Main Screen & Navigation 4.2.0

From OpenEMR Project Wiki
Revision as of 22:19, 6 July 2014 by HTuck (talk | contribs) (overview of the main page and and nav bar)
Available languages
English


<< Getting Started

Main Screen & Navigation

Change Password

** If you are using the online demo do NOT change the admin password you used to log in **
However, if you are logging into your own OpenEMR installation for the first time it is good security practice to change your password to one that is more secure.
Select a word that is at least six (6) characters long and includes at least one of each:

  • upper AND lower case letters
  • numbers AND special characters

When you change your password and click the 'Save' button you will need to log out and back in again.


Main Screen

See this view of the full screen on login
Ss-main01.png


Top Right Screen Objects

Ss-topRight.png
Home - click to return to this view from other activities
Manual - brings up the online user guide
Logout - log out of OpenEMR
Administrator - Name of logged in user
Calendar controls: see the Calendar -> Schedule page


Top Left Screen Objects

Ss-topLeft.png
New patient - click to bring up the Patient -> New/ Search dialog
Clear active patient - when you have been working on a patient's account this closes it and returns to initial login screen
Hide/ Show Menu - makes left navigation ("nav") bar hidden or visible
Dropdown list - The pages that display OpenEMR functions appear in either of the top or bottom windows of the screen; each has its default position. This dropdown list allows you to assign which window a page appears in when it is selected, as long as both the Top and Bottom checkboxes are checked.


Navigation Menu

The nav bar menu itself is available in three different layout styles. See nav bar menu item Administration, the Globals submenu for details. Many other customizations of OpenEMR may be made in Administration -> Globals as well.

All Nav Bar items, shown here in "slider" layout style. Other layout styles have these same items in different layout.
  • Click on each colored bar to open that page or show a sub- menu item
  • Greyed items may not be accessed for some reason, usually because a patient or encounter has not been selected or begun.


All Navigation Menu Items

Ss-n02-defaultOpen.png
Calendar
  • Appears by default in upper pane; change in Administration-> Globals
Message
  • Appears by default in lower pane; change in Administration-> Globals
Portal Activity
  • In development; pertains to the Patient Portal
Patient/ Client
Patients -
New/ Search -
Summary -
Visits -
Create Visit -
Current -
Visit History -
Ss-n03-ptRecs.png
Records
Patient Record Request -


Ss-n04-ptVisitForms.png
Visit Forms
Misc Billing Options HCFA -
Procedure Order -
Review of Systems -
Review of Systems Checks -
SOAP -
Speech Dictation -
Vitals -


Ss-n05-ptImport.png
Import
Upload -
Pending Approval -


Ss-n06-fees.png
Fees
Fee Sheet -
Payment -
Checkout -
Billing -
Batch Payments -
EDI History -



Ss-n07-modules.png
Modules
Manage Modules -


Ss-n08-inventory.png
Inventory
Management -
Destroyed -


Ss-n09-procedures.png
Procedures
Providers -
Configuration -
Load Compendium -
Pending Review -
Patient Results -
Lab Overview -
Batch Results -
Electronic Reports -



Ss-n10-admin.png
Administration
Globals -
Facilities -
Users -
Addr Book -
Practice -
Codes -
Layouts -
Lists -
ACL -
Files -
Backup -
Rules -
Alerts -
Patient Reminders -



Ss-n11-adminOther.png
Other
Language -
Forms -
Calendar -
Logs -
Database -
Certificates -
External Data Loads -
Merge Patients -
Ss-n12-reports.png
Reports
  • This is list of all the available types of reports. Each submenu item provides the individual reports.
Ss-n13-rptsClients.png
Clients
List -
Rx -
Clinical -
Referrals -
Immunization Registry -


Ss-n14-rptsClinic.png
Clinic
Report Results -
Standard Measures -
Quality Measures (CQM) -
Automated Measures (AMC) -
AMC Tracking -
Ss-n15-rptsVisits.png
Visits
Appointments -
Encounters -
Appt-Enc -
Superbill -
Eligibility -
Eligibility Response -
Chart Activity -
Charts Out -
Services -
Syndromic Surveillance -
Ss-n16-rptsFinancial.png
Financial
Sales -
Cash Rec -
Front Rec -
Pmt Method -
Collections -
Financial Summary by Service Code -


Ss-n17-rptsInventory.png
Inventory
List -
Activity -
Transactions -


Ss-n18-rptsProcedures.png
Procedures
Pending Res -
Statistics -
Ss-n19-rptsInsurance.png
Insurance
Distribution -
Indigents -
Unique SP -
Ss-n20-rptsBlankForms.png
Blank Forms
Demographics -
Superbill/ Fee Sheet -
Referral -


Ss-n21-rptsServices.png
Services
Background Services -
Direct Message Log -
Ss-n22-misc.png
Miscellaneous
Patient Education -
Authorizations -
Addr Book -
Order Catalog -
Chart Tracker -
Ofc Notes -
BatchCom -
Password -
Preferences -
New Documents -
Document Templates -