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
Pharmacy module
Link to page
How to Transfer Product
Click the Burger Menu (...) at the bottom right corner of the screen to access the
Inventory Dashboard.
Select Inventory from the list of dashboards (Inventory, Prescription, Review Request, Analytics).
Click the
Inventory Activities
dropdown at the top right corner.
Select
Transfer Products.
Fill in Product Transfer Details
From Outlet: Confirm you are transferring from the correct pharmacy outlet (e.g., Pharmacy dispensary 1).
Search for and select the product (e.g., Defal 30 tablets).
The
Batch number, Expiry date and Current quantity
of batch will automatically filled in.
To Outlet: Choose the destination outlet (e.g., Pharmacy dispensary 2).
Enter the
Quantity
to transfer and select the appropriate Dispensing Unit (e.g., Pack).
Click
Add
to include the transfer record.
You can edit or delete items using the
pencil
and
delete icons.
At the bottom of the screen, select a reviewer from the
Select Reviewer
dropdown.
Once all products and details are correctly filled, click
Save
to complete the transfer process.
Visit the NeoEHR webpage
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.