Reporting - OpenEMR Project Wiki
30 hours ago · Images and documents may be uploaded by the patient and then stored in OpenEMR. Secure messaging between clinic and patient, including transfer of attached documents. Clinic staff may generate patient reports that are sent directly to the portal, and the doctor may choose to copy lab reports to the patient as they are e-signed. >> Go To The Portal
How do I set up a patient/client in OpenEMR?
Load the OpenEMR system with Admin or Physician rights. After clicking on the Patient/Client option, the new ítems appear in the bottom. In this image we show the options offered to the Administrator user:
What is assign patient bed in OpenEMR?
Assign patient bed / Associates a patient already in the OpenEMR system to an empty bed. It records the entry date. Assign patient bed – Clinical / This is a regular LBF form, which records data outside the inpatient system, like reason for the inpatient stay, the entering doctor, diagnosis and other data.
How do I set up a patient portal?
There are two options for setting up a patient portal. The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal). The second option is using the CMS patient portal, which utilizes a set of APIs included within OpenEMR.
What is the best option for a patient portal?
The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal). The second option is using the CMS patient portal, which utilizes a set of APIs included within OpenEMR.
What is a patient portal?
There are two options for setting up a patient portal. The first option is a functional Patient Portal, which is included with OpenEMR (The Native Patient Portal ). The second option is using the CMS patient portal, which utilizes a set of APIs included within OpenEMR. The second option uses a WordPress installation as the patient interface, providing a rich platform for web site development and secure isolation from OpenEMR without requiring a third party service. (The WordPress portal is under reconstruction)
What are the aspects of CMS?
Important aspects of the CMS Portal are: Security. A compromise of the public portal is not a compromise of OpenEMR. No need to trust and pay for an outside service for portal hosting and management. Anyone who can set up and maintain a WordPress web site can operate their own portal.
Introduction
This is an overview of the Patient Portal as upgraded and presented in OpenEMR v6.0+. It's a complete re-write and expansion of the v5+ document found here
High Level View Of This Document
Patient use of the portal - logging in, messaging the staff, filling out documents etc
EMR Content Used In The Portal
Several types of information contained in a patient's EMR record are displayed in the portal.
Where Portal Content Appears In The EMR
Review the wiki page, Patient Use of the Patient Portal in OpenEMR v6+ for the screens described here.
Conclusion
The OpenEMR Forum has many, many posts relating to the Patient Portal, and some of the threads serve as the primary references for the information presented here.
Fully Open-Source. Free Software, Always and Forever
OpenEMR is the most popular open source electronic health records and medical practice management solution.
A feature-rich solution
Our vibrant community of volunteers and contributors have maintained critical OpenEMR features for over a decade. With over 30 supported languages , many customizations, and full data ownership, OpenEMR's features shine.
Help Needed
OpenEMR is in need of funding for new development efforts that will benefit outpatient and inpatient users alike.
Patient Initial Login
Browsing to the portal login page specified in the portal credentials takes you to the initial login screen.
The Home Screen
Shows the Document Center (same screen as displayed by 'Patient Documents' in left menu)
Patient Communications Widget
1. Click the envelope icon left of the name to open 'Secure Messaging' screen, the same as clicking that item on the main menu.
Profile
Shaded bars at each section identify the patient demographics displayed here. Scroll down to see them all, it may be a long list.
Lists
This screen shows the patient's information contained in the clinic's OpenEMR that relates to the listed topics.
Appointments
Appointment requests made here will be passed to clinic staff for approval
Accountings
1. Click the dropdown triangle (arrow) to see the accounting displays available
Proposed Solution
The following SQL view is meant as an example of one way that you can gather all the typical information needed for Heathcare Data Management, continuing care reporting, etc ... contributed by tony and aron@mi-squared.com. Modified and updated by Thomas.
Effected Code, Tables, etc
All the tables and lists mentioned in the Proposed Solutions are affected. No work is needed except for those new tables or lists that need to be built.
General Reports
Most general reporting tools can be found by selecting 'Reports' from the navigation menu at left. In the Tree View scheme, the list of available reports is divided into a hierarchical list within the navigation menu.
Examples of Commonly Used Reports
- Clicking 'Reports – Visits – Superbill' brings up the Superbill Report page. This presents you with a dialog for selecting a date range. Clicking 'Submit' produces a report for each encounter in the date range, and shows patient demographics and insurance information As well as the billing codes and amounts. The Appointments Report ('Reports – Visits – Appointments') gives you a li…
Billing Reports
- From the main Billing page click 'Reports', or select 'Reports – Financial – Cash Rec' from the navigation menu. This is the Cash Receipts report. It breaks down gross income by provider for a given time period. The user can also elect to see a detailed breakdown of cash receipts, itemizing each procedure for which a charge was made.
Individual Patient Reports
- When a patient is active within the system, the user has the option of generating a report for that specific patient. To do so, click on 'Report' at the top of the Patient Summary page. The user can choose to include or omit a wide variety of patient information. When satisfied with your selections, click 'Generate Report'. This produces a report including all the specified patient infor…
Introduction
This is an overview of the Patient Portal as upgraded and presented in OpenEMR v6.0+. It's a complete re-write and expansion of the v5+ document found here https://www.open-emr.org/wiki/index.php/Patient_Portal which may be referred to for some background, but keep in mind that details of many features have change…
High Level View of This Document
- Patient use of the portal - logging in, messaging the staff, filling out documents etc
- Staff use of the portal - configuring staff and authorizing patient use, activities available etc
- EMR content used in portal
- Where Portal content appears in EMR
Patient Use of The Portal
- The patient use of the portal can begin in either of two ways: 1. Before physically visiting the office, they may self- register as a patient of the practice. If they self- register the patient's initial use of the portal is limited to entering their registration information. 2. When practice staff create a portal account for them and give them the...
Staff Interactions with The Portal
- Staff use of the Portal functionalities is conducted from the EMR. Fundamentally, the EMR and patient portal interact in four ways: 1. static information from the EMR is displayed in the portal, e.g., patient Demographics from the EMR appears in the patient's portal Profile 2. patient submits content to portal for staff to approve and incorporate into their EMR record 3. staff makes docu…
EMR Content Used in The Portal
- Several types of information contained in a patient's EMR record are displayed in the portal. 1. Demographics - Once the patient's portal account is created or approved by staff, their demographics and insurance information held in the patient's EMR record are displayed in the Portal. The patient may submit through the portal, changes in these items which must be approv…
Where Portal Content Appears in The EMR
- Review the wiki page, Patient Use of the Patient Portal in OpenEMR v6+for the screens described here.
Conclusion
- The OpenEMR Forum has many, many posts relating to the Patient Portal, and some of the threads serve as the primary references for the information presented here. Because of that, if you have questions not answered by this document it's always a good idea to go to https://community.open-emr.org/and simply search on 'portal' . This really is a very large and co…
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