Main Screen & Navigation 4.2.0

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<< Getting Started

Main Screen & Navigation

Change Password

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

  • upper AND lower case letters
  • numbers AND special characters

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


Main Screen

See this view of the full screen on login
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 whichever user is logged in; i.e., your user name
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
  • descr
Patients -
New/ Search -
Summary -
Visits -
Create Visit -
Current -
Visit History -
Records
  • descr
Ss-n03-ptRecs.png


Patient Record Request -


Visit Forms
  • descr
Ss-n04-ptVisitForms.png


Misc Billing Options HCFA -
Procedure Order -
Review of Systems -
Review of Systems Checks -
SOAP -
Speech Dictation -
Vitals -


Import
  • descr
Ss-n05-ptImport.png


Upload -
Pending Approval -


Fees
  • descr
Ss-n06-fees.png


Fee Sheet -
Payment -
Checkout -
Billing -
Batch Payments -
EDI History -


Modules
  • descr
Ss-n07-modules.png


Manage Modules -


Inventory
  • descr
Ss-n08-inventory.png


Management -
Destroyed -


Procedures
  • descr
Ss-n09-procedures.png


Providers -
Configuration -
Load Compendium -
Pending Review -
Patient Results -
Lab Overview -
Batch Results -
Electronic Reports -


Administration
  • descr
Ss-n10-admin.png



Globals -
Facilities -
Users -
Addr Book -
Practice -
Codes -
Layouts -
Lists -
ACL -
Files -
Backup -
Rules -
Alerts -
Patient Reminders -




Other (Admin)
  • descr
Ss-n11-adminOther.png


Language -
Forms -
Calendar -
Logs -
Database -
Certificates -
External Data Loads -
Merge Patients -


Reports
  • descr
Ss-n12-reports.png


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









Clients
  • descr
Ss-n13-rptsClients.png


List -
Rx -
Clinical -
Referrals -
Immunization Registry -



Clinic
  • descr
Ss-n14-rptsClinic.png


Report Results -


Standard Measures -
Quality Measures (CQM) -
Automated Measures (AMC) -
AMC Tracking -


Visits
  • descr
Ss-n15-rptsVisits.png


Appointments -
Encounters -
Appt-Enc -
Superbill -
Eligibility -
Eligibility Response -
Chart Activity -
Charts Out -
Services -
Syndromic Surveillance -



Financial
  • descr
Ss-n16-rptsFinancial.png


Sales -
Cash Rec -
Front Rec -
Pmt Method -
Collections -
Financial Summary by Service Code -



Inventory
  • descr
Ss-n17-rptsInventory.png


List -
Activity -
Transactions -


Procedures
  • descr
Ss-n18-rptsProcedures.png


Pending Res -
Statistics -


Insurance
  • descr
Ss-n19-rptsInsurance.png


Distribution -
Indigents -
Unique SP -


Blank Forms
  • descr
Ss-n20-rptsBlankForms.png


Demographics -
Superbill/ Fee Sheet -
Referral -



Services
  • descr
Ss-n21-rptsServices.png


Background Services -
Direct Message Log -



Miscellaneous
  • descr
Ss-n22-misc.png



Patient Education -
Authorizations -
Addr Book -
Order Catalog -
Chart Tracker -
Ofc Notes -
BatchCom -
Password -
Preferences -
New Documents -
Document Templates -