OpenEMR: Using the Calendar

1. Based on OpenEMR 4.1 Laboratory Informatics Institute January 2014 OpenEMR: Using the Calendar

2. OpenEMR: Using the Calendar • Setting Up Schedules • Making Appointments • Appointment Status

3. OpenEMR: Using the Calendar • Login to OpenEMR. • 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.

4. OpenEMR: 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.

5. OpenEMR: 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.

6. OpenEMR: 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.

7. OpenEMR: 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.

8. OpenEMR: 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.