Difference between revisions of "OpenEMR 4.1.1 Users Guide"
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===Main Topics===  | ===Main Topics===  | ||
====Wiki Format====  | |||
:* '''OpenEMR 4.1.1 Users Guide''':  | |||
::* [[Getting Started 4.1|Getting Started]]  | |||
::* [[Main Screen & Navigation 4.1|Main Screen & Navigation]]  | |||
::* [[Setting Up Your Clinic 4.1|Setting Up Your Clinic]]  | |||
::* [[Adding a New Patient 4.1|Adding a New Patient]]  | |||
::* [[Using the Calendar 4.1|Using the Calendar]]  | |||
::* [[New Encounters & Coding 4.1|New Encounters & Coding]]  | |||
::* [[Issues & Immunizations 4.1|Issues & Immunizations]]  | |||
::* [[Patient Notes & Transactions 4.1|Patient Notes & Transactions]]  | |||
::* [[Basic Billing 4.1|Basic Billing]]  | |||
::* [[Accounting & Receivables 4.1|Accounting & Receivables]]  | |||
::* [[Reporting 4.1|Reporting]]  | |||
===Supplementary Topics===  | ===Supplementary Topics===  | ||
:* [[  | :* [[Access_Controls_Listing|Access Controls]].  | ||
:* [[  | :* [[ACL_Fine_Granular_Control|ACL Fine Granular Control]].  | ||
:* [[  | :*[[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].  | ||
:* [[  | :* [[Configuring and testing Emergency access|Break Glass - Emergency Access configuration]].  | ||
:* [[Patient   | :*[[Calendar_Categories|Calendar Categories]]: How to Change Names, Colors and Intervals of Appointments.  | ||
:* [[CDR User Manual|Clinical Decision Rules]]  | :* [[CAMOS module]]:  An Intuitive Interface for Text Organization and Insertion in a Patient's Chart.  | ||
:* [[  | :* [[Charges_Panel|Charges Panel]].   | ||
:* [[CDR User Manual|Clinical Decision Rules]].  | |||
:* [[HOWTO: Use OpenEMR's Dated Reminder|HOWTO: Use OpenEMR's Dated Reminder]].  | |||
:* [http://www.open-emr.org/wiki/index.php/File:Clinical_Decision_Rules_Manual.pdf CDR Guide]: How to add Rules for Clinical Quality Measures.   | |||
:* [[CDR_User_Manual|CDR User Manual]].     | |||
:* [[Code_Types|Configure and Add Code Types]].  | |||
:* [[CouchDB Documents Module]]: Using CouchDB to store patient documents.  | |||
:* [[Encryption and Decryption of Documents|Encryption and Decryption of document]].  | |||
:* [[Preparing_for_Billing_and_using_the_Fee_Sheet|Fee sheet/service code entry & customization - from Openemr version 3.2]].  | |||
:*[[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.  | |||
:* [[LBV_Forms|LBV (Layout Based Visit) Form customization & layout]].  | |||
:* [[Sample_Layout_Based_Visit_Form|Sample Layout Based Visit Form Tutorial]].   | |||
:* [[LBV_FORMS_FOR_OPHTHALMOLOGY|LBV Forms For Ophthalmology]]: A Pictorial Guide.  | |||
:* [[OpenEMR Multiple Sites Module|Multiple Sites Module]].  | |||
:* [[Nation Notes]]: Medical Record Template engine with a WYSIWYG editor.  | :* [[Nation Notes]]: Medical Record Template engine with a WYSIWYG editor.  | ||
:* [[  | :* [[Sample_NationNotes_Form|Sample NationNotes Form]].  | ||
:* [[  | :* [[Media:ZHH-Draft-Batch-Payment.pdf|Batch Payment (EOP) and Statement Processing]].  | ||
:* Procedure configuration & order process  | :* [[Pharmacy Dispensary Module|Pharmacy Dispensary]].  | ||
::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]]  | :* [[Phone numbers input]]: How to input phone numbers in three different places.  | ||
::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]]  | :* [[Patient Portal]].  | ||
::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]]  | :* [[OpenEMR ePrescribe|ePrescribing]].  | ||
:* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]]  | :* [[Procedure configuration & order process]].  | ||
:* [[  | :: Step wise explanation of how to configure '''Procedures''':  | ||
:* [[  | ::* [[Media:Process+4-5-0+Diagnostic+Laboratories+Orders+Ver+4-0.pdf|Diagnostic Laboratories Orders]].  | ||
:* [[  | ::* [[Media:Process+4-5-1+Laboratory+Catalogue+Configuration+Ver+4-0.pdf|Laboratory Catalogue Configuration]].  | ||
:* [[  | ::* [[Media:Process+4-5-2+Laboratory+Orders+and+Results+Ver+4-0.pdf|Laboratory Orders & Results]].  | ||
:* [[  | ::* [[Procedures_Module_Configuration_for_Manual_Result_Entry|Procedures Module Configuration for Manual Result Entry]]: A pictorial guide.  | ||
:* [[  | :* [[Media:LEN_User_Documentation_v1.0.pdf|Laboratory Exchange User Documentation]].  | ||
:* [[OpenEMR   | :* [[Securing OpenEMR]].  | ||
:* [[  | :* [[Facility Specific User Information]].    | ||
:* [[  | :* [[OpenEMR Settings|OpenEMR Settings]].  | ||
:* [[  | :* [[User Settings]].  | ||
:* [[Import Standard Tables]]: An ICD9, ICD10, SNOMED and RxNorm Import Guide.  | |||
:* [[OpenEMR_Internationalization_Configuration|Language Translations]].  | |||
:* [[Videos_and_Animations|Videos and Animations]].  | |||
:*[[HOWTO:_Create_A_Claim-_Ready_Encounter|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 +  | |||
:*[[HOWTO: Add Or Edit A Billing Code In OpenEMR]] -- for v7 but applies to 4.x+  | |||
::*[[Superbills in OpenEMR]] - shows OpenEMR v7 but applies to all vers  | |||
<br>  | <br>  | ||
==Video Tutorials==  | ==Video Tutorials==  | ||
===Getting Started===  | |||
:  | {{#ev:youtube|9iOfFsMf7yY|300||'''OpenEMR Tutorial - Getting Started'''}}  | ||
===Setting up your clinic===  | |||
{{#ev:youtube|oBSLyhCoNUc|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}}  | |||
{{#ev:youtube|vKgr78LxsQo|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}}  | |||
===Adding a new patient===  | |||
{{#ev:youtube|8jCxILdj2Iw|300||'''OpenEMR Tutorial - Adding a new patient'''}}  | |||
===Using your calendar===  | |||
{{#ev:youtube|DRWAN4JOW-s|300||'''OpenEMR Tutorial - Using your calendar'''}}  | |||
===Documenting a visit/encounter===  | |||
{{#ev:youtube|5Eo1q1mPM5M|300||'''OpenEMR Tutorial - Documenting a visit/encounter'''}}  | |||
===Issues, Problems & Immunizations===  | |||
{{#ev:youtube|w4rGCc7HS2Q|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}}  | |||
===Billing and Claim Generation===  | |||
{{#ev:youtube|KC2YFuhmLMs|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}}  | |||
===EOBs, Payments & Accounts Receivables===  | |||
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}}  | |||
==Frequently Asked Questions (FAQ)==  | ==Frequently Asked Questions (FAQ)==  | ||
| Line 48: | Line 96: | ||
:'''How do I get E-Prescribing working?'''  | :'''How do I get E-Prescribing working?'''  | ||
::*  | ::*See [[OpenEMR ePrescribe]] wiki page for details.  | ||
:'''How do I get electronic lab results working?'''  | :'''How do I get electronic lab results working?'''  | ||
::*See   | ::*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.   | ||
:'''How do I go about getting Meaningful Use now?'''  | :'''How do I go about getting Meaningful Use now?'''  | ||
::*See   | ::*The Official Web Site for the [http://www.cms.gov/EHRIncentivePrograms/ Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs].  | ||
::*See these excellent posts in the   | ::*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.    | ||
::*See   | ::*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.    | ||
::*  | ::*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.    | ||
::*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.       | |||
::*See [http://www.oemr.org/phpBB3/viewtopic.php?f=16&t=35 these excellent posts] describing this topic by Dr. Sam Bowen on the OEMR organization forum.    | |||
::* [[2013_Ophthalmologist%27s_Meaningful_Use_Attestation|2013 Ophthalmologist's Meaningful Use Attestation]] A step-by-step pictorial guide.  | |||
<br>  | <br>  | ||
==Acknowledgments==  | ==Acknowledgments==  | ||
:*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]]  | :*[[OpenEMR_Acknowledgments|OpenEMR Acknowledgments Page]]  | ||
Latest revision as of 23:41, 26 December 2023
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Users Guide
Main Topics
Wiki Format
- OpenEMR 4.1.1 Users Guide:
 
Supplementary Topics
- Access Controls.
 - ACL Fine Granular Control.
 - Backup: Lest you rue the day. Windows users, take note of this Forum thread.
 - Break Glass - Emergency Access configuration.
 - Calendar Categories: How to Change Names, Colors and Intervals of Appointments.
 - CAMOS module: An Intuitive Interface for Text Organization and Insertion in a Patient's Chart.
 - Charges Panel.
 - Clinical Decision Rules.
 - HOWTO: Use OpenEMR's Dated Reminder.
 - CDR Guide: How to add Rules for Clinical Quality Measures.
 - CDR User Manual.
 - Configure and Add Code Types.
 - CouchDB Documents Module: Using CouchDB to store patient documents.
 - Encryption and Decryption of document.
 - Fee sheet/service code entry & customization - from Openemr version 3.2.
 - Contributed Forms. The Graphic Pain Map can be readily adapted to provide annotations on an uploaded image for any specialty.
 - LBV (Layout Based Visit) Form customization & layout.
 - Sample Layout Based Visit Form Tutorial.
 - LBV Forms For Ophthalmology: A Pictorial Guide.
 - Multiple Sites Module.
 - Nation Notes: Medical Record Template engine with a WYSIWYG editor.
 - Sample NationNotes Form.
 - Batch Payment (EOP) and Statement Processing.
 - Pharmacy Dispensary.
 - Phone numbers input: How to input phone numbers in three different places.
 - Patient Portal.
 - ePrescribing.
 - Procedure configuration & order process.
 
- Step wise explanation of how to configure Procedures:
 
- Laboratory Exchange User Documentation.
 - Securing OpenEMR.
 - Facility Specific User Information.
 - OpenEMR Settings.
 - User Settings.
 - Import Standard Tables: An ICD9, ICD10, SNOMED and RxNorm Import Guide.
 - Language Translations.
 - Videos and Animations.
 - 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 +
 - HOWTO: Add Or Edit A Billing Code In OpenEMR -- for v7 but applies to 4.x+
 
- Superbills in OpenEMR - shows OpenEMR v7 but applies to all vers
 
Video Tutorials
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 4.1.1.
 
- How do I get E-Prescribing working?
- See OpenEMR ePrescribe wiki page for details.
 
 
- How do I get electronic lab results working?
- See Tony McCormick's 9/19/2011 post in the SourceForge forums for details on this feature.
 
 
- How do I go about getting Meaningful Use now?
- The Official Web Site for the Medicare and Medicaid Electronic Health Records (EHR) Incentive Programs.
 - See 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.
 - An additional thread (both 1/5/2013 posts by CVerk) describing how he passed Meaningful Use attestation for 2012.
 - See these 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.
 - See Jojo Pornebo's 10/15/12 post in the SourceForge forums, regarding Medicaid Meaningful Use.
 - See these excellent posts describing this topic by Dr. Sam Bowen on the OEMR organization forum.
 - 2013 Ophthalmologist's Meaningful Use Attestation A step-by-step pictorial guide.
 
 
Acknowledgments
- OpenEMR Acknowledgments Page
 - Greater than 65 developers over the last 10 years have directly contributed code to this project.
 
- Meaningful Use Certification itself involved numerous individuals, companies and the OEMR organization. Detailed acknowledgments for this monumental feat can be found on the first post in this sourceforge forum.