Difference between revisions of "OpenEMR 7.0.2 Users Guide"
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===Main Topics=== | ===Main Topics=== | ||
====Wiki Format==== | ====Wiki Format==== | ||
[[ | :* '''OpenEMR 7.0 Users Guide''' - including multiple old feature docs upgraded for OpenEMR v 7.0x | ||
::*[[OpenEMR 7 New Clinic Setup|OpenEMR v7 New Clinic Essentials Setup]] - v7 pictured, most items apply since v5 | |||
::*[[HOWTO: Create and Delete Recurring Calendar Events]] shows OpenEMR v7 but good back to v5 | |||
:* '''OpenEMR 6.0 Users Guide''' | :* '''OpenEMR 6.0 Users Guide''' | ||
::[[OpenEMR_v6+_Walkthrough|OpenEMR v6+ Walkthrough and New User Intro]] | |||
::*[[A Generic Medical Encounter Workflow in OpenEMR 6.1|A Generic Medical Encounter Workflow in OpenEMR 6.x]] | ::*[[A Generic Medical Encounter Workflow in OpenEMR 6.1|A Generic Medical Encounter Workflow in OpenEMR 6.x]] | ||
::*[[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal Overview]] | ::*[[The OpenEMR 6.0+ Patient Portal|The OpenEMR 6.0+ Patient Portal Overview]] | ||
Line 16: | Line 20: | ||
:::*[[HOWTO: Patient self-registration in the Native Patient Portal v6.1|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.1]]. | :::*[[HOWTO: Patient self-registration in the Native Patient Portal v6.1|HOWTO: Patient self-registration in the Patient Portal, OpenEMR v6.1]]. | ||
:::*[[Patient Use of the Patient Portal in OpenEMR v6+|Patient Use of the Patient Portal in OpenEMR v6.0+]] | :::*[[Patient Use of the Patient Portal in OpenEMR v6+|Patient Use of the Patient Portal in OpenEMR v6.0+]] | ||
:::*[[HOWTO: Send Files To A Patient Portal Account]] in OpenEMR v6+ | |||
::*'''Billing''' | ::*'''Billing''' | ||
:::*[[HOWTO: Add Or Edit A Billing Code In OpenEMR]] -- for v7 but applies to 4.x+ | :::*[[HOWTO: Add Or Edit A Billing Code In OpenEMR]] -- for v7 but applies to 4.x+ | ||
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:::*[[OpenEMR 6.x Billing - Claims Workflows]] OpenEMR v4.x + | :::*[[OpenEMR 6.x Billing - Claims Workflows]] OpenEMR v4.x + | ||
:::*[[OpenEMR 6.x Billing - Process Payments]] OpenEMR v4.x + | :::*[[OpenEMR 6.x Billing - Process Payments]] OpenEMR v4.x + | ||
:* '''OpenEMR 5.0x Workflows''': | :* '''OpenEMR 5.0x Workflows''': | ||
::* [[Quick Reference Handout 4.2|Quick Reference Handout - v4.2]] | ::* [[Quick Reference Handout 4.2|Quick Reference Handout - v4.2]] | ||
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::* [[New Clinic OpenEMR Setup 4.1.3|New Clinic OpenEMR Setup - v4.1.3]] | ::* [[New Clinic OpenEMR Setup 4.1.3|New Clinic OpenEMR Setup - v4.1.3]] | ||
::* [[Patient_Portal_Document_Templates|OpenEMR and the Patient Portal Document Templates v5.0+]] | ::* [[Patient_Portal_Document_Templates|OpenEMR and the Patient Portal Document Templates v5.0+]] | ||
::* [[HOWTO:_Create_Custom_Document_Template_Categories]] OpenEMR v5+ | |||
:* '''OpenEMR 4.2x Workflows''': | :* '''OpenEMR 4.2x Workflows''': | ||
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::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ||
::*[[Review_EDI_History_Module|Review EDI History Module]]. | ::*[[Review_EDI_History_Module|Review EDI History Module]]. | ||
::*[[ | ::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]]. | ||
::* [[HOWTO: | ::*[[HOWTO: Add Custom Service Codes To The Fee Sheet - Updated]] - applies to all versions > 4.0 but written for v7 | ||
::*[[OpenEMR_4.2.1_Fee_Sheet Review Button_and_CPT4_Link |Fee Sheet Review Button and CPT4 Link]] | ::*[[OpenEMR_4.2.1_Fee_Sheet Review Button_and_CPT4_Link |Fee Sheet Review Button and CPT4 Link]] | ||
::*[[Add Red Notification to Patient Billing Widget|Red Notification, Patient Billing Widget]]. | ::*[[Add Red Notification to Patient Billing Widget|Red Notification, Patient Billing Widget]]. | ||
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::*Patient Statement with [[Media:Setting_up_the_statements_dunning_for_OpenEmr.pdf|Dunning Messages]]. | ::*Patient Statement with [[Media:Setting_up_the_statements_dunning_for_OpenEmr.pdf|Dunning Messages]]. | ||
::*[[HOWTO: Locate A Specific Insurance Claim’s Batch File]] for all versions since 4.0 | ::*[[HOWTO: Locate A Specific Insurance Claim’s Batch File]] for all versions since 4.0 | ||
::*[[Superbills in OpenEMR]] - shows OpenEMR v7 but applies to all vers | |||
:*Brute Force Login Prevention | :*Brute Force Login Prevention | ||
::*[[Brute Force Login Prevention]] | ::*[[Brute Force Login Prevention]] | ||
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::*[[Code_Types|Other Data Sets - Other Methods]]. | ::*[[Code_Types|Other Data Sets - Other Methods]]. | ||
:*Diagnostic Studies | :*Diagnostic Studies | ||
::* [[How to Add Covid-19 or any other single test to OpenEMR Procedures|How to Add Covid-19 or any other single test to OpenEMR Procedures]]. | |||
::* [[Procedure configuration & order process]]. | ::* [[Procedure configuration & order process]]. | ||
::: Step wise explanation of how to configure '''Procedures''': | ::: Step wise explanation of how to configure '''Procedures''': | ||
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::*[[Patient Education]]: Providing preprinted materials to patients. | ::*[[Patient Education]]: Providing preprinted materials to patients. | ||
::*[[Document Categories]]: Customizing document categories. | ::*[[Document Categories]]: Customizing document categories. | ||
::*[[HOWTO:Associate A Document Attachment To An Encounter]]: good from OpenEMR v6? OpenEMR v7 shown | |||
:*Efficiency Tools | :*Efficiency Tools | ||
::*[[Patient_Flow_Board|Patient Flow Board]]. | ::*[[Patient_Flow_Board|Patient Flow Board]]. | ||
Line 159: | Line 166: | ||
:* [[Client Sided Validation]] | :* [[Client Sided Validation]] | ||
:* [[HOWTO: Create And Use Database Views|HOWTO: Create And Use Database Views]]. | :* [[HOWTO: Create And Use Database Views|HOWTO: Create And Use Database Views]]. | ||
:* [[HOWTO: Edit a List in OpenEMR]]. | |||
:* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data. | :* [[OpenEMR Backup Tools| Backup - Backup Tools]]: Backup Methods and Scripts in OpenEMR - Protecting Your Data. | ||
:* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR. | :* [[OpenEMR Database Conversion Tools| Database - Database Conversion Tools]]: Changing Data For Use in OpenEMR. |
Revision as of 21:43, 2 April 2024
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Users Guide
Main Topics
Wiki Format
- OpenEMR 7.0 Users Guide - including multiple old feature docs upgraded for OpenEMR v 7.0x
- OpenEMR v7 New Clinic Essentials Setup - v7 pictured, most items apply since v5
- HOWTO: Create and Delete Recurring Calendar Events shows OpenEMR v7 but good back to v5
- OpenEMR 6.0 Users Guide
- OpenEMR v6+ Walkthrough and New User Intro
- Billing
- HOWTO: Add Or Edit A Billing Code In OpenEMR -- for v7 but applies to 4.x+
- HOWTO: Create A Claim- Ready Encounter
- List of OpenEMR Data Fields Required For Insurance Claims OpenEMR v4.x +
- OpenEMR 6.x Billing - Claims Workflows OpenEMR v4.x +
- OpenEMR 6.x Billing - Process Payments OpenEMR v4.x +
- OpenEMR 5.0x Workflows:
- OpenEMR 4.2x Workflows:
Supplementary Topics
- ACL
- Apps
- Backup
- Lest you rue the day.
- Take note of this Forum thread.
- System Image: Creation and recovery in 32/64 bit devices.
- Billing
- 837P
- X12 837p Reference, Version 4010.
- Version 5010.
- Charges Panel.
- Credit Card Processing.
- Review EDI History Module.
- Credit Card Processing.
- HOWTO: Add Custom Service Codes To The Fee Sheet - Updated - applies to all versions > 4.0 but written for v7
- Fee Sheet Review Button and CPT4 Link
- Red Notification, Patient Billing Widget.
- Patient Ledger
- Patient Statement with Dunning Messages.
- HOWTO: Locate A Specific Insurance Claim’s Batch File for all versions since 4.0
- Superbills in OpenEMR - shows OpenEMR v7 but applies to all vers
- Brute Force Login Prevention
- Clinical Decision Rules
- CDR User Manual.
- CDR Guide: How to add rules for Clinical Quality Measures.
- Coding
- Communication
- Dated Reminders.
- Direct: Direct Project guide.
- Mercury Mail Configuration in Windows.
- Patient Portal in OpenEMR pre- v6.0.
- Short Message Service.
- SMS & Email.
- Comlink Telehealth Module Documentation OpenEMR v 7.0.1
- Data Import
- Standard Tables: An ICD9, ICD10, SNOMED & RxNorm import guide.
- RxNorm and SNOMED.
- Other Data Sets - Other Methods.
- Diagnostic Studies
- How to Add Covid-19 or any other single test to OpenEMR Procedures.
- Procedure configuration & order process.
- Step wise explanation of how to configure Procedures:
- Diagnostic Laboratories Orders.
- Laboratory Catalogue Configuration.
- Laboratory Orders & Results.
- Procedures Module Configuration for Manual Result Entry: A pictorial guide.
- Laboratory Exchange User Documentation: Communication with external laboratory facility.
- Documents
- Faxing & Scanning.
- Templates for Patient Documents OpenEMR v4.2: How to download, modify & upload templates.
- Patient Education: Providing preprinted materials to patients.
- Document Categories: Customizing document categories.
- HOWTO:Associate A Document Attachment To An Encounter: good from OpenEMR v6? OpenEMR v7 shown
- Efficiency Tools
- Forms
- Contributed Forms: 60 forms.
- Social Screening Tool: Form that measures Social Determinants of Health (SDOH). This form and the documentation are a good example and tutorial for building a form.
- HOWTO Register OpenEMR Contributed Forms OpenEMR 5.0.x
- CAMOS module: An intuitive interface for text organization and insertion in a patient's chart.
- Eye Exam: The Comprehensive Ophthalmic Exam.
- Graphic Pain Map: Image uploading & annotations guide.
- Form Previews.
- Track Anything: A graph generating form for any data.
- Layout Based Visit Forms.
- LBV Forms.
- Sample Layout Based Visit Form.
- LBV FORMS FOR OPHTHALMOLOGY: A pictorial tutorial.
- Layout Based Validation.
- Nation Notes: LBV Form with a WYSIWYG editor.
- Illustration
- Meaningful Use
- Multi-factor Authentication
- Navigation
- Cross Reference Views.
- Find - Search HowTos: Finding things in OpenEMR - various search methods used.
- Patient Note and Form Searching.
- HOWTO: Change Search Columns in Patient Finder.
- Practice Setup
- Prescription
- Reports
- Scheduling
- Calendar Categories: Guide to change name, color & interval of appointments.
- Holidays: How to set up holidays for the clinic.
Configuration Topics
General
- Description of Access Controls: Documentation of the settings in Administration->ACL.
- ACL Fine Granular Control: A guide with examples and screenshots.
- Client Sided Validation
- HOWTO: Create And Use Database Views.
- HOWTO: Edit a List in OpenEMR.
- Backup - Backup Tools: Backup Methods and Scripts in OpenEMR - Protecting Your Data.
- Database - Database Conversion Tools: Changing Data For Use in OpenEMR.
- OpenEMR Deletion.
- Forms - Form Creation Tools: Tools for editing existing forms and creating new forms in OpenEMR.
- DIY Implementation of OpenEMR: A do-it-yourself guide with encouragements.
- Installation in a hosted environment.
- Layout Selection: Configuration and selection of three visual layouts with comparison screenshots.
- Language Translation Configuration: Translation of OpenEMR into your native language.
- Multiple Sites Module: Configuration and maintenance of multiple sites from one OpenEMR instance.
- Operating Systems.
- Securing OpenEMR: Advice from the community on how to secure an OpenEMR instance.
- Description of Settings: Documentation of the settings in Administration->Globals and Administration->Lists.
- Patient Statement Printing/Configuration Howtos.
- MySQL/MariaDB SSL Support Howto
- SSL Install Howtos.
- UTF-8 Upgrade Howto: Configuration of non-Latin scripts.
- Windows Package Dual Upgrade: Simultaneous upgrades of XAMPP and OpenEMR.
Modules
- Billing - Billing Setup Howtos: How To Configure and Use OpenEMR For Billing.
- Calendar - Using The Calendar As A Tool: Using The Calendar As A Tool in OpenEMR.
- CouchDB Documents Module - Using CouchDB to store patient documents.
- Mercury Mail Configuration in Windows XAMPP.
- Pharmacy Dispensary Module Configuration.
- Sms/Email Notification Howtos.
- Z&H's CCDA Module: Setup and Configuration of Z&H's Carecoordination module.
- HOWTO Setup and Use OpenEMR Groups Module.
- Custom Modules for OpenEMR: Modules not in the released codebase but available for installation. Preview here and contact the dev.
Video Tutorials
Choosing a User Interface - OpenEMR 5.0.0
Adding a New Patient - OpenEMR 5.0.0
OpenEMR 5.0.x - Intro 1 Walkthrough
OpenEMR 5.0.x - CDR Survey
OpenEMR 5.0.x - Create a CDR
OpenEMR 5.0.x - Use a CDR
OpenEMR 5.0.x - Getting Around
OpenEMR 5.0.x - New Clinic: Facility Settings
OpenEMR 5.0.x - New Clinic: User Accounts
OpenEMR 5.0.x - New Clinic: Create Patient Record
OpenEMR 5.0.x - Data Forms
Getting Started
Setting up your clinic
Adding a new patient
Using your calendar
Documenting a visit/encounter
Issues, Problems & Immunizations
Billing and Claim Generation
EOBs, Payments & Accounts Receivables
Frequently Asked Questions (FAQ)
- Plan to post questions here that are frequently asked on the forums for OpenEMR version 7.0.1.
Acknowledgments