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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
      • 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
plural2
NeoEHR user guide
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Getting started
This section will guide you through the initial setup and login process for NeoEHR, ensuring a smooth transition into your daily workflow.

System Requirements

To ensure optimal performance, your device should meet the following minimum requirements:
Operating System: Windows 10+, MacOS 10.15+, Ubuntu 20.04+
Hardware Requirements: CPU: 6th gen processor or above (core i7 recommended, core i5 minimum ), RAM: 8GB minimum (16GB recommended)
Browser: The latest version of Google Chrome, Firefox, or Microsoft Edge
Internet Connection: Minimum 5 Mbps stable connection
Screen Resolution: Minimum 1440px (width) by 900px (height)

Accessing the EHR for the first time

You would have received a welcome email once added as a staff member in a hospital or clinic.
Click on the link in the email. It will take you to a facility-specific page where you can set up your password.
Once done, you can log in to begin exploring NeoEHR.

To log in to NeoEHR

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Screenshot 2025-05-07 171227.png
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Open your preferred web browser.
Enter the login URL of your hospital page which you received via email, or provided by your IT administrator (e.g. www.yourfacilityname.app.plural.health/ login).
Enter your email address and password.
Click Sign In.
Note: You should bookmark your facility url or install NeoEHR as a web app, in order to access the EHR easily.

Setting Up Your Profile

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After logging in, navigate to the top-right corner and click on the profile avatar.
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Click “Profile”
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Screenshot 2025-05-07 170911.png
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Complete/update your profile details, including contact information
Upload a profile picture (optional but recommended for staff identification).
To save the changes, click “Update Profile”
You can also change your password when needed through your profile tab.

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Visit the NeoEHR webpage
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System Requirements
Accessing the EHR for the first time
To log in to NeoEHR
Setting Up Your Profile
Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.