Admin/Settings · NeoEHR user guide

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
  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
- 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
- Laboratory module
  Log investigation requests for a walk-in client
  Update pricing for laboratory tests
  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