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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
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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
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Laboratory module
Log investigation requests for a walk-in client
Update pricing for laboratory tests
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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
Front Desk personnel
Link to page
Begin by navigating to the
Reports
section of the system.
Click on the
Analytics
tab at the
bottom-left corner of the screen t
o open the reports page
Browse Existing Reports
You will see a list of available reports, including daily, monthly, and custom templates created by various users.
Use the
search bar
to find specific reports, or scroll through the list.
You can also click
Create template
or
Generate report
in the top right corner to begin a new one.
Click
“Generate Report”,
and a pop-up will appear prompting you to select a report type and duration.
Select a report template from the dropdown menu and set the desired date range (e.g.,
01 Sep 2023 to 01 Oct 2023
).
Click
Generate report
to continue.
Create a New Report Template
Click
Create template
from the reports dashboard.
In the
Template Parameters
section, fill in the form
Click
Define column data
to open the column selection panel.
Choose the fields you want included in your report (e.g., Patient First Name, Gender, Case Number).
Click
Add
when done choosing.
Optional: Add
secondary filters
to narrow down the report.
Click
Save
when you are done customizing.
Review and Finalize Report Template
After saving column data, return to the main screen.
Review your selections under
Data selection
.
Click
Preview
to view how the report will appear.
The preview shows a table format of your report layout.
Review the structure and content:
Make sure columns are accurate and ordered as needed.
If everything looks good, click
Save
to save the template.
Manage Existing Report Templates
View all saved templates in tabular format showing the
Report Name
,
Created by, Date created
,
Last Update
and
Shared Access
Click the
Burger menu (⋮)
at the far right of a report’s row. To find the drop-down menu with options:
A.
Generate
B.
Preview
C.
Edit
E.
Archive
Use
filters
and
sort options
to manage long lists of templates.
The
Create template
button is always available to start a new one
Visit the NeoEHR webpage
Browse Existing Reports
Create a New Report Template
Review and Finalize Report Template
Manage Existing Report Templates
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.