Difference between revisions of "OpenEMR 6.1.0 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]]
::*[[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]]
:::*[[The_Portal_Dashboard|The Portal Dashboard]]
:::*[[HOWTO: Activate the Patient Portal v6.0+]]
:::*[[HOWTO: Activate the Patient Portal v6.0+]]
:::*[[Patient Use of the Patient Portal in OpenEMR v6+|Patient Use of the Patient Portal in OpenEMR v6.0+]]
:::*[[HOWTO Activate a Patient's portal access - v6.0|HOWTO: Activate a Patient's portal access - v6.0+]]
:::*[[HOWTO Activate a Patient's portal access - v6.0|HOWTO: Activate a Patient's portal access - v6.0+]]
:::*[[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]].
::*[[Document Templates in OpenEMR and the Patient Portal|Document Templates in OpenEMR and the Patient Portal OpenEMR v6.0+ (mult new features)]]
:::*[[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:_Create_A_Claim-_Ready_Encounter|HOWTO: Create A Claim- Ready Encounter]]
:::*[[HOWTO:_Create_A_Claim-_Ready_Encounter|HOWTO: Create A Claim- Ready Encounter]]
:* '''OpenEMR 6.1x Workflows''':
:::*[[List of OpenEMR Data Fields Required For Insurance Claims]] OpenEMR v4.x +
::* [[Getting Started 6.1.0|Getting Started - v6.1.0]]
:::*[[OpenEMR 6.x Billing - Claims Workflows]]  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]].
::*[[OpenEMR 4.2.0 Fee Sheet Custom Service Categories|Fee Sheet Custom Service Categories]]  
::*[[Credit_Card_Processing_Inside_OpenEMR|Credit Card Processing]].
::* [[HOWTO: Create Multiple Code Fee Sheet List Categories|HOWTO: Create Multiple Code Fee Sheet List Categories]].
::*[[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]].
::*[[Media:Patient_ledger.odt|Patient Ledger]]
::*[[Media:Patient_ledger.odt|Patient Ledger]]
::*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
::*[[Superbills in OpenEMR]] - shows OpenEMR v7 but applies to all vers
:*Clinical Decision Rules   
:*Clinical Decision Rules   
::*[[CDR User Manual]].
::*[[CDR User Manual]].
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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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::*[[Templates for Patient Documents|Templates for Patient Documents OpenEMR v4.2]]: How to download, modify & upload templates.
::*[[Templates for Patient Documents|Templates for Patient Documents OpenEMR v4.2]]: How to download, modify & upload templates.
::*[[Patient Education]]: Providing preprinted materials to patients.
::*[[Patient Education]]: Providing preprinted materials to patients.
::*[[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]].
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:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.
:::*[[LBV FORMS FOR OPHTHALMOLOGY]]: A pictorial tutorial.
:::*[[Layout Based Validation]].
:::*[[Layout Based Validation]].
:::*[[Quickie External ID Mask Tutorial|Quickie External ID Mask Tutorial v4.x +]]
:::*[[HOWTO: Customize A Demographics User Defined Field|HOWTO: Customize A Demographics User Defined Field v4.x +]]
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor.  
::*[[Nation Notes]]: LBV Form with a WYSIWYG editor.  
:::*[[Sample NationNotes Form]].   
:::*[[Sample NationNotes Form]].   
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::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.
::*[[OpenEMR Search| Find - Search HowTos]]: Finding things in OpenEMR - various search methods used.
::*[[Patient Note and Form Searching]].  
::*[[Patient Note and Form Searching]].  
::*[[HOWTO: Change Search Columns in Patient Finder|HOWTO: Change Search Columns in Patient Finder]].
:*Practice Setup  
:*Practice Setup  
::*[[Facility Specific User Information]].
::*[[Facility Specific User Information]].
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::*[[OpenEMR_ePrescribe|ePrescribing]].  
::*[[OpenEMR_ePrescribe|ePrescribing]].  
::*[[Pharmacy Dispensary Module]].
::*[[Pharmacy Dispensary Module]].
::*[[Using OpenEMR Inventory-Dispensary Module for Non- Pharmaceutical Products]].
:*Reports
:*Reports
::*[[End of Day Report]].
::*[[End of Day Report]].
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===Setting up your clinic===
===Setting up your clinic===
{{#ev:youtube|gocY0-vgeTI|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}}
{{#ev:youtube|gocY0-vgeTI|300||'''OpenEMR Tutorial - Setting up your clinic (part 1)'''}}
{{#ev:youtube|vKgr78LxsQo|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}}
{{#ev:youtube|kD9LGIou0ug|300||'''OpenEMR Tutorial - Setting up your clinic (part 2)'''}}


===Adding a new patient===
===Adding a new patient===
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{{#ev:youtube|w4rGCc7HS2Q|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}}
{{#ev:youtube|w4rGCc7HS2Q|300||'''Openemr Tutorial - Issues, Problems & Immunizations'''}}
===Billing and Claim Generation===
===Billing and Claim Generation===
{{#ev:youtube|KC2YFuhmLMs|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}}
{{#ev:youtube|bVizIGgC1Ts|300||'''OpenEMR Tutorial - Billing and Claim Generation'''}}
 
===EOBs, Payments & Accounts Receivables===
===EOBs, Payments & Accounts Receivables===
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}}
{{#ev:youtube|fjmyLg6hGgI|300||'''Openemr Tutorial - EOBs, Payments & Accounts Receivables'''}}

Latest revision as of 20:52, 12 March 2024

Available languages
English


Users Guide

Main Topics

Wiki Format

  • OpenEMR 7.0 Users Guide - including multiple old feature docs upgraded for OpenEMR v 7.0x
  • OpenEMR 6.0 Users Guide
OpenEMR v6+ Walkthrough and New User Intro
  • Billing
  • OpenEMR 5.0x Workflows:
  • OpenEMR 4.2x Workflows:

Supplementary Topics

  • ACL
  • Apps
  • Backup
Lest you rue the day.
Take note of this Forum thread.
  • Billing
  • 837P
  • Clinical Decision Rules
  • Coding
  • Communication
  • Data Import
  • Diagnostic Studies
Step wise explanation of how to configure Procedures:
  • Documents
  • Efficiency Tools
  • Forms
  • Layout Based Visit Forms.
  • Illustration
  • Meaningful Use
  • Multi-factor Authentication
  • Navigation
  • Practice Setup
  • Prescription
  • Reports
  • Scheduling

Configuration Topics

General

Modules



Video Tutorials

Choosing a User Interface - OpenEMR 5.0.0

Choosing a User Interface - OpenEMR 5.0.0

Adding a New Patient - OpenEMR 5.0.0

Adding a New Patient - OpenEMR 5.0.0

OpenEMR 5.0.x - Intro 1 Walkthrough

MI2-OpenEMR 5 - Intro 1 Walkthrough

OpenEMR 5.0.x - CDR Survey

MI2 OpenEMR5 CDR Survey

OpenEMR 5.0.x - Create a CDR

MI2 OpenEMR5 Create a CDR

OpenEMR 5.0.x - Use a CDR

MI2 OpenEMR5 Use a CDR

OpenEMR 5.0.x - Getting Around

Getting Around 4.2.x

OpenEMR 5.0.x - New Clinic: Facility Settings

Facility Settings

OpenEMR 5.0.x - New Clinic: User Accounts

User Accounts

OpenEMR 5.0.x - New Clinic: Create Patient Record

Create Patient Record

OpenEMR 5.0.x - Data Forms

Data Forms 4.2.x






Getting Started

OpenEMR Tutorial - Getting Started

Setting up your clinic

OpenEMR Tutorial - Setting up your clinic (part 1)
OpenEMR Tutorial - Setting up your clinic (part 2)

Adding a new patient

Adding a New Patient - OpenEMR 5.0.0

Using your calendar

OpenEMR Tutorial - Using your calendar

Documenting a visit/encounter

OpenEMR Tutorial - Documenting a visit/encounter

Issues, Problems & Immunizations

Openemr Tutorial - Issues, Problems & Immunizations

Billing and Claim Generation

OpenEMR Tutorial - Billing and Claim Generation

EOBs, Payments & Accounts Receivables

Openemr Tutorial - EOBs, Payments & Accounts Receivables

Frequently Asked Questions (FAQ)

Plan to post questions here that are frequently asked on the forums for OpenEMR version 6.0.0.

Acknowledgments