OpenEMR

How to select patients, create

visits and bill for services.
Billing can be in a paper, in a formatted file or in a coded file named X12.
Click on FindPatient in the menu.

A patient list will appear. Select the desired one. If it is not a patient yet,
click Create Patient.
Create the Insurance company. Once a patient is selected, the Dashboard has
the Insurance option. To create a new one, pick the small pencil option to the
right.
The Insurance menu is below the Demographics menu. If a
company exists, it can be selected. Otherwise, the Search/Add
button lets to create a new one.
The Insurance company needs a name and several basic data,
as shown here.
Once the patient is selected, and an Insurance company is created
and assigned to the patient, it is necessary to open/create a visit.
There will be an option named Visit History.
You can select a past visit.
Instead of opening a past visit, once the
patient is selected, you can create a new visit.
It is necessary to pick up one Visit Category.
In this case, we use Office Visit.
Once we are inside a Patient and a Visit, the Administrative option
in the second horizontal menu contains the Fee Sheet option.
Within the Fee Sheet menu, there is a box where you
can select the treatment. Use the first letters to search.
After writing a few letters, like “e”, the
options appear as a drop-down menu.
In this case we added the treatment “Medical/Surgical”, which is
associated to a U$D 2400 fee.

After selecting the treatment, click the Save button in the bottom.
• After saving the Fee Sheet, the patient will have a debt. The Fee menu has the options for
Payment, Checkout, Billing Manager and others. If the patient makes a payment, partial or full,
the system will keep the record of the money movements.
Patient Ledger: How much the patient owes
and paid.
 Billing Manager:
Select it from the Fees menu option.
Inside the billing manager, the left column lets you filter the events.
The center column has the filtering criteria, and the right column
has the Update List option.
After clicking the Update List option, the billing events are
listed. Tick the box in the top right, and then find the X12
Options/Generate X12.
A screen gives you the options to validate and generate the
X12 file, which is sent to the insurance company for billing
and payment.
Feel free to contact us for more info on OpenEMR. We provide
support for users, installation, configuration and custom
development.