How to Add a New Patient in Open EMR

Introduction

• Presenter: Robert Down, Project Administrator of Open EMR
• Objective: Learn how to add a new patient to the Open EMR system.

Steps to Add a New Patient

Logging In

• Use a standard receptionist account to log in to Open EMR.

Adding a New Patient

1. Access New Patient Form

   • Hover over the "Patient" tab.
   • Select "New/Search".

2. Mandatory Fields

   • Fill out the four required fields:
     • First Name
     • Last Name
     • Date of Birth
     • Sex

3. Additional Information

   • Optionally, enter additional information:
     • Assign a provider
     • Acknowledge receipt of HIPAA compliance paperwork
     • Set language preference to English
   • Click "Create New Patient"

4. Duplicate Check

   • Open EMR automatically checks for duplicate records.
   • For this example, proceed by clicking "Confirm Create New Patient".

Viewing and Editing Patient Information

• Once created, the system redirects to the patient summary screen.
• Navigate through various tabs to view entered information.
• To edit information, click the "Edit" button next to the relevant section.

Adding an Address

• Click "Edit" next to demographics.
• Go to the "Contact" tab and enter the address.
• Click "Save".
• Verify entry by hovering and selecting the "Contact" tab.

Handling Duplicate Entries

Attempting to Add an Existing Patient

1. Repeat the New Patient Process

   • Hover over "Patient" and select "New Patient".
   • Enter the same information as before (First Name, Last Name, Date of Birth, Sex).

2. Duplicate Detection

   • This time, the system identifies a duplicate patient.
   • If confirmed as a duplicate, click on the patient row to access the existing patient summary screen.

Conclusion

• Successfully learned to add new patients and handle duplicate entries in Open EMR.