Open EMR Using the Calendar Based on Open

Open. EMR: Using the Calendar Based on Open. EMR 4. 1 Laboratory Informatics Institute January 2014

Open. EMR: Using the Calendar ● Setting Up Schedules ● Making Appointments ● Appointment Status

Open. EMR: Using the Calendar ● ● ● Login to Open. EMR. Non-practitioner users, like unit clerks, will see schedules for all providers. To set up a schedule, click the provider tab on the bottom left of the calendar window. Select the provider's name to set this individual's schedule. Next click the time this person gets to the clinic.

Open. EMR: Using the Calendar ● ● ● On the add new event tab, select in office from the drop down categories. You can make this a repeating event by checking the box next to repeats and selecting the appropriate frequency. Click Save Scroll down to the time the provider leaves the office. Create an out of office event.

Open. EMR: Using the Calendar ● ● Lunch schedules can be added in the same way, be sure to make sure the duration for lunch is a non zero. Follow this model for all your practitioners. Enter all or part of a patient's name in the left hand search field, below the navigation list. Click on the patient's name to go to their summary page. This phone call is a good time to confirm contact and insurance information.

Open. EMR: Using the Calendar ● ● The right hand display lists current and future appointments for the patient, click expand if this list isn't visible. Click add to schedule an office visit. Office visit is the default category, you can select new patient for a first time appointment. If a primary provider has been entered for the patient already, this provider will automatically be selected.

Open. EMR: Using the Calendar ● ● Select find available, to see the list of available appointment times for this provider for the next 7 days. You can use the search function to change the start date, or the number of days displayed. Select a date and time from the list. This will close the window and the selected appointment time will appear in an add event dialog. Double check the duration time is correct and click save.

Open. EMR: Using the Calendar ● ● To change the status of an appointment double click on the appointment block. Choose the correct status from the drop down list. ● You can put a note in the comments section. ● Click Save.