JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
NeoEHR user guide
Pages
NeoEHR overview
Getting started
Onboarding
NeoEHR User Roles and Access Overview
Switch user role
Admin/Settings
Front Desk personnel
Role-specific features
Key features you will use most often
Add a new patient
Create an appointment
Create and pay an invoice for an out-of-pocket patient
Create and pay an invoice for an insured patient
Edit an appointment
View upcoming and previous appointments for a single patient
View upcoming and previous appointments for all patients during a period
View the patient profile for an existing patient
Update demographic information for an existing patient
Update insurance information for an existing patient
Scan or upload paper records for a patient
Review paper records
Generate typical Front Desk/HMIS reports
Accountant/Cashier
Role-specific features
Search for a patient
Download transactions
Download insurance claims
Fund a patient's wallet
Create an invoice
Pay invoices from a patient's wallet
Pay invoices via bank transfer
Pay invoices via POS
View or download receipts
Identify insured patients on NeoEHR
Sort and filter payment data
View finance metrics on the dashboard
View invoice and wallet data
Nurses & Doctors: Clinical Inputs
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Untitled page
Pharmacy module
Role-specific features
Record a sale to a walk-in customer
Create an invoice
View prescription information
Dispense prescribed medication
Print prescriptions in NeoEHR
Handle medications not yet supplied
View pharmacy product information
View brands of a particular generic in stock
Transfer products to another dispensary or outlet
Request supply from your central store
Review outlet requests for new supplies
Download list of outlet requests
Update product quantities and prices in inventory
Untitled page
Laboratory module
Log investigation requests for a walk-in client
Update pricing for laboratory tests
Untitled page
Search for a patient in the laboratory queue
Add a new walk-in customer as a patient
Sort or filter the laboratory queue
Record samples and view investigation results
Link to page
1. Account Management
Add a New Facility
Edit Facility Information
Deactivate a Facility
Payment Collection Details and Documentation
Add Bank Details
Edit Bank Details
Deactivate Bank Details
Add Insurer
Edit Insurer
Deactivate Insurer
Upload KYC Documents
Remove KYC Documents
Additional Details
Activate Laboratory
Activate Pharmacy
Department & Clinic Setup
Add Department
Activate Department
Deactivate Department
Add a Clinic to a Department
Edit Clinic in a Department
Add Ward
Edit Ward
Deactivate Ward
Consulting & Operating Rooms
Add Consulting Room
Edit Consulting Room
Deactivate Consulting Room
Add Operating Room
Edit Operating Room
Deactivate Operating Room
Job Titles & Role
Add Job Titles & Levels
Activate Job Titles & Levels
Deactivate Job Titles & Levels
2. Manage Staff
Add New Staff
Deactivate Staff
Manage Staff Jobs
Search Staff by Name or ID
Filter Staff by Job Title, Team Role, or Status
3. Pricing
Add Pricing for:
Consultation
Ward Admission
Procedures
Other Services
Upload Pricing via CSV
Edit Pricing
Deactivate Pricing
Extend Pricing Settings
Search Pricing Records
Filter by Pricing Type or Status
Visit the NeoEHR webpage
1. Account Management
Payment Collection Details and Documentation
Additional Details
Department & Clinic Setup
Consulting & Operating Rooms
Job Titles & Role
2. Manage Staff
3. Pricing
Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.