[openemr.git] / Documentation / UserManualHTML-singlepage / openemr-instruction-manual-html-032505.html~
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6  <p>
7 <head><CENTER><h1>OpenEMR USER MANUAL</h1></CENTER></head>
8 <center>Copyright (c) 2005 Open Source Medical Software</center><P>
9 Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.<br>
10 A copy of the license is included in the section entitled "GNU Free Documentation License".<P>
11 Please note that this manual is intended to be a starting point for those trying to use the program and as OpenEMR improves, this manual will be updated to reflect those changes. Do not assume, however, that the instructions contained in this manual apply to the most recent development version. Notification of any errors or omissions should be e-mailed to <A HREF="mailto:emilykillian@charter.net">emilykillian@charter.net</A><P>
12  <P>
13 <center><table>
14 <table border="3" cell spacing="1" cell padding="1">
15 <caption><font face="arial"><h2>NAVIGATION INDEX</h2></font></caption><a name="Index"></a>
16 <tr>
17 <td><TD ALIGN="CENTER"><a href="#Start"><h4>Getting Started</h4></td></td></a>
18 <td><TD ALIGN="CENTER"><a href="#Demographics"><h4>Patient Demographics</h4></td></td></a>
19 <td><TD ALIGN="CENTER"><a href="#Scheduling"><h4>Appointment Scheduling</h4></td></td></a>
20 <td><TD ALIGN="CENTER"><a href="#Encounters"><h4>Patient Encounters</h4></td></td></a>
21 </tr>
22 <tr>
23 <td><TD ALIGN="CENTER"><a href="#Medical"><h4>Patient Medical Data</h4></td></td></a>
24 <td><TD ALIGN="CENTER"><a href="#Billing"><h4> Billing, Insurance, Payments<br>
25 and Accounts Receivable</h4></td></td></a>
26 <td><TD ALIGN="CENTER"><a href="#Reporting"><h4>Reporting</h4></td></td></a>
27 <td><TD ALIGN="CENTER"><a href="#Prescriptions"><h4>Prescriptions</h4></td></td></a>
28 </tr>
29 <tr>
30 <td><TD ALIGN="CENTER"><a href="#Authorizations"><h4>Authorized Users</h4></td></td></a>
31 <td><TD ALIGN="CENTER"><a href="#Transactions"><h4>Transactions</h4></td></td></a>
32 <td><TD ALIGN="CENTER"><a href="#Gallery"><h4>Image Gallery</h4></td></td></a>
33 <td><TD ALIGN="CENTER"><a href="#Future"><h4>Future Changes to the Manual</h4></td></td></a>
34 </tr>
35 <tr>
36 <td><TD ALIGN="CENTER"><a href="#GNUFDL"><h4>GNU FDL</h4></td></td></a>
37 </tr>
38 </table></center>
39  <P>
40  <P>
41 <a name="Start"></a>
42 <CENTER><h3>GETTING STARTED</h3></CENTER>
43 <h4>Logging in</h4>
44 The main login screen should be the first screen to come up in the Internet browser. That screen will have a box with a pull down menu labeled group.<br>
45 Choose the correct group from that pull down list.<br>
46 Below the group, there should be an input box labeled user name, where the user should type his or her user name. The box below it should be called password and the user should type his or her password there. <br>
47 Once the correct group, user name and password are entered, click on the login button.<br>
48 If the system does not log the user on the first time, check to make sure the user name and password are typed in correctly and that Caps Lock was not on.<P>
49 <I>Please click on the following thumbnail for a detailed picture.</I><P>
50 <A HREF="login.png">
51 <IMG HEIGHT=50 WIDTH=50 SRC="login.png"></A>
52 <h4>Changing passwords</h4>
53 To change a user password, that user should log in using their old password.<br>
54 Once logged in, the user should click on change password in the top rail.<br>
55 Then type in the new password in the input boxes. <br>
56 Click on save changes.<P>
57 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
58 <A HREF="passchange.png">
59 <IMG HEIGHT=50 WIDTH=50 SRC="passchange.png"></A>
60 <h4>Getting back to the main screen</h4>
61 To get back to the main screen, click on home from the top rail.<br>
62 If there is not a link for home, there should be a link for back.<br>
63 Click back to get to the main screen. <br>
64 If there is not a link for back, click on close, which is also located in the top rail.<P>
65 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
66 <A HREF="mainscreen.png">
67 <IMG HEIGHT=50 WIDTH=50 SRC="mainscreen.png"></A>
68 <P>
69 <a href="#Index">Return to Navigation Index</a>
70 <P>
71 <a name="Demographics"></a>
72 <CENTER><h3>PATIENT DEMOGRAPHICS</h3></CENTER>
73 <h4>Searching for a patient</h4>
74 To search for a patient, go to the top, left corner and type the patient's last name, ID number, social security number or date of birth into the input box. <br>
75 Select the criteria type from the pull down box beside the input box and click patient demographics.<P>
76 <h4>Entering patient demographics for new patients</h4>
77 To enter patient demographics for a new patient, go to the top, left-hand corner of the screen and select new patient.<br>
78 Type the rest of the patient's personal information like last name, social security number, address, phone, employer and date of birth.<br>
79 Click on save demographics.<P>
80 <I>Please click on the following thumbnail for a more detailed picture.</I><p>
81 <A HREF="demographics.png">
82 <IMG HEIGHT=50 WIDTH=50 SRC="demographics.png"></A>
83 <h4>Entering patient insurance</h4>
84 Once you have entered patient demographics and saved them, begin entering in insurance information. There is space for at least three insurances per patient. <br>
85 Either choose an established insurance type from the drop down list or create your own.<br>
86 If using the drop down list, continue filling in the insurance blanks and click save patient demographics. Do the same for secondary and tertiary insurance whenever applicable. <br>
87 If creating a new insurance, click on add new insurer. <br>
88 Fill in the blanks, choose the correct payer type and hit update.<br>
89 Click on close in the top right-hand corner of the page.<br>
90 Go back into the patient's account and select the insurance, which has been added to the drop down list. <br>
91 Click save patient demographics and review the patient's information to make sure it is correct.<P>
92 <h4>Adding or modifying patient demographics</h4>
93 Once in the patient's health record, click on the demographics link near the top, left-hand side of the page.<br>
94 Begin filling in the blanks that apply to your patient and click on save demographics.<P>
95 <h4>Editing a patient's demographic information from the appointment scheduler</h4>
96 Each patient appointment has a colored box with appointment and patient information displayed. They also have a button with a folder logo. <br>
97 Clicking that button will bring up the patient's demographic information, which can be edited from there. <P>
98 <P>
99 <a href="#Index">Return to Navigation Index</a>
100 <P>
101 <a name="Scheduling"></a>
102 <CENTER><h3>APPOINTMENT SCHEDULING</center></h3>
103 <h4>Searching for an appointment</h4>
104 From the main screen, click on search. <br>
105 Type in your keyword, which can be the patient's last name or a word in the appointment description. <br>
106 To view the appointment from there, click on the patient's name or the appointment description. Both will be highlighted in blue.<br>
107 <h4>Adding an appointment</h4>
108 To add an appointment from the main screen, type in the patient's last name, date of birth, social security number or identification number in the input box at the bottom-left of the screen. <br>
109 Choose from the drop down menu the search criteria you are looking under. <br>
110 Click on search. <br>
111 A list of possible matches will be displayed to the right of the input box. Select the patient match you want to view by clicking on it.<br>
112 Under event title, type in the type of appointment (established patient follow up, new patient visit, etc...). <br>
113 Select the appointment date, provider, appointment category, time and duration. <br>
114 Then hit go. <br>
115 A message that says your event has been submitted will appear.<P>
116 <I>Please click on the following thumbnails for more detailed pictures.</I><P>
117 <A HREF="appointmentfromaccount.png">
118 <IMG HEIGHT=50 WIDTH=50 SRC="appointmentfromaccount.png"></A>
119      
120 <A HREF="eventsubmitted.png">
121 <IMG HEIGHT=50 WIDTH=50 SRC="eventsubmitted.png"></A>
122 <h4>Adding an appointment from the calendar</h4>
123 Click on the + sign beside the time chosen for the appointment. <br>
124 Fill in the appointment details and the patient's name and provider and click go.<br>
125 A message stating the event has been submitted should be visible at the top of the screen.<P>
126 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
127 <A HREF="addfromcalendar.png">
128 <IMG HEIGHT=50 WIDTH=50 SRC="addfromcalendar.png"></A>
129 <h4>Editing an appointment that has already been made</h4>
130 From the main screen, enter the patient's last name, identification number, social security number or date of birth in the input box located at the top of the screen. <br>
131 Select the criteria you chose for the search and click on find. This will bring up the patient summary screen. <br>
132 Click on the appointment type. <br>
133 Click edit, then make your changes and click go.<br>
134 If the appointment is already displayed on the main screen, click on the appointment description and go through the above process.<br>
135 Once you have clicked go, a note should appear at the top of the screen that says the appointment has been modified.<p>
136 <h4>To view only one practitioner's schedule at a time </h4>
137 To view only one practitioner's schedule, click on that practitioner's name from the drop down list and click jump.<P>
138 <h4>Moving from one calendar view to another (day, week, month or year)</h4>
139 From the main screen, click on the view you would like to see. This can either be day, week, month or year and is located at the right-hand side of the page. <P>
140 <h4>Double booking </h4>
141 Book the appointment like normal. The program will pop up an alert message about double booking.<br>
142 Click go a second time to approve the double booked appointment. <br>
143 This only works correctly if it is a new appointment instead of a rescheduled one. <br>
144 The words double booked should appear on the appointment.<P>
145 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
146 <A HREF="doublebook.png">
147 <IMG HEIGHT=50 WIDTH=50 SRC="doublebook.png"></A>
148 <h4>Blocking out time for providers' days and times off</h4>
149 Enter the time like a regular appointment and edit it like a regular appointment. <br>
150 The only exception is when a patient's name would normally be selected from the drop down menu, click on none specified.<P>
151 <h4>Deleting scheduled appointments</h4>
152 Click on the appointment description. <br>
153 Click on delete. <br>
154 At the top of the page, click on yes to delete the appointment. <br>
155 Click jump to return to the appointment scheduler. <P>
156 <h4>Printing schedules</h4>
157 From the main screen, click on the date you want to print. <br>
158 This will bring up a list of appointments. <br>
159 Click print at the bottom right-hand corner of the schedule box. <br>
160 This will bring up a single-page list.<br>
161 Print like a normal Internet document. Close the list's window. <P>
162 <P>
163 <a href="#Index">Return to Navigation Index</a>
164 <P>
165 <a name="Encounters"></a>
166 <CENTER><h3>PATIENT ENCOUNTERS </h3></center>
167 <h4>Entering a new encounter from the appointment scheduler</h4>
168 From the main screen, patient appointments are listed in boxes. Each scheduled appointment has a button that looks like an arrow that is pointing downward. <br>
169 Clicking that button will take you to the new patient encounter form, where the patient's reason for being seen can be entered in the input box.<br>
170 Once that is typed, click to save. <P>
171 <I>Please click on the following thumbnails for more detailed pictures.</i><P>
172 <A HREF="calendartoencounterordemographics.png">
173 <IMG HEIGHT=50 WIDTH=50 SRC="calendartoencounterordemographics.png"></A>
174      
175 <A HREF="newencounterform.png">
176 <IMG HEIGHT=50 WIDTH=50 SRC="newencounterform.png"></A>
177 <h4>Entering a new encounter from the patient's summary screen</h4>
178 Click on encounter located at the top of the page. <br>
179 Click on new patient encounter and type the patient's reason for being seen in the input box. <br>
180 Once that is typed, click save.<P>
181 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
182 <A HREF="newencounterform.png">
183 <IMG HEIGHT=50 WIDTH=50 SRC="newencounterform.png"></A>
184 <h4>Entering vital signs</h4>
185 Once the new patient encounter form is finished, click on vital signs from the menu on the right rail.<br>
186 Type in the patient's vital signs in the appropriate input boxes and click save.<P>
187 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
188 <A HREF="vitalsigns.png">
189 <IMG HEIGHT=50 WIDTH=50 SRC="vitalsigns.png"></A>
190 <h4>Entering additional patient notes</h4>
191 For patient phone calls and refills, bring up the patient's summary page.<br>
192 Click on patient notes, located on the right rail, and enter the note in the input box. <br>
193 Click add new note. <br>
194 To view only active or inactive notes, click on your viewing preference under the input box.<P>
195 <P>
196 <a href="#Index">Return to Navigation Index</a>
197 <P>
198 <a name="Medical"></a>
199 <CENTER><h3>PATIENT MEDICAL DATA</h3></center>
200 <H4>Updating medical problems list</H4>
201 Click on medical problems along the bottom rail. <br>
202 To add a problem, click in the top input box. <br>
203 Extra notes can be added in the bottom input box. <br>
204 Click on add new medical problem. <br>
205 When finished, click back or close.<P>
206 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
207 <A HREF="problemlistwithsurgeries.png">
208 <IMG HEIGHT=50 WIDTH=50 SRC="problemlistwithsurgeries.png"></A>
209 <h4>Updating medications list</h4>
210 Click on medications along the bottom rail. <br>
211 To add a medication, click in the top input box. <br>
212 The medication name should go in the top box and additional information should go in the bottom box. <br>
213 Click on add new medication to save. <br>
214 When finished, click back or close.<P>
215 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
216 <A HREF="problemlistwithsurgeries.png">
217 <IMG HEIGHT=50 WIDTH=50 SRC="problemlistwithsurgeries.png"></A>
218 <h4>Updating allergies list</h4>
219 Click on allergies along the bottom rail. <br>
220 To add an allergy, click in the top input box. Extra notes can be added in the bottom input box.<br>
221 Click on add new allergy. <br>
222 When finished, click back or close.<P>
223 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
224 <A HREF="problemlistwithsurgeries.png">
225 <IMG HEIGHT=50 WIDTH=50 SRC="problemlistwithsurgeries.png"></A>
226 <h4>Updating surgeries list</h4>
227 Click on surgeries along the bottom rail. <br>
228 To add a surgery, click in the top input box. <br>
229 Extra notes can be added in the bottom input box.<br>
230 Click on add new surgery. <br>
231 When finished, click back or close.<P>
232 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
233 <A HREF="problemlistwithsurgeries.png">
234 <IMG HEIGHT=50 WIDTH=50 SRC="problemlistwithsurgeries.png"></A>
235 <h4>Updating immunizations list</h4>
236 Click on immunizations along the bottom rail. <br>
237 To add an immunization, click in the top input box.
238 Extra notes can be added in the bottom input box.<br>
239 Click on add new immunization. <br>
240 When finished, click back or close.<P>
241 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
242 <A HREF="problemlistwithsurgeries.png">
243 <IMG HEIGHT=50 WIDTH=50 SRC="problemlistwithsurgeries.png"></A>
244 <P>
245 <a href="#Index">Return to Navigation Index</a>
246 <P>
247 <a name="Billing"></a>
248 <center><h3>BILLING, INSURANCE, PAYMENTS AND ACCOUNTS RECEIVABLE</h3></center>
249 <h4>Adding a CPT code</h4>
250 To add a CPT code, click on superbill at the bottom of the screen. <br>
251 Fill in the blanks by choosing the type of code to add and by typing in the numerical code.<br>
252 Modifiers may need to be used for certain CPT codes.<br>
253 Enter the number of units or days, which typically is only one. Hospital visits and lesion destructions often have more days/units.<br>
254 Enter the fee charged for the service and from the next drop down menu, choose to include the code on the superbill. <br>
255 Click on add code.<P>
256 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
257 <A HREF="addcode.png">
258 <IMG HEIGHT=50 WIDTH=50 SRC="addcode.png"></A>
259 <h4>Deleting an ICD-9 code from a patient's encounter</h4>
260 After an ICD-9 code has been entered and it's unwanted, click on the code under the billing column. <br>
261 Then click delete to eliminate it.<br>
262 Please note that this will not permanently delete the code from the main list.<P>
263 <h4>Entering copays</h4>
264 Copays can be entered by clicking on copay in the bottom left rail. <br>
265 In the copay column, type in the patient's copay and click save. <br>
266 The copay amount will move automatically to the superbill column.<P>
267 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
268 <A HREF="copay.png">
269 <IMG HEIGHT=50 WIDTH=50 SRC="copay.png"></A>
270 <h4>Entering charges</h4><P>
271 Entering charges can be done by clicking on superbill in the left column. <br>
272 If it does not already appear in the column, click on more and add the CPT code (covered under Adding a CPT code). <br>
273 If the code appears on the list, click on the code you wish to charge. <br>
274 Add any necessary modifiers and the number of units or days for each procedure. The service's fee should already be entered.<br>
275 Choose to include the charge on the superbill. <P>
276 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
277 <A HREF="addcharges.png">
278 <IMG HEIGHT=50 WIDTH=50 SRC="addcharges.png"></A>
279 <h4>Deleting a CPT code that has been entered in the charges</h4>
280 An unwanted CPT code can be deleted from the charges by clicking on it under the billing column. <br>
281 Click delete and then click on billing to go back to the previous screen. <P>
282 <P>
283 <a href="#Index">Return to Navigation Index</a>
284 <P>
285 <a name="Reporting"></a>
286 <center><h3>REPORTING</h3></center>
287 <h4>Creating reports</h4>
288 From the patient's summary screen, click on report at the top rail. <br>
289 Choose the patient information that should be included by checking the boxes beside desired information. <br>
290 After making selections, click on generate report. <P>
291 <I>Please click on the following thumbnails for more detailed pictures.</I><P>
292 <A HREF="reportclicks.png">
293 <IMG HEIGHT=50 WIDTH=50 SRC="reportclicks.png"></A>
294      
295 <A HREF="reportresults.png">
296 <IMG HEIGHT=50 WIDTH=50 SRC="reportresults.png"></A>
297 <h4>Printing reports</h4>
298 After generating a report, click on printable version. <br>
299 Print the document and close the print window.<P>
300 <h4>Work and school notes</h4>
301 To create a work or school note that relates to a specific visit, go into the patient's account and click on encounter. <br>
302 Choose the correct date of service from the list and under the new form column, choose work/school note.<br>
303 From the drop down menu, choose whether it will be a work or school note. <br>
304 Personalized messages about the patient's absence can be added in the input box for messages.<br>
305 Choose the correct provider from the drop down list and hit save.<br>
306 Once the note has been saved, click on printable view and print the note.<br>
307 Make sure to send the document to the correct printer.<P>
308 <P>
309 <a href="#Index">Return to Navigation Index</a>
310 <P>
311 <a name="Prescriptions"></a>
312 <center><h3>PRESCRIPTIONS</h3></center>
313 <h4>Writing prescriptions</h4>
314 From the patient's encounter screen, choose an encounter by clicking on it. <br>
315 On the left rail, click on add prescription. <br>
316 Fill in the date the patient should start taking the medication, provider, drug name, quantity, units, directions and refills. <br>
317 Once the prescription is finished, click on prescribe. <br>
318 Then print, e-mail, fax or auto send the prescription to the selected pharmacy.<P>
319 <I>Please click on the following thumbnails for more detailed pictures.</I><P>
320 <A HREF="prescribe.png">
321 <IMG HEIGHT=50 WIDTH=50 SRC="prescribe.png"></A>
322      
323 <A HREF="prescriptionsend.png">
324 <IMG HEIGHT=50 WIDTH=50 SRC="prescriptionsend.png"></A>
325 <h4>Printing and sending prescriptions</h4>
326 After adding the prescription information, click on prescribe. Then either click print, e-mail or fax. <br>
327 To e-mail or fax, type in the number or address and click on the method that should be used to send the prescription. <br>
328 To automatically send the prescription via the pharmacy's preferred method, click auto send. <P>
329 <h4>Looking up medications</h4>
330 Click on drug lookup. The program will pop up a dialog box. <br>
331 Type the name of the medication in the box and click search. The box will bring up a list of possible matches. <br>
332 Choose the medication from the list and click select. The box will close automatically and the drug name will appear on the prescription.<P>
333 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
334 <A HREF="rxlookup.png">
335 <IMG HEIGHT=50 WIDTH=50 SRC="rxlookup.png"></A>
336 <h4>Adding pharmacies</h4>
337 From the patient's summary screen, click on demographics. <br>
338 Then click on add new insurer under any of the insurance categories. <br>
339 Click on add a pharmacy. <br>
340 Fill out the pharmacy name, address, e-mail and phone and fax numbers.<br>
341 Choose the default method that should be used to send prescriptions to this pharmacy. <br>
342 Click update. <br>
343 To auto send, click on the correct pharmacy from the drop down menu. <br>
344 An administrator can also add pharmacies by clicking on administration and then practice settings. <br>
345 Click on add a pharmacy and complete the input boxes. <br>
346 Click update, then click on pharmacies to check.<P>
347 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
348 <A HREF="addpharmacy.png">
349 <IMG HEIGHT=50 WIDTH=50 SRC="addpharmacy.png"></A>
350 <h4>Changing pharmacy information</h4>
351 From a patient's summary page, click on demographics. <br>
352 Click on add new insurer from any of the insurance categories. <br>
353 Click on pharmacies. Click on the name of the pharmacy and click update.<br>
354 This can also be done through administration.<P>
355 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
356 <A HREF="changepharmacy.png">
357 <IMG HEIGHT=50 WIDTH=50 SRC="changepharmacy.png"></A>
358 <P>
359 <a href="#Index">Return to Navigation Index</a>
360 <P>
361 <a name="Authorizations"></a>
362 <center><h3>AUTHORIZED USERS</h3></center>
363 Authorized users can perform additional functions to which normal users do not have access. These include approving office notes and billing. A provider's main screen will include his or her schedule of appointments and billing and office notes that need to be authorized. Authorized users also have access to administrative tasks, along with practice and calendar settings and forms. <P>
364 <h4>Authorizing office visits and notes</h4>
365 On the bottom rail, click authorize, which is located underneath the patient's name. This will clear the name and the transactions from the rail.<P>
366 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
367 <A HREF="authorization.png">
368 <IMG HEIGHT=50 WIDTH=50 SRC="authorization.png"></A>
369 <h4>Generating reports</h4>
370 Authorized users can generate reports on race, no shows, appointments and codes, among others. <br>
371 To generate a report, choose the report type and the variables, then choose how many results to show and click go.<P>
372 <h4>Add a new user</h4>
373 Click on administration at the top rail. Fill in the new user information and click on add user.<P>
374 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
375 <A HREF="userchange.png">
376 <IMG HEIGHT=50 WIDTH=50 SRC="userchange.png"></A>
377 <h4>Add new groups</h4>
378 Click on administration at the top rail. <br>
379 Fill in the new group information and click on add group.<P>
380 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
381 <A HREF="userchange.png">
382 <IMG HEIGHT=50 WIDTH=50 SRC="userchange.png"></A>
383 <h4>Add new facilities</h4>
384 Click on administration at the top rail. <br>
385 Fill in the new facility information and click on add facility.<P>
386 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
387 <A HREF="userchange.png">
388 <IMG HEIGHT=50 WIDTH=50 SRC="userchange.png"></A>
389 <h4>Printing schedules</h4>
390 From the provider's main screen, click on print, which is located at the bottom, right-hand corner of the practitioner's schedule. This will bring up a printable page. <br>
391 Print the page like a normal document. <P>
392 <h4>Adding an appointment category</h4>
393 Click on administration and then on calendar settings. <br>
394 Click on categories.<br>
395 Scroll down the list that comes up to make sure the category you want to add is not already on the list.<br>
396 If not, then scroll back up to the top of the list and begin entering in the category title. <br>
397 Click on pick to bring up a box with colors you can select for the background. <br>
398 Select a color that has not been chosen before. <br>
399 You may enter in a description of the category.<br>
400 Click commit changes and then click yes to confirm.<P>
401 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
402 <A HREF="addapptcategory.png">
403 <IMG HEIGHT=50 WIDTH=50 SRC="addapptcategory.png"></A>
404 <P>
405 <a href="#Index">Return to Navigation Index</a>
406 <P>
407 <a name="Transactions"></a>
408 <center><h3>TRANSACTIONS</h3></center>
409 <h4>Entering a referral or forms information</h4>
410 After filling out a form for a patient or making a referral appointment, from his or her summary screen, click on transaction.<br>
411 Choose the type of transaction from the drop down menu. <br>
412 Type details about the form and what we filled out in the input box.<br>
413 Then click on add new transaction. <P>
414 <I>Please click on the following thumbnail for a more detailed picture.</I><P>
415 <A HREF="referral.png">
416 <IMG HEIGHT=50 WIDTH=50 SRC="referral.png"></A>
417 <P>
418 <a href="#Index">Return to Navigation Index</a>
419 <P>
420 <a name="Gallery"></a>
421 <CENTER><h3>IMAGE GALLERY</h3></CENTER>
422 <center><TABLE>
423 <caption><Font Face="ARIAL">Click on the gallery images below to bring up larger screen shots</FONT></caption>
424 <tr>
425 <td><A HREF="addapptcategory.png"><IMG HEIGHT=50 WIDTH=50 SRC="addapptcategory.png"></td>
426 <td><A HREF="addcharges.png"><IMG HEIGHT=50 WIDTH=50 src="addcharges.png"></td>
427 <td><A HREF="addcode.png"><IMG HEIGHT=50 WIDTH=50 src="addcode.png"></td>
428 <td><A HREF="addfromcalendar.png"><IMG HEIGHT=50 WIDTH=50 src="addfromcalendar.png"></td>
429 <td><A HREF="addpharmacy.png"><IMG HEIGHT=50 WIDTH=50 src="addpharmacy.png"></td>
430 <td><A HREF="appointmentfromaccount.png"><IMG HEIGHT=50 WIDTH=50 src="appointmentfromaccount.png"></td>
431 <td><A HREF="authorization.png"><IMG HEIGHT=50 WIDTH=50 src="authorization.png"></td>
432 <td><A HREF="calendarchange.png"><IMG HEIGHT=50 WIDTH=50 src="calendarchange.png"></td>
433 <td><A HREF="calendar.png"><IMG HEIGHT=50 WIDTH=50 src="calendar.png"></td>
434 <td><A HREF="calendartoencounterordemographics.png"><IMG HEIGHT=50 WIDTH=50 src="calendartoencounterordemographics.png"></td>
435 </tr>
436 <tr>
437 <td><A HREF="changepharmacy.png"><IMG HEIGHT=50 WIDTH=50 src="changepharmacy.png"></td>
438 <td><A HREF="copay.png"><IMG HEIGHT=50 WIDTH=50 src="copay.png"></td>
439 <td><A HREF="demographics.png"><IMG HEIGHT=50 WIDTH=50 src="demographics.png"></td>
440 <td><A HREF="doublebook.png"><IMG HEIGHT=50 WIDTH=50 src="doublebook.png"></td>
441 <td><A HREF="eventsubmitted.png"><IMG HEIGHT=50 WIDTH=50 src="eventsubmitted.png"></td>
442 <td><A HREF="login.png"><IMG HEIGHT=50 WIDTH=50 src="login.png"></td>
443 <td><A HREF="mainscreen.png"><IMG HEIGHT=50 WIDTH=50 src="mainscreen.png"></td>
444 <td><A HREF="newencounterform.png"><IMG HEIGHT=50 WIDTH=50 src="newencounterform.png"></td>
445 <td><A HREF="passchange.png"><IMG HEIGHT=50 WIDTH=50 src="passchange.png"></td>
446 <td><A HREF="prescribe.png"><IMG HEIGHT=50 WIDTH=50 src="prescribe.png"></td>
447 </tr>
448 <tr>
449 <td><A HREF="prescriptionsend.png"><IMG HEIGHT=50 WIDTH=50 src="prescriptionsend.png"></td>
450 <td><A HREF="problemlist.png"><IMG HEIGHT=50 WIDTH=50 src="problemlist.png"></td>
451 <td><A HREF="problemlistwithsurgeries.png"><IMG HEIGHT=50 WIDTH=50 src="problemlistwithsurgeries.png"></td>
452 <td><A HREF="referral.png"><IMG HEIGHT=50 WIDTH=50 src="referral.png"></td>
453 <td><A HREF="reportclicks.png"><IMG HEIGHT=50 WIDTH=50 src="reportclicks.png"></td>
454 <td><A HREF="reportresults.png"><IMG HEIGHT=50 WIDTH=50 src="reportresults.png"></td>
455 <td><A HREF="rxlookup.png"><IMG HEIGHT=50 WIDTH=50 src="rxlookup.png"></td>
456 <td><A HREF="superbill.png"><IMG HEIGHT=50 WIDTH=50 src="superbill.png"></td>
457 <td><A HREF="userchange.png"><IMG HEIGHT=50 WIDTH=50 src="userchange.png"></td>
458 <td><A HREF="vitalsigns.png"><IMG HEIGHT=50 WIDTH=50 src="vitalsigns.png"></td>
459 </tr>
460 </table></center>
461 <P>
462 <a href="#Index">Return to Navigation Index</a>
463 <P>
464 <a name="Future"></a>
465 <UL>
466 <center><h3>FUTURE ADDITIONS AND CHANGES TO THE MANUAL:</h3></center>
467 <LI>Forms- managing, creating and using them
468 <LI>Practice settings- insurance numbers/x12 partners/hl7
469 <LI>Viewing logs
470 <LI>Changing appointment categories and setting appointment limits
471 <LI>Searching for first available appointments
472 <LI>Making a referral- under transactions
473 <LI>Modifying or deleting a CPT code, ddding, deleting and modifying an ICD-9 code
474 <LI>Deleting a CPT code and ICD-9 code from an encounter
475 <LI>In-house laboratory and radiology and managing documents
476 <LI>Querying/reports
477 <LI>Documents
478 <LI>Insurance filing and tracking
479 <LI>Lab interface/HL7
480 </UL><P>
481 <P>
482 <a href="#Index">Return to Navigation Index</a>
483 <P>
484 <a name="GNUFDL"></a>
485 <CENTER><h3>GNU FREE DOCUMENTATION LICENSE</h3><br>
486 <A HREF="http://www.fsf.org/">www.fsf.org</A><br>
487 Version 1.2, November 2002<br>
488 Copyright (C) 2000,2001,2002 Free Software Foundation, Inc.<br>
489 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA<P></CENTER>
490 Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed.<P>
491 0. PREAMBLE<br>
492 The purpose of this License is to make a manual, textbook, or other functional and useful document "free" in the sense of freedom: to assure everyone the effective freedom to copy and redistribute it, with or without modifying it, either commercially or noncommercially. Secondarily, this License preserves for the author and publisher a way to get credit for their work, while not being considered responsible for modifications made by others.<br>
493 This License is a kind of "copyleft", which means that derivative works of the document must themselves be free in the same sense. It complements the GNU General Public License, which is a copyleft license designed for free software.<br>
494 We have designed this License in order to use it for manuals for free software, because free software needs free documentation: a free program should come with manuals providing the same freedoms that the software does. But this License is not limited to software manuals; it can be used for any textual work, regardless of subject matter or whether it is published as a printed book. We recommend this License principally for works whose purpose is instruction or reference.<P>
495 1. APPLICABILITY AND DEFINITIONS<br>
496 This License applies to any manual or other work, in any medium, that contains a notice placed by the copyright holder saying it can be distributed under the terms of this License. Such a notice grants a world-wide, royalty-free license, unlimited in duration, to use that work under the conditions stated herein. The "Document", below, refers to any such manual or work. Any member of the public is a licensee, and is addressed as "you". You accept the license if you copy, modify or distribute the work in a way requiring permission under copyright law.<br>
497 A "Modified Version" of the Document means any work containing the Document or a portion of it, either copied verbatim, or with modifications and/or translated into another language.<br>
498 A "Secondary Section" is a named appendix or a front-matter section of the Document that deals exclusively with the relationship of the publishers or authors of the Document to the Document's overall subject (or to related matters) and contains nothing that could fall directly within that overall subject. (Thus, if the Document is in part a textbook of mathematics, a Secondary Section may not explain any mathematics.) The relationship could be a matter of historical connection with the subject or with related matters, or of legal, commercial, philosophical, ethical or political position regarding them.<br>
499 The "Invariant Sections" are certain Secondary Sections whose titles are designated, as being those of Invariant Sections, in the notice that says that the Document is released under this License. If a section does not fit the above definition of Secondary then it is not allowed to be designated as Invariant. The Document may contain zero Invariant Sections. If the Document does not identify any Invariant Sections then there are none. <br>
500 The "Cover Texts" are certain short passages of text that are listed, as Front-Cover Texts or Back-Cover Texts, in the notice that says that the Document is released under this License. A Front-Cover Text may be at most 5 words, and a Back-Cover Text may be at most 25 words. <br>
501 A "Transparent" copy of the Document means a machine-readable copy, represented in a format whose specification is available to the general public, that is suitable for revising the document straightforwardly with generic text editors or (for images composed of pixels) generic paint programs or (for drawings) some widely available drawing editor, and that is suitable for input to text formatters or for automatic translation to a variety of formats suitable for input to text formatters. A copy made in an otherwise Transparent file format whose markup, or absence of markup, has been arranged to thwart or discourage subsequent modification by readers is not Transparent. An image format is not Transparent if used for any substantial amount of text. A copy that is not "Transparent" is called "Opaque".<br>
502 Examples of suitable formats for Transparent copies include plain ASCII without markup, Texinfo input format, LaTeX input format, SGML or XML using a publicly available DTD, and standard-conforming simple HTML, PostScript or PDF designed for human modification. Examples of transparent image formats include PNG, XCF and JPG. Opaque formats include proprietary formats that can be read and edited only by proprietary word processors, SGML or XML for which the DTD and/or processing tools are not generally available, and the machine-generated HTML, PostScript or PDF produced by some word processors for output purposes only.<br>
503 The "Title Page" means, for a printed book, the title page itself, plus such following pages as are needed to hold, legibly, the material this License requires to appear in the title page. For works in formats which do not have any title page as such, "Title Page" means the text near the most prominent appearance of the work's title, preceding the beginning of the body of the text.<br>
504 A section "Entitled XYZ" means a named subunit of the Document whose title either is precisely XYZ or contains XYZ in parentheses following text that translates XYZ in another language. (Here XYZ stands for a specific section name mentioned below, such as "Acknowledgements", "Dedications", "Endorsements", or "History".) To "Preserve the Title" of such a section when you modify the Document means that it remains a section "Entitled XYZ" according to this definition.<br>
505 The Document may include Warranty Disclaimers next to the notice which states that this License applies to the Document. These Warranty Disclaimers are considered to be included by reference in this License, but only as regards disclaiming warranties: any other implication that these Warranty Disclaimers may have is void and has no effect on the meaning of this License.<P>
506 2. VERBATIM COPYING <br>
507 You may copy and distribute the Document in any medium, either commercially or noncommercially, provided that this License, the copyright notices, and the license notice saying this License applies to the Document are reproduced in all copies, and that you add no other conditions whatsoever to those of this License. You may not use technical measures to obstruct or control the reading or further copying of the copies you make or distribute. However, you may accept compensation in exchange for copies. If you distribute a large enough number of copies you must also follow the conditions in section 3.<br>
508 You may also lend copies, under the same conditions stated above, and you may publicly display copies.<P>
509 3. COPYING IN QUANTITY<br>
510 If you publish printed copies (or copies in media that commonly have printed covers) of the Document, numbering more than 100, and the Document's license notice requires Cover Texts, you must enclose the copies in covers that carry, clearly and legibly, all these Cover Texts: Front-Cover Texts on the front cover, and Back-Cover Texts on the back cover. Both covers must also clearly and legibly identify you as the publisher of these copies. The front cover must present the full title with all words of the title equally prominent and visible. You may add other material on the covers in addition. Copying with changes limited to the covers, as long as they preserve the title of the Document and satisfy these conditions, can be treated as verbatim copying in other respects.<br>
511 If the required texts for either cover are too voluminous to fit legibly, you should put the first ones listed (as many as fit reasonably) on the actual cover, and continue the rest onto adjacent pages.<br>
512 If you publish or distribute Opaque copies of the Document numbering more than 100, you must either include a machine-readable Transparent copy along with each Opaque copy, or state in or with each Opaque copy a computer-network location from which the general network-using public has access to download using public-standard network protocols a complete Transparent copy of the Document, free of added material. If you use the latter option, you must take reasonably prudent steps, when you begin distribution of Opaque copies in quantity, to ensure that this Transparent copy will remain thus accessible at the stated location until at least one year after the last time you distribute an Opaque copy (directly or through your agents or retailers) of that edition to the public.<br>
513 It is requested, but not required, that you contact the authors of the Document well before redistributing any large number of copies, to give them a chance to provide you with an updated version of the Document.<P>
514 4. MODIFICATIONS<br>
515 You may copy and distribute a Modified Version of the Document under the conditions of sections 2 and 3 above, provided that you release the Modified Version under precisely this License, with the Modified Version filling the role of the Document, thus licensing distribution and modification of the Modified Version to whoever possesses a copy of it. In addition, you must do these things in the Modified Version:<br>
516 A. Use in the Title Page (and on the covers, if any) a title distinct from that of the Document, and from those of previous versions (which should, if there were any, be listed in the History section of the Document). You may use the same title as a previous version if the original publisher of that version gives permission.<br>
517 B. List on the Title Page, as authors, one or more persons or entities responsible for authorship of the modifications in the Modified Version, together with at least five of the principal authors of the Document (all of its principal authors, if it has fewer than five), unless they release you from this requirement.<br>
518 C. State on the Title page the name of the publisher of the Modified Version, as the publisher.<br>
519 D. Preserve all the copyright notices of the Document.<br>
520 E. Add an appropriate copyright notice for your modifications adjacent to the other copyright notices.<br>
521 F. Include, immediately after the copyright notices, a license notice giving the public permission to use the Modified Version under the terms of this License, in the form shown in the Addendum below.<br>
522 G. Preserve in that license notice the full lists of Invariant Sections and required Cover Texts given in the Document's license notice.<br>
523 H. Include an unaltered copy of this License.<br>
524 I. Preserve the section Entitled "History", Preserve its Title, and add to it an item stating at least the title, year, new authors, and publisher of the Modified Version as given on the Title Page. If there is no section Entitled "History" in the Document, create one stating the title, year, authors, and publisher of the Document as given on its Title Page, then add an item describing the Modified Version as stated in the previous sentence.<br>
525 J. Preserve the network location, if any, given in the Document for public access to a Transparent copy of the Document, and likewise the network locations given in the Document for previous versions it was based on. These may be placed in the "History" section. You may omit a network location for a work that was published at least four years before the Document itself, or if the original publisher of the version it refers to gives permission.<br>
526 K. For any section Entitled "Acknowledgements" or "Dedications", Preserve the Title of the section, and preserve in the section all the substance and tone of each of the contributor acknowledgements and/or dedications given therein.<br>
527 L. Preserve all the Invariant Sections of the Document, unaltered in their text and in their titles. Section numbers or the equivalent are not considered part of the section titles.<br>
528 M. Delete any section Entitled "Endorsements". Such a section may not be included in the Modified Version.<br>
529 N. Do not retitle any existing section to be Entitled "Endorsements" or to conflict in title with any Invariant Section.<br>
530 O. Preserve any Warranty Disclaimers.<br>
531 If the Modified Version includes new front-matter sections or appendices that qualify as Secondary Sections and contain no material copied from the Document, you may at your option designate some or all of these sections as invariant. To do this, add their titles to the list of Invariant Sections in the Modified Version's license notice. These titles must be distinct from any other section titles.<br>
532 You may add a section Entitled "Endorsements", provided it contains nothing but endorsements of your Modified Version by various parties--for example, statements of peer review or that the text has been approved by an organization as the authoritative definition of a standard.<br>
533 You may add a passage of up to five words as a Front-Cover Text, and a passage of up to 25 words as a Back-Cover Text, to the end of the list of Cover Texts in the Modified Version. Only one passage of Front-Cover Text and one of Back-Cover Text may be added by (or through arrangements made by) any one entity. If the Document already includes a cover text for the same cover, previously added by you or by arrangement made by the same entity you are acting on behalf of, you may not add another; but you may replace the old one, on explicit permission from the previous publisher that added the old one.<br>
534 The author(s) and publisher(s) of the Document do not by this License give permission to use their names for publicity for or to assert or imply endorsement of any Modified Version.<P>
535 5. COMBINING DOCUMENTS <br>
536 You may combine the Document with other documents released under this License, under the terms defined in section 4 above for modified versions, provided that you include in the combination all of the Invariant Sections of all of the original documents, unmodified, and list them all as Invariant Sections of your combined work in its license notice, and that you preserve all their Warranty Disclaimers.<br>
537 The combined work need only contain one copy of this License, and multiple identical Invariant Sections may be replaced with a single copy. If there are multiple Invariant Sections with the same name but different contents, make the title of each such section unique by adding at the end of it, in parentheses, the name of the original author or publisher of that section if known, or else a unique number. Make the same adjustment to the section titles in the list of Invariant Sections in the license notice of the combined work.<br>
538 In the combination, you must combine any sections Entitled "History" in the various original documents, forming one section Entitled "History"; likewise combine any sections Entitled "Acknowledgements", and any sections Entitled "Dedications". You must delete all sections Entitled "Endorsements".<P>
539 6. COLLECTIONS OF DOCUMENTS<br>
540 You may make a collection consisting of the Document and other documents released under this License, and replace the individual copies of this License in the various documents with a single copy that is included in the collection, provided that you follow the rules of this License for verbatim copying of each of the documents in all other respects.<br>
541 You may extract a single document from such a collection, and distribute it individually under this License, provided you insert a copy of this License into the extracted document, and follow this License in all other respects regarding verbatim copying of that document.<P>
542 7. AGGREGATION WITH INDEPENDENT WORKS<br>
543 A compilation of the Document or its derivatives with other separate and independent documents or works, in or on a volume of a storage or distribution medium, is called an "aggregate" if the copyright resulting from the compilation is not used to limit the legal rights of the compilation's users beyond what the individual works permit. When the Document is included in an aggregate, this License does not apply to the other works in the aggregate which are not themselves derivative works of the Document.<br>
544 If the Cover Text requirement of section 3 is applicable to these copies of the Document, then if the Document is less than one half of the entire aggregate, the Document's Cover Texts may be placed on covers that bracket the Document within the aggregate, or the electronic equivalent of covers if the Document is in electronic form. Otherwise they must appear on printed covers that bracket the whole aggregate.<P>
545 8. TRANSLATION<br>
546 Translation is considered a kind of modification, so you may distribute translations of the Document under the terms of section 4. Replacing Invariant Sections with translations requires special permission from their copyright holders, but you may include translations of some or all Invariant Sections in addition to the original versions of these Invariant Sections. You may include a translation of this License, and all the license notices in the Document, and any Warranty Disclaimers, provided that you also include the original English version of this License and the original versions of those notices and disclaimers. In case of a disagreement between the translation and the original version of this License or a notice or disclaimer, the original version will prevail.<br>
547 If a section in the Document is Entitled "Acknowledgements", "Dedications", or "History", the requirement (section 4) to Preserve its Title (section 1) will typically require changing the actual title.<P>
548 9. TERMINATION<br>
549 You may not copy, modify, sublicense, or distribute the Document except as expressly provided for under this License. Any other attempt to copy, modify, sublicense or distribute the Document is void, and will automatically terminate your rights under this License. However, parties who have received copies, or rights, from you under this License will not have their licenses terminated so long as such parties remain in full compliance.<P>
550 10. FUTURE REVISIONS OF THIS LICENSE<br>
551 The Free Software Foundation may publish new, revised versions of the GNU Free Documentation License from time to time. Such new versions will be similar in spirit to the present version, but may differ in detail to address new problems or concerns. See http://www.gnu.org/copyleft/.<br>
552 Each version of the License is given a distinguishing version number. If the Document specifies that a particular numbered version of this License "or any later version" applies to it, you have the option of following the terms and conditions either of that specified version or of any later version that has been published (not as a draft) by the Free Software Foundation. If the Document does not specify a version number of this License, you may choose any version ever published (not as a draft) by the Free Software Foundation.<P>
553 ADDENDUM: How to use this License for your documents<br>
554 To use this License in a document you have written, include a copy of the License in the document and put the following copyright and license notices just after the title page:<br>
555 Copyright (c) YEAR Organization.<br>
556 Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation;with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.<br>
557 A copy of the license is included in the section entitled "GNU Free Documentation License".<br>
558 If you have Invariant Sections, Front-Cover Texts and Back-Cover Texts, replace the "with...Texts." line with this:with the Invariant Sections being LIST THEIR TITLES, with the Front-Cover Texts being LIST, and with the Back-Cover Texts being LIST.<br>
559 If you have Invariant Sections without Cover Texts, or some other combination of the three, merge those two alternatives to suit the situation.<br>
560 If your document contains nontrivial examples of program code, we recommend releasing these examples in parallel under your choice of free software license, such as the GNU General Public License, to permit their use in free software.<br>
561 <P>
562 <a href="#Index">Return to Navigation Index</a>
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