
:* [[OpenEMR Layout Selection| Layout Selection]]: OpenEMR now has three visual layouts to choose from. These instruction show how to configure this along with comparison screenshots.<br />
:* [[SSL Installation Howtos|SSL Install Howtos]].<br />
:* [[OpenEMR UTF-8 Upgrade Howto|UTF-8 Upgrade Howto]].<br />
:* [[Operating Systems]]<br />
<br />
=== Modules ===<br />
:* [[OpenEMR Billing Setup Howtos| Billing - Billing Setup Howtos]]: How To Configure and Use OpenEMR For Billing. <br />
:* [[OpenEMR Calendar| Calendar - Using The Calendar As A Tool]]: Using The Calendar As A Tool in OpenEMR.<br />
:* [[Pharmacy Dispensary Module Configuration|Pharmacy Dispensary Module Configuration]].<br />
:* [[Sms and Email Notification Howtos|Sms/Email Notification Howtos]].<br />
:* [[Mercury Mail Configuration in Windows|Mercury Mail Configuration in Windows XAMPP]].<br />
:* [[CouchDB Documents Module]] - Using CouchDB to store patient documents.<br />
<br />
== Development ==<br />
=== Developer Manuals ===<br />
:* [[New Developer Information|Information For New Developers]]: If you are a developer looking to contribute to the project, check this page for details on how to get started.<br />
:* [[Development Policies|Policies for Developers]]: Agreed upon policies developers must observe (or provide a good reason not to).<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:*Architecture<br />
::* [[OpenEMR System Architecture|Architecture Overview]]: Overview of OpenEMR's system architecture.<br />
::*[[File Structure]]<br />
::*[[Database Structure]]<br />
:* [[Code Notes|Code Notes]]: Notes on how certain features are coded.<br />
:* [[Office Work Flow|Typical Work Flow in a Medical Clinic]]: A guide for developers who need to improve their knowledge of the work flow in an ambulatory clinic<br />
<br />
=== Projects ===<br />
:*[[Active Projects|Active Projects & Projects Needing Developers]]: Listing of projects, both Active & Proposed.<br />
:*[[Independent Developers / Contributors|Active Independent Developers / Contributors]]: Listing of volunteer and independent freelance developers working on OpenEMR.<br />
:*[[OpenEMR API|OpenEMR API]]: Project in progess to auto-document OpenEMR's code.<br />
:*[[OpenEMR Project Marketplace]].<br />
:*[[Request for Proposals (RfP's)]].<br />
<br />
=== Repository ===<br />
:* [[Repository work flow structure| Our git Repository structure, work flow, and developer roles]]: This describes our current git repository structure, work flow, and current developer/contributor roles.<br />
:* [[git for dummies|git For Dummies]]: This is a quick, practical OpenEMR walk through with the goal of getting new developers up and working with git as quick as possible.<br />
:* [[Using Git with OpenEMR]]: Example workflow for preparing patches for OpenEMR with Git.<br />
:* [[Git Migration]]: Documentation of the migration from the cvs repository to the git repository, which was completed on 10/30/2010.<br />
<br />
=== Internationalization ===<br />
:* [[OpenEMR Internationalization Translator Guide]]: A HOWTO on helping with translation of OpenEMR in your native language.<br />
:* [[OpenEMR Internationalization Development Guide|OpenEMR Internationalization Developer Guide]]: Developers guide to the translation engine and functions.<br />
<br />
=== Modules and Modular Interfaces ===<br />
:* [[CDR Engine]]: stuff related to the Clinical Decision Rules engine.<br />
:* [[Background Service Manager]]<br />
:* [[The OpenEMR API]]: Core interfaces for OpenEMR programming.<br />
:* [[The Forms API]]: an interface for adding additional encounter and non-encounter based forms. <br />
:* [[The Notes API]]: an interface for adding and managing non-medical notes attached to a patient's file.<br />
:* [[The Reminders API]]: an interface for adding and managing reminders.<br />
:* [[Lists and Layouts|Lists and Layouts]]: built-in List editing, and simple form layout editor.<br />
:* [[Sending Email|Sending Email]]: Preferred mechanism of sending email(s).<br />
:* [[Prescribing Module]]: Walk-through of the prescribing module.<br />
:* [[Code Types]]: Explains the current scheme for containing code types (such as ICD9, CPT) etc.<br />
:* [[Diagnostic Codes Development]]: Current plan/implementation for diagnostic code sets (ICD9,ICD10,SNOMED, etc.).<br />
<br />
=== Development Guides ===<br />
:* [[Smarty]]: Using OpenEMR's embedded Smarty templating engine.<br />
:* [[LBV_Forms|LBV Forms]]: Creating Layout Based forms.<br />
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form]]. <br />
:* [[OpenEMR_Xml_Form_Generator|OpenEMR Xml Form Generator]] : XML based forms (generates php).<br />
:* [[Image Based Forms]]: Using MI2's new image based forms interface.<br />
<br />
=== Embedded Components ===<br />
:* [[ADODB]]: ADOdb Database Abstraction Library for PHP.<br />
:* [[FancyBox]]: hover-over iframes, used in the user interface.<br />
:* [[Gritter]]: pop-up bubbles, for notifications.<br />
:* [[html2pdf]]: OpenEMR's embedded html2pdf.<br />
:* [[Jquery]]: a javascript toolkit, that makes writing javascript easier.<br />
:* [[PhpGacl]]: OpenEMR's embedded php-GACL (access controls).<br />
:* [[PhpMyAdmin]]: OpenEMR's embedded phpMyAdmin (database administration tool).<br />
:* Open Flash Chart: Embedded javascript flash graphing for for graphing vitals other numeric data in forms.<br />
:* Smarty PostCalendar.<br />
:* [[Zend]]<br />
<br />
=== File Formats Used ===<br />
:* [[X12 837p Reference]]: A reference for the X12 billing files OpenEMR generates.<br />
<br />
=== Security ===<br />
:* [[Security Alert Fixes]]: Track security alerts and fixes.<br />
:* [[Codebase Security]]: Assessment, plan, and tracking of project progress to globally secure the codebase.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
<br />
=== Release Process ===<br />
:* [[Upgrade Mechanism]]: How upgrades are done.<br />
:* [[Patch Mechanism]]: How patches are done.<br />
:* [[Steps for a patch release]]: Documented steps for a patch release.<br />
:* [[Steps for an official release]]: Documented the steps for an official full release.<br />
:* [[OpenEMR Acknowledgments]]: Contributors (testers, bug fixers, developers, translators, etc.) can enter their information here if they want to by included in the Acknowledgments Notice.<br />
:* [[Release Features | New Features in Each Release]]: New features in each release (starting from version 4.0).<br />
:* [[QA/Release Process| Status of an ongoing new release process]]: Listing of active bugs and planned features with status for an ongoing release.<br />
<br />
=== Package Development ===<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
:* [[Ubuntu-Debian Package Developers Page]]: Page for ubuntu-debian package development.<br />
:* [[Windows Installer |Windows Installer]].<br />
<br />
=== Project Tools ===<br />
:* [[OpenEMR Website]]: OpenEMR website description and development.<br />
:* [[OpenEMR Wiki]]: OpenEMR wiki description and development.<br />
:* [[OpenEMR Forum]]: OpenEMR forum description and development.<br />
:* [[OpenEMR IRC]]: OpenEMR IRC chat channel description.<br />
:* [[OpenEMR Twitter Feed]]: OpenEMR twitter feed description.<br />
:* [[OpenEMR Facebook Page]]: OpenEMR Facebook page.<br />
:* [[OpenEMR Google Plus Page|OpenEMR Google+ Page]]: OpenEMR Google+ page.<br />
:* [[OpenEMR Diaspora Page]]: OpenEMR Diaspora Page.<br />
:* [[OpenEMR Community Demo Development]]: Description for setting up the community demo.<br />
<br />
=== Miscellaneous ===<br />
:* [[Automated Testing]]: OpenEMR has an automated test suite designed to help ensure that the code does what it's supposed to and that new features do not break existing features. '''(note that this thing has been broken/not used for some time now)'''.<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:* [http://oemr.alltechservices-ia.com/nav.html?index.html PhpXref]: For those of you familiar with PhpXref, here is a parsed copy of 4.0.0. '''It needs more documentation'''.<br />
<br />
== Virtual Appliances ==<br />
:* [[Virtual Appliances Overview|Virtual Appliances Overview]]<br />
:* [[OpenEMR 4.1.1 Virtual Appliance|OpenEMR 4.1.1 Virtual Appliance]]<br />
:* [[OpenEMR Appliance Help and Tips|Help and Tips]]: Variety of help and tips for the OpenEMR Appliance. Describes how to auto-start the OpenEMR-Appliance(VMware Player) in Windows.<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
<br />
== ISO ==<br />
:*[[OpenEMR ISO Overview|ISO Overview]].<br />
:*[[OpenEMR ISO Projects|ISO Projects]].<br />
<br />
== Apps ==<br />
:* [[OpenEMR Android Apps]].<br />
<br />
== Troubleshooting ==<br />
:* [[General Troubleshooting]] -- general problems people have experienced with OpenEMR, and (hopefully) their solutions.<br />
:* [[Common Installation Problems]] -- problems people have experienced installing OpenEMR, and (hopefully) their solutions.<br />
:* Take advantage of the free community support. If you have a question to ask?<br />
::* Ask at the [http://sourceforge.net/projects/openemr/forums Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
== FAQ Frequently Asked Questions ==<br />
: Not only for beginners.<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
<br />
== OpenEMR Articles and Presentations ==<br />
<br />
=== Articles ===<br />
:* '''[[wikipedia:OpenEMR|OpenEMR on Wikipedia]] (Current Article)'''.<br />
:* [http://www.openhealthnews.com/hotnews/growing-openemr-business-community The Growing 'OpenEMR' Business Community] (November, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/us-peace-corps-adopts-openemr-use-77-countries-world-wide U.S. Peace Corps Adopts OpenEMR for use in 77 Countries World-wide] (November, 2013).<br />
:* [http://www.mi-squared.com/2013/11/peace-corps-openemr-project-starts-now/ Peace Corps OpenEMR Project Starts] (November, 2013).<br />
:* [http://www.prweb.com/releases/2013/11/prweb11304855.htm EnSoftek, Inc. Wins Peace Corps Global Electronic Medical Records (EMR) System Development and Implementation Contract] (November, 2013).<br />
:* [http://www.infoworld.com/slideshow/119652/bossie-awards-2013-the-best-open-source-applications-226975#slide20 Bossie Awards 2013: The best open source applications] (September, 2013).<br />
:* [http://www.prnewswire.com/news-releases/emr-direct-announces-availability-of-direct-project-secure-email-powered-by-phimail-in-openemr-412-220287771.html EMR Direct Announces Availability of Direct Project Secure Email Powered by phiMail™ in OpenEMR 4.1.2] (August, 2013).<br />
:* [http://openhealthnews.com/hotnews/openemr-v412-planned-release OpenEMR v.4.1.2 - Planned Release] (July, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-ophthalmologists-meaningful-use-attestation OpenEMR & Ophthalmologist's Meaningful Use Attestation] (April, 2013).<br />
:* [http://www.prweb.com/releases/2013/1/prweb10348260.htm ZH Healthcare Offers the Next Step in OpenEMR Patient Portal with Progressive New Features] (January, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-grow-popularity-and-use OpenEMR Continues to grow in Popularity and Use] (December, 2012).<br />
:* [http://www.prlog.org/12041984-openemr-presented-to-the-kenya-medical-association.html OpenEMR presented to the Kenya Medical Association] (December, 2012).<br />
:* [http://openhealthnews.com/hotnews/key-health-it-systems-moving-final-phase-open-source-maturity-model Key health IT systems moving into the final phase of the Open Source Maturity Model] (December, 2012).<br />
:* [http://www.oemr.org/2012/12/12/518/ Going From Paper to Electronic: A Road Map] (December, 2012).<br />
:* [http://www.ehrwatch.com/blog/vendor-launches-line-openemr-education-program Vendor launches on-line OpenEMR education program] (December, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/open-source-emr-alternatives-kenya Open Source EMR Alternatives for Kenya] (November, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-make-news OpenEMR continues to make news] (October, 2012).<br />
:* [http://www.pcworld.com/article/2010155/10-award-winning-open-source-apps-to-try-today.html 10 award-winning open source apps to try today] (September, 2012).<br />
:* [http://www.infoworld.com/slideshow/65165/bossie-awards-2012-the-best-open-source-applications-202530#slide21 Bossie Awards 2012: The best open source applications] (September, 2012).<br />
:* [http://www.prweb.com/releases/2012/7/prweb9699462.htm HP India Mobile Health Centre Project To Utilize OpenEMR] (July, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/siaya-district-hospital-kenya-goes-live-openemr Siaya District Hospital in Kenya Goes Live With OpenEMR] (April, 2012).<br />
:* [http://openhealthnews.com/news-clipping/2012-03-30/openemr-continues-flourish OpenEMR continues to flourish] (March, 2012).<br />
:* [http://linuxmednews.com/1328842067 MediGrail LLC Automates Siaya District Hospital in Rural Kenya with OpenEMR] (February, 2012).<br />
:* [http://www.govhealthit.com/news/peace-corps-plans-ehr-system-2013 Peace Corps plans EHR system in 2013] (February, 2012): OpenEMR to be used by the Peace Corps.<br />
:* [http://www.techrepublic.com/blog/doityourself-it-guy/diy-openemr-free-software-for-medical-practices/861 DIY: OpenEMR, free software for medical practices] (October, 2011).<br />
:* [http://openhealthnews.com/hotnews/openemr-41-achieves-full-meaningful-use-certification OpenEMR 4.1 Achieves Full 'Meaningful Use' Certification] (August, 2011).<br />
:* [http://tinyurl.com/2fb8wpm Taking medical records into the digital age - Solving traditional system challenges with OpenEMR] (2010).<br />
:* [http://bkaeg.org/blog/archives/2010/02/openemr---at-a.html OpenEMR - At a glance] (2010).<br />
:* [http://www.nagalandpost.com/ShowStory.aspx?npoststoryiden=UzEwMjQyOTE%3D-u5jpoTKCit0%3D FPAI conducts training on OpenEMR] (2010).<br />
:* [http://www.emrandhipaa.com/emr-and-hipaa/2009/11/25/openemr-success-story/ OpenEMR Success Story] (2009).<br />
:* [http://www.healthcareguy.com/2009/11/15/guest-article-open-source-emrs-for-free-clinics/ Guest Article: Open Source EMRs for free clinics] (2009).<br />
:* [[Open_Source_EHR_Public_Policy|Open Source Electronic Health Records: In Public Policy.]] (2009).<br />
:* [[Open_Source_EHR_in_Practice|Open Source Electronic Health Records: in Practice.]] (2009).<br />
:* [http://www.healthcareguy.com/2007/01/07/open-source-emr-and-practice-management-software-appliance/341/ Open Source EMR and Practice Management Software Appliance] (2007).<br />
:* [http://linuxmednews.com/1138557562/index_html Using OpenEMR in Family Practice] (2006).<br />
:* [[Technical_Aspects_of_OpenEMR|Technical Aspects of OpenEMR. Julia Weatherby]] (2006).<br />
:* [[OpenEMR_Architecture|OpenEMR Architecture. T. Simbini]] (2006).<br />
:* [[The_OpenEMR_Community|The OpenEMR Community. Margaret Donahue]] (2006).<br />
<br />
=== Videos and Presentations ===<br />
:* POSSCON Presentation (2013).<br />
::* ''Implementation of OpenEMR in a Paper Primary Care Office'' By Diane Petersen and Dr. Samuel Bowen.<br />
:::*[http://posscon.org/presentation/implementation-openemr/ Abstract].<br />
:::*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
:* Portland Linux/Unix Group Presentation (2013).<br />
::* ''OpenEMR Implementation'' By Diane Petersen.<br />
:::*[http://www.mi-squared.com/2013/02/openemr-plug-presentation/ Abstract].<br />
:* Libre Software Meeting (2012).<br />
::* ''OpenEMR, a multi-language free open source electronic health record for international use'' By Dr. Samuel Bowen.<br />
:::* [http://schedule2012.rmll.info/OpenEMR-a-multi-language-free-open-source-electronic-health-record-for-international-use?lang=en Abstract].<br />
:* Ohio LinuxFest Presentation (2011).<br />
::* ''Taking OpenEMR to Meaningful Use Certification and Beyond'' By Dr Samuel Bowen.<br />
:::* Slides: [http://www.oemr.org/wiki/File:Ohio_Linuxfest_OEMR-2011-09-09.pdf Ohio_Linuxfest_OEMR-2011-09-09.pdf].<br />
:* Portland Linux/Unix Group Presentation (2011).<br />
::* ''Introduction to OpenEMR'' By Tony McCormick.<br />
:::* Video: http://www.openaffairs.tv/2011/06/open-emr-presentation-and-discussion-at-portland-linux-user-group/.<br />
:* POSSCON Presentation (2011).<br />
::* ''The Development & Growth of the OpenEMR Project'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.posscon.org/presentation/development-growth-openemr-project/.<br />
:::* Slides: [http://www.oemr.org/wiki/File:POSSCON_OpenEMR_Growth_and_Development-v3.pdf POSSCON_OpenEMR_Growth_and_Development-v3.pdf].<br />
:* OSCON Presentation (2010).<br />
::* ''Taking OpenEMR, a GPL EMR to ARRA Meaningful Use Certification and beyond Presentation'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.youtube.com/watch?v=zxd-ZJuiCEk.<br />
:::* Slides: [http://www.oemr.org/wiki/File:OpenEMR-MUCert.pdf OpenEMR-MUCert.pdf].<br />
::* Related Blog Posts: <br />
:::* Day One: http://radar.oreilly.com/2010/07/day-one-of-the-health-care-it.html.<br />
:::* Day Two: http://radar.oreilly.com/2010/07/vista-scenarios-and-other-cont.html.<br />
:::* Wrap Up: http://radar.oreilly.com/2010/07/wrap-up-of-the-health-care-it.html.<br />
<br />
=== Ongoing Projects ===<br />
:* [[general_openemr_marketing|General Marketing of OpenEMR]]: General articles describing the OpenEMR project and discussing features of OpenEMR.<br />
:* [[open_source_openemr|Open Source EMRs are Better]]: Articles to convince users why open source emrs are better than proprietary emrs by 1) defining open source software, 2) describing why open source EMR's are better than proprietary EMR's, 3) describing how to find a vendor/support and 4) showing examples of OpenEMR working in practices.<br />
:* [[OpenEMR Success Stories|Success Stories]]: Clinic success stories are here.<br />
<br />
=== Student Projects ===<br />
:*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
<br />
==Events==<br />
:*Free Webinars.<br />
::*Twice monthly webinars by [[OpenEMR_Professional_Support#Z.26H_Healthcare_Solutions.2C_LLC.|ZH Healthcare]]. See [http://www.eventbrite.com/org/2981993855 schedule].<br />
:*Conference Calls.<br />
::*Weekly conference call that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Weekly Conference Call Details|Details]].<br />
::*[[OpenEMR Specific call agendas/minutes|Specific call agenda/minutes]].<br />
:*OpenEMR MEETUP!<br />
::*Quarterly meeting (ie. more like a social gathering) that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Specific meeting agenda/minutes|Specific meeting agenda/minutes]].<br />
:*IRC Discussions.<br />
::*Considering a weekly IRC discussion time at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Resources==<br />
<br />
:*[http://HealthInfoLaw.org Health Information and the Law] a project of the George Washington University’s Hirsh Health Law and Policy Program, developed with support from the Robert Wood Johnson Foundation, is designed to serve as a practical online resource to federal and state laws governing access, use, release, and publication of health information.<br />
<br />
==Miscellaneous==<br />
:*[[Google_Summer_of_Code_-_OpenEMR|Google Summer of Code]] - OpenEMR is planning to submit an application for GSOC 2013.<br />
:*[[OpenEMR Forum Guidelines]]: A guide to Forum etiquette.<br />
<br />
==Organizations Supporting OpenEMR==<br />
:*[http://sourceforge.net Sourceforge]: Provides the OpenEMR project with free tools, including project management, file release repository, bug tracker, forums, and web space/server for the [http://www.open-emr.org OpenEMR] website and web tools.<br />
:*[http://oemr.org OEMR]: OEMR is a 501(c)(3) organization supporting OpenEMR.<br />
<br />
=Wiki Instructions=<br />
:Consult the [http://www.mediawiki.org/wiki/MediaWiki User's Guide] for information on using the wiki software.<br />
<br />
:* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list].<br />
:* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ].<br />
:* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list].<br />
:* [http://www.open-emr.org/wiki/index.php/ACCOUNT_REQUEST_AND_WIKI_AUTHORSHIP_PRIMER Account Request and Wiki Authorship Primer] - How to get an account and start a Wiki article.<br />
<br />
<br />
[[Category:OpenEMR]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_4.1.2_Users_Guide&diff=18192OpenEMR 4.1.2 Users Guide2014-09-01T11:42:11Z<p>Pieter W Blankevoort: /* Supplementary Topics */</p>
<hr />
<div>{{Languages|OpenEMR 4.1.2 Users Guide}}<br />
<br><br />
[[File:OpenEMR-Login_4_1_1.jpg|150px|right|border|link=]]<br />
__TOC__<br />
==Users Guide==<br />
<br />
<br />
===Main Topics===<br />
====Wiki Format====<br />
:* '''OpenEMR 4.1.2 Users Guide''':<br />
::* [[Getting Started 4.1|Getting Started]]<br />
::* [[Main Screen & Navigation 4.1|Main Screen & Navigation]]<br />
::* [[Setting Up Your Clinic 4.1|Setting Up Your Clinic]]<br />
::* [[Adding a New Patient 4.1|Adding a New Patient]]<br />
::* [[Using the Calendar 4.1|Using the Calendar]]<br />
::* [[New Encounters & Coding 4.1|New Encounters & Coding]]<br />
::* [[Issues & Immunizations 4.1|Issues & Immunizations]]<br />
::* [[Patient Notes & Transactions 4.1|Patient Notes & Transactions]]<br />
::* [[Basic Billing 4.1|Basic Billing]]<br />
::* [[Accounting & Receivables 4.1|Accounting & Receivables]]<br />
::* [[Reporting 4.1|Reporting]]<br />
<br />
===Supplementary Topics===<br />
:* [[Adding and Removing User Permissions|Access Controls]].<br />
:*[[OpenEMR_Backup_Tools|Backup]]: Lest you rue the day. Windows users, take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
:* [[Configuring and testing Emergency access|Break Glass - Emergency Access configuration]].<br />
:*[[Calendar_Categories|Calendar Categories]]: How to Change Names, Colors and Intervals of Appointments.<br />
:* [[CAMOS module]]: An Intuitive Interface for Text Organization and Insertion in a Patient's Chart.<br />
:* [[Charges_Panel|Charges Panel]]. <br />
:* [[CDR User Manual|Clinical Decision Rules]].<br />
:* [http://www.open-emr.org/wiki/index.php/File:Clinical_Decision_Rules_Manual.pdf CDR Guide]: How to add Rules for Clinical Quality Measures. <br />
:* [[CDR_User_Manual|CDR User Manual]].<br />
:* [[Code_Types|Configure and Add Code Types]]. <br />
:* [[CouchDB Documents Module]]: Using CouchDB to store patient documents.<br />
:* [[Direct|Using "Direct" Communication]]: How to use "Direct" communication in OpenEMR.<br />
:* [[Encryption and Decryption of Documents|Encryption and Decryption of document]].<br />
:* [[Preparing_for_Billing_and_using_the_Fee_Sheet|Fee sheet/service code entry & customization - from Openemr version 3.2]].<br />
:*[[OpenEMR_Contributed_Forms|Contributed Forms]]. The [[Graphic_pain_map|Graphic Pain Map]] can be readily adapted to provide annotations on an uploaded image for any specialty.<br />
:* [[LBV_Forms|LBV (Layout Based Visit) Form customization & layout]].<br />
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form Tutorial]]. <br />
:* [[LBV_FORMS_FOR_OPHTHALMOLOGY|LBV Forms For Ophthalmology]]: A Pictorial Guide.<br />
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]].<br />
:* [[Nation Notes]]: Medical Record Template engine with a WYSIWYG editor.<br />
:* [[Sample_NationNotes_Form|Sample NationNotes Form]].<br />
:* [[Patient Note and Form Searching]].<br />
:* [[Media:ZHH-Draft-Batch-Payment.pdf|Batch Payment (EOP) and Statement Processing]].<br />
:* [[Pharmacy Dispensary Module|Pharmacy Dispensary]].<br />
:* [[Phone numbers input]]: How to input phone numbers in three different places.<br />
:* [[Patient Portal]].<br />
:* [[OpenEMR ePrescribe|ePrescribing]].<br />
:* [[Procedure configuration & order process]].<br />
:: Step wise explanation of how to configure '''Procedures''':<br />
::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].<br />
::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].<br />
::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].<br />
:* [[Electronic Procedure Orders]].<br />
:* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]].<br />
:* [[Securing OpenEMR]].<br />
:* [[Facility Specific User Information]]. <br />
:* [[OpenEMR Settings|OpenEMR Settings]].<br />
:* [[User Settings]].<br />
:* [[Import Standard Tables]]: An ICD9, ICD10, SNOMED and RxNorm Import Guide.<br />
:* [[OpenEMR_Internationalization_Configuration|Language Translations]].<br />
:* [[Videos_and_Animations|Videos and Animations]].<br />
==When you are really desperate, and need to remove OpenEMR in UBUNTU==<br />
:*[https://sourceforge.net/p/openemr/discussion/202505/thread/01fc1893/#366e How to remove everything OpenEMR installed in Ubuntu]<br />
<br />
<br />
<br />
<br><br />
<br />
==Video Tutorials==<br />
<br />
===Getting Started===<br />
{{#ev:youtube|9iOfFsMf7yY|300||'''OpenEMR Tutorial - Getting Started'''}}<br />
===Setting up your clinic===<br />
{{#ev:youtube|oBSLyhCoNUc|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}}<br />
{{#ev:youtube|vKgr78LxsQo|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}}<br />
===Adding a new patient===<br />
{{#ev:youtube|8jCxILdj2Iw|300||'''OpenEMR Tutorial - Adding a new patient'''}}<br />
===Using your calendar===<br />
{{#ev:youtube|DRWAN4JOW-s|300||'''OpenEMR Tutorial - Using your calendar'''}}<br />
===Documenting a visit/encounter===<br />
{{#ev:youtube|5Eo1q1mPM5M|300||'''OpenEMR Tutorial - Documenting a visit/encounter'''}}<br />
===Issues, Problems & Immunizations===<br />
{{#ev:youtube|w4rGCc7HS2Q|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}}<br />
===Billing and Claim Generation===<br />
{{#ev:youtube|KC2YFuhmLMs|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}}<br />
===EOBs, Payments & Accounts Receivables===<br />
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}}<br />
<br />
==Frequently Asked Questions (FAQ)==<br />
:Plan to post questions here that are frequently asked on the forums for OpenEMR version 4.1.2.<br />
<br />
:'''How do I get E-Prescribing working?'''<br />
::*See [[OpenEMR ePrescribe]] wiki page for details.<br />
<br />
:'''How do I get electronic lab results working?'''<br />
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4709788 Tony McCormick's 9/19/2011 post] in the SourceForge forums for details on this feature. <br />
<br />
:'''How do I go about getting Meaningful Use now?'''<br />
::*The Official Web Site for the [http://www.cms.gov/EHRIncentivePrograms/ Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs].<br />
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4880702 CVerk's excellent 12/6/2011 and 1/5/2012 posts] in the SourceForge forums describing how he successfully passed Meaningful Use attestation for 2011. <br />
::*An [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6544181 additional thread] (both 1/5/2013 posts by CVerk) describing how he passed Meaningful Use attestation for 2012. <br />
::*See these [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/4745124 excellent posts] (10/8/2011 and 10/12/2011) in the SourceForge forums by Dr. Ronald Leemhuis describing how he planned to get the 2011 Medicare incentive. <br />
::*See [http://sourceforge.net/projects/openemr/forums/forum/202504/topic/6018030 Jojo Pornebo's 10/15/12 post] in the SourceForge forums, regarding Medicaid Meaningful Use. <br />
::*See this [http://www.oemr.org/phpBB3/viewtopic.php?f=16&t=35 excellent thread] describing the topic by Dr. Sam Bowen on the OEMR organization forum. <br />
::*[[2013_Ophthalmologist%27s_Meaningful_Use_Attestation|2013 Ophthalmologist's Meaningful Use Attestation]] A step-by-step pictorial guide.<br />
<br><br />
<br />
==Acknowledgments==<br />
:*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]]<br />
:*[http://www.ohloh.net/p/openemr/factoids/ Greater than 90 developers over the last 10 years have directly contributed code to this project].<br />
:*Meaningful Use Certification itself involved numerous individuals, companies and the [http://www.oemr.org OEMR] organization. Detailed acknowledgments for this monumental feat can be found on the first post in [http://sourceforge.net/projects/openemr/forums/forum/202506/topic/4628453 this sourceforge forum].<br />
<br><br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide]][[Category:Video Tutorial]][[Category:Frequently Asked Questions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_Wiki_Home_Page&diff=18188OpenEMR Wiki Home Page2014-08-31T13:49:58Z<p>Pieter W Blankevoort: /* When you are really desperate, and need to remove OpenEMR in UBUNTU */</p>
<hr />
<div>[[File:ICSA_Cert_EHR-Ambulatory_2C_200dpi_692x375.jpg|300px|right|border|link=]]<br />
[[File:OpenEMR-Login_4_1_1.jpg|300px|right|border|link=]]<br />
[[File:Slide image Bossies-2012-openemr.jpg|300px|right|border|link=]]<br />
[[File:Bossie4.JPG|300px|right|border|link=]]<br />
__TOC__<br />
<br />
{{MU2-Donation-Request}}<br />
<br />
=<center> The OpenEMR Documentation Wiki </center>=<br />
<br />
<br />
== Overview of OpenEMR ==<br />
[http://www.open-emr.org/ OpenEMR] is a Free and Open Source electronic health records and medical practice management application. It is [http://oncchpl.force.com/ehrcert/EHRProductDetail?id=a0A3000000LW494EAD&retURL=%2Fehrcert%2FEHRProductSearch&setting=Ambulatory ONC Complete Ambulatory EHR Certified] and it features fully integrated electronic health records, practice management, scheduling, electronic billing, internationalization, free support, a vibrant community, and [[OpenEMR_Features|a whole lot more]]. It can run on Windows, Linux, Mac OS X, and many other platforms.<br />
<br />
:* [[OpenEMR_Features|OpenEMR Features]].<br />
:* [http://sourceforge.net/projects/openemr/reviews OpenEMR Reviews (on Sourceforge)].<br />
:* [[OpenEMR_Wiki_Home_Page#Articles|OpenEMR Articles]].<br />
:* [[OpenEMR Success Stories]].<br />
:* [http://en.wikipedia.org/wiki/OpenEMR OpenEMR on Wikipedia].<br />
:* [http://www.open-emr.org/ OpenEMR Website].<br />
:* [http://twitter.com/openemr OpenEMR Twitter Feed].<br />
:* [http://www.facebook.com/pages/OpenEMR/181315115284266 OpenEMR Facebook Page].<br />
:* [http://plus.google.com/106799034872780958301 OpenEMR Google+ Page].<br />
:* Have a question to ask?<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
::* Ask at the [http://www.open-emr.org/forum.shtml Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Complete Ambulatory EHR Certification==<br />
<br />
'''This Complete EHR is 2011/2012 compliant and has been certified by an ONC-ATCB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.<br />
'''<br />
*Information on how eligible provider should register can be found here:<br />
:*[http://www.cms.gov/EHRIncentivePrograms/20_RegistrationandAttestation.asp EHR Incentive Program Registration and Attestation].<br />
*After being tested in the ICSA Labs ONC-ATCB 2011/2012 EHR Certification Program, OpenEMR 4.1 attained Complete Ambulatory EHR Certification on August 19th, 2011, satisfying the requirements for the following criteria per the ONC Approved Test Procedures v1.1:<br />
:*[http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory Certified List of Features That OpenEMR Successfully Passed to Obtain Certification].<br />
*See this page for additional vital details:<br />
:*[http://www.oemr.org/wiki/OEMR_Certification OpenEMR 4.1 ONC Complete Ambulatory EHR Certification].<br />
*See this page if interested in how certification was achieved:<br />
:* [[Certification Project Archive]].<br />
*Plans for Stage II Meaningful Use Certification (due in 2014)<br />
:* [[OpenEMR Certification Stage II Meaningful Use|Certification Stage II]].<br />
<br />
== Support ==<br />
<br />
:*[[OpenEMR Support Guide|OpenEMR Support Guide]]: Guide for users on how to take the most advantage of free and professional support for OpenEMR.<br />
:*[[OpenEMR Professional Support|Professional Support]]: The OpenEMR project has a large number of vendors and individuals who offer their services supporting, installing, hosting and customizing OpenEMR.<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
<br />
== Demos ==<br />
<br />
=== Official Demos ===<br />
:* <span style="font-size:125%">'''[[OpenEMR Demo|OpenEMR Version 4.1.2 Demo]]''' -- '''This demo is the current stable release of OpenEMR.'''</span><br />
:* [[OpenEMR Version 4.1.1 Demo|OpenEMR Version 4.1.1 Demo]] This demo is the previous stable release of OpenEMR.<br />
<br />
=== Development Demos ===<br />
:* [[Development Demo|OpenEMR Version 4.1.3 Development Demo]] -- This demo is of the newest development version of OpenEMR, and may contain features known not to work yet.<br />
:* [[Development 4.1.2 Demo|OpenEMR Version 4.1.2 Stable Demo]] -- This demo is of the current stable release of OpenEMR with latest patch applied (there is no sample data).<br />
:* [[Development 4.1.1 Demo|OpenEMR Version 4.1.1 Stable Demo]] -- This demo is of the previous stable release of OpenEMR with latest patch applied (there is no sample data).<br />
<br />
== Downloads ==<br />
:* [[OpenEMR Downloads|OpenEMR Downloads]] : '''Main OpenEMR download page.'''<br />
:* [[OpenEMR Patches|Patches]] : Patches for OpenEMR versions 4.1.1, 4.1.0, 4.0.0, 3.2.0, and 3.1.0 .<br />
:* [[OpenEMR Contributed Forms|Contributed Forms]] : A place for sharing contributed forms.<br />
:* [[OpenEMR Tools | Tools]] : A place for sharing contributed tools related to OpenEMR.<br />
<br />
== Installation Manuals ==<br />
:* [[OpenEMR Installation Guides|OpenEMR Installation Guides]].<br />
<br />
== Upgrade Manuals ==<br />
:* [[OpenEMR Upgrade Guides|OpenEMR Upgrading Guides]].<br />
<br />
== User Manuals ==<br />
===Main===<br />
:* [[OpenEMR 4.1.3 Users Guide|OpenEMR 4.1.3 User Manual]] <span style="color: red">'''(Version Not Yet Released. New materials in development)'''</span>.<br />
:* '''[[OpenEMR 4.1.2 Users Guide|OpenEMR 4.1.2 User Manual]] (Current stable release of OpenEMR)'''. <br />
:* [[OpenEMR 4.1.1 Users Guide|OpenEMR 4.1.1 User Manual]].<br />
:* [[OpenEMR 4.1 Users Guide|OpenEMR 4.1.0 User Manual]].<br />
:* [[OpenEMR 4.0 Users Guide|OpenEMR 4.0 User Manual]].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.2_Users_Guide.pdf OpenEMR 3.2 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.1_Users_Guide.pdf OpenEMR 3.1 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.0_Users_Guide.pdf OpenEMR 3.0 Users Manual (PDF)].<br />
<br />
===Supplementary===<br />
:* Backup <br />
::Lest you rue the day.<br />
::*[[OpenEMR_Backup_Tools#Linux|Linux]].<br />
::*[[OpenEMR_Backup_Tools#Windows|Windows]].<br />
:::Take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
:*Billing <br />
::*[[Charges Panel]]. <br />
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]].<br />
:*Clinical Decision Rules <br />
::*[[CDR User Manual]].<br />
::*[[Media:Clinical_Decision_Rules_Manual.pdf|CDR Guide]]: How to add rules for Clinical Quality Measures.<br />
:*Communication<br />
::*[[Direct]]: Direct Project guide.<br />
::*[[Mercury Mail Configuration in Windows]].<br />
::*[[Patient Portal]].<br />
::*[[Short Message Service]].<br />
::*[[Sms_and_Email_Notification_Howtos|SMS & Email]].<br />
:*Data Import<br />
::*[[Import_Standard_Tables|Standard Tables]]: An ICD9, ICD10, SNOMED & RxNorm import guide.<br />
::*[[Import_RxNorm_and_SNOMED_Tables|RxNorm and SNOMED]].<br />
::*[[Code_Types|Other Data Sets - Other Methods]].<br />
:*Diagnostic Studies<br />
::* [[Procedure configuration & order process]].<br />
::: Step wise explanation of how to configure '''Procedures''':<br />
:::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].<br />
:::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].<br />
:::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].<br />
:::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide. <br />
::* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]: Communication with external laboratory facility.<br />
:*Documents<br />
::*[[Faxing & Scanning]].<br />
::*[[Templates for Patient Documents]]: How to download, modify & upload templates.<br />
:*Forms <br />
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 89 forms.<br />
:::*[[CAMOS module]]: An intuitive interface for text organization and insertion in a patient's chart. <br />
:::*[[Graphic_pain_map|Graphic Pain Map]]: Image uploading & annotations guide.<br />
:::*[[Previews of Forms Distributed with OpenEMR|Form Previews]].<br />
::*Layout Based Visit Forms.<br />
:::*[[LBV Forms]].<br />
:::*[[Sample Layout Based Visit Form]].<br />
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.<br />
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. <br />
:::*[[Sample NationNotes Form]]. <br />
::*[[Simple Note Templates|Simple Note Templates]].<br />
:*Illustration<br />
::*[[Videos and Animations]]. <br />
:*Navigation<br />
::*[[Cross Reference Views]].<br />
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.<br />
::*[[Patient Note and Form Searching]]. <br />
:*Practice Setup <br />
::*[[Facility Specific User Information]].<br />
::*[[User Settings]]<br />
:*Prescription<br />
::*[[OpenEMR_ePrescribe|ePrescribing]]. <br />
::*[[Pharmacy Dispensary Module]]. <br />
:*Scheduling<br />
::*[[Calendar_Categories|Calendar Categories]]: Guide to change name, color & interval of appointments.<br />
<br />
== Configuration Manuals ==<br />
=== General ===<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
:* [[settings_lists|Description of Settings]]: Documentation of the settings in Administration->Globals and Administration->Lists.<br />
:* [[Access Controls Listing|Description of Access Controls]]: Documentation of the settings in Administration->ACL.<br />
:* [[OpenEMR Form Creation Tools| Forms - Form Creation Tools]]: Tools for editing existing forms, and creating new forms in OpenEMR.<br />
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data.<br />
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR.<br />
:* [[OpenEMR Internationalization Configuration| Language Translation Configuration]]: OpenEMR has a thriving translation community with languages already available. If you have an interest in translating OpenEMR into your native language, please let us know.<br />
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]]: Configuration/maintenance of multiple sites from one OpenEMR instance.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
:* [[OpenEMR Patient Statement Printing and Configuration Howtos| Patient Statement Printing/Configuration Howtos]].<br />
:* [[OpenEMR Layout Selection| Layout Selection]]: OpenEMR now has three visual layouts to choose from. These instruction show how to configure this along with comparison screenshots.<br />
:* [[SSL Installation Howtos|SSL Install Howtos]].<br />
:* [[OpenEMR UTF-8 Upgrade Howto|UTF-8 Upgrade Howto]].<br />
:* [[Operating Systems]]<br />
<br />
=== Modules ===<br />
:* [[OpenEMR Billing Setup Howtos| Billing - Billing Setup Howtos]]: How To Configure and Use OpenEMR For Billing. <br />
:* [[OpenEMR Calendar| Calendar - Using The Calendar As A Tool]]: Using The Calendar As A Tool in OpenEMR.<br />
:* [[Pharmacy Dispensary Module Configuration|Pharmacy Dispensary Module Configuration]].<br />
:* [[Sms and Email Notification Howtos|Sms/Email Notification Howtos]].<br />
:* [[Mercury Mail Configuration in Windows|Mercury Mail Configuration in Windows XAMPP]].<br />
:* [[CouchDB Documents Module]] - Using CouchDB to store patient documents.<br />
<br />
== Development ==<br />
=== Developer Manuals ===<br />
:* [[New Developer Information|Information For New Developers]]: If you are a developer looking to contribute to the project, check this page for details on how to get started.<br />
:* [[Development Policies|Policies for Developers]]: Agreed upon policies developers must observe (or provide a good reason not to).<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:*Architecture<br />
::* [[OpenEMR System Architecture|Architecture Overview]]: Overview of OpenEMR's system architecture.<br />
::*[[File Structure]]<br />
::*[[Database Structure]]<br />
:* [[Code Notes|Code Notes]]: Notes on how certain features are coded.<br />
:* [[Office Work Flow|Typical Work Flow in a Medical Clinic]]: A guide for developers who need to improve their knowledge of the work flow in an ambulatory clinic<br />
<br />
=== Projects ===<br />
:*[[Active Projects|Active Projects & Projects Needing Developers]]: Listing of projects, both Active & Proposed.<br />
:*[[Independent Developers / Contributors|Active Independent Developers / Contributors]]: Listing of volunteer and independent freelance developers working on OpenEMR.<br />
:*[[OpenEMR API|OpenEMR API]]: Project in progess to auto-document OpenEMR's code.<br />
:*[[OpenEMR Project Marketplace]].<br />
:*[[Request for Proposals (RfP's)]].<br />
<br />
=== Repository ===<br />
:* [[Repository work flow structure| Our git Repository structure, work flow, and developer roles]]: This describes our current git repository structure, work flow, and current developer/contributor roles.<br />
:* [[git for dummies|git For Dummies]]: This is a quick, practical OpenEMR walk through with the goal of getting new developers up and working with git as quick as possible.<br />
:* [[Using Git with OpenEMR]]: Example workflow for preparing patches for OpenEMR with Git.<br />
:* [[Git Migration]]: Documentation of the migration from the cvs repository to the git repository, which was completed on 10/30/2010.<br />
<br />
=== Internationalization ===<br />
:* [[OpenEMR Internationalization Translator Guide]]: A HOWTO on helping with translation of OpenEMR in your native language.<br />
:* [[OpenEMR Internationalization Development Guide|OpenEMR Internationalization Developer Guide]]: Developers guide to the translation engine and functions.<br />
<br />
=== Modules and Modular Interfaces ===<br />
:* [[CDR Engine]]: stuff related to the Clinical Decision Rules engine.<br />
:* [[Background Service Manager]]<br />
:* [[The OpenEMR API]]: Core interfaces for OpenEMR programming.<br />
:* [[The Forms API]]: an interface for adding additional encounter and non-encounter based forms. <br />
:* [[The Notes API]]: an interface for adding and managing non-medical notes attached to a patient's file.<br />
:* [[The Reminders API]]: an interface for adding and managing reminders.<br />
:* [[Lists and Layouts|Lists and Layouts]]: built-in List editing, and simple form layout editor.<br />
:* [[Sending Email|Sending Email]]: Preferred mechanism of sending email(s).<br />
:* [[Prescribing Module]]: Walk-through of the prescribing module.<br />
:* [[Code Types]]: Explains the current scheme for containing code types (such as ICD9, CPT) etc.<br />
:* [[Diagnostic Codes Development]]: Current plan/implementation for diagnostic code sets (ICD9,ICD10,SNOMED, etc.).<br />
<br />
=== Development Guides ===<br />
:* [[Smarty]]: Using OpenEMR's embedded Smarty templating engine.<br />
:* [[LBV_Forms|LBV Forms]]: Creating Layout Based forms.<br />
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form]]. <br />
:* [[OpenEMR_Xml_Form_Generator|OpenEMR Xml Form Generator]] : XML based forms (generates php).<br />
:* [[Image Based Forms]]: Using MI2's new image based forms interface.<br />
<br />
=== Embedded Components ===<br />
:* [[ADODB]]: ADOdb Database Abstraction Library for PHP.<br />
:* [[FancyBox]]: hover-over iframes, used in the user interface.<br />
:* [[Gritter]]: pop-up bubbles, for notifications.<br />
:* [[html2pdf]]: OpenEMR's embedded html2pdf.<br />
:* [[Jquery]]: a javascript toolkit, that makes writing javascript easier.<br />
:* [[PhpGacl]]: OpenEMR's embedded php-GACL (access controls).<br />
:* [[PhpMyAdmin]]: OpenEMR's embedded phpMyAdmin (database administration tool).<br />
:* Open Flash Chart: Embedded javascript flash graphing for for graphing vitals other numeric data in forms.<br />
:* Smarty PostCalendar.<br />
:* [[Zend]]<br />
<br />
=== File Formats Used ===<br />
:* [[X12 837p Reference]]: A reference for the X12 billing files OpenEMR generates.<br />
<br />
=== Security ===<br />
:* [[Security Alert Fixes]]: Track security alerts and fixes.<br />
:* [[Codebase Security]]: Assessment, plan, and tracking of project progress to globally secure the codebase.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
<br />
=== Release Process ===<br />
:* [[Upgrade Mechanism]]: How upgrades are done.<br />
:* [[Patch Mechanism]]: How patches are done.<br />
:* [[Steps for a patch release]]: Documented steps for a patch release.<br />
:* [[Steps for an official release]]: Documented the steps for an official full release.<br />
:* [[OpenEMR Acknowledgments]]: Contributors (testers, bug fixers, developers, translators, etc.) can enter their information here if they want to by included in the Acknowledgments Notice.<br />
:* [[Release Features | New Features in Each Release]]: New features in each release (starting from version 4.0).<br />
:* [[QA/Release Process| Status of an ongoing new release process]]: Listing of active bugs and planned features with status for an ongoing release.<br />
<br />
=== Package Development ===<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
:* [[Ubuntu-Debian Package Developers Page]]: Page for ubuntu-debian package development.<br />
:* [[Windows Installer |Windows Installer]].<br />
<br />
=== Project Tools ===<br />
:* [[OpenEMR Website]]: OpenEMR website description and development.<br />
:* [[OpenEMR Wiki]]: OpenEMR wiki description and development.<br />
:* [[OpenEMR Forum]]: OpenEMR forum description and development.<br />
:* [[OpenEMR IRC]]: OpenEMR IRC chat channel description.<br />
:* [[OpenEMR Twitter Feed]]: OpenEMR twitter feed description.<br />
:* [[OpenEMR Facebook Page]]: OpenEMR Facebook page.<br />
:* [[OpenEMR Google Plus Page|OpenEMR Google+ Page]]: OpenEMR Google+ page.<br />
:* [[OpenEMR Diaspora Page]]: OpenEMR Diaspora Page.<br />
:* [[OpenEMR Community Demo Development]]: Description for setting up the community demo.<br />
<br />
=== Miscellaneous ===<br />
:* [[Automated Testing]]: OpenEMR has an automated test suite designed to help ensure that the code does what it's supposed to and that new features do not break existing features. '''(note that this thing has been broken/not used for some time now)'''.<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:* [http://oemr.alltechservices-ia.com/nav.html?index.html PhpXref]: For those of you familiar with PhpXref, here is a parsed copy of 4.0.0. '''It needs more documentation'''.<br />
<br />
== Virtual Appliances ==<br />
:* [[Virtual Appliances Overview|Virtual Appliances Overview]]<br />
:* [[OpenEMR 4.1.1 Virtual Appliance|OpenEMR 4.1.1 Virtual Appliance]]<br />
:* [[OpenEMR Appliance Help and Tips|Help and Tips]]: Variety of help and tips for the OpenEMR Appliance. Describes how to auto-start the OpenEMR-Appliance(VMware Player) in Windows.<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
<br />
== ISO ==<br />
:*[[OpenEMR ISO Overview|ISO Overview]].<br />
:*[[OpenEMR ISO Projects|ISO Projects]].<br />
<br />
== Apps ==<br />
:* [[OpenEMR Android Apps]].<br />
<br />
== Troubleshooting ==<br />
:* [[General Troubleshooting]] -- general problems people have experienced with OpenEMR, and (hopefully) their solutions.<br />
:* [[Common Installation Problems]] -- problems people have experienced installing OpenEMR, and (hopefully) their solutions.<br />
:* Take advantage of the free community support. If you have a question to ask?<br />
::* Ask at the [http://sourceforge.net/projects/openemr/forums Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
== FAQ Frequently Asked Questions ==<br />
: Not only for beginners.<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
<br />
== OpenEMR Articles and Presentations ==<br />
<br />
=== Articles ===<br />
:* '''[[wikipedia:OpenEMR|OpenEMR on Wikipedia]] (Current Article)'''.<br />
:* [http://www.openhealthnews.com/hotnews/growing-openemr-business-community The Growing 'OpenEMR' Business Community] (November, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/us-peace-corps-adopts-openemr-use-77-countries-world-wide U.S. Peace Corps Adopts OpenEMR for use in 77 Countries World-wide] (November, 2013).<br />
:* [http://www.mi-squared.com/2013/11/peace-corps-openemr-project-starts-now/ Peace Corps OpenEMR Project Starts] (November, 2013).<br />
:* [http://www.prweb.com/releases/2013/11/prweb11304855.htm EnSoftek, Inc. Wins Peace Corps Global Electronic Medical Records (EMR) System Development and Implementation Contract] (November, 2013).<br />
:* [http://www.infoworld.com/slideshow/119652/bossie-awards-2013-the-best-open-source-applications-226975#slide20 Bossie Awards 2013: The best open source applications] (September, 2013).<br />
:* [http://www.prnewswire.com/news-releases/emr-direct-announces-availability-of-direct-project-secure-email-powered-by-phimail-in-openemr-412-220287771.html EMR Direct Announces Availability of Direct Project Secure Email Powered by phiMail™ in OpenEMR 4.1.2] (August, 2013).<br />
:* [http://openhealthnews.com/hotnews/openemr-v412-planned-release OpenEMR v.4.1.2 - Planned Release] (July, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-ophthalmologists-meaningful-use-attestation OpenEMR & Ophthalmologist's Meaningful Use Attestation] (April, 2013).<br />
:* [http://www.prweb.com/releases/2013/1/prweb10348260.htm ZH Healthcare Offers the Next Step in OpenEMR Patient Portal with Progressive New Features] (January, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-grow-popularity-and-use OpenEMR Continues to grow in Popularity and Use] (December, 2012).<br />
:* [http://www.prlog.org/12041984-openemr-presented-to-the-kenya-medical-association.html OpenEMR presented to the Kenya Medical Association] (December, 2012).<br />
:* [http://openhealthnews.com/hotnews/key-health-it-systems-moving-final-phase-open-source-maturity-model Key health IT systems moving into the final phase of the Open Source Maturity Model] (December, 2012).<br />
:* [http://www.oemr.org/2012/12/12/518/ Going From Paper to Electronic: A Road Map] (December, 2012).<br />
:* [http://www.ehrwatch.com/blog/vendor-launches-line-openemr-education-program Vendor launches on-line OpenEMR education program] (December, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/open-source-emr-alternatives-kenya Open Source EMR Alternatives for Kenya] (November, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-make-news OpenEMR continues to make news] (October, 2012).<br />
:* [http://www.pcworld.com/article/2010155/10-award-winning-open-source-apps-to-try-today.html 10 award-winning open source apps to try today] (September, 2012).<br />
:* [http://www.infoworld.com/slideshow/65165/bossie-awards-2012-the-best-open-source-applications-202530#slide21 Bossie Awards 2012: The best open source applications] (September, 2012).<br />
:* [http://www.prweb.com/releases/2012/7/prweb9699462.htm HP India Mobile Health Centre Project To Utilize OpenEMR] (July, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/siaya-district-hospital-kenya-goes-live-openemr Siaya District Hospital in Kenya Goes Live With OpenEMR] (April, 2012).<br />
:* [http://openhealthnews.com/news-clipping/2012-03-30/openemr-continues-flourish OpenEMR continues to flourish] (March, 2012).<br />
:* [http://linuxmednews.com/1328842067 MediGrail LLC Automates Siaya District Hospital in Rural Kenya with OpenEMR] (February, 2012).<br />
:* [http://www.govhealthit.com/news/peace-corps-plans-ehr-system-2013 Peace Corps plans EHR system in 2013] (February, 2012): OpenEMR to be used by the Peace Corps.<br />
:* [http://www.techrepublic.com/blog/doityourself-it-guy/diy-openemr-free-software-for-medical-practices/861 DIY: OpenEMR, free software for medical practices] (October, 2011).<br />
:* [http://openhealthnews.com/hotnews/openemr-41-achieves-full-meaningful-use-certification OpenEMR 4.1 Achieves Full 'Meaningful Use' Certification] (August, 2011).<br />
:* [http://tinyurl.com/2fb8wpm Taking medical records into the digital age - Solving traditional system challenges with OpenEMR] (2010).<br />
:* [http://bkaeg.org/blog/archives/2010/02/openemr---at-a.html OpenEMR - At a glance] (2010).<br />
:* [http://www.nagalandpost.com/ShowStory.aspx?npoststoryiden=UzEwMjQyOTE%3D-u5jpoTKCit0%3D FPAI conducts training on OpenEMR] (2010).<br />
:* [http://www.emrandhipaa.com/emr-and-hipaa/2009/11/25/openemr-success-story/ OpenEMR Success Story] (2009).<br />
:* [http://www.healthcareguy.com/2009/11/15/guest-article-open-source-emrs-for-free-clinics/ Guest Article: Open Source EMRs for free clinics] (2009).<br />
:* [[Open_Source_EHR_Public_Policy|Open Source Electronic Health Records: In Public Policy.]] (2009).<br />
:* [[Open_Source_EHR_in_Practice|Open Source Electronic Health Records: in Practice.]] (2009).<br />
:* [http://www.healthcareguy.com/2007/01/07/open-source-emr-and-practice-management-software-appliance/341/ Open Source EMR and Practice Management Software Appliance] (2007).<br />
:* [http://linuxmednews.com/1138557562/index_html Using OpenEMR in Family Practice] (2006).<br />
:* [[Technical_Aspects_of_OpenEMR|Technical Aspects of OpenEMR. Julia Weatherby]] (2006).<br />
:* [[OpenEMR_Architecture|OpenEMR Architecture. T. Simbini]] (2006).<br />
:* [[The_OpenEMR_Community|The OpenEMR Community. Margaret Donahue]] (2006).<br />
<br />
=== Videos and Presentations ===<br />
:* POSSCON Presentation (2013).<br />
::* ''Implementation of OpenEMR in a Paper Primary Care Office'' By Diane Petersen and Dr. Samuel Bowen.<br />
:::*[http://posscon.org/presentation/implementation-openemr/ Abstract].<br />
:::*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
:* Portland Linux/Unix Group Presentation (2013).<br />
::* ''OpenEMR Implementation'' By Diane Petersen.<br />
:::*[http://www.mi-squared.com/2013/02/openemr-plug-presentation/ Abstract].<br />
:* Libre Software Meeting (2012).<br />
::* ''OpenEMR, a multi-language free open source electronic health record for international use'' By Dr. Samuel Bowen.<br />
:::* [http://schedule2012.rmll.info/OpenEMR-a-multi-language-free-open-source-electronic-health-record-for-international-use?lang=en Abstract].<br />
:* Ohio LinuxFest Presentation (2011).<br />
::* ''Taking OpenEMR to Meaningful Use Certification and Beyond'' By Dr Samuel Bowen.<br />
:::* Slides: [http://www.oemr.org/wiki/File:Ohio_Linuxfest_OEMR-2011-09-09.pdf Ohio_Linuxfest_OEMR-2011-09-09.pdf].<br />
:* Portland Linux/Unix Group Presentation (2011).<br />
::* ''Introduction to OpenEMR'' By Tony McCormick.<br />
:::* Video: http://www.openaffairs.tv/2011/06/open-emr-presentation-and-discussion-at-portland-linux-user-group/.<br />
:* POSSCON Presentation (2011).<br />
::* ''The Development & Growth of the OpenEMR Project'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.posscon.org/presentation/development-growth-openemr-project/.<br />
:::* Slides: [http://www.oemr.org/wiki/File:POSSCON_OpenEMR_Growth_and_Development-v3.pdf POSSCON_OpenEMR_Growth_and_Development-v3.pdf].<br />
:* OSCON Presentation (2010).<br />
::* ''Taking OpenEMR, a GPL EMR to ARRA Meaningful Use Certification and beyond Presentation'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.youtube.com/watch?v=zxd-ZJuiCEk.<br />
:::* Slides: [http://www.oemr.org/wiki/File:OpenEMR-MUCert.pdf OpenEMR-MUCert.pdf].<br />
::* Related Blog Posts: <br />
:::* Day One: http://radar.oreilly.com/2010/07/day-one-of-the-health-care-it.html.<br />
:::* Day Two: http://radar.oreilly.com/2010/07/vista-scenarios-and-other-cont.html.<br />
:::* Wrap Up: http://radar.oreilly.com/2010/07/wrap-up-of-the-health-care-it.html.<br />
<br />
=== Ongoing Projects ===<br />
:* [[general_openemr_marketing|General Marketing of OpenEMR]]: General articles describing the OpenEMR project and discussing features of OpenEMR.<br />
:* [[open_source_openemr|Open Source EMRs are Better]]: Articles to convince users why open source emrs are better than proprietary emrs by 1) defining open source software, 2) describing why open source EMR's are better than proprietary EMR's, 3) describing how to find a vendor/support and 4) showing examples of OpenEMR working in practices.<br />
:* [[OpenEMR Success Stories|Success Stories]]: Clinic success stories are here.<br />
<br />
=== Student Projects ===<br />
:*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
<br />
==Events==<br />
:*Free Webinars.<br />
::*Twice monthly webinars by [[OpenEMR_Professional_Support#Z.26H_Healthcare_Solutions.2C_LLC.|ZH Healthcare]]. See [http://www.eventbrite.com/org/2981993855 schedule].<br />
:*Conference Calls.<br />
::*Weekly conference call that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Weekly Conference Call Details|Details]].<br />
::*[[OpenEMR Specific call agendas/minutes|Specific call agenda/minutes]].<br />
:*OpenEMR MEETUP!<br />
::*Quarterly meeting (ie. more like a social gathering) that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Specific meeting agenda/minutes|Specific meeting agenda/minutes]].<br />
:*IRC Discussions.<br />
::*Considering a weekly IRC discussion time at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Resources==<br />
<br />
:*[http://HealthInfoLaw.org Health Information and the Law] a project of the George Washington University’s Hirsh Health Law and Policy Program, developed with support from the Robert Wood Johnson Foundation, is designed to serve as a practical online resource to federal and state laws governing access, use, release, and publication of health information.<br />
<br />
==Miscellaneous==<br />
:*[[Google_Summer_of_Code_-_OpenEMR|Google Summer of Code]] - OpenEMR is planning to submit an application for GSOC 2013.<br />
:*[[OpenEMR Forum Guidelines]]: A guide to Forum etiquette.<br />
<br />
==Organizations Supporting OpenEMR==<br />
:*[http://sourceforge.net Sourceforge]: Provides the OpenEMR project with free tools, including project management, file release repository, bug tracker, forums, and web space/server for the [http://www.open-emr.org OpenEMR] website and web tools.<br />
:*[http://oemr.org OEMR]: OEMR is a 501(c)(3) organization supporting OpenEMR.<br />
<br />
==When you are really desperate, and need to remove OpenEMR in UBUNTU==<br />
:*[https://sourceforge.net/p/openemr/discussion/202505/thread/01fc1893/#366e How to remove everything in Ubuntu]<br />
<br />
=Wiki Instructions=<br />
:Consult the [http://www.mediawiki.org/wiki/MediaWiki User's Guide] for information on using the wiki software.<br />
<br />
:* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list].<br />
:* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ].<br />
:* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list].<br />
:* [http://www.open-emr.org/wiki/index.php/ACCOUNT_REQUEST_AND_WIKI_AUTHORSHIP_PRIMER Account Request and Wiki Authorship Primer] - How to get an account and start a Wiki article.<br />
<br />
<br />
[[Category:OpenEMR]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_Wiki_Home_Page&diff=18187OpenEMR Wiki Home Page2014-08-31T13:44:30Z<p>Pieter W Blankevoort: </p>
<hr />
<div>[[File:ICSA_Cert_EHR-Ambulatory_2C_200dpi_692x375.jpg|300px|right|border|link=]]<br />
[[File:OpenEMR-Login_4_1_1.jpg|300px|right|border|link=]]<br />
[[File:Slide image Bossies-2012-openemr.jpg|300px|right|border|link=]]<br />
[[File:Bossie4.JPG|300px|right|border|link=]]<br />
__TOC__<br />
<br />
{{MU2-Donation-Request}}<br />
<br />
=<center> The OpenEMR Documentation Wiki </center>=<br />
<br />
<br />
== Overview of OpenEMR ==<br />
[http://www.open-emr.org/ OpenEMR] is a Free and Open Source electronic health records and medical practice management application. It is [http://oncchpl.force.com/ehrcert/EHRProductDetail?id=a0A3000000LW494EAD&retURL=%2Fehrcert%2FEHRProductSearch&setting=Ambulatory ONC Complete Ambulatory EHR Certified] and it features fully integrated electronic health records, practice management, scheduling, electronic billing, internationalization, free support, a vibrant community, and [[OpenEMR_Features|a whole lot more]]. It can run on Windows, Linux, Mac OS X, and many other platforms.<br />
<br />
:* [[OpenEMR_Features|OpenEMR Features]].<br />
:* [http://sourceforge.net/projects/openemr/reviews OpenEMR Reviews (on Sourceforge)].<br />
:* [[OpenEMR_Wiki_Home_Page#Articles|OpenEMR Articles]].<br />
:* [[OpenEMR Success Stories]].<br />
:* [http://en.wikipedia.org/wiki/OpenEMR OpenEMR on Wikipedia].<br />
:* [http://www.open-emr.org/ OpenEMR Website].<br />
:* [http://twitter.com/openemr OpenEMR Twitter Feed].<br />
:* [http://www.facebook.com/pages/OpenEMR/181315115284266 OpenEMR Facebook Page].<br />
:* [http://plus.google.com/106799034872780958301 OpenEMR Google+ Page].<br />
:* Have a question to ask?<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
::* Ask at the [http://www.open-emr.org/forum.shtml Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Complete Ambulatory EHR Certification==<br />
<br />
'''This Complete EHR is 2011/2012 compliant and has been certified by an ONC-ATCB in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.<br />
'''<br />
*Information on how eligible provider should register can be found here:<br />
:*[http://www.cms.gov/EHRIncentivePrograms/20_RegistrationandAttestation.asp EHR Incentive Program Registration and Attestation].<br />
*After being tested in the ICSA Labs ONC-ATCB 2011/2012 EHR Certification Program, OpenEMR 4.1 attained Complete Ambulatory EHR Certification on August 19th, 2011, satisfying the requirements for the following criteria per the ONC Approved Test Procedures v1.1:<br />
:*[http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory Certified List of Features That OpenEMR Successfully Passed to Obtain Certification].<br />
*See this page for additional vital details:<br />
:*[http://www.oemr.org/wiki/OEMR_Certification OpenEMR 4.1 ONC Complete Ambulatory EHR Certification].<br />
*See this page if interested in how certification was achieved:<br />
:* [[Certification Project Archive]].<br />
*Plans for Stage II Meaningful Use Certification (due in 2014)<br />
:* [[OpenEMR Certification Stage II Meaningful Use|Certification Stage II]].<br />
<br />
== Support ==<br />
<br />
:*[[OpenEMR Support Guide|OpenEMR Support Guide]]: Guide for users on how to take the most advantage of free and professional support for OpenEMR.<br />
:*[[OpenEMR Professional Support|Professional Support]]: The OpenEMR project has a large number of vendors and individuals who offer their services supporting, installing, hosting and customizing OpenEMR.<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
<br />
== Demos ==<br />
<br />
=== Official Demos ===<br />
:* <span style="font-size:125%">'''[[OpenEMR Demo|OpenEMR Version 4.1.2 Demo]]''' -- '''This demo is the current stable release of OpenEMR.'''</span><br />
:* [[OpenEMR Version 4.1.1 Demo|OpenEMR Version 4.1.1 Demo]] This demo is the previous stable release of OpenEMR.<br />
<br />
=== Development Demos ===<br />
:* [[Development Demo|OpenEMR Version 4.1.3 Development Demo]] -- This demo is of the newest development version of OpenEMR, and may contain features known not to work yet.<br />
:* [[Development 4.1.2 Demo|OpenEMR Version 4.1.2 Stable Demo]] -- This demo is of the current stable release of OpenEMR with latest patch applied (there is no sample data).<br />
:* [[Development 4.1.1 Demo|OpenEMR Version 4.1.1 Stable Demo]] -- This demo is of the previous stable release of OpenEMR with latest patch applied (there is no sample data).<br />
<br />
== Downloads ==<br />
:* [[OpenEMR Downloads|OpenEMR Downloads]] : '''Main OpenEMR download page.'''<br />
:* [[OpenEMR Patches|Patches]] : Patches for OpenEMR versions 4.1.1, 4.1.0, 4.0.0, 3.2.0, and 3.1.0 .<br />
:* [[OpenEMR Contributed Forms|Contributed Forms]] : A place for sharing contributed forms.<br />
:* [[OpenEMR Tools | Tools]] : A place for sharing contributed tools related to OpenEMR.<br />
<br />
== Installation Manuals ==<br />
:* [[OpenEMR Installation Guides|OpenEMR Installation Guides]].<br />
<br />
== Upgrade Manuals ==<br />
:* [[OpenEMR Upgrade Guides|OpenEMR Upgrading Guides]].<br />
<br />
== User Manuals ==<br />
===Main===<br />
:* [[OpenEMR 4.1.3 Users Guide|OpenEMR 4.1.3 User Manual]] <span style="color: red">'''(Version Not Yet Released. New materials in development)'''</span>.<br />
:* '''[[OpenEMR 4.1.2 Users Guide|OpenEMR 4.1.2 User Manual]] (Current stable release of OpenEMR)'''. <br />
:* [[OpenEMR 4.1.1 Users Guide|OpenEMR 4.1.1 User Manual]].<br />
:* [[OpenEMR 4.1 Users Guide|OpenEMR 4.1.0 User Manual]].<br />
:* [[OpenEMR 4.0 Users Guide|OpenEMR 4.0 User Manual]].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.2_Users_Guide.pdf OpenEMR 3.2 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.1_Users_Guide.pdf OpenEMR 3.1 Users Manual (PDF)].<br />
:* [http://www.open-emr.org/files/OpenEMR_3.0_Users_Guide.pdf OpenEMR 3.0 Users Manual (PDF)].<br />
<br />
===Supplementary===<br />
:* Backup <br />
::Lest you rue the day.<br />
::*[[OpenEMR_Backup_Tools#Linux|Linux]].<br />
::*[[OpenEMR_Backup_Tools#Windows|Windows]].<br />
:::Take note of this [http://sourceforge.net/p/openemr/discussion/202505/thread/2a87885a/?page=0 Forum thread].<br />
:*Billing <br />
::*[[Charges Panel]]. <br />
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]].<br />
:*Clinical Decision Rules <br />
::*[[CDR User Manual]].<br />
::*[[Media:Clinical_Decision_Rules_Manual.pdf|CDR Guide]]: How to add rules for Clinical Quality Measures.<br />
:*Communication<br />
::*[[Direct]]: Direct Project guide.<br />
::*[[Mercury Mail Configuration in Windows]].<br />
::*[[Patient Portal]].<br />
::*[[Short Message Service]].<br />
::*[[Sms_and_Email_Notification_Howtos|SMS & Email]].<br />
:*Data Import<br />
::*[[Import_Standard_Tables|Standard Tables]]: An ICD9, ICD10, SNOMED & RxNorm import guide.<br />
::*[[Import_RxNorm_and_SNOMED_Tables|RxNorm and SNOMED]].<br />
::*[[Code_Types|Other Data Sets - Other Methods]].<br />
:*Diagnostic Studies<br />
::* [[Procedure configuration & order process]].<br />
::: Step wise explanation of how to configure '''Procedures''':<br />
:::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].<br />
:::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].<br />
:::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].<br />
:::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide. <br />
::* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]: Communication with external laboratory facility.<br />
:*Documents<br />
::*[[Faxing & Scanning]].<br />
::*[[Templates for Patient Documents]]: How to download, modify & upload templates.<br />
:*Forms <br />
::*[[OpenEMR_Contributed_Forms|Contributed Forms]]: 89 forms.<br />
:::*[[CAMOS module]]: An intuitive interface for text organization and insertion in a patient's chart. <br />
:::*[[Graphic_pain_map|Graphic Pain Map]]: Image uploading & annotations guide.<br />
:::*[[Previews of Forms Distributed with OpenEMR|Form Previews]].<br />
::*Layout Based Visit Forms.<br />
:::*[[LBV Forms]].<br />
:::*[[Sample Layout Based Visit Form]].<br />
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.<br />
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor. <br />
:::*[[Sample NationNotes Form]]. <br />
::*[[Simple Note Templates|Simple Note Templates]].<br />
:*Illustration<br />
::*[[Videos and Animations]]. <br />
:*Navigation<br />
::*[[Cross Reference Views]].<br />
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.<br />
::*[[Patient Note and Form Searching]]. <br />
:*Practice Setup <br />
::*[[Facility Specific User Information]].<br />
::*[[User Settings]]<br />
:*Prescription<br />
::*[[OpenEMR_ePrescribe|ePrescribing]]. <br />
::*[[Pharmacy Dispensary Module]]. <br />
:*Scheduling<br />
::*[[Calendar_Categories|Calendar Categories]]: Guide to change name, color & interval of appointments.<br />
<br />
== Configuration Manuals ==<br />
=== General ===<br />
:*[[DIY_IMPLEMENTATION_OF_OPENEMR|DIY Implementation of OpenEMR]]: A do-it-yourself guide with encouragements.<br />
:* [[settings_lists|Description of Settings]]: Documentation of the settings in Administration->Globals and Administration->Lists.<br />
:* [[Access Controls Listing|Description of Access Controls]]: Documentation of the settings in Administration->ACL.<br />
:* [[OpenEMR Form Creation Tools| Forms - Form Creation Tools]]: Tools for editing existing forms, and creating new forms in OpenEMR.<br />
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data.<br />
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR.<br />
:* [[OpenEMR Internationalization Configuration| Language Translation Configuration]]: OpenEMR has a thriving translation community with languages already available. If you have an interest in translating OpenEMR into your native language, please let us know.<br />
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]]: Configuration/maintenance of multiple sites from one OpenEMR instance.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
:* [[OpenEMR Patient Statement Printing and Configuration Howtos| Patient Statement Printing/Configuration Howtos]].<br />
:* [[OpenEMR Layout Selection| Layout Selection]]: OpenEMR now has three visual layouts to choose from. These instruction show how to configure this along with comparison screenshots.<br />
:* [[SSL Installation Howtos|SSL Install Howtos]].<br />
:* [[OpenEMR UTF-8 Upgrade Howto|UTF-8 Upgrade Howto]].<br />
:* [[Operating Systems]]<br />
<br />
=== Modules ===<br />
:* [[OpenEMR Billing Setup Howtos| Billing - Billing Setup Howtos]]: How To Configure and Use OpenEMR For Billing. <br />
:* [[OpenEMR Calendar| Calendar - Using The Calendar As A Tool]]: Using The Calendar As A Tool in OpenEMR.<br />
:* [[Pharmacy Dispensary Module Configuration|Pharmacy Dispensary Module Configuration]].<br />
:* [[Sms and Email Notification Howtos|Sms/Email Notification Howtos]].<br />
:* [[Mercury Mail Configuration in Windows|Mercury Mail Configuration in Windows XAMPP]].<br />
:* [[CouchDB Documents Module]] - Using CouchDB to store patient documents.<br />
<br />
== Development ==<br />
=== Developer Manuals ===<br />
:* [[New Developer Information|Information For New Developers]]: If you are a developer looking to contribute to the project, check this page for details on how to get started.<br />
:* [[Development Policies|Policies for Developers]]: Agreed upon policies developers must observe (or provide a good reason not to).<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:*Architecture<br />
::* [[OpenEMR System Architecture|Architecture Overview]]: Overview of OpenEMR's system architecture.<br />
::*[[File Structure]]<br />
::*[[Database Structure]]<br />
:* [[Code Notes|Code Notes]]: Notes on how certain features are coded.<br />
:* [[Office Work Flow|Typical Work Flow in a Medical Clinic]]: A guide for developers who need to improve their knowledge of the work flow in an ambulatory clinic<br />
<br />
=== Projects ===<br />
:*[[Active Projects|Active Projects & Projects Needing Developers]]: Listing of projects, both Active & Proposed.<br />
:*[[Independent Developers / Contributors|Active Independent Developers / Contributors]]: Listing of volunteer and independent freelance developers working on OpenEMR.<br />
:*[[OpenEMR API|OpenEMR API]]: Project in progess to auto-document OpenEMR's code.<br />
:*[[OpenEMR Project Marketplace]].<br />
:*[[Request for Proposals (RfP's)]].<br />
<br />
=== Repository ===<br />
:* [[Repository work flow structure| Our git Repository structure, work flow, and developer roles]]: This describes our current git repository structure, work flow, and current developer/contributor roles.<br />
:* [[git for dummies|git For Dummies]]: This is a quick, practical OpenEMR walk through with the goal of getting new developers up and working with git as quick as possible.<br />
:* [[Using Git with OpenEMR]]: Example workflow for preparing patches for OpenEMR with Git.<br />
:* [[Git Migration]]: Documentation of the migration from the cvs repository to the git repository, which was completed on 10/30/2010.<br />
<br />
=== Internationalization ===<br />
:* [[OpenEMR Internationalization Translator Guide]]: A HOWTO on helping with translation of OpenEMR in your native language.<br />
:* [[OpenEMR Internationalization Development Guide|OpenEMR Internationalization Developer Guide]]: Developers guide to the translation engine and functions.<br />
<br />
=== Modules and Modular Interfaces ===<br />
:* [[CDR Engine]]: stuff related to the Clinical Decision Rules engine.<br />
:* [[Background Service Manager]]<br />
:* [[The OpenEMR API]]: Core interfaces for OpenEMR programming.<br />
:* [[The Forms API]]: an interface for adding additional encounter and non-encounter based forms. <br />
:* [[The Notes API]]: an interface for adding and managing non-medical notes attached to a patient's file.<br />
:* [[The Reminders API]]: an interface for adding and managing reminders.<br />
:* [[Lists and Layouts|Lists and Layouts]]: built-in List editing, and simple form layout editor.<br />
:* [[Sending Email|Sending Email]]: Preferred mechanism of sending email(s).<br />
:* [[Prescribing Module]]: Walk-through of the prescribing module.<br />
:* [[Code Types]]: Explains the current scheme for containing code types (such as ICD9, CPT) etc.<br />
:* [[Diagnostic Codes Development]]: Current plan/implementation for diagnostic code sets (ICD9,ICD10,SNOMED, etc.).<br />
<br />
=== Development Guides ===<br />
:* [[Smarty]]: Using OpenEMR's embedded Smarty templating engine.<br />
:* [[LBV_Forms|LBV Forms]]: Creating Layout Based forms.<br />
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form]]. <br />
:* [[OpenEMR_Xml_Form_Generator|OpenEMR Xml Form Generator]] : XML based forms (generates php).<br />
:* [[Image Based Forms]]: Using MI2's new image based forms interface.<br />
<br />
=== Embedded Components ===<br />
:* [[ADODB]]: ADOdb Database Abstraction Library for PHP.<br />
:* [[FancyBox]]: hover-over iframes, used in the user interface.<br />
:* [[Gritter]]: pop-up bubbles, for notifications.<br />
:* [[html2pdf]]: OpenEMR's embedded html2pdf.<br />
:* [[Jquery]]: a javascript toolkit, that makes writing javascript easier.<br />
:* [[PhpGacl]]: OpenEMR's embedded php-GACL (access controls).<br />
:* [[PhpMyAdmin]]: OpenEMR's embedded phpMyAdmin (database administration tool).<br />
:* Open Flash Chart: Embedded javascript flash graphing for for graphing vitals other numeric data in forms.<br />
:* Smarty PostCalendar.<br />
:* [[Zend]]<br />
<br />
=== File Formats Used ===<br />
:* [[X12 837p Reference]]: A reference for the X12 billing files OpenEMR generates.<br />
<br />
=== Security ===<br />
:* [[Security Alert Fixes]]: Track security alerts and fixes.<br />
:* [[Codebase Security]]: Assessment, plan, and tracking of project progress to globally secure the codebase.<br />
:* [[Securing OpenEMR]]: Advice from the community on how to secure an OpenEMR instance.<br />
<br />
=== Release Process ===<br />
:* [[Upgrade Mechanism]]: How upgrades are done.<br />
:* [[Patch Mechanism]]: How patches are done.<br />
:* [[Steps for a patch release]]: Documented steps for a patch release.<br />
:* [[Steps for an official release]]: Documented the steps for an official full release.<br />
:* [[OpenEMR Acknowledgments]]: Contributors (testers, bug fixers, developers, translators, etc.) can enter their information here if they want to by included in the Acknowledgments Notice.<br />
:* [[Release Features | New Features in Each Release]]: New features in each release (starting from version 4.0).<br />
:* [[QA/Release Process| Status of an ongoing new release process]]: Listing of active bugs and planned features with status for an ongoing release.<br />
<br />
=== Package Development ===<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
:* [[Ubuntu-Debian Package Developers Page]]: Page for ubuntu-debian package development.<br />
:* [[Windows Installer |Windows Installer]].<br />
<br />
=== Project Tools ===<br />
:* [[OpenEMR Website]]: OpenEMR website description and development.<br />
:* [[OpenEMR Wiki]]: OpenEMR wiki description and development.<br />
:* [[OpenEMR Forum]]: OpenEMR forum description and development.<br />
:* [[OpenEMR IRC]]: OpenEMR IRC chat channel description.<br />
:* [[OpenEMR Twitter Feed]]: OpenEMR twitter feed description.<br />
:* [[OpenEMR Facebook Page]]: OpenEMR Facebook page.<br />
:* [[OpenEMR Google Plus Page|OpenEMR Google+ Page]]: OpenEMR Google+ page.<br />
:* [[OpenEMR Diaspora Page]]: OpenEMR Diaspora Page.<br />
:* [[OpenEMR Community Demo Development]]: Description for setting up the community demo.<br />
<br />
=== Miscellaneous ===<br />
:* [[Automated Testing]]: OpenEMR has an automated test suite designed to help ensure that the code does what it's supposed to and that new features do not break existing features. '''(note that this thing has been broken/not used for some time now)'''.<br />
:* [[How to Document Your Code Properly|How to Document Code]]: A guide for developers to document their code properly.<br />
:* [http://oemr.alltechservices-ia.com/nav.html?index.html PhpXref]: For those of you familiar with PhpXref, here is a parsed copy of 4.0.0. '''It needs more documentation'''.<br />
<br />
== Virtual Appliances ==<br />
:* [[Virtual Appliances Overview|Virtual Appliances Overview]]<br />
:* [[OpenEMR 4.1.1 Virtual Appliance|OpenEMR 4.1.1 Virtual Appliance]]<br />
:* [[OpenEMR Appliance Help and Tips|Help and Tips]]: Variety of help and tips for the OpenEMR Appliance. Describes how to auto-start the OpenEMR-Appliance(VMware Player) in Windows.<br />
:* [[Appliance Developers Page]]: Page for Appliance development.<br />
<br />
== ISO ==<br />
:*[[OpenEMR ISO Overview|ISO Overview]].<br />
:*[[OpenEMR ISO Projects|ISO Projects]].<br />
<br />
== Apps ==<br />
:* [[OpenEMR Android Apps]].<br />
<br />
== Troubleshooting ==<br />
:* [[General Troubleshooting]] -- general problems people have experienced with OpenEMR, and (hopefully) their solutions.<br />
:* [[Common Installation Problems]] -- problems people have experienced installing OpenEMR, and (hopefully) their solutions.<br />
:* Take advantage of the free community support. If you have a question to ask?<br />
::* Ask at the [http://sourceforge.net/projects/openemr/forums Official OpenEMR Forums].<br />
::* Or try our IRC channel at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
== FAQ Frequently Asked Questions ==<br />
: Not only for beginners.<br />
::* [[FAQ|Frequently Asked Questions (FAQ)]].<br />
<br />
== OpenEMR Articles and Presentations ==<br />
<br />
=== Articles ===<br />
:* '''[[wikipedia:OpenEMR|OpenEMR on Wikipedia]] (Current Article)'''.<br />
:* [http://www.openhealthnews.com/hotnews/growing-openemr-business-community The Growing 'OpenEMR' Business Community] (November, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/us-peace-corps-adopts-openemr-use-77-countries-world-wide U.S. Peace Corps Adopts OpenEMR for use in 77 Countries World-wide] (November, 2013).<br />
:* [http://www.mi-squared.com/2013/11/peace-corps-openemr-project-starts-now/ Peace Corps OpenEMR Project Starts] (November, 2013).<br />
:* [http://www.prweb.com/releases/2013/11/prweb11304855.htm EnSoftek, Inc. Wins Peace Corps Global Electronic Medical Records (EMR) System Development and Implementation Contract] (November, 2013).<br />
:* [http://www.infoworld.com/slideshow/119652/bossie-awards-2013-the-best-open-source-applications-226975#slide20 Bossie Awards 2013: The best open source applications] (September, 2013).<br />
:* [http://www.prnewswire.com/news-releases/emr-direct-announces-availability-of-direct-project-secure-email-powered-by-phimail-in-openemr-412-220287771.html EMR Direct Announces Availability of Direct Project Secure Email Powered by phiMail™ in OpenEMR 4.1.2] (August, 2013).<br />
:* [http://openhealthnews.com/hotnews/openemr-v412-planned-release OpenEMR v.4.1.2 - Planned Release] (July, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-ophthalmologists-meaningful-use-attestation OpenEMR & Ophthalmologist's Meaningful Use Attestation] (April, 2013).<br />
:* [http://www.prweb.com/releases/2013/1/prweb10348260.htm ZH Healthcare Offers the Next Step in OpenEMR Patient Portal with Progressive New Features] (January, 2013).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-grow-popularity-and-use OpenEMR Continues to grow in Popularity and Use] (December, 2012).<br />
:* [http://www.prlog.org/12041984-openemr-presented-to-the-kenya-medical-association.html OpenEMR presented to the Kenya Medical Association] (December, 2012).<br />
:* [http://openhealthnews.com/hotnews/key-health-it-systems-moving-final-phase-open-source-maturity-model Key health IT systems moving into the final phase of the Open Source Maturity Model] (December, 2012).<br />
:* [http://www.oemr.org/2012/12/12/518/ Going From Paper to Electronic: A Road Map] (December, 2012).<br />
:* [http://www.ehrwatch.com/blog/vendor-launches-line-openemr-education-program Vendor launches on-line OpenEMR education program] (December, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/open-source-emr-alternatives-kenya Open Source EMR Alternatives for Kenya] (November, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/openemr-continues-make-news OpenEMR continues to make news] (October, 2012).<br />
:* [http://www.pcworld.com/article/2010155/10-award-winning-open-source-apps-to-try-today.html 10 award-winning open source apps to try today] (September, 2012).<br />
:* [http://www.infoworld.com/slideshow/65165/bossie-awards-2012-the-best-open-source-applications-202530#slide21 Bossie Awards 2012: The best open source applications] (September, 2012).<br />
:* [http://www.prweb.com/releases/2012/7/prweb9699462.htm HP India Mobile Health Centre Project To Utilize OpenEMR] (July, 2012).<br />
:* [http://www.openhealthnews.com/hotnews/siaya-district-hospital-kenya-goes-live-openemr Siaya District Hospital in Kenya Goes Live With OpenEMR] (April, 2012).<br />
:* [http://openhealthnews.com/news-clipping/2012-03-30/openemr-continues-flourish OpenEMR continues to flourish] (March, 2012).<br />
:* [http://linuxmednews.com/1328842067 MediGrail LLC Automates Siaya District Hospital in Rural Kenya with OpenEMR] (February, 2012).<br />
:* [http://www.govhealthit.com/news/peace-corps-plans-ehr-system-2013 Peace Corps plans EHR system in 2013] (February, 2012): OpenEMR to be used by the Peace Corps.<br />
:* [http://www.techrepublic.com/blog/doityourself-it-guy/diy-openemr-free-software-for-medical-practices/861 DIY: OpenEMR, free software for medical practices] (October, 2011).<br />
:* [http://openhealthnews.com/hotnews/openemr-41-achieves-full-meaningful-use-certification OpenEMR 4.1 Achieves Full 'Meaningful Use' Certification] (August, 2011).<br />
:* [http://tinyurl.com/2fb8wpm Taking medical records into the digital age - Solving traditional system challenges with OpenEMR] (2010).<br />
:* [http://bkaeg.org/blog/archives/2010/02/openemr---at-a.html OpenEMR - At a glance] (2010).<br />
:* [http://www.nagalandpost.com/ShowStory.aspx?npoststoryiden=UzEwMjQyOTE%3D-u5jpoTKCit0%3D FPAI conducts training on OpenEMR] (2010).<br />
:* [http://www.emrandhipaa.com/emr-and-hipaa/2009/11/25/openemr-success-story/ OpenEMR Success Story] (2009).<br />
:* [http://www.healthcareguy.com/2009/11/15/guest-article-open-source-emrs-for-free-clinics/ Guest Article: Open Source EMRs for free clinics] (2009).<br />
:* [[Open_Source_EHR_Public_Policy|Open Source Electronic Health Records: In Public Policy.]] (2009).<br />
:* [[Open_Source_EHR_in_Practice|Open Source Electronic Health Records: in Practice.]] (2009).<br />
:* [http://www.healthcareguy.com/2007/01/07/open-source-emr-and-practice-management-software-appliance/341/ Open Source EMR and Practice Management Software Appliance] (2007).<br />
:* [http://linuxmednews.com/1138557562/index_html Using OpenEMR in Family Practice] (2006).<br />
:* [[Technical_Aspects_of_OpenEMR|Technical Aspects of OpenEMR. Julia Weatherby]] (2006).<br />
:* [[OpenEMR_Architecture|OpenEMR Architecture. T. Simbini]] (2006).<br />
:* [[The_OpenEMR_Community|The OpenEMR Community. Margaret Donahue]] (2006).<br />
<br />
=== Videos and Presentations ===<br />
:* POSSCON Presentation (2013).<br />
::* ''Implementation of OpenEMR in a Paper Primary Care Office'' By Diane Petersen and Dr. Samuel Bowen.<br />
:::*[http://posscon.org/presentation/implementation-openemr/ Abstract].<br />
:::*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
:* Portland Linux/Unix Group Presentation (2013).<br />
::* ''OpenEMR Implementation'' By Diane Petersen.<br />
:::*[http://www.mi-squared.com/2013/02/openemr-plug-presentation/ Abstract].<br />
:* Libre Software Meeting (2012).<br />
::* ''OpenEMR, a multi-language free open source electronic health record for international use'' By Dr. Samuel Bowen.<br />
:::* [http://schedule2012.rmll.info/OpenEMR-a-multi-language-free-open-source-electronic-health-record-for-international-use?lang=en Abstract].<br />
:* Ohio LinuxFest Presentation (2011).<br />
::* ''Taking OpenEMR to Meaningful Use Certification and Beyond'' By Dr Samuel Bowen.<br />
:::* Slides: [http://www.oemr.org/wiki/File:Ohio_Linuxfest_OEMR-2011-09-09.pdf Ohio_Linuxfest_OEMR-2011-09-09.pdf].<br />
:* Portland Linux/Unix Group Presentation (2011).<br />
::* ''Introduction to OpenEMR'' By Tony McCormick.<br />
:::* Video: http://www.openaffairs.tv/2011/06/open-emr-presentation-and-discussion-at-portland-linux-user-group/.<br />
:* POSSCON Presentation (2011).<br />
::* ''The Development & Growth of the OpenEMR Project'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.posscon.org/presentation/development-growth-openemr-project/.<br />
:::* Slides: [http://www.oemr.org/wiki/File:POSSCON_OpenEMR_Growth_and_Development-v3.pdf POSSCON_OpenEMR_Growth_and_Development-v3.pdf].<br />
:* OSCON Presentation (2010).<br />
::* ''Taking OpenEMR, a GPL EMR to ARRA Meaningful Use Certification and beyond Presentation'' By Dr Samuel Bowen and Tony McCormick.<br />
:::* Video: http://www.youtube.com/watch?v=zxd-ZJuiCEk.<br />
:::* Slides: [http://www.oemr.org/wiki/File:OpenEMR-MUCert.pdf OpenEMR-MUCert.pdf].<br />
::* Related Blog Posts: <br />
:::* Day One: http://radar.oreilly.com/2010/07/day-one-of-the-health-care-it.html.<br />
:::* Day Two: http://radar.oreilly.com/2010/07/vista-scenarios-and-other-cont.html.<br />
:::* Wrap Up: http://radar.oreilly.com/2010/07/wrap-up-of-the-health-care-it.html.<br />
<br />
=== Ongoing Projects ===<br />
:* [[general_openemr_marketing|General Marketing of OpenEMR]]: General articles describing the OpenEMR project and discussing features of OpenEMR.<br />
:* [[open_source_openemr|Open Source EMRs are Better]]: Articles to convince users why open source emrs are better than proprietary emrs by 1) defining open source software, 2) describing why open source EMR's are better than proprietary EMR's, 3) describing how to find a vendor/support and 4) showing examples of OpenEMR working in practices.<br />
:* [[OpenEMR Success Stories|Success Stories]]: Clinic success stories are here.<br />
<br />
=== Student Projects ===<br />
:*[[Going_From_Paper_to_Electronic|Going From Paper to Electronic]]<br />
<br />
==Events==<br />
:*Free Webinars.<br />
::*Twice monthly webinars by [[OpenEMR_Professional_Support#Z.26H_Healthcare_Solutions.2C_LLC.|ZH Healthcare]]. See [http://www.eventbrite.com/org/2981993855 schedule].<br />
:*Conference Calls.<br />
::*Weekly conference call that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Weekly Conference Call Details|Details]].<br />
::*[[OpenEMR Specific call agendas/minutes|Specific call agenda/minutes]].<br />
:*OpenEMR MEETUP!<br />
::*Quarterly meeting (ie. more like a social gathering) that is open to public and sponsored by the OEMR organization.<br />
::*[[OpenEMR Specific meeting agenda/minutes|Specific meeting agenda/minutes]].<br />
:*IRC Discussions.<br />
::*Considering a weekly IRC discussion time at [irc://testnet.freenode.net/#openemr #openemr].<br />
<br />
==Resources==<br />
<br />
:*[http://HealthInfoLaw.org Health Information and the Law] a project of the George Washington University’s Hirsh Health Law and Policy Program, developed with support from the Robert Wood Johnson Foundation, is designed to serve as a practical online resource to federal and state laws governing access, use, release, and publication of health information.<br />
<br />
==Miscellaneous==<br />
:*[[Google_Summer_of_Code_-_OpenEMR|Google Summer of Code]] - OpenEMR is planning to submit an application for GSOC 2013.<br />
:*[[OpenEMR Forum Guidelines]]: A guide to Forum etiquette.<br />
<br />
==Organizations Supporting OpenEMR==<br />
:*[http://sourceforge.net Sourceforge]: Provides the OpenEMR project with free tools, including project management, file release repository, bug tracker, forums, and web space/server for the [http://www.open-emr.org OpenEMR] website and web tools.<br />
:*[http://oemr.org OEMR]: OEMR is a 501(c)(3) organization supporting OpenEMR.<br />
<br />
==When you are really desperate, and need to remove OpenEMR in UBUNTU==<br />
:*[https://sourceforge.net/p/openemr/discussion/202505/thread/01fc1893/#366e how to remove everyting in Ubuntu]<br />
<br />
<br />
=Wiki Instructions=<br />
:Consult the [http://www.mediawiki.org/wiki/MediaWiki User's Guide] for information on using the wiki software.<br />
<br />
:* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list].<br />
:* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ].<br />
:* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list].<br />
:* [http://www.open-emr.org/wiki/index.php/ACCOUNT_REQUEST_AND_WIKI_AUTHORSHIP_PRIMER Account Request and Wiki Authorship Primer] - How to get an account and start a Wiki article.<br />
<br />
<br />
[[Category:OpenEMR]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Patient_Portal&diff=18087Patient Portal2014-07-27T09:48:33Z<p>Pieter W Blankevoort: /* Creating Forms in the CMS */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
There are three options for setting up a patient portal. The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal). The second option is using a third party patient portal, which utilizes a set of APIs included within OpenEMR. For a demonstration of each of these options, try out the [[OpenEMR_Version_4.1.0_Demo|Online Demo]]. The third option uses a WordPress installation as the patient interface, providing a rich platform for web site development and secure isolation from OpenEMR without requiring a third party service.<br />
<br />
To set up a patient portal with options 1 or 2 will require your OpenEMR instance to be open to the web. To do this in a secure fashion requires an intimate knowledge of all the pieces involved (OpenEMR, Apache, MySQL, PHP, https, certificates, routers, firewalls etc.). A wiki page has been created for the community to begin standardizing ways to ensure that OpenEMR is secure, which can be found at the [[Securing OpenEMR]] wiki page.<br />
<br />
<br><br />
<br />
==Native Patient Portal==<br />
This is a fully functional onsite (meaning served from the same site as OpenEMR) patient portal.<br />
<br />
===Instructions===<br />
:*To turn the portal on, toggle on Administration->Globals->Portal->'Enable Onsite Patient Portal'<br />
:*Set the portal web address at Administration->Globals->Portal->'Onsite Patient Portal Site Address' (this address is the link to your portal that gets emailed to patients)<br />
::*Note that if you have multi-site configured for OpenEMR, then need to use the following link to ensure the patient goes to the correct site: <nowiki>https://your_web_site.com/openemr/patients/index.php?site=default</nowiki> (where default is substituted with the site directory)<br />
:*Portal is at openemr/patients/<br />
:*To authorize a patient to use portals, need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Patient Portal'. To allow emailing of the portal login credentials to the patient also need to set an email address in the patient demographics and need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Email'.<br />
:*Patient portal login credentials for patients can be created/reset in the patient summary screen at the 'Create/Reset Onsite Portal Credentials' button (button is located at the top of the summary screen).<br />
:*When click 'Save' in the portal login credentials screen, it will email the credentials to the patient and the credentials can also be printed out. (note that for email to work, patient needs to 1) ok email in demographics->choices, 2) have a email address entered in demographics, 3) an email address needs to be set in Administration->Globals->Notifications->'Patient Reminder Sender Email' )<br />
:*When a patient logs into the portal for the first time (or after credentials are reset), the patient will be forced to set another password.<br />
:*Portal features include the following:<br />
::*Display of CCR and CCD reports.<br />
::*Display of Labs<br />
::*Display of Medications<br />
::*Display of Allergies<br />
::*Display of Appointments<br />
:*The portal is also set to work with OpenEMR's translation engine and uses the same translation login settings of OpenEMR that are set at Administration->Globals->Locale (by default, it will ask the patient for language on login).<br />
:*'''TODO(for developers):'''<br />
::*The appointment setting feature by the patient is not yet ready. The find appt and find open slot scripts are still buggy and the extraneous stuff needs to be removed. When these scripts are ready, can then place the following global in Administration->Globals to turn on this feature: Administration->Globals->Connectors->'Allow Patient Modification of Appointments'. Will also need to add following to the openemr_postcalendar_categories table, pc_catname column: Office Visit (Patient Scheduled). The script that needs to be improved/modified is here: openemr/patients/add_edit_event_user.php<br />
<br />
<br><br />
<br />
==Third Party Patient Portal==<br />
<br />
OpenEMR contains a set of APIs to support a fully functional offsite (meaning served from a different site than OpenEMR) Patient Portal. By default, it will support the third party patient portal offered by [[OpenEMR_Commercial_Help#Z.26H_Healthcare_Solutions.2C_LLC.|Z&H Healthcare]], which is currently the only available and free third party patient portal for OpenEMR. So these tutorials and instructions are specific to the free Patient Portal offered by [[OpenEMR_Commercial_Help#Z.26H_Healthcare_Solutions.2C_LLC.|Z&H Healthcare]].<br />
<br />
=== Video Tutorials ===<br />
==== Setup ====<br />
{{#ev:youtube|KyyKzZTa1fE|300||'''Setup Z&H Healthcare Patient Portal Setup'''}}<br />
<br />
==== Register a Existing Patient ====<br />
{{#ev:youtube|oW85b3wOC6M|300||'''Register a Existing Patient on Z&H Healthcare Patient Portal'''}}<br />
<br />
==== Register a New Patient ====<br />
{{#ev:youtube|F9Mr3ydvzMI|300||'''Register a New Patient on Z&H Healthcare Patient Portal Setup'''}}<br />
<br />
==== Configure to receive online payments ====<br />
{{#ev:youtube|7D3-JliRVWo|300||'''Configure to receive online payments'''}}<br />
<br />
==== Patient guide 1 - New Registration ====<br />
{{#ev:youtube|OwHpeJZojBs|300||'''Patient guide 1 - New Registration'''}}<br />
<br />
==== Patient guide 2 - Logging in ====<br />
{{#ev:youtube|0WfbyTkvjwA|300||'''Patient guide 2 - Logging in'''}}<br />
<br />
==== Patient guide 3 - Entering your demographics and Insurance info ====<br />
{{#ev:youtube|N8xBOhrAZTY|300||'''Patient guide 3 - Entering your demographics and Insurance info'''}}<br />
<br />
==== Patient guide 4 - Scheduling Appointments ====<br />
{{#ev:youtube|3LTvpp-Zv5U|300||'''Patient guide 4 - Scheduling Appointments'''}}<br />
<br />
==== Patient guide 5 - How to view and print medical records ====<br />
{{#ev:youtube|ImivSEU5KQ4|300||'''Patient guide 5 - How to view and print medical records'''}}<br />
<br />
==== Patient guide 6 - How to understand the ledger ====<br />
{{#ev:youtube|NkV1FVf4w_A|300||'''Patient guide 6 - How to understand the ledger'''}}<br />
<br />
==== Patient guide 7 - How to make an online payment ====<br />
{{#ev:youtube|lLyooKUvdy4|300||'''Patient guide 7 - How to make an online payment'''}}<br />
<br />
=== Instructions ===<br />
:*To turn the portal on, toggle on Administration->Globals->Portal->'Enable Offsite Patient Portal'<br />
:*Click on 'Portal Activity' link at the top of the left navigation menu<br />
:*Register your practice and write down the following items your entered:<br />
::*'Provider ID For Patient Login'<br />
::*'Portal Offsite User Name'<br />
::*'Portal Offsite Password'<br />
:*Go to Administration->Globals->Portal and fill in the following fields and then click 'Save'<br />
::*'Offsite Patient Portal Username' from above 'Portal Offsite User Name' entry<br />
::*'Offsite Patient Portal Password' from above 'Portal Offsite Password' entry<br />
:*Click on 'Portal Activity' link at the top of the left navigation menu<br />
::*Fill in the desired settings and Save<br />
:*To register a patient for the portal:<br />
::*To authorize a patient to use portals, need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Patient Portal'. To allow emailing of the portal login credentials to the patient also need to set an email address in the patient demographics and need to set the following demographic entry to 'YES': Demographics->Choices->'Allow Email'.<br />
::*Patient portal login credentials for patients can be created/reset in the patient summary screen at the 'Create/Reset Offsite Portal Credentials' button (button is located at the top of the summary screen).<br />
::*When click 'Save' in the portal login credentials screen, it will email the credentials to the patient and the credentials can also be printed out. (note that for email to work, patient needs to 1) ok email in demographics->choices, 2) have a email address entered in demographics, 3) an email address needs to be set in Administration->Globals->Notifications->'Patient Reminder Sender Email' )<br />
:*A patient then enters the [[OpenEMR_Commercial_Help#Z.26H_Healthcare_Solutions.2C_LLC.|Z&H Healthcare]] Patient Portal at: https://mydocsportal.com<br />
::*'Provider ID' is from the entry above when registering the clinic ('Provider ID For Patient Login')<br />
::*User Name and Password are from the patient login credentials created above.<br />
<br />
===VPN Security Configuration===<br />
:* In OpenEMR 4.1.2(patch 2), will be able to set up access via VPN to the offsite portal, which means OpenEMR instance will not need to be exposed to the internet. Here's a PDF document with instructions:<br />
::*[[Media:Ovpn.pdf|VPN Configuration]]<br />
<br />
<br><br />
<br />
==CMS Portal==<br />
The CMS Patient Portal is currently in development by Sunset Systems, mostly complete but not yet released. It is an interface from OpenEMR to a content management system such as WordPress. Initially only WordPress is supported, and for simplicity the remainder of this document will focus on that.<br />
<br />
===Why a CMS Portal?===<br />
<br />
Important aspects of the CMS Portal are:<br />
<br />
:*Security. A compromise of the public portal is not a compromise of OpenEMR.<br />
<br />
:*No need to trust and pay for an outside service for portal hosting and management. Anyone who can set up and maintain a WordPress web site can operate their own portal.<br />
<br />
:*As the portal is based on the world's most popular content management system, it is easily made an integral part of a more general public web site for the practice.<br />
<br />
:*The full power of WordPress and its more than 31,000 available plug-ins are available to enrich the functionality of the site. E-commerce is one example.<br />
<br />
Features include:<br />
<br />
:*New or existing patients may register for an account with the portal.<br />
<br />
:*Demographics and insurance information may be submitted via the portal.<br />
<br />
:*The administrator may create clinical portal forms that correspond to existing "layout based forms" in OpenEMR but are easy for patients to understand and use. Patients can then fill these out to save transcription time and improve accuracy, and perhaps eliminate some visits entirely.<br />
<br />
:*History and Issues (medical problems, allergies, medications etc.) are also supported.<br />
<br />
:*Images and documents may be uploaded by the patient and then stored in OpenEMR.<br />
<br />
:*Secure messaging between clinic and patient, including transfer of attached documents.<br />
<br />
:*Clinic staff may generate patient reports that are sent directly to the portal, and the doctor may choose to copy lab reports to the patient as they are e-signed.<br />
<br />
:*Easy user interfaces in OpenEMR for reviewing, correcting and storing data from the portal.<br />
<br />
:*Document templates in OpenEMR may be customized with layout-based form data that was imported from the portal, thereby easily producing documents such as referral reports.<br />
<br />
Regarding security, notice we say the interface is "from OpenEMR", not "to OpenEMR". An important design aspect is to not expose OpenEMR to connections from potentially dangerous sources. Otherwise it can be very bad news if the CMS is compromised or if someone figures out how to impersonate it. Thus the design is that all connections between the EMR and CMS are initiated by the EMR.<br />
<br />
Also in the interests of security and privacy, patient data stored on the CMS is transient and kept to a bare minimum.<br />
<br />
===WordPress Site Requirements===<br />
<br />
To use the portal, the WordPress site should have these plug-ins installed:<br />
<br />
:*Nav Menu Roles<br />
:*Peter's Login Redirect<br />
:*User Role Editor<br />
:*Cartpauj PM (1.0.11 or greater)<br />
:*Ninja Forms<br />
:*Ninja Forms File Uploads (optional, non-free)<br />
:*Ninja Forms Conditionals (optional, non-free)<br />
:*Sunset Patient Portal (http://www.sunsetsystems.com/download/portal/)<br />
<br />
In addition it may be useful to install a plug-in to facilitate sending email, such as WP Mail SMTP.<br />
<br />
Also the WordPress site must be configured to use SSL (HTTPS). This is very important for encryption of passwords and patient data over untrusted networks.<br />
<br />
===OpenEMR Requirements===<br />
<br />
Support for the CMS portal is built in to OpenEMR as of release 4.1.3. You may need to make sure PHP cURL support is included; in Ubuntu and Debian installation of the php5-curl package does this. The other important requirement is network access to the WordPress site, which will usually be via<br />
the Internet.<br />
<br />
===Configuring WordPress===<br />
<br />
Setting up the portal is mostly an exercise in learning WordPress and its Ninja Forms plug-in. There is also a fair amount of detail work in creating your desired forms, although sample forms are available.<br />
<br />
Your WordPress server should be configured with SSL. For this you will need a domain name and a SSL certificate. There are many commerical sources for these -- if you don't already have one you are comfortable with, try namecheap.com and their "RapidSSL" certificates.<br />
<br />
The WordPress download page is here: http://wordpress.org/download/<br />
<br />
WordPress installation instructions are here: http://codex.wordpress.org/Installing_WordPress<br />
<br />
After installing WordPress, choose a theme that you like and install the plug-ins mentioned above. Also spend some time with the instructions and getting to know how to navigate the system.<br />
<br />
The first plug-in to configure is "User Role Editor". In the administrative area go to Users -> User Role Editor. Click "Add Role" and create a new role with an ID of "patient" (this specific ID is required, all lower case) and a display name of "Patient". Make it a copy of the Subscriber role so that its only capability is "read". This is the role that will be assigned to your patients. Also if patients will self-register for a portal account, be sure to set the primary default role to "patient".<br />
<br />
Then it would be good to review and customize all of your system settings. In the administrative area you'll see that "Settings" is broken down into about 9 sections: General, Writing, Reading, etc. The WP instructions will help you with these, but here are a some special notes:<br />
<br />
:*In Reading, you probably want your front page to display a static page.<br />
:*In Login/logout redirects, you will want the "patient" role to redirect to a suitable page upon login. Plan to set that up after you have created some initial pages.<br />
:*Be sure to configure WP Mail SMTP or whatever you use to manage outgoing mail. This is to make sure that you and your users get any appropriate mail that may be generated.<br />
<br />
Next, configure the "Cartpauj PM" plug-in which supports private messaging between patient and clinic. In the Cartpauj PM Settings page specify "Login name of administrative user" to indicate the WordPress user who is the clinic contact for private messaging.<br />
<br />
You probably want most or all of your pages with forms to be available only to logged-in patients. The Nav Menu Roles plug-in will make that easy.<br />
<br />
There's an important Apache configuration issue if you use the Ninja Forms File Uploads plugin. ''This plugin stores uploaded files in a directory on the server for all to see.'' So you ''must'' have something like this in the site's configuration file:<br />
<br />
<Directory "/var/www/wp-content/uploads/ninja-forms"><br />
AllowOverride None<br />
Order deny,allow<br />
Deny from all<br />
</Directory><br />
<br />
===Configuring OpenEMR===<br />
<br />
Aside from setting up your layout-based forms, the only OpenEMR setup needed is to tell it how to access your WordPress site. For that go to Administration -> Globals -> Portal and fill in the 4 "CMS Portal" fields there.<br />
<br />
"Site Address" is the base URL of the secure WordPress site and should start with "https://". Check the "Enable CMS Portal" checkbox and also fill in the WordPress login name and password of the desired administrative user. OpenEMR will be logging in as that user when connecting to WordPress.<br />
<br />
===Creating Forms in the CMS===<br />
<br />
Each form that you define in the CMS for patients to fill out will have a specific prescribed name. The name depends on the type of form and must begin with one of the following:<br />
<br />
:*Demographics<br />
:*Insurance<br />
:*History<br />
:*Issue<br />
:*Upload<br />
:*LBFxxx which matches the name of any layout-based encounter form in OpenEMR<br />
<br />
(Be sure to have administrator rights to do the next import. The Ninja files can be downloaded from: [http://www.sunsetsystems.com/download/portal/] => right-click the form and "Save Link as" to your computer => Import in Wordpress under Dashboard => Forms => Import/export => Browse => Click the file and Import, on the top of the page it reads import successful)<br />
<br />
Another special thing you must do in these Ninja forms is to specify the field names from the corresponding OpenEMR layout. To see what they should be, open the form in OpenEMR's Layout Editor and look at the ID column. Those the names you want. There's no LBF for insurance but we'll provide a sample Ninja form for that.<br />
<br />
To specify a LBF field name in the Ninja Forms Field Settings, check "Add Description" for the field. In the editor select the Text (not Visual) tab if it's not already selected. In the description textarea enter the field ID as an HTML comment, like this:<br />
<br />
<nowiki><!-- field_id --></nowiki><br />
<br />
where "field_id" is the field ID.<br />
<br />
If you also want visible description text, then just make sure this comment comes first; otherwise set the Description Position to "None".<br />
<br />
There is an exception to this field naming convention. If the LBF field type is Exam Results, then multiple Ninja form fields must be created, one for each type of exam. In that case the field name in the Description area must be of the form "fieldid:itemid"<br />
where fieldid is the LBF field ID and itemid is the list item ID of the desired exam type. For example the field ID for a breast exam in the History form will be "exams:brs".<br />
<br />
Some data types require a choice from a list, however the values are hard-coded in OpenEMR and do not have a corresponding list there. These data types and their value choices are:<br />
<br />
:*Exam Results: "0" = N/A, "1" = Normal, "2" = Abnormal.<br />
:*Lifestyle Status: "current", "quit", "never", "not_applicable".<br />
:*Smoking Status: "current", "quit", "never", "not_applicable".<br />
<br />
These conventions for putting OpenEMR form names, field names and values into your Ninja forms allow their data to be later matched up with and copied into the right places in OpenEMR. You must get these names exactly right, including capitalization, in order for this to work. And of course if you change your layouts in OpenEMR, you may need to make corresponding changes to your Ninja forms.<br />
<br />
<br><br />
<br />
[[Category:User Guide 4.1.2]][[Category:User Guide 4.1.1]][[Category:User Guide 4.1.0]][[Category:User Guide]][[Category:Video Tutorial]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Release_Features&diff=17793Release Features2014-06-29T23:22:54Z<p>Pieter W Blankevoort: /* Version 4.1.2 */</p>
<hr />
<div>__TOC__<br />
<br />
= Overview =<br />
:This is for listing the new features in each release.<br />
<br><br />
<br />
= Version 4.1.2 =<br />
* Continues to have Official ONC Complete Ambulatory EHR Certification: [http://oncchpl.force.com/ehrcert/ehrproductdetail?allClassification=BothEHR&attestationYear=None&browseBy=vendorName&completeOnly=false&counter=0&criteriaIds=&criteriaSearchByMeasures=false&doLastSearch=false&id=a0Aa000000aLcVVEA0&lastSearch=searchByField&modularOnly=false&pageNumber=1&pageSize=25&practiceRadio2014=Both&searchByType=productName&searchByValue=openemr&showSeachOption=BothEHR&sortAsc=true&sortBy=3&viewCertYear=2011&viewPracticeSetting=Ambulatory Certification Page]<br />
* Interoperability Support with Electronic Transfer and Incorporation of Patient Records via Standardized Continuity of Care Records<br />
* Send and Receive Medical Records via [[Direct|Direct Messaging]]<br />
* Patients Can Send Their Records within Patient Portal via [[Direct|Direct Messaging]]<br />
* Electronic Lab Ordering and Result Collection<br />
* Merging of Duplicate Patient Records<br />
* Searching of Patient Forms/Notes<br />
* Lab Results in Patient Reports<br />
* EDI Claim History Analysis Module<br />
* Patient Reports Created in Multipage PDF<br />
* Ability to Clear the Active Patient<br />
* Extended SNOMED Support to Import US Extension Code Set and Non-English SNOMED Code Sets<br />
* Extended SNOMED Support to Clinical Terms<br />
* Expanded Options for Recurring Appointments<br />
* Option to Show Configurable Number of Past Clinic Appointments on Patient Summary Screen<br />
* CDR Engine Reporting Improvements<br />
* Patient Portal (both onsite and offsite) Improvements<br />
* Lab Module Improvements<br />
* Immunization Module Improvements<br />
* Fee Sheet Module Improvements<br />
* Billing Module Improvements<br />
* Patient Form Module Improvements<br />
* Code Type Module Improvements<br />
* Improved Configuration Options and Support for Adding Code Types/Sets<br />
* Improvements to Date of Birth calculations, formatting and options<br />
* Improved Configuration Options for Growth Charts<br />
* Improved Configuration Support for Issues<br />
* Improved Interface for Adding, Modifying and Configuring Codes<br />
* Support for lb and ounces in vitals<br />
* New Forms<br />
* Support for Background Services and a Background Services Manager Interface<br />
* Automated Installation Script Improvements<br />
* Document Module Engine Improvements<br />
* Upgraded Embedded PhpMyAdmin<br />
* Session Management Improvements<br />
* Numerous Security Fixes and Security Improvements<br />
* Numerous Bug Fixes<br />
* Supported in 20+ languages. (not including a dummy language)<br />
<br><br />
<br />
= Version 4.1.1 =<br />
* Continues to have Official ONC Complete Ambulatory EHR Certification: [http://oncchpl.force.com/ehrcert/EHRProductDetail?id=a0A3000000LW494EAD&retURL=%2Fehrcert%2FEHRProductSearch&setting=Ambulatory Certification Page]<br />
* Supported in 19 languages<br />
* Supports ICD10 diagnosis and billing coding<br />
* Supports SNOMED diagnosis coding<br />
* Supports 5010 X12<br />
* Ability to add support for region specific diagnosis/billing coding sets.<br />
* Importing mechanism to support importing and upgrading of ICD9, ICD10, SNOMED and RxNORM standardized data.<br />
* Modernized login screen<br />
* Calendar layout improvements<br />
* Reminders and Dated Reminders<br />
* Compatible with MySQL 5.5 and PHP 5.4<br />
* Ability to customize prescription layout, DEA, NPI and state license number<br />
* Explicit support for a separate primary provider and referring provider in patient demographics<br />
* Billing and Payment module improvements<br />
* Supports multiple billing code modifiers<br />
* Support for procedure specific claim notes<br />
* Supports CouchDB storage of documents<br />
* Additional patient searching mechanism added (Patient List)<br />
* Customizable Facility specific user information tracking<br />
* CQM and AMC reports with options for assigning patient-provider relationships<br />
* Sort fax/scan pages to match the original order in a displayed document<br />
* Ability to enter/modify Vital Signs timestamps<br />
* The disclosures display screen supports pagination<br />
* Additional contributed forms<br />
* Multiple bug and security fixes<br />
* Multiple database performance enhancements<br />
* Patching mechanism<br />
* Patient Notes module and the Message module are fully integrated/compatible<br />
* Translation module supports comments in constants and translations<br />
* ADODB framework upgraded<br />
* Jquery framework upgraded<br />
* Ubuntu package supports upgrading of Multisite Module OpenEMR instances<br />
<br><br />
<br />
= Version 4.1.0 =<br />
* Official ONC Complete Ambulatory EHR Certification: [http://oncchpl.force.com/ehrcert/EHRProductDetail?id=a0A3000000LW494EAD&retURL=%2Fehrcert%2FEHRProductSearch&setting=Ambulatory Certification Page]<br />
* Clinical Decision Rules (CDR)<br />
* E-Prescribing<br />
* Embedded Internationalized Patient Portal<br />
* Secure SOAP APIs to support third party patient portals<br />
* Graphical form API<br />
* Graphical pain form<br />
* Patient education portal<br />
* Calculation and reporting of Clinical Quality Measure (CQM)<br />
* Calculation and reporting of Automated Measures Calculations (AMC)<br />
* Addition of mechanisms to track/record AMC<br />
* Added a medical record template and WYSIWYG editor (called "Nation Notes") to the Layout Based Forms (LBF) engine<br />
* Support for standardized immunizations entry (CVX codes)<br />
* Can record patient death (if patient is deceased, then is indicated in the patient summary screen)<br />
* Ability to Hide/Show Left Pane Menu<br />
* Option to color code calendar elements by facility<br />
* Support for importing RXNORM data tables<br />
* Support for importing SNOMED data tables<br />
* New data object/types supported in Layout Based Forms(LBF) and the form generation tool, XMLformgen.<br />
* New CSS theme, babyblue<br />
* Chiropractor assessment form<br />
* Ubuntu package is now compatible with Ubuntu 11.04<br />
* Numerous bug fixes, cosmetic fixes and security fixes<br />
<br><br />
<br />
= Version 4.0.0 =<br />
* Officially ONC certified as a modular EHR: http://tinyurl.com/4sgaw8a<br />
* Profound GUI improvements throughout entire application with full support of four CSS themes.<br />
* New layout (sliding menus) display option.<br />
* Patient Summary Screen, which displays modular patient information.<br />
* Graphical charting of vital.<br />
* Graphical charting of pertinent layout based forms.<br />
* New improved Billing/Payment module.<br />
* Added ability to delete a payment or adjustment, and to reset statements-sent count.<br />
* Support for checking insurance eligibility.<br />
* Added option for HCFA text form output<br />
* Administration settings can be modified within OpenEMR (ie. no longer need to modify the globals file).<br />
* User specific settings to control display layout and internationalization options.<br />
* Support for multiple sites/databases from a single installation.<br />
* Lab/procedure exchange and viewing module.<br />
* New markedly improved logging engine (optional support of ATNA).<br />
* Electronic Syndrome Surveillance reporting.<br />
* Ability to search patients by procedures.<br />
* Appointment report upgraded to list available appointments and support repeating appointments.<br />
* Address book upgraded to capture person or company centric items, such as Laboratories.<br />
* Document corruption checking (via SHA-1 validation).<br />
* Exporting and importing of encrypyted documents.<br />
* Added ability to edit patient insurance information in the new patient form.<br />
* Widened support for CAMOS prescriptions and improved integration of CAMOS in the patient custom report..<br />
* Translation editor module upgraded to manage local definitions and synchronize them with official translation releases.<br />
* Support sorting/searching translations by the definitions in the translation editor module.<br />
* Imagemagick (conversion of pdf's to jpg's) in custom reports is now supported on Windows servers also.<br />
* Increased document upload size limit to 64MB.<br />
* Upgraded to phpMyAdmin 2.11.10 <br />
* Supports command line installation.<br />
* Updated user manual.<br />
* Ability to produce EOB statements in PDF format.<br />
* Improvements in Invoice Module.<br />
* Support for custom formatting of currency, date and time.<br />
* Added improved Messaging Module.<br />
* Support for emergency user access.<br />
* Support for an xml based method of form creation, xmlformgenerator.<br />
* Patient photo and ID card are supported without any additional customizations.<br />
* Packaged ICD9 codes with release.<br />
* Support for recording disclosures.<br />
* Improved security model.<br />
* Numerous bug fixes.<br />
* Migrated our development repository from cvs to git.<br />
<br><br />
<br />
[[Category:Release]][[Category:Features]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Sms_and_Email_Notification_Howtos&diff=17776Sms and Email Notification Howtos2014-06-26T02:01:01Z<p>Pieter W Blankevoort: </p>
<hr />
<div><span style = "color:green;">'''N.B.'''</span><br />
:*<span style = "color:green;">TM4B and Clickatell services cannot be integrated without modifications in the MySQL-Database and some basic OpenEMR file configurations.</span> <br />
:*<span style = "color:green;">Refer to</span> [[Short Message Service]] <span style = "color:green;">for a more complete configuration guide.</span><br />
:*<span style = "color:green;">SMS and email configurations have no bearing on each other. They are related only as far as two separate topics under one heading and share the same confiuration screen.</span><br />
:*<span style = "color:green;">See</span> [[Mercury Mail Configuration in Windows]] <span style = "color:green;">for more details.</span><br />
:*<span style = "color:green;">The Patient Reminder module, as a requirement of Meaningful Use, is not well integrated with either SMS or emails.</span><br />
<br />
The email/SMS notification module is used to notify a patient about an upcoming event/appointment (a Notification). The module consists of two parts, a "front end" setup and a "back end" engine. The front end is used to set the message template, access for the SMS/email engines and specify if a certain patient should receive notifications. The back end is set to query the database every hour for upcoming events which are set to send notifications and send them. <br />
<br />
Gateways Supported as of 3.2 are:<br />
:* '''TM4B''' http://www.tm4b.com/sending-sms/ - Outside USA only<br />
:* '''Clickatell''' - http://www.clickatell.com/<br />
<br />
'''Setup SMS/email notification module you need follow these steps for version 4.0.0 and higher:'''<br />
<br />
'''1.''' In Left menu: Administration => Globals => Notifications and adjust the configuration as appropriate for your setup:<br />
Email Notification Hours - limits when messages should be sent<br />
<br />
For SMS messages you need to give the correct info for: <br />
SMS Notification Hours - limits when messages should be sent <br />
SMS Gateway Username - user name used for SMS gateway access<br />
SMS Gateway Password - access password<br />
SMS Gateway API Key - used to interface with Clickatell<br />
<br />
For Email Services the followinf info is needed:<br />
Notification Email Address - Where will the message come from <br />
Email Transport Method - Select: SMTP, SENDMAIL or built in PHPMAIL<br />
SMTP Server Hostname - email outgoing server host/ip<br />
SMTP Server Port Number <br />
SMTP User for Authentication - outgoing server user <br />
SMTP Password for Authentication - outgoing server password <br />
<br />
'''These globals from 3.2 seems to be missing in the admin tool''' --[[User:Tmccormi|Tony - www.mi-squared.com]] 21:01, 2 March 2011 (UTC)<br />
:*$GLOBALS['smtp_use_ssl'] <span style = "color:red;">(REMARK: where is this file located now? In Demographic for any individual Client,(Allow SMTP) or is it in Administration Globals Security Enable SSL?)</span><br />
:*$log_folder_path - this is the path where the back end process will save the logs. You must set this with write access for the user which will run the cron jobs.<br />
<br />
:(Note: at the moment only two SMS engines are supported TM4B - http://www.tm4b.com and Clickatell - http://www.clickatell.com)<br />
<br />
'''2.''' In order to install back end notification processes you need to add<br />
cron_email_notification.php and cron_sms_notification.php in system crontab to run<br />
every hour. Do this in the command *LINUX* command line. <br />
:''(REMARK: Windows instructions need to be written, Cronjobs could be accomplished with Windows Task Scheduler.)''<br />
<br />
'''For Linux follow these instructions:<br />
:bash$ crontab -e<br />
:then put in the following lines:<br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_sms_notification.php</nowiki><br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_email_notification.php</nowiki><br />
::(note: make sure you adjust the path as per your configuration)<br />
<br />
<br />
'''3.''' Login into openEMR and go in section Administration => Globals => Nofications. <br />
:There you will find three new sections:<br />
::- SMS notification - set provider name and the body of the sms message<br />
::- e-Mail notification - set subject, provider name and the body of the email message.<br />
::- Phone notification - set USER name, Passsword and URL<br />
<br />
'''4.''' In openEMR front end, under Patient/Client => summary (-page)=> Edit Demographics => Choices <br />
<br />
:In this section you will find two options: 1. Allow E-mail and 2. Allow SMS. <br />
<br />
:This is to be set as required if you want your patient to be notified about an upcoming appointment.<br />
<br />
'''5.''' Go to Administration => Other => Database.<br />
:Find the table automatic_notification:<br />
:: Edit the 2nd row in which email is the default value. Only change "provider name", "message subject" and "message send from". Write the body as per your requirement in the "message" section. --[[User:Arnab Naha|Dr.Arnab Naha]]<br />
<br />
'''6.''' Some useful Annonations: <br />
::<nowiki>***NAME*** - for entering the name of the patient automatically</nowiki><br />
::<nowiki>***DATE*** - for entering the date of the appointment automatically</nowiki><br />
::<nowiki>***STARTTIME*** - For entering the start time of the appointment</nowiki><br />
::<nowiki>***ENDTIME*** - for the end time of the appointment</nowiki><br />
::<nowiki>***PROVIDER*** - to state the provider automatically with whom the appointment is fixed</nowiki> --[[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
'''7.''' You need to configure mercury mail in your xampp or separately to be able to send mails. Mercury Mail acts as a secure mail server on your local machine. [[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
<br />
<br />
'''Patient Appointment Reminders via automated voice system''' -- [[User:Sherwin Gaddis|Sherwin - ww2.openmedpractice.com]] 10 Sept 2013 <br />
<br />
Complete and ready for use.<br />
<br />
The call reminders will require only the click of a button to start the calls going out. The system<br />
will be able to make up to 100 simultaneous call. So if your office has 30 appointments on the schedule.<br />
All 30 patients will be called at once. The patient will be asked to select 1 to confirm appointment and<br />
that selection will be recorded. The second selection will be recorded which is to cancel appointment.<br />
This information will be gathered within one hour and posted back to the EMR for viewing.<br />
<br />
Contact Open Med Practice for a demo/test call.<br />
<br />
The patch can be downloaded from http://omp.openmedpractice.com/pacs/Call_Reminder_Patch.zip<br />
<br />
'''To install the patch:''' <br />
<br />
'''1.''' Simply unzip it and copy the folders inside the patch-callback folder to your instance of OpenEMR. <br />
<br />
'''2.''' Go to Administration => Other => Database and select Import. Navigate to your local copy of the patch and into the SQL folder and import the call_reminders.sql and the reminder_content.sql.<br />
<br />
'''3.''' Next go to http://callback.openmedpractice.com/register-now and submit the payment form.<br />
<br />
:Once we receive your payment we will email you the IVR username and password.<br />
<br />
'''4.''' Once you receive those go to Administration > Globals > Notifications and check the box to activate the IVR and copy and paste the username and password that was sent. Program will be activated and ready for use as described above.<br />
<br />
Reach us here for any questions:<br />
<br />
https://sourceforge.net/p/openemr/discussion/202504/thread/04c47fc7/<br />
Or direct at sgaddis-at-jse.net<br />
<br />
We have started working on the voice reminders for the clinical reminders. We will keep everyone posted on our progress.<br />
[[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Sms_and_Email_Notification_Howtos&diff=17761Sms and Email Notification Howtos2014-06-25T02:28:18Z<p>Pieter W Blankevoort: </p>
<hr />
<div>The email/sms notification module is used to notify a patient about an upcoming event/appointment. The module consists of two parts, a front end setup and a back end engine. The front end is used to set the message template, access for the Sms/email engines and specify if a certain patient should receive notifications. The back end is set to query the database every hour for upcoming events which are set to send notifications and send them. <br />
<br />
Gateways Supported as of 3.2 are:<br />
:* '''tm4b''' http://www.tm4b.com/sending-sms/ - Outside USA only<br />
:* '''clickatell''' - http://www.clickatell.com/<br />
<br />
'''Setup Sms/email notification module you need follow these steps for version 4.0:'''<br />
<br />
'''1.''' In Administration->Globals->Notifications and adjust the configuration as appropriate for your setup:<br />
Email Notification Hours - limits when messages should be sent <br />
SMS Notification Hours - limits when messages should be sent <br />
SMS Gateway Username - user name used for sms gateway access<br />
SMS Gateway Password - access password<br />
SMS Gateway API Key - used to interface with clickatell<br />
<br />
Notification Email Address - Where will the message come from <br />
Email Transport Method - select SMTP, SENDMAIL or built in PHPMAIL<br />
SMTP Server Hostname - email outgoing server host/ip<br />
SMTP Server Port Number <br />
SMTP User for Authentication - outgoing server user <br />
SMTP Password for Authentication - outgoing server password <br />
<br />
'''These globals from 3.2 seems to be missing in the admin tool''' --[[User:Tmccormi|Tony - www.mi-squared.com]] 21:01, 2 March 2011 (UTC)<br />
:*$GLOBALS['smtp_use_ssl'] <br />
:*$log_folder_path - this is the path where the back end process will save the logs. You must set this with write access for the user which will run the cron jobs.<br />
<br />
:(Note: at the moment only two Sms engines are supported Tm4B - http://www.tm4b.com and Clickatell - http://www.clickatell.com)<br />
<br />
'''2.''' In order to install back end notification processes you need to add<br />
cron_email_notification.php and cron_sms_notification.php in system crontab to run<br />
every hour. Do this in the command *LINUX* command line. ''Note: Need windows instructions written''<br />
:bash$ crontab -e<br />
:then put in the following lines:<br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_sms_notification.php</nowiki><br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_email_notification.php</nowiki><br />
::(note: make sure you adjust the path as per your configuration)<br />
<br />
'''BELOW (3) is missing for V4.0''' --[[User:Tmccormi|Tony - www.mi-squared.com]] 21:03, 2 March 2011 (UTC)<br />
<br />
'''3.''' Login into openEMR and go in section Administration => Globals => Nofications. <br />
:There you will find three new sections:<br />
::- SMS notification - set provider name and the body of the sms message<br />
::- e-Mail notification - set subject, provider name and the body of the email message.<br />
::- Phone notification - set USER name, Passsword and URL<br />
<br />
'''4.''' In openEMR front end, under Patient/Client => summary (-page)=> Edit Demographics => Choices <br />
<br />
:In this section you will find two options: 1. Allow E-mail and 2. Allow SMS. <br />
<br />
:This is to be set as required if you want your patient to be notified about an upcoming appointment.<br />
<br />
'''5.''' Go to Administration => Other => Database.<br />
:Find the table automatic_notification:<br />
:: Edit the 2nd row in which email is the default value. Only change "provider name", "message subject" and "message send from". Write the body as per your requirement in the "message" section. --[[User:Arnab Naha|Dr.Arnab Naha]]<br />
<br />
'''6.''' Some useful Annonations: <br />
::<nowiki>***NAME*** - for entering the name of the patient automatically</nowiki><br />
::<nowiki>***DATE*** - for entering the date of the appointment automatically</nowiki><br />
::<nowiki>***STARTTIME*** - For entering the start time of the appointment</nowiki><br />
::<nowiki>***ENDTIME*** - for the end time of the appointment</nowiki><br />
::<nowiki>***PROVIDER*** - to state the provider automatically with whom the appointment is fixed</nowiki> --[[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
'''7.''' You need to configure mercury mail in your xampp or separately to be able to send mails. Mercury Mail acts as a secure mail server on your local machine. [[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
'''Patient Appointment Reminders via automated voice system''' -- [[User:Sherwin Gaddis|Sherwin - ww2.openmedpractice.com]] 10 Sept 2013 <br />
<br />
Complete and ready for use.<br />
<br />
The call reminders will require only the click of a button to start the calls going out. The system<br />
will be able to make up to 100 simultaneous call. So if your office has 30 appointments on the schedule.<br />
All 30 patients will be called at once. The patient will be asked to select 1 to confirm appointment and<br />
that selection will be recorded. The second selection will be recorded which is to cancel appointment.<br />
This information will be gathered within one hour and posted back to the EMR for viewing.<br />
<br />
Contact Open Med Practice for a demo/test call.<br />
<br />
The patch can be downloaded from http://omp.openmedpractice.com/pacs/Call_Reminder_Patch.zip<br />
<br />
'''To install the patch:''' <br />
<br />
'''1.''' Simply unzip it and copy the folders inside the patch-callback folder to your instance of OpenEMR. <br />
<br />
'''2.''' Go to Administration => Other => Database and select Import. Navigate to your local copy of the patch and into the SQL folder and import the call_reminders.sql and the reminder_content.sql.<br />
<br />
'''3.''' Next go to http://callback.openmedpractice.com/register-now and submit the payment form.<br />
<br />
:Once we receive your payment we will email you the IVR username and password.<br />
<br />
'''4.''' Once you receive those go to Administration > Globals > Notifications and check the box to activate the IVR and copy and paste the username and password that was sent. Program will be activated and ready for use as described above.<br />
<br />
Reach us here for any questions:<br />
<br />
https://sourceforge.net/p/openemr/discussion/202504/thread/04c47fc7/<br />
Or direct at sgaddis-at-jse.net<br />
<br />
We have started working on the voice reminders for the clinical reminders. We will keep everyone posted on our progress.<br />
[[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Sms_and_Email_Notification_Howtos&diff=17760Sms and Email Notification Howtos2014-06-25T01:47:08Z<p>Pieter W Blankevoort: </p>
<hr />
<div>The email/sms notification module is used to notify a patient about an upcoming event/appointment. The module consists of two parts, a front end setup and a back end engine. The front end is used to set the message template, access for the Sms/email engines and specify if a certain patient should receive notifications. The back end is set to query the database every hour for upcoming events which are set to send notifications and send them. <br />
<br />
Gateways Supported as of 3.2 are:<br />
:* '''tm4b''' http://www.tm4b.com/sending-sms/ - Outside USA only<br />
:* '''clickatell''' - http://www.clickatell.com/<br />
<br />
'''Setup Sms/email notification module you need follow these steps for version 4.0:'''<br />
<br />
'''1.''' In Administration->Globals->Notifications and adjust the configuration as appropriate for your setup:<br />
Email Notification Hours - limits when messages should be sent <br />
SMS Notification Hours - limits when messages should be sent <br />
SMS Gateway Username - user name used for sms gateway access<br />
SMS Gateway Password - access password<br />
SMS Gateway API Key - used to interface with clickatell<br />
<br />
Notification Email Address - Where will the message come from <br />
Email Transport Method - select SMTP, SENDMAIL or built in PHPMAIL<br />
SMTP Server Hostname - email outgoing server host/ip<br />
SMTP Server Port Number <br />
SMTP User for Authentication - outgoing server user <br />
SMTP Password for Authentication - outgoing server password <br />
<br />
'''These globals from 3.2 seems to be missing in the admin tool''' --[[User:Tmccormi|Tony - www.mi-squared.com]] 21:01, 2 March 2011 (UTC)<br />
:*$GLOBALS['smtp_use_ssl'] <br />
:*$log_folder_path - this is the path where the back end process will save the logs. You must set this with write access for the user which will run the cron jobs.<br />
<br />
:(Note: at the moment only two Sms engines are supported Tm4B - http://www.tm4b.com and Clickatell - http://www.clickatell.com)<br />
<br />
'''2.''' In order to install back end notification processes you need to add<br />
cron_email_notification.php and cron_sms_notification.php in system crontab to run<br />
every hour. Do this in the command *LINUX* command line. ''Note: Need windows instructions written''<br />
:bash$ crontab -e<br />
:then put in the following lines:<br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_sms_notification.php</nowiki><br />
::<nowiki>* */1 * * * /var/www/html/openemr/modules/sms_email_reminder/cron_email_notification.php</nowiki><br />
::(note: make sure you adjust the path as per your configuration)<br />
<br />
'''BELOW (3) is missing for V4.0''' --[[User:Tmccormi|Tony - www.mi-squared.com]] 21:03, 2 March 2011 (UTC)<br />
<br />
'''3.''' Login into openEMR and go in section Admin.Notification and there you will find three new sections:<br />
:- SMS notification - set provider name and the body of the sms message<br />
:- E-mail notification - set subject, provider name and the body of the email message.<br />
<br />
'''4.''' In openEMR front end, under Patient/Client => summary (-page)=> Edit Demographics => Choices <br />
<br />
:In this section you will find two options: 1. Allow E-mail and 2. Allow SMS. <br />
<br />
:This is to be set as required if you want your patient to be notified about an upcoming appointment.<br />
<br />
'''5.''' Go to Administration => Other => Database.<br />
:Find the table automatic_notification:<br />
:: Edit the 2nd row in which email is the default value. Only change "provider name", "message subject" and "message send from". Write the body as per your requirement in the "message" section. --[[User:Arnab Naha|Dr.Arnab Naha]]<br />
<br />
'''6.''' Some useful Annonations: <br />
::<nowiki>***NAME*** - for entering the name of the patient automatically</nowiki><br />
::<nowiki>***DATE*** - for entering the date of the appointment automatically</nowiki><br />
::<nowiki>***STARTTIME*** - For entering the start time of the appointment</nowiki><br />
::<nowiki>***ENDTIME*** - for the end time of the appointment</nowiki><br />
::<nowiki>***PROVIDER*** - to state the provider automatically with whom the appointment is fixed</nowiki> --[[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
'''7.''' You need to configure mercury mail in your xampp or separately to be able to send mails. Mercury Mail acts as a secure mail server on your local machine. [[User:Arnab Naha|Dr. Arnab Naha]]<br />
<br />
'''Patient Appointment Reminders via automated voice system''' -- [[User:Sherwin Gaddis|Sherwin - ww2.openmedpractice.com]] 10 Sept 2013 <br />
<br />
Complete and ready for use.<br />
<br />
The call reminders will require only the click of a button to start the calls going out. The system<br />
will be able to make up to 100 simultaneous call. So if your office has 30 appointments on the schedule.<br />
All 30 patients will be called at once. The patient will be asked to select 1 to confirm appointment and<br />
that selection will be recorded. The second selection will be recorded which is to cancel appointment.<br />
This information will be gathered within one hour and posted back to the EMR for viewing.<br />
<br />
Contact Open Med Practice for a demo/test call.<br />
<br />
The patch can be downloaded from http://omp.openmedpractice.com/pacs/Call_Reminder_Patch.zip<br />
<br />
'''To install the patch:''' <br />
<br />
'''1.''' Simply unzip it and copy the folders inside the patch-callback folder to your instance of OpenEMR. <br />
<br />
'''2.''' Go to Administration => Other => Database and select Import. Navigate to your local copy of the patch and into the SQL folder and import the call_reminders.sql and the reminder_content.sql.<br />
<br />
'''3.''' Next go to http://callback.openmedpractice.com/register-now and submit the payment form.<br />
<br />
:Once we receive your payment we will email you the IVR username and password.<br />
<br />
'''4.''' Once you receive those go to Administration > Globals > Notifications and check the box to activate the IVR and copy and paste the username and password that was sent. Program will be activated and ready for use as described above.<br />
<br />
Reach us here for any questions:<br />
<br />
https://sourceforge.net/p/openemr/discussion/202504/thread/04c47fc7/<br />
Or direct at sgaddis-at-jse.net<br />
<br />
We have started working on the voice reminders for the clinical reminders. We will keep everyone posted on our progress.<br />
[[Category:Configuration Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=OpenEMR_Internationalization_Development_Guide&diff=17110OpenEMR Internationalization Development Guide2014-04-16T23:44:56Z<p>Pieter W Blankevoort: /* Translation function */</p>
<hr />
<div>__TOC__<br />
==Translation function==<br />
:The translation is done by the xl() custom function, which can be found at openemr/library/translation.inc.php. Its semantics are very simple.<br />
<pre>xl(string)</pre><br />
:Which with examples means:<br />
<pre>xl('translate this')</pre><br />
:By default the function will return the translation. First it uses the LANGUAGE constant defined to pick the translation. Second it goes for the translation, if none is found, then the same string entered is used and returned as is. Another example of use includes:<br />
<pre> echo ("this and " . xl('translate this') . " that too");</pre><br />
<br />
<br />
:Also note that comments can be included in the constants (and definitions) to help provide context for some constants to translators. For example, the constant '''to''' can be confusing in Dutch, where using to for ranges (ie. <date> to <date>) is different than when addressing where a message is going to (ie. to Brady). So, can place a comment in code, such below to specify how the constant is being used:<br />
<pre>xl('to{{range}}')</pre><br />
:The translation engine removes the comment, of course, when displaying it. [[English_Constants_Descriptions#Constants_with_comments|See this wiki page to see the current constants that contain comments.]]<br />
<br />
<br />
:To find more options for translation look within: '''explanationhtmlspecialchars.inc.php'''<br />
<br />
:: <pre> $para_class = attr($db_data); //is escaped(including quotes)</pre><br />
<br />
:: <pre> $para_content = text($user_data); //is escaped(not including quotes)</pre><br />
<br />
:: <pre> $title_text = xla('My Title'); //is translated and escaped(including quotes) </pre> <br />
<br />
:: <pre> $header_text = xlt('My Header'); //is translated and escaped(not including quotes) </pre><br />
<br />
::: <pre> echo "<h3>$header_text</h3><p class='$para_class' title='$title_text'>$para_content</p>\n" </pre><br />
<br />
:: <pre> See more at: http://www.open-emr.org/wiki/index.php/Codebase_Security#SQL-Injection_and_Cross-Scripting_Prevention </pre><br />
<br />
<br />
:Further details and rules on use can be found on the wiki here [[Development_Policies#Internationalization|Development Policies - Internationalization]]<br />
:There are also wrappers to the xl() function that are used infrequently in specific situations. Please refer to openemr/library/translation.inc.php for more details.<br />
<br />
==Translation Pipeline==<br />
:For those interested in the actual software/scripts (pipeline) that created the online google docs translation spreadsheet and then utilizes it for insertion in OpenEMR; they are kept in this directory (The README file is the best place to get an overview of the process):<br />
::*http://github.com/openemr/openemr/tree/master/contrib/util/language_translations<br />
<br />
==Translation Development Discussions==<br />
:Here are the Previous sourceforge forums threads related to the internationalization project:<br />
::General Topic Threads<br />
:::*[http://sourceforge.net/p/openemr/discussion/202506/thread/83bc0f77 Most Recent]<br />
:::*[http://sourceforge.net/projects/openemr/forums/forum/202506/topic/3279061 Third]<br />
:::*[http://sourceforge.net/projects/openemr/forums/forum/202506/topic/3130655 Second]<br />
:::*[http://sourceforge.net/projects/openemr/forums/forum/202505/topic/3119442 First]<br />
::Specific Topic Threads<br />
:::*[http://sourceforge.net/projects/openemr/forums/forum/202506/topic/3673130/ Discussion on the new translation customization and logging module (releasing with version 4.0)]<br />
:::*[http://sourceforge.net/projects/openemr/forums/forum/202506/topic/3509701 Discussion on parametric translations and also discussion to further improve the backend (google docs spreadsheet) processing]<br />
<br />
[[Category:Internationalization]][[Category:Developer Guide]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17048Templates for Patient Documents2014-04-11T20:32:46Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter. <br />
: The template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.<br />
<br />
'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.<br />
<br />
<br />
'''Templates in Download ZIP format for OpenOffice Word Processor:'''<br />
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields}, <br />
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!<br />
: All available fields is a Document with all available fields that will show in this kind of Document template.<br />
<br />
Download this [[File:openoffice_three_test_files.zip]]<br />
<br />
''If the correct fields are filled the Document should show the information without {...}''<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17047Templates for Patient Documents2014-04-11T20:31:45Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter. <br />
: The template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.<br />
<br />
'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.<br />
<br />
<br />
'''Templates in Download ZIP format for OpenOffice Word Processor:'''<br />
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields}, <br />
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!<br />
: All available fields is a Document with all available fields that will show in this kind of Document template.<br />
<br />
Download [[File:openoffice_three_test_files.zip]]<br />
<br />
(''If the correct fields are filled the Document should show the information without {...}'' )<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17046Templates for Patient Documents2014-04-11T20:27:18Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as in the active encounter. <br />
: The template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => '''Fetch''' => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient, reffering doctor provider, and encounter.<br />
<br />
'''There you are:''' The file will be opened in OpenOffice writer (another great FreeWare product) and is ready for some additional corrections, formatting, do final edits or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or for uploading the finalized file as a patient document in the usual way.<br />
<br />
'''Templates in Download ZIP format for OpenOffice Word Processor:'''<br />
: HIPAA-Document is a non-official kind of file to make a HIPAA acceptable file with all relevant patient information {some-fields}, <br />
: Donations is a more to the point document with only essentials {some other-fields}, the to be DONATED amount is not included!<br />
: All available fields is a Document with all available fields that will show in this kind of Document template.<br />
<br />
[[File:openoffice_three_test_files.zip]]<br />
<br />
(''If the correct fields are filled the Document should show the information without {...}'' )<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=File:Openoffice_three_test_files.zip&diff=17045File:Openoffice three test files.zip2014-04-11T20:05:06Z<p>Pieter W Blankevoort: Three files that can be downloaded,unzipped and used in the Document templates module of OpenEMR. Left Menu under Miscellaneous.</p>
<hr />
<div>Three files that can be downloaded,unzipped and used in the Document templates module of OpenEMR. Left Menu under Miscellaneous.</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=File:HIPAADecl.txt&diff=17014File:HIPAADecl.txt2014-03-26T18:47:53Z<p>Pieter W Blankevoort: Blanked the page</p>
<hr />
<div></div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17013Templates for Patient Documents2014-03-26T18:44:27Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
Templates in Download ZIP format for Open Office Word Processor, HIPAA-Document has all available {fields}, Donations is a more to the point document with only essential {fields}:<br />
<br />
[[File:HIPAAadnDonation2014l.zip]]<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=File:HIPAAadnDonation2014l.zip&diff=17012File:HIPAAadnDonation2014l.zip2014-03-26T18:37:50Z<p>Pieter W Blankevoort: This ZIP file has texts made with Open Office writer. Ready to be changed at will and upload for general usage in Documents Templates menu. HIPAA file has all available fields, Donations only the needed fiels for that file and will look nicer without redu</p>
<hr />
<div>This ZIP file has texts made with Open Office writer. Ready to be changed at will and upload for general usage in Documents Templates menu. HIPAA file has all available fields, Donations only the needed fiels for that file and will look nicer without redundant text parts.</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=File:HIPAADecl.txt&diff=17011File:HIPAADecl.txt2014-03-26T18:16:23Z<p>Pieter W Blankevoort: HIPAA TXT file has all {fields} included, might have to be renamed in ???.odf file extension (even redundant {field} not to be included in HIPAA declaration.
Donation file does not have all {field} options included.</p>
<hr />
<div>HIPAA TXT file has all {fields} included, might have to be renamed in ???.odf file extension (even redundant {field} not to be included in HIPAA declaration.<br />
<br />
Donation file does not have all {field} options included.</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=File:DonationDecl2014.txt&diff=17010File:DonationDecl2014.txt2014-03-26T18:16:22Z<p>Pieter W Blankevoort: HIPAA TXT file has all {fields} included, might have to be renamed in ???.odf file extension (even redundant {field} not to be included in HIPAA declaration.
Donation file does not have all {field} options included.</p>
<hr />
<div>HIPAA TXT file has all {fields} included, might have to be renamed in ???.odf file extension (even redundant {field} not to be included in HIPAA declaration.<br />
<br />
Donation file does not have all {field} options included.</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17009Templates for Patient Documents2014-03-26T18:10:08Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
Template with all available {fields}:<br />
<br />
Copy => Paste the text between the Horizontal lines and past in you Word Processor and Upload as suggested in text.<br />
<br />
<br />
----<br />
HIPAA Declaration <br />
<br />
The Practice: <br />
(a) Is required by federal law to maintain the privacy of your PHI and to provide you with this Privacy Notice detailing the Practice's legal duties and privacy practices with respect to your PHI <br />
(b) Under the Privacy Rule, it may be required by State law to grant greater access or maintain greater restrictions on the use or release of your PHI than that which is provided for under federal law <br />
(c) Is required to abide by the terms of the Privacy Notice <br />
(d) Reserves the right to change the terms of this Privacy Notice and to make the new Privacy Notice provisions effective for all of your PHI that it maintains <br />
(e) Will distribute any revised Privacy Notice to you prior to implementation <br />
(f) Will not retaliate against you for filing a complaint <br />
<br />
Patient Communications: <br />
Health Insurance Privacy Act 1996 requires we inform you of the following government stipulations in order for <br />
us to contact you with educational and promotional items in the future via email, U.S. mail, telephone, and/or pre-<br />
recorded messages. We WILL NOT ever share, sell, or “SPAM” your personal contact information. Marketing any communication about a product or service that encourages recipients to purchase or use the product or service. Communication can be defined as Voice Blasts, Email, and numerous marketing pieces. Communications to describe health-related products or services, or payment for them, provided by or included in a benefit plan of the covered entity making the communication. <br />
<br />
(a) Communications about participating providers in a provider or health plan network, replacement of or enhancements to a health plan, and health-related products or services available only to a health plan’s enrollees that add value to, but are not part of, the benefit plan. <br />
<br />
(b) Communication for treatment of the individual <br />
<br />
(c) Communications for case management or care coordination for the individual, or to direct or recommend alternative treatments, therapies, healthcare providers, or care settings to individuals PATIENT ACKNOWLEDGEMENT<br />
<br />
I acknowledge receipt of this notice, and my understanding and my agreement to its terms. <br />
<br />
Patient Name: {PatientName} (FirstName Lastname); {PatientSex} (in characters)<br />
{PatientID} ( External ID); Born: {PatientDOB} (yyy-mm-dd) <br />
Home Address: {Address} (Example: street address only i.e. 1224 Oakdale Rd.)<br />
Zip: {Zip}; City: {City}; State: {State}<br />
Home Phone: {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
<br />
{PatientName} Witnessed by: {ReferringDOC}<br />
Patient Signature: Witness Signature: <br />
<br />
_________________________ _________________________ <br />
<br />
Date: {DOS} (Date of service)<br />
<br />
For Internal Use: <br />
<br />
Patient Refused to Sign: _____________________<br />
Patient unable to sign for the following reason: _______________________________ <br />
<br />
I declare that today I have the following complaints: <br />
{ChiefComplaint}<br />
<br />
I have suffered in the past and might still be suffering from:<br />
{Allergies}<br />
<br />
I am aware that I have, have had the following Medical complaints:<br />
{ProblemList}<br />
<br />
<br />
----<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17008Templates for Patient Documents2014-03-26T17:59:48Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
Template with all available {fields}:<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17004Templates for Patient Documents2014-03-26T02:17:52Z<p>Pieter W Blankevoort: /* Overview */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (March 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17003Templates for Patient Documents2014-03-26T02:16:45Z<p>Pieter W Blankevoort: /* Overview */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName} (FirstName Middle Lastname)<br />
:* {PatientID} (External ID)<br />
:* {PatientDOB} (yyy-mm-dd)<br />
:* {DOS} (Date of service in the format of yyyy-mm-dd)<br />
:* {ReferringDOC}(Name of refferer doctor)<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17002Templates for Patient Documents2014-03-26T01:46:37Z<p>Pieter W Blankevoort: /* Problems */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Application might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the Parser Fields as plain text in another plain text file and Copy => Paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17001Templates for Patient Documents2014-03-26T01:42:11Z<p>Pieter W Blankevoort: /* Problems */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the Word Processing Apps might insert XML tags randomly into the middle of keywords as you type them in (This happens when using a non-plain text word processor) It keeps the parser fields from being recognized as keywords at download time. <br />
: '''Advise:''' keep a list of the parser Fields as plain text in another plain text file and copy-and-paste to insert them into the document. <br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=17000Templates for Patient Documents2014-03-26T01:35:37Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
: To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
: The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter.<br />
<br />
'''There you are:''' The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, do final edits, or save it (perhaps as a PDF). Next the file can be send as e-mail attachment, printed, or saved for later use or upload the finalized file as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16999Templates for Patient Documents2014-03-26T01:29:24Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document.<br />
To create a document for a certain Client, be sure to enter some information that will show as an encounter. <br />
The Template always has to be connected to Client information.<br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16998Templates for Patient Documents2014-03-26T01:24:07Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
<br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16997Templates for Patient Documents2014-03-26T01:22:33Z<p>Pieter W Blankevoort: /* Overview */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16996Templates for Patient Documents2014-03-26T01:12:46Z<p>Pieter W Blankevoort: </p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using ParserFunctions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16995Templates for Patient Documents2014-03-26T01:10:35Z<p>Pieter W Blankevoort: </p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Category: Templates using Parser Functions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16994Templates for Patient Documents2014-03-26T01:09:50Z<p>Pieter W Blankevoort: </p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]][[Categorie: Templates using Parcer Funstions]]</div>Pieter W Blankevoorthttps://www.open-emr.org/wiki/index.php?title=Templates_for_Patient_Documents&diff=16993Templates for Patient Documents2014-03-26T01:05:19Z<p>Pieter W Blankevoort: /* Using a Template */</p>
<hr />
<div>__TOC__<br />
<br />
==Overview==<br />
This feature is new as of OpenEMR release 4.1.3 (march 2014). It provides the ability to upload Templates in an Open Document format (MS Word or OpenOffice or LibreOffice), or as plain text or perhaps for other formats. Use them as boilerplate for creating documents that can then be uploaded to the patient documents area in the usual way or downloaded to the "Local" computer.<br />
<br />
<br />
:* {PatientName}<br />
:* {PatientID}<br />
:* {PatientDOB}<br />
:* {DOS} (Date of service)<br />
:* {ReferringDOC}<br />
:* {ChiefComplaint}<br />
:* {Allergies}<br />
:* {ProblemList}<br />
:* {PatientSex}<br />
:* {Address} (street address only i.e. 1224 Oakdale Rd.)<br />
:* {City}<br />
:* {State}<br />
:* {Zip}<br />
:* {PatientPhone} (output in this form: (000)000-0000)<br />
<br />
<br />
<br />
There you are: The file will be opened in your favorite Word processor and is ready for some additional corrections, formatting, etc. Next the can be send as e-mail attachment, printed, or saved for later use.<br />
<br />
==Installing a Template==<br />
The first step is to create a Template on your local computer with one of the mentioned word processors.<br />
<br />
The to be Uploaded Templates may contain any of these keywords (the fields {...} contain the information entered during Demographics, and other history or summary during the encounter)<br />
<br />
Next step is to upload the Template made with the mentioned {.. fields ..} and give the Template a well recognizable name. <br />
<br />
Browse => Give the Template the correct name => <br />
<br />
Use the same menu options as before: Template uploading is done via a new menu item, Miscellaneous => Document Templates (and so becomes a generals usable Template).<br />
<br />
==Using a Template==<br />
In the documents area, a drop-list has been added where you may select and download a document. (To create a document for a certain Client, be sure to enter some information that will show as an encounter.) <br />
<br />
Go to Client => Summary => Documents => Patient Information => Search in the line for: Download document-template for this patient and visit. Select Template => Fetch => Make a choice to "Open with" or "Save file" ....... <br />
The downloaded document will have its keywords replaced with actual data from the currently selected patient and encounter. You can then do final edits with your word processing app, save it (perhaps as a PDF), and upload as a patient document in the usual way.<br />
<br />
==Problems==<br />
One gotcha is that the word processing apps might insert XML tags randomly into the middle of keywords as you type them in. This keeps them from being recognized as keywords at download time. What works is to keep a list of them somewhere as plain text and copy-and-paste to insert them into the document.<br />
<br />
[[Category:User Guide 4.1.3]][[Category:User Guide]]</div>Pieter W Blankevoort