https://www.open-emr.org/wiki/index.php?title=Special:NewPages&feed=atom&hideredirs=1&limit=50&offset=&namespace=0&username=&tagfilter=&size-mode=max&size=0OpenEMR Project Wiki - New pages [en]2024-03-29T08:12:06ZFrom OpenEMR Project WikiMediaWiki 1.36.1https://www.open-emr.org/wiki/index.php/HOWTO:_Edit_a_List_in_OpenEMRHOWTO: Edit a List in OpenEMR2024-03-20T20:02:27Z<p>Harley Tuck: adding page</p>
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<div>= Introduction =<br />
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Many of the instructions for configuring OpenEMR involve changing the contents of the dropdown lists found in the EMR. Comparatively few of these lists are hard- coded and therefore not within reach of the user but the rest of them can be edited to suit.<br />
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The instructions how to do that have been given many times in other documents of other topics, but it seems useful to have one reference that can be generalized to all (or most) of the different use cases for editing lists.<br />
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This quickie HOWTO is intended to do just that. It's written for OpenEMR v7 but the List Editor interface is almost identical to versions going back to the dawn of OpenEMR's existence.<br />
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As one might imagine, an OpenEMR administrator- priviledged user is the only one with access to carry out these changes.<br />
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= Procedure =<br />
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Begin when the instructions for some workflow say, 'Edit the [name of the] list'<br />
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The change you make will appear everywhere that list is used. In the case of this example, the room number is displayed in the Flowboard, the Calendar's patient appointment dialog and a couple non- list places such as in reports.<br />
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[[Image:EditList01.png|top]]<br />
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1. Go to the main menu, Admin/ Forms/ Lists (oval)<br />
[[Image:EditList02.png|right]]<br />
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2. Type in the significant part of the name of the list:<br />
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'''''USUALLY the label of the list in the UI, here 'Room Number' will be the name of the list you edit, but not always.'''''<br />
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[[Image:EditList03.png|center]]<br />
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* That is the right one<br />
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[[Image:EditList04.png]]<br />
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3. Add the new list item:<br />
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[[Image:EditList05.png]]<br />
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'''See the Columns''' (some are not in all lists):<br />
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:'''ID '''- Use some alphanumeric value unique to this list<br />
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-follow the conventions of the list: some use database field names, others just have sequential numbers, others have basically the same as the Title.<br />
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:'''Title''' - the text displayed in the list<br />
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:'''Order '''- determines where in the row of search result headings that item appears.<br />
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- leave several values between them so you can insert others later<br />
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:'''Default''' - if checked that will be the label displayed when the list is un-clicked<br />
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:'''Active''' - this checkbox must be selected if the item is to appear on the dropdown list<br />
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:'''Notes '''- freetext area to hold comments on this list item<br />
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'''Codes''' - invokes a code picker dialog to select a code associated with this list item.* instead of code picker this may be a specialized code such as HL7, IIS etc.<br />
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:'''Type''' - a descriptor of the list item frequently taken from another list.<br />
::*E.g., in list 'Address Book Types' the Type column value is a dropdown list containing the types of entries maintained by the Address Book. And so, of course, if you change those items in that list they will change the types available in the list of this column.<br />
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4. When finished click 'Save' (lower left, previous image)<br />
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Go back to the dropdown and see the new list item.<br />
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[[Image:EditList06.png|center]]<br />
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= Conclusion =<br />
<br />
List of all the lists in OpenEMR* This page is old so may not be up to date<br />
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[[Administration_Lists]]</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/HOWTO:Associate_A_Document_Attachment_To_An_EncounterHOWTO:Associate A Document Attachment To An Encounter2024-03-12T20:20:12Z<p>Harley Tuck: formatweaks-- ALLRIIGHT! done</p>
<hr />
<div>= Introduction =<br />
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The Documents tree feature has grown substantially in the past few years. These additions have been separately documented in various other wiki pages. This page looks at a recent upgrade which allows associating a file in a patient's document tree with a specific encounter. I'll do my best to not duplicate Document Tree features documented elsewhere.<br />
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= Procedure =<br />
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1. Open the patient's Documents in their dashboard<br />
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[[Image:af00.png]]<br />
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[[Image:af02.png|right]]<br />
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2. Locate and click on the target file in its category (image at right)<br />
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'''''NOTE: the target file may already exist in the document tree; associating it to an encounter is not part of the upload process.'''''<br />
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File opens with buttons along top (below)<br />
* ''''Contents'''' shows the file<br />
* ''''Properties'''' shows the controls you're looking for.<br />
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[[Image:af03.png]]<br />
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3. Click 'Properties'<br />
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* Controls are found on the panel (below) for multiple 'Properties' that can be set for the document.<br />
* Each change in the file’s Properties is made separately, one at a time.<br />
** To make multiple Property changes you must return to step 2 above for each change<br />
* Click the execution button ('Move', Submit', 'Update' etc) of any property to effect the change in that property<br />
* It may be difficult to differentiate which controls are for which functions<br />
** Refer to the pictured round rectangles below<br />
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[[Image:af04.png]]<br />
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Briefly:<br />
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'''A. File encryption section''': controls self- explanatory<br />
* Click 'Validate' to finalize<br />
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'''B. Rename section''' - change file name and date as displayed in the document tree<br />
* Click ‘Update' to set changes<br />
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[[Image:af03Rename.png|center]]<br />
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'''C. Move document '''- changes location of file<br />
* '''' to Category'''' - select new document tree category <br/>and/ or<br />
* '''' to Patient PID'''- changes ownership of document to different patient<br/><br />
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'''D. 'Tag to Encounter'''' is a dropdown list of all this patient's encounters.<br />
* Select the desired encounter<br/><br />
- or may create a new encounter: <br />
* Click checkbox ''''Create Encounter'''' and choose the visit category from that dropdown.<br />
* Click ''''Submit'''' at end of line<br />
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See success note at top:<br />
[[Image:af04b.png|center]]<br />
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'''E. 'Tag to procedure' '''- to relate the document to a procedure order<br />
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''if the Procedure Order module is configured the available procedures will appear in the dropdown list''<br />
* Click 'Submit' in that line<br />
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'''F. 'Notes'''' - enter freetext note in text area<br />
* Click 'Add Note'<br />
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[[Image:af04a.png|right]]<br />
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* ''''Email' –''' demo email not configured so couldn't research this item<br />
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== View In Encounter ==<br />
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Open the desired encounter in the customary manner to see the attached file name and document category it is in.<br />
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[[Image:af05.png|top]]<br />
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* Click on document name (link in round rectangle) to open and view the file (not pictured but is same view as Procedures step 2 above.)<br />
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== View In Dashboard ==<br />
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In patient dashboard open ‘Messages’<br />
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click edit pencil to find note re: attachment<br />
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* my three attempts to attach a file are all shown here<br />
** ‘with/ without narration’ - indicates the attachment has the freetext note<br />
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* does not show what the message is. To see the note you’ll need to open the document.<br />
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[[Image:af06.png]]<br />
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You can open the patient's Messages module and see the same three uploads.<br />
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[[Image:af07.png|top]]<br />
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= Conclusion =<br />
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Remember the document category must have been created in the practice settings, as described in:<br />
[[OpenEMR_7_Practice_Settings#Documents]] .</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Address_BookOpenEMR 7 Address Book2024-01-31T23:15:53Z<p>Harley Tuck: added page content</p>
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<div>= The Address Book =<br />
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The address book is a searchable repository of contact information for the practice's staff and also for external resources the practice deals with. It is integrated with several other OpenEMR features that communicate with outside entities to which it supplies information, such as the Pharmacy/ Inventory module, Mesages, Reminders, etc. <br />
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Access from the main menu:<br />
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[[Image:setupv7addr00.png]]<br />
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The feature has not changed much over the years so the interface is nearly the same as seen in this older documentation, and the usage instructions are still good.<br />
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[[New_Clinic_OpenEMR_Setup_4.2.0#4._Enter_contact_information]]<br />
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'''Back to >>> [[OpenEMR_7_Useful_Configurations]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Patient_Privacy_ModuleOpenEMR 7 Patient Privacy Module2024-01-31T23:09:19Z<p>Harley Tuck: added page content</p>
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<div>=Patient Privacy Module=<br />
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[[Image:setupv7ptpriv.png]]<br />
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Even with the settings provided in the Globals, the restrictions on staff access to patient records do not satisfy the needs of some practices.<br />
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The Patient Privacy module adds to OpenEMR the capability to assign a specific patient to an individual provider which restricts that provider to only seeing that patient's medical record, calendar appointments, encounter documentation, etc. Then a Supervisor can be assigned to one or more providers which allows the Supervisor to access the patient records of all their supervisees.<br />
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'Patient Privacy' is an optional 3d party module which can be installed at no charge.<br />
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Read about it here:<br><br />
[[Custom_Modules_for_OpenEMR#Patient_Privacy]]<br />
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'''Back to >>> [[OpenEMR_7_Useful_Configurations]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Search_-_Add_PatientOpenEMR 7 Search - Add Patient2024-01-31T22:33:33Z<p>Harley Tuck: </p>
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<div>=Search - Add Patient=<br />
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OpenEMR's 'New/ Search' function isn't much of a search tool but it is the only way to manually add new patients to the system.<br />
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[[Image:setupv7addpt01.png|right]]<br />
It's located on the main menu at 'Patient/ New/Search:<br />
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The data fields collect the patient's information in the different categories, 'Who', 'Contact', 'Choices', etc.<br />
Most items are optional but a new patient record cannot be created without all the fields that have been designated as 'required'.<br />
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You can tell the required field names because they're red.<br />
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In the default OpenEMR instance, those are: Name, Sex, DOB.<br />
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To add or change the required fields, you need to edit the demographics LBF data form.<br />
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Do this:<br />
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1. From the main menu: <br />
'Admin/ Forms/ Lists'<br />
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2. Select 'Demographics' in the 'Edit Layout' dropdown (oval) and see the controls that generate the Demographics LBF (round rectangle)<br />
:* Notice that the 'Labels' column names in the 'Who' section of the LBF are the same as the field names in the 'Who' section of 'Search or Add' screen<br />
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[[Image:setupv7addpt02.png]]<br />
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3. Scroll down to the field you want to make required.<br />
:*'''''Here we're making 'License/ ID' required'''''<br />
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4. Open the dropdown in the UOR column (Unused / Optional/ Required) and set it to 'Required'.<br />
[[Image:setupv7addpt03.png]]<br />
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5. Click 'Save Changes' button (not shown; is at top of form)<br />
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[[Image:setupv7addpt04.png|right]]<br />
6. Go back to the 'Search or Add Patient' screen; see the one you changed is now red = 'Required'.<br />
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[[Image:setupv7addpt06.png|right]]<br />
:*'''Try to create a new patient record without the newly required data'''...<br />
...and see the error: 'is not valid'<br />
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'''Back to >>> [[OpenEMR_7_Useful_Configurations]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Patient_FinderOpenEMR 7 Patient Finder2024-01-31T22:03:25Z<p>Harley Tuck: </p>
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<div>=Patient Finder=<br />
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[[Image:setupv7ptfinder.png|center]]<br />
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The Patient Finder is the primary tool with which a patient's record is located. It may be called different things in different OpernEMR versions but it is usually the 2nd item on the Main Menu (arrow above).<br />
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In the standard issue OpenEMR Patient Finder provides a limited choice of search terms. With this technique you can add any field found in the patient Demographics data.<br />
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Here's a quick HOWTO on modifying the search columns accepted by the Patient Finder. The method works on all versions back to the 4.x's.<br />
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You need Administrator privileges to do this and it would probably help if you have some IT experience since you'll be identifying database fields.<br />
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[[HOWTO:_Change_Search_Columns_in_Patient_Finder]]<br />
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'''Back to >>> [[OpenEMR_7_Useful_Configurations]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_CPT_and_Custom_codesOpenEMR 7 CPT and Custom codes2024-01-31T21:42:18Z<p>Harley Tuck: /* CPT and Custom codes */ added return link</p>
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<div>= CPT and Custom codes=<br />
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OpenEMR is equipped to handle several code types, including ICD10, HCPCS, CVX, DSMIV, SNOMED, and others. ICD10 is included in the Community Edition install of the EMR but the others must be downloaded from external sources and manually installed.<br />
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Adding CPT4 codes to the encounter Fee Sheet is one of the steps in a standard encounter workflow, to record billable treatments and procedures (oval below). However, beyond the basic Evaluation and Management codes ('New/ Established Patient' 'Brief/ Extended/ Limited' etc) they are not included in OpenEMR. So rather than manually keying in a code each time it is used in a fee sheet, OpenEMR has a mechanism that builds a list of codes which are used just as if you had a complete codeset installed. This same tool can be used to create non-standardized, or 'in- house' codes for things you want to track such as billable items from the practice's inventory or non- pharmaceutical treatment materials. They can be added to the fee sheet and tracked by the system's billing reporting.<br />
[[Image:setupv7custCodes.png]]<br />
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Building these custom codes takes a little preparation and understanding of the overall process. So read both of the following pages before diving in.<br />
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This first:<br />
[[HOWTO:_Add_Or_Edit_A_Billing_Code_In_OpenEMR]]<br />
gives the steps to add codes, specifically CPT4, to the system.<br />
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If you want to build dropdown lists on the fee sheet containing collections of codes grouped by some criteria, look here:<br />
[[HOWTO:_Add_Custom_Service_Codes_To_The_Fee_Sheet_-_Updated]]<br />
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:*'''Note'''- this trick depends on having the codes already entered in the system by codeset import or custom code addition per the previous method.<br />
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The appendix discusses how to add those 'in-house' codes.<br />
[[HOWTO:_Add_Custom_Service_Codes_To_The_Fee_Sheet_-_Updated#Appendix:_In-House_Codes]]<br />
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'''Back to >>> [[OpenEMR_7_Useful_Configurations]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_CalendarOpenEMR 7 Calendar2024-01-30T23:31:23Z<p>Harley Tuck: /* Flow Board Configuration */</p>
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<div>= Calendar =<br />
'''''The practice's appointment and provider schedule'''<br />
The calendar is perhaps the most important feature of OpenEMR which is frequently left un- configured. Fortunately, only a few settings are needed to activate its most useful capabilities.<br />
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Upon login to a new instance of OpenEMR the calendar is blank and it has one user, the default administrator account.<br />
* Here the public demo calendar is shown with its sample provider accounts listed, but not configured (round rectangle).<br />
[[Image:setupv7cal01.png]]<br />
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The calendar will function in this unconfigured state but many capabilities will be unavailable, including:<br />
:* automatic detection of provider's available appointment slots<br />
:* multiple practice management and billing reports<br />
:* ability to control the types of appointments that are made<br />
:* Patient appointment requests from the Portal will not work<br />
:* and more.<br />
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==Calendar Globals==<br />
* Configure the calendar's fundamental state<br />
From Main Menu go to Admin/ Config, select the left tab 'Calendar' (arrow)<br />
(Image cropped to minimize empty space)<br />
[[Image:setupv7cal03.png]]<br />
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Scroll through the list of settings and confirm or revise these settings:<br />
:1. Globals for clinic hours of operation<br />
:: '''Calendar Starting/ Ending Hour''' must be set to the times the calendar can be used. For example, if staff schedule events outside of appointment hours, include that time in the calendar<br />
:2. '''Calendar Interval''' - minimum appointment/ event duration. Longer events may be sized as multiples of this value.<br />
:3. '''Providers See Entire Calendar''' - default is that they can only see their own appointments<br />
:4. '''Auto-Create New Encounters''' - how many encounter forms shall the calendar automatically create for each patient's appointments per day. Normally when a patient is checked in for an appointment an encounter form is created. 'Off' prevents any from being automatically created; they must be created manually when needed.<br />
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==Provider Calendar Events==<br />
* Construct each Provider's basic work schedule<br />
:1. In the Calendar display, select the provider's calendar (shaded name, in oval at left)<br />
[[Image:setupv7cal02.png]]<br />
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:2. Follow the steps to create a recurring event found in this wiki page:<br />
[[HOWTO:_Create_and_Delete_Recurring_Calendar_Events#Create_the_recurring_event:|HOWTO:_Create_and_Delete_Recurring_Calendar_Events]]<br />
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:3. Create each provider's 'In Office' and 'Out of Office' times<br />
::* '''In Office''' and '''Out of Office''' are special categories<br />
:::** they do not have a duration time; leave it at '0'<br />
::* Ensure that the Provider and the Facility are correct<br />
::* In and out of office times are necessary<br />
::* Lunch times are optional but do require a duration.<br />
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=== Flow Board Configuration ===<br />
:The flow board is closely associated with the Calendar, but it is basically only a display of the calendar's own configuration, data and activities. Its few non- essential configuration options are to be found at the end of the list of Calendar globals. Some aspects of the flow board may be customized for advanced displays, but none are required for proper basic function; see the wiki for details if interested: [[Patient_Flow_Board]]<br />
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=Conclusion=<br />
The calendar has several configurable behaviors which can be very useful We have only touched on the most useful ones here. But if you are interested in advanced modifications you can research the following topics.<br />
:* custom calendar categories for different types of treatment sessions<br />
:* have your own appointment statuses <br />
:* change the Eoom Numbers to text names, such as 'Exam Room 1'<br />
:* go through the Calendar Globals and see other options available<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_External_Data_LoadsOpenEMR 7 External Data Loads2024-01-30T22:47:11Z<p>Harley Tuck: formatting</p>
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<div>= External Data Loads =<br />
:'''''Import codesets used by the system'''''<br />
[[Image:setupv7extdat01.png]]<br />
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[[Image:setupv7extdat02.png|right]]<br />
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:* OpenEMR is able to manage multiple codesets which appear on the dropdowns in the various data forms where the codes are used.<br />
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[[Image:setupv7extdat03.png|right]]<br />
:*It does not come with any codes pre-loaded. However, it is configured to connect to a source that provides the complete ICD10 at no cost. If you will be using the fee sheet to record the diagnoses made in an encounter you need to import this codeset.<br />
For ICD10, simply click 'Install'<br />
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All the other codesets have instructions on how to download and install them.<br />
[[Image:setupv7extdat04.png|center]]<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Practice_SettingsOpenEMR 7 Practice Settings2024-01-30T21:48:31Z<p>Harley Tuck: /* HL7Viewer */</p>
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<div><br />
=4. Practice Settings=<br />
:'''''Access credentials and accounts for external pharmacies, insurance companies; also document management utilities'''''<br />
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Most of these settings are intended for interaction with external agencies.<br />
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Only '''Insurance Companies''', '''Insurance Numbers''' and '''X12 Partners''' are required if you will be doing billing.<br />
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::*Open the nav menu item '''Admin/ Practice/ Practice Settings'''<br />
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[[Image:setupv7pract01.png|center]]<br />
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[[Image:setupv7pract02.png|right]]<br />
:*Click on one of the links down the left margin of the window (round rectangle) to configure that resource. Initially, each module will state that none of that type of setting exists; e.g., '''"No Pharmacies Found"'''<br />
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:*Click on the '''Add a [resource] ''' button (oval) for the module you select.<br />
'''Note: most images have been cropped to limit empty space''' <br />
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==Pharmacies==<br />
[[Image:setupv7pract03.png|right]]<br />
'''''Enter pharmacy identifiers and information.'''''<br />
Add the requested information for every pharmacy your practice will communicate with.<br />
<br />
These pharmacy listings are integrated with OpenEMR's native prescription and inventory modules. If you use those modules the pharmacies need to be added. However, if you subscribe to external 3d party eRx services these may not be necessary; check with your service vendor before spending a lot of time adding entries!<br />
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:*Fill in the data entry panel<br />
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::The less self- evident items:<br />
:::*'''Default Method''': by printed document, email or fax.<br />
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==Insurance Companies==<br />
[[Image:setupv7pract04.png|right]]<br />
'''''These are the insuance companies that your practice will bill for treatment'''''<br />
:* this information is used by the billing module to generate the electronic claims files to send to the clearinghouse ('X12 Partner')<br />
: NOTE: When setting up the clinic, X12 partners (section below) must be filled in before the Insurance companies so they can appear in the X12 dropdown in this panel.<br />
:<span style="color: red">** A separate entry must be made for each plan that has its own billing address even if handled by the same insurance company.**</span><br />
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==Insurance Numbers==<br />
[[Image:setupv7pract05.png|right]]<br />
'''''Your Providers' insurance billing identifiers'''''<br />
:* this information is used by the billing module in generating electronic claims<br />
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==X12 Partners==<br />
[[Image:setupv7pract06.png|right]]<br />
'''''The clearinghouse(s) that will process your electronic billing'''''<br />
* fill out one X12 Partner entry for each clearinghouse used.<br />
* the connection information requested here will be given by the clearinghouse themselves.<br />
<br />
:This image is cropped for length; a full listing of all the required information will be provided by your X12 partners.<br />
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==Documents==<br />
'''''Organizes the hierarchy of categories for documents that may be uploaded and attached to a patient record.'''''<br />
:'''Categories''' refer to the folders that documents are uploaded to, presumably because each folder would hold one type ('category') of document.<br />
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[[Image:setupv7pract07.png]]<br />
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:*This Documents screen determines the structure of the Document Tree for the entire practice. Changes here will affect all patients' Documents trees. <br />
:*Uploads to individual patients' Documents are done in the patient's Dashboard, not from this screen.<br />
:*To delete an unwanted category click on the red delete link to its right.<br />
::<span style="color: red">WARNING:</span> the category will be immediately deleted without asking for confirmation.<br />
<br />
:*To edit the category list click on the blue '(Edit)' link (oval) of the category ABOVE the desired placement of your new category.<br />
* Fill in the specifics for your new subcategory.<br />
::*'''Category Name''': what it says<br />
::*'''Value''': not defined in system documentation<br />
::*'''Access Controls''': ACL that permits user access to this category<br />
::*'''Codes''': any diagnostic or other type of code affilliated with this category; usage unclear<br />
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Click 'Save Category'<br />
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==HL7Viewer==<br />
[[Image:setupv7pract08.png|right]]<br />
'''''A simple viewer of HL7 files'''''<br />
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:*Copy and paste the HL7 contents into the 'Paste HL7 Data' window.<br />
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:*Click '''Parse HL7''' button (circled)<br />
:*Read parsed file below text area.<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Useful_ConfigurationsOpenEMR 7 Useful Configurations2024-01-30T21:30:30Z<p>Harley Tuck: /* Useful Configurations */ minor edit</p>
<hr />
<div>=Useful Configurations=<br />
<br />
As an extension of the previous instructions about necessary OpenEMR configurations let me add this section of optional but very useful system modifications.<br />
<br />
OpenEMR has yet another tier of configurations which are not required for the EMR to work properly. However, if you do have them set up they significantly streamline clinical workflows and add valuable capabilities. These features all fall short of needing actual programming skills but they do require an awareness of computer interface editing principles, and in any case (like the previously described items) must be performed by an OpenEMR Administrator. The instructions to implement these features will be given but not explained in detail, so if you don't have the requisite IT background they may not make sense to you.<br />
<br />
These features are:<br />
:::*[[OpenEMR 7 CPT and Custom codes|CPT and Custom codes]] to automate data entry into the Fee Sheet of treatment and diagnosis codes<br />
:::*[[OpenEMR 7 Patient Finder|Patient Finder]] - lets you search for patients by preferred terms<br />
:::*[[OpenEMR 7 Search - Add Patient|Search - Add Patient]] - enforces minimum required data for new patient records<br />
:::*[[OpenEMR 7 Patient Privacy Module|Patient Privacy Module]] - tightly restricts user access to patient records<br />
:::*[[OpenEMR 7 Address Book|Address Book]] - for the practice's OpenEMR users and for the business accounts with which the clinic interacts<br />
<br />
Follow the links to read about the features.<br />
<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Create_User_AccountsOpenEMR 7 Create User Accounts2024-01-30T21:29:21Z<p>Harley Tuck: /* 3. Create User Accounts */ minor corrections</p>
<hr />
<div>=3. Create User Accounts=<br />
:'''''Authorize any people who will use this system'''''<br />
:*Open the main menu item '''Admin/ Users'''<br />
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[[Image:setupv7usr01.png]]<br />
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::This screen below shows the controls to:<br />
:::A. add a user account<br />
:::B. view user accounts grouped by facility<br />
:::C. show or hide inactive users.<br />
[[Image:setupv7usr02.png]]<br />
<br />
::Columns:<br />
:::*Username - AKA 'login'<br />
:::*Real Name - what it says<br />
:::*Additional Info - freetext note of approximately as much text as desired.<br />
:::*Authorized - these users are displayed in the Calendar where they can have appointments scheduled.<br />
:::*MFA - do they have Multifactor Authentication enabled<br />
::::'''''Note: MFA is NOT required for OpenEMR function; if desired by an individual user it is activated from their User Preferences panel.<br />
:::*Failed Login Counter - what it says<br />
<br />
<br />
::At the initial setup only the Administrative user will have been created, named whatever was specified in the OpenEMR's installation setup script. At this point you are the only administrator and you can create additional user accounts. <br />
'''''These pictured users are the defaults found in the online demos.'''''<br />
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:*To create an additional user account, click the 'Add User' button to display the 'Add User' dialog<br />
::* Fill in the requested information.<br />
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[[Image:setupv7usr03.png]]<br />
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Input items:<br />
Username: Initially is auto-filled as 'admin'. Change for each new user.<br />
:::* in OpenEMR the username is CASE SENSITIVE, and cannot be changed once created<br />
:::*'''Password''': the new user's password; will display in plain text until user is created<br />
:::*'''Your Password''': the password of the person creating the user account, to confirm they are authorized to do so.<br />
:::*Checkboxes:<br />
::::'''Provider''': select if user is a Provider<br />
::::'''Calendar''': select if user is going to be displayed on the practice calendar<br />
::::'''Portal''': select if user can configure and use the Patient Portal<br />
:::::'''*AFTER''' user creation an 'Active' checkbox will appear and can be de-selected if user is inactivated<br />
:::*'''First / Middle/ Last name''': only use alphabetic characters <br />
:::*'''Suffix''': Sr, Jr, III etc. though may also use for professional title<br />
:::*'''Valedictory''': user's professional or Job Title, e.g., 'MD', 'ARNP'. Will appear with user's real names in some of the official correspondence.<br />
:::*'''Default Facility''': dropdown menu lists all facilities that have been set up (in previous step). Select this user's primary treatment location if necessary.<br />
:::*'''Federal Tax ID''': If the user is a provider, enter their tax ID<br />
:::*'''DEA Number''': If user is a prescriber enter their State- issued credential fot prescribing controlled substances.<br />
::::* If they do not have one enter all uppercase, 'NONE' <br />
:::*'''UPIN and NPI''': If a provider, enter those provider's numbers<br />
:::*'''See Authorizations''': which user authorizations this user may view. Leave as None unless you know different.<br />
:::*'''Job Description''': freetext; appears in the 'Address Book' search module as "Specialty"<br />
:::*'''Provider Type''': customizable list of provider types<br />
:::*'''Main / Patient Menu Role''': select to assign to custom menu if one has been created<br />
:::*'''Taxonomy''': Automatically generated for use if a provider<br />
:::*'''Supervisor''': list contains all users who have the 'Provider' checkbox selected above. Select this user's clinical supervisor and it will appear as 'Supervising' provider when this user fills out an encounter Fee Sheet.<br />
:::*'''State License Number''': If a licensed professional enter license number<br />
:::*'''NewCrop eRx Role''': role titles for NewCrop eRx activities; unused if not subscribed to NewCrop eRx<br />
:::*'''weno Provider ID''': use only if subscribed to weno eRx <br />
:::*'''Google Email for Login''': enter if used<br />
:::*'''Access Contol''': select the type of access to OpenEMR (AKA, 'ACL') this user will be authorized.<br />
:::*'''Additional Info''': freetext display on the User/ Groups list. Technically, it mY be as much as 4 GB though that large of a display may be hard to manage.<br />
:::*'''Default Billing Facility''': select if billing from a different facility<br />
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:*Click the '''Save''' button (oval at top) and see the new username listed on the '''User/ Groups''' screen.<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Facility_Specific_SettingsOpenEMR 7 Facility Specific Settings2024-01-29T21:24:07Z<p>Harley Tuck: /* 2. Enter Facility Settings */ editing txt</p>
<hr />
<div><br />
=2. Enter Facility Settings=<br />
These are settings used in the facility's practice management. Include treatment facility identifiers that are sent in claim files to insurance payors, tax ID numbers, etc. If you will be using the billing module you will want to have the necessary items on this page entered.<br />
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:*From the main menu open '''Admin/ Clinic/ Facilities'''<br />
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[[Image:setupv7facil01.png]]<br />
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:Initially the panel may have a demo facility name, E.g., 'Great Clinic' below (name seems to be different for different releases of OpenEMR)<br />
Click the facility name to enter your practice's information.<br />
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[[Image:setupv7facil00.png]]<br />
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:'''''If the practice has more than one facility, click '''Add''' button (oval above) to open another panel to enter each facility's information'''''<br />
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[[Image:setupv7facil02.png]]<br />
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Add your information in the same format as displayed here. E.g., for practices in the US, the State name should be the standard 2 letter abbreviation; the phone and fax notes should have hyphens as shown.<br />
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Only two fields are strictly required: Name (of the facility) and facility Color (see explanation below).<br />
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:Some of the less self- evident items: <br />
::*'''Website''': the clinic's public website <br />
::*Option buttons: select if this facility is the organization's-<br />
::(round rectangle:)<br />
:::'''Billing Location'''<br />
:::'''Service Location'''<br />
:::'''Primary Business Entity'''<br />
::*'''POS Code''' (rectangle): Open the Dropdown menu to select the appropriate POS Code, if applicable.<br />
::*'''Billing Attn''': Enter the name of the person to whom billing should be directed.<br />
::*'''US phone numbers''' should be in the format (000) 111-2222, for compatibility with 3d party systems.<br />
::*'''Tax ID''' (oval rt column): may be either an EIN or the proprietary Physician's SSN.<br />
::*'''Email''': your organization's public- facing email address<br />
::*'''Accepts Assignment''': If the "Billing Location checkbox is checked, you may want to check this one also.<br />
::*'''Color''' (arrow): Click the "[Pick]" link and choose a color for the display of the items for this clinic.<br />
:::Multiple facilities may be served by one OpenEMR installation. '''Color''' assigns a color to distinguish each facilities' information from the others. For more information on managing multiple sites see the Supplemental Topic [[OpenEMR Multiple Sites Module |Multiple Sites Module]]<br />
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::*'''''NOTE: Some external vendor applications (e.g., NewCrop eRx) use some of these data as account identifiers which must not be changed once registered with the external vendor. Check with your vendor Support!'''''<br />
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:*Click the blue '''Save''' button (lower left) to save the settings.<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_Global_SettingsOpenEMR 7 Global Settings2024-01-29T21:10:41Z<p>Harley Tuck: /* 1. Enter OpenEMR global settings */ couple minor corrections</p>
<hr />
<div>=1. Enter OpenEMR global settings=<br />
Select the settings that control the behavior of the OpenEMR application.<br />
OpenEMR will function fairly well with the default globals. However some do need modification to activate features not available by default and others control important preferences such as time/ date formats, metric /vs/ English measures, and time zones.<br />
And some of the convenience settings are simple enough to set that it'd be a shame to not have them turned on from the start.<br />
<br />
Global settings are found in two places. <br><br />
1 from the main menu; they apply to all users. See the first section below.<br><br />
2. From the User Preferences panel; only apply to the logged- in user. See later in this document.<br />
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==Globals for all users==<br />
On the OpenEMR main menu go to 'Admin/ Config'<br />
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[[Image:setupv7glo01.png]]<br />
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This is the initial globals screen. Again, we're only going to look at the basic essentials.<br />
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[[Image:setupv7glo02.png]]<br />
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The menu items are tabs stacked down the left margin of the screen.<br />
:To see the globals for that set of related features click the tab name (arrows above)<br />
:* Here, the 'Appearance' tab is selected which reveals the names of the feature settings and their selection controls<br />
:'Tooltips' for the setting can be seen by hovering the mouse pointer over the control.<br />
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:'''For details of most of the global settings, see the Supplemental Topic item, [[OpenEMR 4.1.3 Admin Globals Summary|Admin Globals Summary]].'''<br />
:A few items that you should check are:<br />
::*'''Locale/ language''': if not using American English<br />
::*'''Features''': if you're going to disable any of the modules such as Prescriptions, Immunizations, etc or maintain an inventory<br />
::*'''E-sign''': if you will be e-signing encounter forms and other documents<br />
::*'''Calendar''': to specify the clinic hours and appointment durations. The providers' schedule config of the calendar is strongly advised even though technically not required for OpenEMR function. See the [[OpenEMR 7 Calendar|Calendar]] page for details.<br />
::*'''Security''': see what defaults are and set system preferences. Note, individual user MFA is only set in each User's Preference panel; see section below.<br />
::*'''Connectors''': check these for the desired settings if you'll be using:<br />
:::** the FIHR or REST APIs<br />
:::** credit card payments<br />
:::** Sphere<br />
:::** weno eRx<br />
:::** phiMail<br />
:::** Easipro<br />
:::** USPS Web Tools<br />
:::** MDHD<br />
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Be sure to click 'Save' when done (big blue button at top left)<br />
:* Some settings require logging out/ in of the EMR to take effect.<br />
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== User Preferences Globals==<br />
The global settings found here are a subset of the system globals in 'Admin/ Config' that only apply to the logged- in user's account. Since the system globals and calendar will have been configured, none of these user preferences are actually necessary for proper EMR function.<br />
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User preferences are accessed from the User Preferences panel by hovering over the 'Current User' icon (menu at upper right in pic below).<br />
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*Click 'Settings' to see the user's globals menu tabs.<br />
:'''''NOTE: User MFA is only configured by the user themselves, from the preferences menu item 'MFA Management' '''''<br />
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[[Image:setupv7glo03.png]]<br />
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:The system default values of these globals are listed in red in that column<br />
:* Appearance - the initial tabs, display theme, screen arrangement, etc<br />
:* Locale - this user may use different units of measurement than the rest of the practice. <br />
:* Calendar - view range, event colors, flow board settings etc<br />
:* weno connectors, if used<br />
* Click 'Save' when done<br />
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'''Back to >>> [[OpenEMR_7_New_Clinic_Setup]] <<<'''</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/OpenEMR_7_New_Clinic_SetupOpenEMR 7 New Clinic Setup2024-01-29T21:03:33Z<p>Harley Tuck: /* Introduction */</p>
<hr />
<div>= Introduction =<br />
This document is a re-write of the wiki page of the similar name for OpenEMR version 4.2.0.<br />
As one might imagine, in the decade since that tutorial was written a lot has changed in OpenEMR that would be useful to know when first setting up a practice's OpenEMR instance. This document will retain the useful text from the older document but replace the images with updated screenshots, add new content describing new features and delete obsolete information. Some of the new information touches on feature configurations which strictly speaking are optional, but many practices end up using them.<br />
<br />
* The screenshots will be taken in the OpenEMR Development 7.0.1 Demo with demo data at https://ten.openemr.io/c/openemr .<br />
* Note that the user who configures these features must be an OpenEMR Administrator.<br />
<br />
Hope this is useful.<br />
<br />
- Harley Tuck<br />
<br />
htuck@mi-squared.com<br />
<br />
= Overview =<br />
:The initial setup of OpenEMR consists of six necessary steps and five optional but very good ideas. These headings are links to the pages.<br />
:'''Required:'''<br />
::'''1. [[OpenEMR 7 Global Settings|Enter OpenEMR's application ("global") settings]]''' such as the user interface theme, the date/ time formats, connector credentials to external systems, etc.<br />
::'''2. [[OpenEMR 7 Facility Specific Settings|Enter facility- specific settings]]''', practice and business identifiers such as tax information and insurance numbers<br />
::'''3. [[OpenEMR 7 Create User Accounts|Create user accounts]]''' for the people who will be authorized to use OpenEMR<br />
::'''4. [[OpenEMR 7 Practice Settings|Practice Settings]]''': pharmacy and insurance company information; document formats that can be accepted; <br />
::'''5. [[OpenEMR 7 External Data Loads|External Data Loads]]''' of codesets for ICD10, RXNORM, SNOMED, CQM_VALUSET<br />
::'''6. [[OpenEMR 7 Calendar|Calendar]]''' configuration of patient appointment types and provider schedule time slots<br />
:'''Good Ideas:'''<br />
::'''7. [[OpenEMR 7 Useful Configurations|Useful Configurations]]''' without which OpenEMR will still work but have sub-optimal function. Some are necessities for many practices, others are not. Links to pages<br />
<br />
= Conclusion =<br />
Each page will have the instructions for configuring the feature for basic functionality. Some may have advanced capabilities which will be described on other linked pages, some of which may be older wiki pages if the interface is similar except for theme or eyecandy.<br />
<br />
You will also find links to relevant or useful forum posts on the topic.<br />
<br />
If you have any questions about these workflows or documents you are welcome to post to the community forum at https://community.open-emr.org/ or contact me directly.<br />
- htuck@mi-squared.com</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/HOWTO:_Create_and_Delete_Recurring_Calendar_EventsHOWTO: Create and Delete Recurring Calendar Events2024-01-18T18:24:55Z<p>Harley Tuck: /* Configure the recurring settings */ added warning</p>
<hr />
<div>= Introduction =<br />
<br />
The OpenEMR calendar allows creation of recurring events, which are seen on the event editor by the user as calendar categories on the Provider tab and patient appointments on the Patient tab. These events repeat at a configurable interval in both the patient’s appointment calendar and the provider’s schedule. The steps to create calendar categories and appointments are the same; they simply take place in the Patient or the Provider tab of the calendar event editor. Also, the steps are the same as creating a regular, non- recurring appointment/ category with the single exception of filling out the ‘recurring’ criteria. But some other information is critical to know about the workflow, hence this HOWTO.<br />
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This document shows the OpenEMR demo v7.0.1(1) but these same steps apply as far back as v5.<br />
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= Create the recurring event: =<br />
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Click on the numbers of the time in the date of '''the first time''' that the recurring event is to occur.<br />
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:* The time is a link; look for the mouse pointer turning to the hand indicating it’s on a link'''''<br />
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[[Image:repeventscdr00.png|center]]<br />
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[[Image:repeventscdr01.png|right]]<br />
* In the event editor, if making a Patient appointment use the ‘Patient’ tab and enter any information not automatically filled in:<br />
** Category<br />
** Facility<br />
** Billing Facility<br />
** Patient <br />
** Provider <br />
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[[Image:repeventscdr02.png|right]]<br />
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* If making a provider schedule event use the ‘Provider’ tab and enter any information not automatically filled in:<br />
** Category<br />
** Facility<br />
** Billing facility<br />
** Provider.<br />
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== Configure the recurring settings ==<br />
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Yes, the '''events panel is very confusing''' for creating repeating events.<br />
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You may use ONE of the two methods:<br />
* The ‘Repeats’ checkbox <br />
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/OR/<br />
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* Select the days of the week to repeat.<br />
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=== ‘Repeats’ Checkbox ===<br />
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1. Click ‘Repeats’ checkbox which activates the ‘Date’, ‘Time’ and ‘Duration’ text areas, and the ‘Repeats’ criteria dropdowns to its right.<br><br />
* The Date, Time, Duration of the recurring appointments will be automatically taken from the calendar’s event category selected in step 1 above<br />
* Set any event criteria that are not pre-configured<br />
* Or change the criteria if desired<br/><br />
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[[Image:repeventscdr03.png|center]]<br />
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[[Image:repeventsd05.png|right]]<br />
2. Dropdown ‘Repeats:’: * leave as ‘every’ or select <br />
* ‘every 2<sup>nd’</sup>, -’ 3d’ etc<br />
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[[Image:repeventsd06.png|right]]<br />
3. Dropdown ‘Day:’ :<br />
* leave as ‘Day’ which makes it every day of the week<br/>or select:<br />
* Workday - restricts it to the days and times configured on this provider’s calendar as ‘In/ Out of Office’. If the time is not configured as ‘In Office’ you will be asked if you want to use it anyway. <br />
* Week – this same '''day''' each week<br />
* Month – this '''date '''every month<br />
* Year – this '''date''' every year<br />
* 2<sup>nd</sup> Monday – the calendar sees that in this example we are using the 2<sup>nd</sup> Monday of the month. If we use a different day it would determine which day of the month it was and display that as the choice.<br />
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[[Image:repeventsd07.png|right]]<br />
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4. ‘until date’ : click in the text area to open the calendar widget to set the end date of the event series.<br />
<br />
:'''''NOTE: The calendar puts a strain on your OpenEMR server when generating the display of recurring events.'''''<br />
::If you have more than a dozen providers and configure their recurring events and their patients' recurring appointments to for more than a year at a time you could see delays in rendering the calendar.<br />
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* Set status, comments etc as for a regular appointment/ event.<br />
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[[Image:repeventsd08.png|right]]<br />
Click ‘Save’...<br />
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...and see the recurring event on the monthly calendar<br />
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[[Image:repeventscdr04.png|center]]<br />
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=== Select Days of the Week ===<br />
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1. Instead of selecting the ‘Repeats’ checkbox, select ‘Days of the Week’* '''''the ‘Date‘ will contain the current event date'''''<br />
* '''''the other text areas will contain the default values for that event category'''''<br />
* Select the checkboxes of the days of the week this event will occur on<br />
* Click the ‘until date’ text area and use the calendar widget to set the end date of the series<br />
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[[Image:repeventscdr09DOW.png|center]]<br />
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* Set status, comments etc as for a regular appointment/ event.<br />
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[[Image:repeventsd08.png|right]]<br />
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* Click ‘Save’<br />
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And see the recurring event on the monthly calendar.<br />
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[[Image:repeventscdr10CalDays.png|center]]<br />
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= Delete the recurring event =<br />
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1. Locate any entry for the recurring event that you want to delete<br />
* here we’re deleting just part of the series<br />
* the time is a link; the pointer should change to a hand when it is on the link (not shown)<br />
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[[Image:repeventscdr11timedel.png|right]]<br />
2. Click the event time to open the event dialog<br />
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3. Click red ‘Delete’ at bottom<br />
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[[Image:repeventscdr05.png|center]]<br />
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[[Image:repeventscdr06.png|right]]<br />
4. Warning appears; click ‘OK’<br />
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5. Click on the button for the degree of event deletion (image below)<br />
[[Image:repeventscdr07.png|right]]<br />
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:'''''The descriptions in the yellow box are in different order than the buttons...'''''<br />
* All – delete all occurrences of this event, past and present<br />
* Cancel – cancel this deletion process<br />
* Future – delete the event on the selected date and all future instances of this event.<br />
* Current – delete only the currently selected date of this event<br />
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6. Click ‘Future’<br />
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...and see the selected date and future dates are removed from the calendar.<br />
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[[image:repeventscdr08.png|center]]<br />
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= Conclusion =<br />
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* See other wiki documentation for how to create single- occurrence calendar events.<br />
<br />
Very old but still useful for general appointment making:<br />
:https://www.open-emr.org/wiki/index.php/Using_the_Calendar<br />
<br />
* A configuration step that is frequently missed is when new calendar event categories are created (on OpenEMR v7, at Admin/ Clinic/ Calendar – Categories). The sequence number is often left at ‘0’ but since that value determines where in the dropdown the calendar looks for the category data, having duplicate sequence numbers can confuse the system.<br />
<br />
One convenient way to handle this is to make the sequence number the same as the category number, unless you haver a different unique value to assign.<br />
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[[Image:repeventscdr12cat9.png|top]]</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/HOWTO:_Send_Files_To_A_Patient_Portal_AccountHOWTO: Send Files To A Patient Portal Account2024-01-01T22:51:16Z<p>Harley Tuck: tweaking</p>
<hr />
<div>= Background =<br />
<br />
Probably a lot of folks can piece together the steps of this workflow from the separate tutorials scattered around this wiki. However, it seems convenient to have one document with the entire procedure in one place.<br />
<br />
<br />
OpenEMR does have a [[Patient_Portal_Document_Templates]] feature that permits practice staff to construct document templates that patients can fill out in their portal accounts and send them to their healthcare staff. However, document templates are different creatures from regular old text or .doc files, or a PDF or an image. If you want to send those via the patient’s portal account they must be handled in a slightly different way. While much of the capabilities I describe here are available in OpenEMR versions before 6.0, major renovations in the portal were made for that version. So I will not claim that you can do all these tricks in any versions before 6.0.<br />
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<br />
= The EMR User Sends File =<br />
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The EMR user will be sending a file located on their local computer.<br />
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1. Open the pt record and their 'Documents' dashboard link<br />
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[[Image:sendtoportal00.png]]<br />
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2. Click 'Onsite Portal' (rectangle below) in the Documents List tree to reveal the subdirectories.<br />
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3. Click 'Patient' folder (arrow below) which reveals various controls on the right and sets the destination directory (oval) in the EMR documents tree<br />
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[[Image:sendtoportal02.png]]<br />
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4. Select the file(s), see next image.<br />
:A. Click ‘Choose Files’ to open a browser file load dialog <br />
* '''''you may locate and select individual files or ctrl+click multiple files'''''<br />
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/OR/<br />
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:B. You may select a folder which will be zipped for upload<br />
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/OR/<br />
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:C. Rather than locating the files in the local filesystem, they may be dragged to the window.<br />
* '''''(Only one method A, B or C may be used at a time)'''''<br />
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:D. You can change the name that the file will have in the documents tree.<br />
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:E. You can encrypt the file if desired.<br />
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5. Click 'Upload'<br />
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[[Image:sendtoportal02a.png]]<br />
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[[Image:sendtoportal03.png|right]]<br />
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See the file appear in the Patient folder (oval)<br />
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(sorry, didn't use the same files for this doc so file names are different in these pictures)<br />
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6. The file is now accessible for the patient to download from their portal account.<br />
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= Patient Gets File From The Portal =<br />
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1. Patient logs into their portal account.<br />
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2. Open the ‘Reports’ menu dropdown and select ‘Download Charted Documents’<br />
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'''''Note: interfaces may be different in your version of the portal!'''''<br />
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[[Image:sendtoportal04.png|top]]<br />
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3. Click 'Download'<br />
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[[Image:sendtoportal05.png]]<br />
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4. The file will be 'patient_documents.zip' which will be downloaded to the folder/ directory specified by the patient’s browser.<br />
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5. Patient unzips the file on their local computer to recreate the file structure (below)<br />
:'/Categories/Onsite_Portal/Patient/'<br />
* inside sub-folder ‘Patient' will be the file(s) that were uploaded into the Patient’s EMR Documents tree.<br />
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[[Image:sendtoportal07.png]]<br />
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6. The patient can access the file(s) by navigating to their local location with their system’s file explorer.<br />
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= Warnings and Gotchas =<br />
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* Ask your IT staff to configure your OpenEMR server for the file types and maximum file sizes it will allow you to upload<br />
* The documents that are in the ‘Patients’ directory in the EMR will be downloaded as a zip file to wherever the user's browser has its download directory set.<br />
* Unfortunately, the patient can't simply view from the portal the file(s) sent them with this method, they must be downloaded to their local computer<br />
* If you have put something in the folder 'Onsite Portal' in the patient’s document tree on the EMR it will be downloaded along with the contents of the 'Patient' directory.<br />
* Keep in mind, the file download itself is initiated BY THE PATIENT, so any files inside the ‘Onsite Portal’ folder will be accessible to them at any time.<br />
* If you want to prevent some files in the 'Onsite Portal' or 'Patient' folders from being downloaded by the patient you might want to create a different location in the EMR’s document tree to store them in. Or perhaps simply delete them by clicking on the file name then the 'Delete' button (top right below)<br />
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[[Image:sendtoportal08.png]]</div>Harley Tuckhttps://www.open-emr.org/wiki/index.php/Superbills_in_OpenEMRSuperbills in OpenEMR2023-12-26T23:16:57Z<p>Harley Tuck: /* Conclusion */ fixing links</p>
<hr />
<div>= Introduction =<br />
<br />
Here's a little bit of pre-EMR Medical Office historical trivia. Back in the days of paper- based medical offices a form called a 'superbill' was commonly used to track what was done to/ for/ with a patient during their appointment. It was printed out when the patient arrived and followed them through their appointment. As they went from station to station the staff performing a service would mark what they did on the form. When electronic Practice Management/ Medical Record software arrived on the scene the superbill was moved onto the computer and staff entered the services rendered into the patient record there. In OpenEMR those activities are done on the Fee Sheet.<br />
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But superbills are still the best appointment tracking tool for some settings. And if you want to use them, yes, OpenEMR will print one out for you. They’re found from the main menu: Miscellaneous/ Blank Forms/ ‘Superbill/ Fee Sheet’. Simply go to that screen and print the form.<br />
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[[Image:superbill1.png]]<br />
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= Details =<br />
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Since the Superbill reproduces the fee sheet on paper it's no surprise that it would contain all the billing items that the fee sheet has. See this shot of the contents of the ‘New Patient’ dropdown in the default fee sheet in one demo OpenEMR.<br />
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[[Image:superbill3.png]]<br />
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And here is the corresponding superbill:<br />
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[[Image:superbill2.png]]<br />
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Notice that the fee sheet categories that contain the codes ...<br />
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[[Image:superbill4.png]]<br />
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...translate to the superbill as the new shaded headings with the new codes beneath them.<br />
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[[Image:superbill5.png]]<br />
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::* One key fact to know is that OpenEMR’s superbills automatically reproduce the existing fee sheet on paper. '''''If the fee sheet is customized, the superbill will reflect those changes.'''''<br />
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= Conclusion =<br />
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Here are some handy links about superbills which I obtained from searching the OpenEMR Wiki for ‘superbill’, in the search dialog found at the bottom of every wiki page.<br />
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[[Image:superbillsrch.png|right]] <br />
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Some of the search results show older versions of OpenEMR but superbills have been around for a long time so the documentation is still valid.<br />
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Another useful search term might be ‘fee sheet’ since the printed superbill serves the same functions the electronic fee sheet.<br />
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Older documentation that relates the fee sheet structure to the superbill<br />
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[[OpenEMR_4.2.0_Fee_Sheet_Custom_Service_Categories]]<br />
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Mentions using superbill to find lists of codes that have been added to OpenEMR<br />
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[[Configure_OpenEMR_for_ICD-10]]<br />
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How to set up custom service categories, which will appear as the shaded category blocks on the superbill<br />
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[[HOWTO: Create Multiple Code Fee Sheet List Categories]]<br />
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An older page that mentions the report on all superbill activity:<br />
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[[Reporting]]</div>Harley Tuck