diff --git a/docs/user/openemr/appointment/images/appointment_date_updated.png b/docs/user/openemr/appointment/images/appointment_date_updated.png new file mode 100644 index 00000000..2e0c4a65 Binary files /dev/null and b/docs/user/openemr/appointment/images/appointment_date_updated.png differ diff --git a/docs/user/openemr/appointment/images/appointment_information.png b/docs/user/openemr/appointment/images/appointment_information.png new file mode 100644 index 00000000..49eec5ff Binary files /dev/null and b/docs/user/openemr/appointment/images/appointment_information.png differ diff --git a/docs/user/openemr/appointment/images/date_time_button.png b/docs/user/openemr/appointment/images/date_time_button.png new file mode 100644 index 00000000..9ca03fb8 Binary files /dev/null and b/docs/user/openemr/appointment/images/date_time_button.png differ diff --git a/docs/user/openemr/appointment/images/scheduled_appointment.png b/docs/user/openemr/appointment/images/scheduled_appointment.png new file mode 100644 index 00000000..6097170e Binary files /dev/null and b/docs/user/openemr/appointment/images/scheduled_appointment.png differ diff --git a/docs/user/openemr/appointment/images/search_button.png b/docs/user/openemr/appointment/images/search_button.png new file mode 100644 index 00000000..508455d5 Binary files /dev/null and b/docs/user/openemr/appointment/images/search_button.png differ diff --git a/docs/user/openemr/appointment/images/specific_appointment_information.png b/docs/user/openemr/appointment/images/specific_appointment_information.png new file mode 100644 index 00000000..abe2b8ea Binary files /dev/null and b/docs/user/openemr/appointment/images/specific_appointment_information.png differ diff --git a/docs/user/openemr/appointment/images/updating_appointment_date.png b/docs/user/openemr/appointment/images/updating_appointment_date.png new file mode 100644 index 00000000..fd8fd10b Binary files /dev/null and b/docs/user/openemr/appointment/images/updating_appointment_date.png differ diff --git a/docs/user/openemr/appointment/schedule_appointment.md b/docs/user/openemr/appointment/schedule_appointment.md new file mode 100644 index 00000000..54ed1cd6 --- /dev/null +++ b/docs/user/openemr/appointment/schedule_appointment.md @@ -0,0 +1,55 @@ + + +# Scheduling appointments in OpenEMR + +This document does not provide full OpenEMR instructions for creating and updating appointments. It is intended for clinics or health systems integrating with the Opal application, with the minimal OpenEMR requirements for this integration. + +If you need more information about OpenEMR and its complete set of features, please refer to this link: [https://www.open-emr.org/](https://www.open-emr.org/) + +The purpose of this document is to show the steps for scheduling an appointment in OpenEMR. This document is intended for the hospital’s scheduling staff. + +## Creating an appointment + +1. Access OpenEMR and login. + +1. A **Calendar** section will appear. A list of available **Providers** will be located on the left of the screen. By clicking on a name from the list, you will see the provider's calendar and their availability for scheduling an appointment. + +1. Click on **the date and time** when the appointment should be scheduled. You can also do this using the “**+**” button located at the top left of the screen. + + ![Provider calendar](images/date_time_button.png) + +1. A pop-up window will appear. On the **Patient** tab, select a **Category** for the appointment. The **Title** will automatically appear according to the appointment code selected in the Category field. Click on the **Patient** field. + + ![Patient tab](images/appointment_information.png) + +1. A **Patient Search** pop-up window will be displayed. Search for the patient for whom you want to schedule an appointment. You can search by Name, DOB or ID. When you have found the patient or the candidate, click on the **Search** button. The patient's name should now appear in the appropriate field. + + ![Patient search tab](images/search_button.png) + +1. Ensure the provider's name appears in the **Provider** field. If it does not, select the provider from the drop down. Now, select an **appointment date** and, if necessary, also enter the **appointment time** and **duration**. + + **Note:** Do not click on the following checkboxes: All day event; Repeats and Days of Week. + +1. After verifying that all the information is correct, click on the **Save** button on the bottom of the screen. The scheduled appointment will now appear in the provider’s calendar. + + ![Patient tab](images/specific_appointment_information.png) + + ![Provider calendar](images/scheduled_appointment.png) + +## Updating an appointment + +1. In the **Calendar** section, double click on the appointment you want to update. + + ![Provider calendar](images/scheduled_appointment.png) + +1. A pop-up window will appear with all the appointment information on the **Patient** tab. Once the appointment information is updated, click on the **Save** button at the bottom of the screen. + + ![Patient tab](images/updating_appointment_date.png) + +1. The appointment will appear in the calendar with the updated information. In this example, the appointment date was updated. + + ![Provider calendar](images/appointment_date_updated.png) diff --git a/docs/user/openemr/patient/add_patient.md b/docs/user/openemr/patient/add_patient.md deleted file mode 100644 index f03ad2e8..00000000 --- a/docs/user/openemr/patient/add_patient.md +++ /dev/null @@ -1,39 +0,0 @@ - - -# OpenEMR: Adding a new patient - -This document does not provide full OpenEMR instructions for creating and adding a patient. It is intended for clinics or health systems integrating with the Opal application, with the minimal OpenEMR requirements for this integration. - -If you need more information about the OpenEMR system and its complete set of features, please refer to this link: [https://www.open-emr.org/](https://www.open-emr.org/) - -The purpose of this document is to show the steps for adding a new patient to the OpenEMR system, that will be registered and use Opal. This document is intended for the Hospital front desk staff. - -1. Access OpenEMR and log in. - -1. A **Calendar** section will appear. A list of **Providers** will be located on the left of the screen. By clicking on a specific name of the list, you can see the provider's calendar and their scheduled appointments. - -1. You can choose to view the provider's calendar by Day, Week or Month, by clicking on one of the appropriate blue buttons on the top right of the screen. You can also print your calendar (daily, weekly or monthly), by clicking on the blue "printer” icon located at the top right of the screen. - - ![Full calendar view](images/full_calendar.png) - - ![Provider calendar view](images/provider_calendar.png) - -1. At the top left of the screen, click on the **Patient** section. A list will appear with two options: **Find Patient** and **Add Patient**. Click on the **Add Patient** tab. - - ![Add patient](images/add_patient.png) - -1. The **Search or Add Patient** section will be displayed. You will see a **Who** tab with fields to enter the new patient information. At this step, you must fill in all the fields, such as **Language**, **First** and **Last name**, **Date of Birth (DOB)**, **Sex**, **Healthcare Number**, **Site** and the **MRN** (medical record number). - -1. Once the above required fields have been filled in, click on **Create New Patient**. A pop-up window will appear with the following message: _No matches were found_. To complete adding a new patient, click on **Confirm Create New Patient.** - - ![Create new patient](images/create_patient.png) - - ![Confirm create new patient](images/confirm_create_patient.png) - -1. Once the new patient is added to the system, their **Medical Record Dashboard** will be displayed, showing the information entered previously. You can verify all the patient's personal information you just entered. - -1. To set your patient up to use the Opal application, please refer to the Opal Admin Patient Module User Guide. Follow the instructions for Opal Registration and generating a QR code. diff --git a/docs/user/openemr/patient/add_update_patient.md b/docs/user/openemr/patient/add_update_patient.md new file mode 100644 index 00000000..09278b2b --- /dev/null +++ b/docs/user/openemr/patient/add_update_patient.md @@ -0,0 +1,83 @@ + + +# OpenEMR: Adding and updating patients + +The purpose of this document is to show the steps for adding and updating patients to OpenEMR, that can then be registered and use Opal. It does not provide full OpenEMR instructions for adding and updating a patient. It provides the minimal OpenEMR requirements for healthcare institutions who are integrating with the Opal solution. + +If you need more information about OpenEMR and its complete set of features, please refer to this link: [https://www.open-emr.org/](https://www.open-emr.org/) + +This document is intended for the hospital's administrative staff. + +## Adding a new patient + +1. Access OpenEMR and log in. + +1. A **Calendar** section will appear. A list of **Providers** will be located on the left of the screen. By clicking on a specific name of the list, you can see the provider's calendar and their scheduled appointments. + +1. You can choose to view the provider's calendar by Day, Week or Month, by clicking on one of the appropriate blue buttons on the top right of the screen. You can also print your calendar (daily, weekly or monthly), by clicking on the blue "printer” icon located at the top right of the screen. + + ![Full calendar view](images/full_calendar.png) + + ![Provider calendar view](images/provider_calendar.png) + +1. At the top left of the screen, click on the **Patient** section. A list will appear with two options: **Find Patient** and **Add Patient**. Click on the **Add Patient** tab. + + ![Add patient](images/add_patient.png) + +1. The **Search or Add Patient** section will be displayed. You will see a **Who** tab with fields to enter the new patient information. At this step, you must fill in all the fields, such as **Language**, **First** and **Last name**, **Date of Birth (DOB)**, **Sex**, **Healthcare Number**, **Site** and the **MRN** (medical record number). + +1. Once the above required fields have been filled in, click on **Create New Patient**. A pop-up window will appear with the following message: _No matches were found_. To complete adding a new patient, click on **Confirm Create New Patient.** + + ![Create new patient](images/create_patient.png) + + ![Confirm create new patient](images/confirm_create_patient.png) + +1. Once the new patient is added to the system, their **Medical Record Dashboard** will be displayed, showing the information entered previously. You can verify all the patient's personal information you just entered. + +1. To set your patient up to use the Opal application, please refer to the Opal Admin Patient Module User Guide. Follow the instructions for Opal Registration and generating a QR code. + +## Searching for a patient + +1. To search for a patient, click on the **Patient** section located at the top left of the screen. A list will appear with two options: **Find Patient** and **Add Patient**. Click on the **Find Patient** tab. + + ![Patient section drop down menu Find Patient tab](images/find_patient_tab.png) + +1. In the **Patient Finder** section, you will see a list of all the patients available in OpenEMR. + +1. You can search for a patient by Name, by Phone, by Date of Birth or by ID. + + ![Patient Finder tab patient list](images/patient_list.png) + +## Updating a patient's information + +1. Once you have performed your search, click on the name of the patient for whom you want to update some information. + + ![Patient Finder tab patient list clicking patients name](images/patient_name.png) + +1. The patient’s **Medical Record Dashboard** has multiple sections. The **Demographics** section is where you will find all the patient's main information, such as; Name, Language, Sex, etc... + +1. To be able to update any of the patient's information in the **Medical Record Dashboard,** click on the **edit icon** (pencil), located on the right side of each section. + + ![Patient Dashboard Demographics tab](images/demographics_tab.png) + +1. An **Edit Current Patient** page will be displayed. Once any of the patient's information has been updated, click on the **Save** button. + + ![Edit Current Patient tab Save button](images/save_button.png) + +1. The patient's **Medical Record Dashboard** will be displayed with the updated information. + +1. For example, to update the patient's photo in the patient's **Medical Record Dashboard,** click on the **Documents** tab. + + ![Patient Dashboard Documents section](images/documents_section.png) + +1. A **Documents List** will be displayed on the left side. Scroll it down and click on the **Patient Information** folder. Then, click on the **Patient Photograph**. + +1. A **Document Uploader/Viewer** page will be displayed. Select a photograph to be uploaded by selecting **Choose Files** under the **Source File Path** section. Once selected, click on the **Upload** button. + + You must refresh the patient's page in order to see the new photo. + + ![Documents section Patient Information folder Patient Photograph](images/patient_photograph_choose_files.png) diff --git a/docs/user/openemr/patient/images/demographics_tab.png b/docs/user/openemr/patient/images/demographics_tab.png new file mode 100644 index 00000000..cfe9d334 Binary files /dev/null and b/docs/user/openemr/patient/images/demographics_tab.png differ diff --git a/docs/user/openemr/patient/images/documents_section.png b/docs/user/openemr/patient/images/documents_section.png new file mode 100644 index 00000000..8b23d059 Binary files /dev/null and b/docs/user/openemr/patient/images/documents_section.png differ diff --git a/docs/user/openemr/patient/images/find_patient_tab.png b/docs/user/openemr/patient/images/find_patient_tab.png new file mode 100644 index 00000000..4140550a Binary files /dev/null and b/docs/user/openemr/patient/images/find_patient_tab.png differ diff --git a/docs/user/openemr/patient/images/patient_list.png b/docs/user/openemr/patient/images/patient_list.png new file mode 100644 index 00000000..bf54d444 Binary files /dev/null and b/docs/user/openemr/patient/images/patient_list.png differ diff --git a/docs/user/openemr/patient/images/patient_name.png b/docs/user/openemr/patient/images/patient_name.png new file mode 100644 index 00000000..e39be557 Binary files /dev/null and b/docs/user/openemr/patient/images/patient_name.png differ diff --git a/docs/user/openemr/patient/images/patient_photograph_choose_files.png b/docs/user/openemr/patient/images/patient_photograph_choose_files.png new file mode 100644 index 00000000..5a8efa52 Binary files /dev/null and b/docs/user/openemr/patient/images/patient_photograph_choose_files.png differ diff --git a/docs/user/openemr/patient/images/save_button.png b/docs/user/openemr/patient/images/save_button.png new file mode 100644 index 00000000..a1c41827 Binary files /dev/null and b/docs/user/openemr/patient/images/save_button.png differ diff --git a/mkdocs.yml b/mkdocs.yml index 76291982..d0a20701 100644 --- a/mkdocs.yml +++ b/mkdocs.yml @@ -25,8 +25,9 @@ nav: - OpenEMR: - Adding a document: user/openemr/document/add_document.md - Adding a diagnosis: user/openemr/diagnosis/add_diagnosis.md - - Adding a patient: user/openemr/patient/add_patient.md + - Adding and updating patients: user/openemr/patient/add_update_patient.md - Adding a provider: user/openemr/provider/add_provider.md + - Scheduling appointments: user/openemr/appointment/schedule_appointment.md - Contribute: - development/index.md - Architecture: