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OpenEMR Users Guide

This document is a user guide for OpenEMR version 4.0 that provides instructions on key functions like logging in, navigating the main screen, setting up a clinic, adding patients, scheduling appointments, entering encounters and coding, adding issues and immunizations, writing patient notes and transactions, basic billing, and generating reports. The guide covers topics like facility administration, user administration, practice administration, the address book, patient demographics, uploading documents, schedules, appointment status, encounter forms, the fee sheet, prescriptions, associating issues with encounters, notes, referrals, transactions, billing reports, claims, HCFA forms, EOBs, payments, invoices, and commonly used general, billing, and patient reports.

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asdas adaf
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
23 views

OpenEMR Users Guide

This document is a user guide for OpenEMR version 4.0 that provides instructions on key functions like logging in, navigating the main screen, setting up a clinic, adding patients, scheduling appointments, entering encounters and coding, adding issues and immunizations, writing patient notes and transactions, basic billing, and generating reports. The guide covers topics like facility administration, user administration, practice administration, the address book, patient demographics, uploading documents, schedules, appointment status, encounter forms, the fee sheet, prescriptions, associating issues with encounters, notes, referrals, transactions, billing reports, claims, HCFA forms, EOBs, payments, invoices, and commonly used general, billing, and patient reports.

Uploaded by

asdas adaf
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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OpenEMR Users Guide

Based on Version 4.0


Table of Contents •

Getting Started pg 3 •
Getting to the Login Page pg 3 •
Logging In pg 3 •
Changing Passwords pg 3 •

Main Screen & Navigation pg 5 •


Navigation pg 5 •
Traditional pg 5 •
Tree View pg 6 •
Radio Buttons pg 7 •

Setting Up Your Clinic pg 8 •


Facility Administration pg 8 •
User Administration pg 9 •
Practice Administration pg 10 •
Lists pg 15 •
Address Book pg 16 •

Adding a New Patient pg 19 •


Patient Demographics pg 19 •
Patient History pg 22 •
Uploading Documents pg 23 •

Using the Calendar pg 25 •


Setting Up Schedules pg 25 •
Making Appointments pg 28 •
Appointment Status pg 31 •

New Encounters & Coding pg 33 •


Opening a New Encounter pg 34 •
Encounter Forms pg 36 •
Using the Fee Sheet pg 37 •
Adding Prescriptions pg 39 •

Issues & Immunizations pg 43 •


Adding Issues pg 43 •
Associating Issues with Encounters pg 46 •
Immunizations pg 48 •

Patient Notes & Transactions pg 50 •


Patient Notes pg 50 •
Transactions pg 52 •
Referrals pg 52 •
Basic Transactions pg 54 1  •

Basic Billing pg 55 •
Billing Reports pg 56 •
Generating Claims pg 57 •
Generating HCFA Forms pg 60 •

Accounting & Receivables pg 62 •


Explanation of Benefits pg 62 •
Entering Payments pg 63 •
Patient Invoices and Payments pg 65 •

Reporting pg 67 •
General Reports pg 67 •
Examples of Commonly Used Reports pg 67 •
Billing Reports pg 71 •
Patient Reports pg 72

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