# Day-to-Day Users

**URL:** https://community.open-emr.org/c/clinical-users/6.md

[Latest](https://community.open-emr.org/latest.md) · [Categories](https://community.open-emr.org/categories.md) · [Tags](https://community.open-emr.org/tags.md)

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## [About the Day-to-Day Users category](https://community.open-emr.org/t/about-the-day-to-day-users-category/14)

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**Author:** [@system](https://community.open-emr.org/u/system)\
**Replies:** 1\
**Last updated:** [November 13, 2017, 4:42pm UTC](https://community.open-emr.org/t/about-the-day-to-day-users-category/14 "2017-11-13T16:42:07Z")

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For front-end users; doctors, nurses, front office staff, clinicians, etc. Best category for, “How can I accomplish this particular task as a user” questions

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## [Weno exchange users please share your experience](https://community.open-emr.org/t/weno-exchange-users-please-share-your-experience/27036)

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**Author:** [@Mohammad](https://community.open-emr.org/u/Mohammad)\
**Replies:** 6\
**Last updated:** [October 17, 2026, 5:30pm UTC](https://community.open-emr.org/t/weno-exchange-users-please-share-your-experience/27036 "2026-10-17T17:30:19Z")

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I would like to have the experience of weno exchange Rx users on this forum shared on this thread, how practical is it? and how does it go with pharmacies not participating with weno ? Thanks in advance.

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## [Behavioral Health - AI Assisted Treatment Planner Module](https://community.open-emr.org/t/behavioral-health-ai-assisted-treatment-planner-module/25780)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 7\
**Last updated:** [October 16, 2026, 10:15am UTC](https://community.open-emr.org/t/behavioral-health-ai-assisted-treatment-planner-module/25780 "2026-10-16T10:15:06Z")

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We are building an AI powered tool that can replace the Wiley Treatment Planner. How? We take the approach of the provider completing the assessment form. Once the provider fills out this form and saves it. The system i…

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## [Procedure order creation in openEMR 8.4.1 problems](https://community.open-emr.org/t/procedure-order-creation-in-openemr-8-4-1-problems/27082)

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**Author:** [@David\_Kingson](https://community.open-emr.org/u/David_Kingson)\
**Replies:** 0\
**Last updated:** [October 1, 2026, 10:42pm UTC](https://community.open-emr.org/t/procedure-order-creation-in-openemr-8-4-1-problems/27082 "2026-10-01T22:42:29Z")

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Continuing the discussion from OpenEMR 8.4.1 has just been released!: For discussion and announcement of OpenEMR news. I have just installed 8.4.1 but am having problems with the procedure configuration and testing. Ti…

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## [Clinical Notes “Last Updated” timestamp changes on unrelated saves](https://community.open-emr.org/t/clinical-notes-last-updated-timestamp-changes-on-unrelated-saves/27078)

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**Author:** [@ninjatx](https://community.open-emr.org/u/ninjatx)\
**Replies:** 7\
**Last updated:** [September 30, 2026, 7:24am UTC](https://community.open-emr.org/t/clinical-notes-last-updated-timestamp-changes-on-unrelated-saves/27078 "2026-09-30T07:24:19Z")

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I found a behavior in the Clinical Notes form where the displayed Last Updated timestamp for older notes can change even when that specific note was NOT edited. From a documentation and legal standpoint, this can cause s…

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## [Backup item moved in v8 menu?](https://community.open-emr.org/t/backup-item-moved-in-v8-menu/27076)

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**Author:** [@htuck](https://community.open-emr.org/u/htuck)\
**Replies:** 2\
**Last updated:** [September 29, 2026, 6:54pm UTC](https://community.open-emr.org/t/backup-item-moved-in-v8-menu/27076 "2026-09-29T18:54:35Z")

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Getting to know OpenEMR v8.x and I can’t find the backup menu item where it is in my 7.x install. Or under that name anywhere else. Ideas? Do I need to turn on a global setting or something? Thanks! HT

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## [Production HIPAA compliant openemr cost](https://community.open-emr.org/t/production-hipaa-compliant-openemr-cost/27056)

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**Author:** [@Mohammad](https://community.open-emr.org/u/Mohammad)\
**Replies:** 6\
**Last updated:** [September 19, 2026, 11:18pm UTC](https://community.open-emr.org/t/production-hipaa-compliant-openemr-cost/27056 "2026-09-19T23:18:59Z")

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for daily users of openemr in production, adding all features in daily practice what is the monthly cost if it is going to be HIPAA compliant ( including email SMS …etc) realizing it will vary from practice to practice b…

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## [Visit category list needs to be editable](https://community.open-emr.org/t/visit-category-list-needs-to-be-editable/9604)

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**Author:** [@Harold\_Kornylak](https://community.open-emr.org/u/Harold_Kornylak)\
**Replies:** 5\
**Last updated:** [September 16, 2026, 12:25pm UTC](https://community.open-emr.org/t/visit-category-list-needs-to-be-editable/9604 "2026-09-16T12:25:37Z")

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I note the visit category on the NEW ENCOUNTER form is NOT an editable list. Can that be fixed? Minor- I would like to delete Opthamologic Major - I would like to add a NO SHOW category. I feel no show is a very impo…

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## [Using OpenEMR to write prescriptions](https://community.open-emr.org/t/using-openemr-to-write-prescriptions/11697)

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**Author:** [@nursejeff](https://community.open-emr.org/u/nursejeff)\
**Replies:** 45\
**Last updated:** [September 15, 2026, 5:43pm UTC](https://community.open-emr.org/t/using-openemr-to-write-prescriptions/11697 "2026-09-15T17:43:07Z")

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Is anyone using Openemr to write and send prescriptions to pharmacies? I have used Allscripts (now veradigm) for years and have cut and pasted the Rx’s from veradigm into my chartnote on OpenEMR. The veradigm platform …

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## [Hidden Module Store](https://community.open-emr.org/t/hidden-module-store/27045)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 0\
**Last updated:** [September 10, 2026, 1:57pm UTC](https://community.open-emr.org/t/hidden-module-store/27045 "2026-09-10T13:57:19Z")

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OpenEMR has a hidden module store that anyone can post their module to. There is a modules page at the bottom of the https://open-emr.org page, but there is a page not shown to the public You can only see this page i…

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## [CCDA NPM@16 not available nor 18 both deprecated](https://community.open-emr.org/t/ccda-npm-16-not-available-nor-18-both-deprecated/26901)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 7\
**Last updated:** [September 8, 2026, 10:03am UTC](https://community.open-emr.org/t/ccda-npm-16-not-available-nor-18-both-deprecated/26901 "2026-09-08T10:03:37Z")

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@sjpadgett To my knowledge, the CCDA service was built around NPM 16. I looked it up, and it was deprecated in 2023. What npm version are we supposed to install to get the CCDA service running? npm error notarget No m…

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## [2 minutes to log in new install openemr 8](https://community.open-emr.org/t/2-minutes-to-log-in-new-install-openemr-8/26999)

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**Author:** [@Mohammad](https://community.open-emr.org/u/Mohammad)\
**Replies:** 21\
**Last updated:** [September 7, 2026, 6:41pm UTC](https://community.open-emr.org/t/2-minutes-to-log-in-new-install-openemr-8/26999 "2026-09-07T18:41:53Z")

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installed openemr 8 on ubuntu desktop 24 mysql 8 , and it takes me literally 2 minutes to log in, from there on everything is slow , my wifi is fast and it is secured https with port 443 open and fire wall on ubuntu open…

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## [Unable to create a new patient](https://community.open-emr.org/t/unable-to-create-a-new-patient/26830)

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**Author:** [@ekasten](https://community.open-emr.org/u/ekasten)\
**Replies:** 3\
**Last updated:** [September 7, 2026, 6:39pm UTC](https://community.open-emr.org/t/unable-to-create-a-new-patient/26830 "2026-09-07T18:39:04Z")

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I also posted this in support, but I think that is way over my head. I am a new user and made some changes as I was learning the software. Now, I cant add a new patient. It says URL not found. I accidentally deleted the …

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## [Availity Endpoint](https://community.open-emr.org/t/availity-endpoint/23385)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 12\
**Last updated:** [September 7, 2026, 12:52pm UTC](https://community.open-emr.org/t/availity-endpoint/23385 "2026-09-07T12:52:16Z")

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What is the endpoint for eligibility for Availity? I have looked at the API guide Availity API Guide | API Developer Portal. I have tried all of their endpoints that I can find in the documentation but they all end in a…

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## [Making OpenEMR look more like Epic](https://community.open-emr.org/t/making-openemr-look-more-like-epic/27006)

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**Author:** [@nefesh](https://community.open-emr.org/u/nefesh)\
**Replies:** 12\
**Last updated:** [September 4, 2026, 2:26am UTC](https://community.open-emr.org/t/making-openemr-look-more-like-epic/27006 "2026-09-04T02:26:54Z")

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does anyone have any customizations they can share to make openemr more Epic like for providers who are used to Epic. any advice or customized file is appreciated will be for openemr v8.3 but I can try to adjust the fi…

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## [Introducing Dashboard Context Manager: Tailoring Patient Views to Your Clinical Workflow](https://community.open-emr.org/t/introducing-dashboard-context-manager-tailoring-patient-views-to-your-clinical-workflow/26384)

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**Author:** [@sjpadgett](https://community.open-emr.org/u/sjpadgett)\
**Replies:** 38\
**Last updated:** [August 31, 2026, 8:07pm UTC](https://community.open-emr.org/t/introducing-dashboard-context-manager-tailoring-patient-views-to-your-clinical-workflow/26384 "2026-08-31T20:07:18Z")

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Hi everyone, I’m excited to share a new feature I’ve been developing that I think many of you will find useful, especially those working across different care settings or managing diverse patient populations. The Probl…

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## [Bamboo Integration Complete](https://community.open-emr.org/t/bamboo-integration-complete/23315)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 6\
**Last updated:** [August 31, 2026, 4:28am UTC](https://community.open-emr.org/t/bamboo-integration-complete/23315 "2026-08-31T04:28:59Z")

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PMP Gateway™ integrates multi-state prescription drug monitoring program (PDMP) intelligence into existing clinical workflows, improving access and saving time for care team members. Historically, prescribers and pharma…

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## [Migrating data from Ubuntu 14.04/openEMR-4.2 to Ubuntu 24.04/openEMR-8.x: urgent assistance required](https://community.open-emr.org/t/migrating-data-from-ubuntu-14-04-openemr-4-2-to-ubuntu-24-04-openemr-8-x-urgent-assistance-required/26905)

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**Author:** [@DRaj](https://community.open-emr.org/u/DRaj)\
**Replies:** 10\
**Last updated:** [August 26, 2026, 1:41pm UTC](https://community.open-emr.org/t/migrating-data-from-ubuntu-14-04-openemr-4-2-to-ubuntu-24-04-openemr-8-x-urgent-assistance-required/26905 "2026-08-26T13:41:33Z")

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Dear OpenEMR community… Been away for a long time… I am back with an issue that requires urgent assistance: I have an Ubuntu 14.04/openEMR-4.2 server that hasn’t been updated through the software updates since 2018. Run…

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## [OpenEMR for animal related service](https://community.open-emr.org/t/openemr-for-animal-related-service/25177)

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**Author:** [@Iming\_Chan](https://community.open-emr.org/u/Iming_Chan)\
**Replies:** 2\
**Last updated:** [August 6, 2026, 9:45pm UTC](https://community.open-emr.org/t/openemr-for-animal-related-service/25177 "2026-08-06T21:45:31Z")

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Hello all, I recently discovered this software and know it is primarily used for human medical services. I am very keen to explore its potential use for animal related services (i.e. dog rehabilitation or vet clinics). …

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## [Calendar slot height fixed](https://community.open-emr.org/t/calendar-slot-height-fixed/26937)

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**Author:** [@juggernautsei](https://community.open-emr.org/u/juggernautsei)\
**Replies:** 0\
**Last updated:** [August 5, 2026, 10:09pm UTC](https://community.open-emr.org/t/calendar-slot-height-fixed/26937 "2026-08-05T22:09:49Z")

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Anybody using v8.3.0? The calendar has a fixed slot height of 20px. That makes for a really short calendar where you can’t see much of the appointment data. Has anyone solved this already?

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## [Considering openEMR - reviews needed](https://community.open-emr.org/t/considering-openemr-reviews-needed/26642)

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**Author:** [@Gevorg\_Sedrakyan](https://community.open-emr.org/u/Gevorg_Sedrakyan)\
**Replies:** 7\
**Last updated:** [July 15, 2026, 8:05pm UTC](https://community.open-emr.org/t/considering-openemr-reviews-needed/26642 "2026-07-15T20:05:40Z")

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any primary care / outpatient / internal med / family med / behavioral users here that can give me review of how is openEMR going for them?

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## [Patient info not syncing in Patient Banner](https://community.open-emr.org/t/patient-info-not-syncing-in-patient-banner/26836)

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**Author:** [@ekasten](https://community.open-emr.org/u/ekasten)\
**Replies:** 1\
**Last updated:** [June 26, 2026, 9:29pm UTC](https://community.open-emr.org/t/patient-info-not-syncing-in-patient-banner/26836 "2026-06-26T21:29:44Z")

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using version 7.0.2 I am now able to create a new patient again, but none of the patient info is appearing in the patient banner at the top of the page. How do I sync this info?

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## [Please participate in brief research interview to help shape rural healthcare funding for OpenEMR users](https://community.open-emr.org/t/please-participate-in-brief-research-interview-to-help-shape-rural-healthcare-funding-for-openemr-users/26843)

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**Author:** [@adunsulag](https://community.open-emr.org/u/adunsulag)\
**Replies:** 1\
**Last updated:** [June 26, 2026, 9:27pm UTC](https://community.open-emr.org/t/please-participate-in-brief-research-interview-to-help-shape-rural-healthcare-funding-for-openemr-users/26843 "2026-06-26T21:27:41Z")

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OpenEMR users, we need your help to shape the direction of rural interoperability funding in the USA. For the next five years the federal government is allocating 1 billion dollars each year in funding to the states to …

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## [Dashboard demographics edits not saving](https://community.open-emr.org/t/dashboard-demographics-edits-not-saving/26837)

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**Author:** [@ekasten](https://community.open-emr.org/u/ekasten)\
**Replies:** 0\
**Last updated:** [June 12, 2026, 6:29pm UTC](https://community.open-emr.org/t/dashboard-demographics-edits-not-saving/26837 "2026-06-12T18:29:34Z")

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After I create a new patient, the name is not appearing in finder or on the patient banner. From the dashboard demographics widget, the patient name does not show up. I can edit and add the name, but only the first name …

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## [Demographics form layout default settings](https://community.open-emr.org/t/demographics-form-layout-default-settings/26834)

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**Author:** [@ekasten](https://community.open-emr.org/u/ekasten)\
**Replies:** 5\
**Last updated:** [June 12, 2026, 11:16am UTC](https://community.open-emr.org/t/demographics-form-layout-default-settings/26834 "2026-06-12T11:16:38Z")

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Can someone please send a screenshot of the default settings for the demographics group of the forms layout. I accidentally deleted the whole group and need to rebuild it

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## [Change password reminder](https://community.open-emr.org/t/change-password-reminder/26832)

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**Author:** [@docrovner](https://community.open-emr.org/u/docrovner)\
**Replies:** 1\
**Last updated:** [June 11, 2026, 2:17pm UTC](https://community.open-emr.org/t/change-password-reminder/26832 "2026-06-11T14:17:45Z")

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Where is the switch to turn on a reminder for us to change our passwords? My staff and myself keep getting thrown out of the system.

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## [Can see document names but cannot access them after new install and restore](https://community.open-emr.org/t/can-see-document-names-but-cannot-access-them-after-new-install-and-restore/26815)

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**Author:** [@rdh61](https://community.open-emr.org/u/rdh61)\
**Replies:** 8\
**Last updated:** [June 9, 2026, 6:44am UTC](https://community.open-emr.org/t/can-see-document-names-but-cannot-access-them-after-new-install-and-restore/26815 "2026-06-09T06:44:51Z")

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I have migrated from a small laptop using the docker installation (8.0.0 - Patch 3) to a desktop with a new, regular installation (8.0.0 - Patch 3). I had to restore the backup from the laptop to the desktop manually. Al…

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## [Copay / Insurance Balance Issue In Record Payment View](https://community.open-emr.org/t/copay-insurance-balance-issue-in-record-payment-view/26175)

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**Author:** [@Goddard](https://community.open-emr.org/u/Goddard)\
**Replies:** 2\
**Last updated:** [May 29, 2026, 5:46pm UTC](https://community.open-emr.org/t/copay-insurance-balance-issue-in-record-payment-view/26175 "2026-05-29T17:46:44Z")

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Greetings! I am seeing some unexpeced behavoir in the Fees \> Payment view related to Copays / Insurance Balance It seems like Co Pay Paid is not being included in the calculation of Insurance Balance - For Example: Fr…

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## [OpenEMR for Dental Use](https://community.open-emr.org/t/openemr-for-dental-use/25122)

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**Author:** [@George\_Messiha](https://community.open-emr.org/u/George_Messiha)\
**Replies:** 8\
**Last updated:** [May 29, 2026, 2:50pm UTC](https://community.open-emr.org/t/openemr-for-dental-use/25122 "2026-05-29T14:50:59Z")

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Would you be willing to share the forms or modules I am setting up for a non-profit mission.

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## [ClaimRev Connect Module for OpenEMR — Eligibility, ERA Posting, Claims Management & More](https://community.open-emr.org/t/claimrev-connect-module-for-openemr-eligibility-era-posting-claims-management-more/26645)

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**Author:** [@brad](https://community.open-emr.org/u/brad)\
**Replies:** 4\
**Last updated:** [May 19, 2026, 6:24pm UTC](https://community.open-emr.org/t/claimrev-connect-module-for-openemr-eligibility-era-posting-claims-management-more/26645 "2026-05-19T18:24:37Z")

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Wanted to share a big update on the ClaimRev Connect module. If you've used it before, you might remember it as a basic claims submission and eligibility module — it could send claims and check eligibility from the pa…

[Next page](https://community.open-emr.org/c/clinical-users/6.md?page=1)
