Main Screen & Navigation 4.2.0

From OpenEMR Project Wiki
Revision as of 21:48, 11 July 2014 by HTuck (talk | contribs) (→‎Import)
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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 - 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.


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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

  • Each major nav menu item is linked to a page that gives details about it and its sub items.
  • Menu items display in upper pane by default unless stated otherwise.


Ss-n02-defaultOpen.png
Calendar
  • Create and print Provider's work schedule; display in variety of formats.
Message
  • Send and recieve reminders with other Providers; displays alerts from CDR and other modules. Default: lower pane.
Portal Activity
  • In development; pertains to the Patient Portal
Patient/ Client
  • Functions directly involved in patient/ client care.
Patients - Full listing of all registered patients, with limited search capability
New/ Search - Add a new patient or conduct multi- field search
Summary - Single screen summary of the selected patient's data
Visits - Functions relating to a patient visit
Create Visit - Begin patient visit here; enter preliminary information. Default: lower pane
Current - Primary panel in which to document encounter; create summary, e-sign entries, make SOAP notes, etc . Default: lower pane
Visit History - History of selected patient's visits and documents; link to 'billing view'. Default: lower pane
Records
  • Pertaining to this patient's healthcare records
Ss-n03-ptRecs.png


Patient Record Request - Place a request for a copy of patient's records


Visit Forms
  • Collect data for several standardized documents. All default: lower pane
Ss-n04-ptVisitForms.png


Misc Billing Options HCFA - Provide additional data in CMS-1500 paper form
Procedure Order - Order diagnostic studies
Review of Systems - General "Yes/ No" systems review
Review of Systems Checks - More detailed systems review by checklist
SOAP - Compose a SOAP note on this encounter
Speech Dictation - Integrate Voice Recognition Software of dictated clinical notes
Vitals - Record Vital Signs plus other measurements


Import
  • Bring external individual patient record or data into OpenEMR
Ss-n05-ptImport.png


Upload - Import Continuity of Care Record in xml format
Pending Approval - list of imported CCR's awaiting approval
Fees
  • descr
Ss-n06-fees.png


Fee Sheet - Enter charges for an encounter
Payment - Provide Front Desk with simple interface to record payments
Checkout - Print Patient's receipt for visit
Billing - Billing Manager to generate claims and post payments
Batch Payments - Post one large payment from single insurer
EDI History - Electronic Remittance Advice Manager


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Modules
  • Use modules that provide non- standard functiona
Ss-n07-modules.png


Manage Modules - Manage new modules
Inventory
Ss-n08-inventory.png


Management - Add or remove in-house Dispensary drug and non-drug items
Destroyed - Document destruction of Dispensary drug and non-drug items
Procedures
  • Managing procedures ordered by providers
Ss-n09-procedures.png


Providers - Register procedure Providers with OpenEMR
Configuration - Create or modify procedure specifications
Load Compendium - Import procedure definitions
Pending Review - Procedure results awaiting review
Patient Results - View this patient's lab results
Lab Overview - Overview of lab procedures(?)
Batch Results - View results by procedure
Electronic Reports - Review electronically recieved reports


Administration
  • Settings that control OpenEMR functions
Ss-n10-admin.png



Globals - Set the manner in which most of OpenEMR's features are managed and displayed
Facilities - Register multiple facilities that will be managed by this instance of OpenEMR
Users - Register authorized users, and set account permissions
Addr Book - Contact information for users of this system, referring physicians and external facilities
Practice - Manage data for pharmacies, insurers, clearinghouses, documents and HL7
Codes - Manual entry of diagnostic and procedural codes
Layouts - Edit a layout; used in Layout Based Visit Forms
Lists - Create or edit lists of data used throughout OpenEMR
ACL - Set users' access permissions to different OpenEMR capabilities
Files - Edit certain Default folder files and import images for logo
Backup - Resident backup utility and logs of database, web directory and phpGACL
Rules - Configure rules for Clinical Decision Rules functions
Alerts - Summary of types of CDR alerts
Patient Reminders - Manage Patient Reminders



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Other (Administration)
  • Settings of additional OpenEMR functions
Ss-n11-adminOther.png


Language - Utility to modify translations
Forms - Activate Contributed forms in OpenEMR
Calendar - Change color, duration and name of a calendar event
Logs - View logs of system activities
Database - Access the system database through phpMyAdmin
Certificates - Manage security certificates
External Data Loads - Automated import of codesets
Merge Patients - Experimental utility to merge erroneously separate patient records
Reports
  • All the different types of reports available:
Ss-n12-reports.png











Clients
  • Involving Patient/ Client data
Ss-n13-rptsClients.png


List - Patient list by Provider or visit date
Rx - Prescriptions by Facility, Date, Patient ID, Drug, Lot
Clinical - List of patients' clinical data reports, sorted by multiple criteria
Referrals - Referrals by facility and date
Immunization Registry - Immunization Registry, by codes and date



Clinic
  • descr
Ss-n14-rptsClinic.png


Report Results - Report Results(?)
Standard Measures - Active/ Passive Alerts and Patient Reminders in effect
Quality Measures (CQM) - PQRI reports of QCM by Provider
Automated Measures (AMC) - Meaningful Use requirement for 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 -



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Miscellaneous
  • descr
Ss-n22-misc.png



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