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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
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Laboratory module
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Nurses & Doctors: Clinical Inputs
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