LibreHealth EHR Basic Setup

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Introduction

This set of wiki pages will detail configuration of the modules required for a basic LibreHealth EHR (LHEHR) instance serving a single facility practice. It will not detail the modules involved in US- oriented insurance billing or practice regulatory activities. The process of setting up a practice involves a fair amount of detail evaluation which in written form can be lengthy. This page discusses the factors that should be considered for each module's configuration and gives links to the page containing the instructions themselves.
- HTuck LHEHR Documentarian 30 Nov 18

A pdf of the entire workflow can be downloaded [here] .

Procedure

The modules required for basic functionality should be configured in this order:

1) Globals - most are Administrator-level system activities but some are more fundamental EHR settings such as data display format preferences. They should be configured first so the EMR will properly display the modules downstream in the setup process. Defaults in the Globals are all for English-US standards. The Administrator should survey all Globals settings before commencing system configuration to determine what specific information to have on hand. That information will include both Practice Management and clinical factors, such as whether more than one language will be used; the functional roles and workflows performed by the clinical staff; desired report formats; etc.
Please refer to the individual modules' configuration tutorials for the advanced capabilities not covered here:
  • The Onsite Patient Portal
  • The in-house inventory
  • Customized billing, statement and claim variables
  • Mail server setup
  • Paper or electronic prescriptions
  • System security
  • Hylafax Support
link to page == Admin/ Globals ==
2) Facilities - contains some Practice Management settings; these are used to identify the facility in billing activities such as x12 claim files, through the interfaces with external services (e.g., an e-prescription service) and in other interactions with external agencies. Technically speaking, most of the information is optional if the practice is cash based but the information does appear on statements, referral forms, CCR/ CCD forms and reports, etc even if insurance is not used.
link to page == Admin/ Facilities ==
3) Users - these are account settings for all staff authorized to use the EHR including access permissions to various EHR functions, identifiers for external activities especially Rx data and the practice's calendar/ schedule. Also used to identify Providers in billing activities such as x12 claim files, through the interfaces with external services (e.g., an e-prescription service) and in other interactions with external agencies. Provider identifiers also appear on statements, referral forms, CCR/ CCD forms and reports, etc.
link to page == Admin/ Users ==
4) Calendar - the daily appointment schedule which provides data for real time facility monitoring, billing purposes and reports. Will show provider schedule creation including creation of custom appointment categories; provider time block categories; room numbers. [research again]
Please refer to the individual modules' configuration tutorials for the advanced capabilities not covered here:
Flow board modification
Calendar appointment statuses
Adding preferred appointment type blocks
link to page == Calendar / Flowboard ==
5) Practice - Will discuss use of these settings in case the default settings for the 'Document' repositories do not suit, or the practice takes insurance or has a local inventory.
Please refer to the individual modules' configuration tutorials for the advanced capabilities not covered here:
HL7 Viewer (minimally functional file parser/ viewer)
link to page == Admin/ Practice ==

Summary

Follow the links to the pages covering each particular phase of the LHEHR setup and configure process.