Email Appliance Settings

Management and Administration
1

hamdpa wrote on Monday, September 23, 2013:

(Sorry just realized that I put this in Developers and not help)

Hi, Having some difficulty setting up email on 4.1.2 (1) appliance. I have HIPPA secure email with Luxsci and have shown them the screen shots of Postfix General Options and administration/global/notification (unable to copy screen shots here). According to them everything seems correct except they require SSL connection.
3 Questions:

  1. Should I click SSL in administration/global/security or does that refer to SSL connection via certificates?
  2. How do you test if email is working? I have been sending a reminder to fake patient that has my email, by going to Messages choosing patient and sending test message. I see it on list but do not receive anything.
  3. Does the system receive mail as well as send?

Thank you

Henry

2

fsgl wrote on Monday, September 23, 2013:

Hi Henry,

Is this thread of any assistance?

In Administration/Other/Certificate is the SSL Certificate Administration module.

3

hamdpa wrote on Thursday, September 26, 2013:

Hi fsgl.
Thank you so much for your help. I looked over the thread and can’t find what I’m doing wrong. The above attachements refer to the generation of the SSL Certificates, which I finally was able to figure out and have that aspect secure. After I get the system up (TRYING TO BEAT OCT 1st deadline) I plan to write clear instructions on how to set up SSL Certificates, as that drove me nuts. I think that I do not understand the email system of OpenEMR well. Have looked thru manual and videos but to no avail. Need to know if your able to send an email to a patient about something unrelated to a set reminder and how that is done. Unable to generate the report that is shown in thread. We send out appointment reminders to a large % of patients via HIPPA secure email. It may be that the requirements of the email service (SSL) are what is holding this up. I want to thank you profusely for the attestation info and ophthalmology forms. This info is a god send. Is it possible to get the system up and meet MU on the fly or do you have to have all the quality things set up ahead of time? From one Ophthalmologist to another a million thanks.
Henry

4

fsgl wrote on Thursday, September 26, 2013:

السلام عليكم
,Henry.

It sounds like you will be attesting for the first time for 2013.

You only need to attest to 4 Menu Measures. Drug Formulary Check, Patient Lists and Clinical Lab Test Results are the easy ones.

Brady said that Projects 5,7 and 8 have been completed. When I wrote the attestation article, they were incomplete; hence no tracking in Reports then. Brady also said that the Phone/SMS hooks were not done. That is Greek to me. I don’t know whether that means that the AMC Report is up and running for Patient Reminders or that emails are working. I do know that the Standard Measures Report for the Eye PQRS codes is still not working the last time I looked.

A number of users have had trouble getting Patient Reminders to work. So if you are shooting for a start day of October 1st for reporting, might I suggest that you dump Patient Reminders as a Menu Measure and replace it with Medication Reconciliation or Transition of Care Summary? Very easy to record either and the tracking works fine. If no patient tranfers in or out in the reporting period; better yet, you can take the exclusion and be done with it.

I’ll put email setup and Patient Reminders on my agenda and get a detailed article into the Wiki once I figure it out. Suggest that you not lose sleep over it.

It took 2 months to import manually the Practice Management data for 1500 patients. Batch import was not an option and no staff was involved in the data entry. I went live the last week of August 2012 and attested for the 4th quarter of the same year. My practice is rather tiny, so I have the time. I don’t know what time constraints you have.

“Everyone to whom much was given, of him much will be required, and from him to whom they entrusted much, they will demand the more.” Luke 12:48

5

hamdpa wrote on Friday, September 27, 2013:

وعليكم السلام

fsgl

Trying to rapidly modify your forms to my taste. Again thank god for your forms!! My understanding is that you can put a maximum of 4 items on one line. Question, how do you put 4 items on one line? Tried label cols, data cols and using same order number but no go.
Thank you

Henry

6

hamdpa wrote on Friday, September 27, 2013:

When all else fails reread instructions!! Got it! Keep using Label Col 0 and Data Col 0 and it keeps adding to row.

7

fsgl wrote on Saturday, September 28, 2013:

Pleased that the Eye Forms are helpful.

A shortcut:

  1. Backup your working copy of OpenEMR before starting.
  2. Create a new set of LBV form list, see attached image.
  3. Import via phpMyAdmin the attached file.

This method is more efficient than manual building of the 8 forms.

8

fsgl wrote on Saturday, September 28, 2013:

Each physician has his own set of phrases for the H & P, therefore NationNotes give you that customization without having to type the phrases over and over again. The attached .sql file is a form built with NationNotes.

The Components file needs to be imported via phpMyAdmin as well to get the full benefits of a NationNotes form. The order of the Components can be re-arranged with Drag and Drop. The specialized Buttons for OD, OS, OU, et cetera, are part of the .sql file.

At the risk of sounding like a broken record, please backup before import.

I’ll rework the Wiki article to incorporate this new information.

9

hamdpa wrote on Monday, September 30, 2013:

Hi fsgl, (aka, Finest Star Galaxy Light)
Once more you have saved the day! Emergencies came up and I have not been able to devote the time to this that I expected, so this is a real life saver. I want to be certain though that I understand what you have done correctly, so that I dont mess up.

  1. Backup
  2. Download above 3 sql files
  3. Go to administration/other/database/import and browse for 8 eye forms.sql leave defaults and click go
  4. Repeat above for nt eye form.sql and components.sql

All 9 forms will then be installed along with their respective components and ready to be modifed by going to administration/layouts/edit layouts -> (particular form)

Is all the above correct?

Thanks a million,
Henry

10

fsgl wrote on Monday, September 30, 2013:

Hi Henry,

Flattery will get you everywhere.

In a nutshell:

  1. Backup.

  2. Do a dry run on the 4.1.1 Demo. Avoid the 4.1.2 and 4.1.3 Demo’s because they don’t import. It’s an extra step, but “Discretion is the better part of Valour” (Henry IV, William Shakespeare).

  3. Create a new set of Lists in Administration/Lists/Layout-Based Forms (see attachment ListsLBF.png above). If you don’t; the Layout Based tab and the forms won’t show up, despite populated tables.

  4. Download 3 .sql files.

  5. Import sequentially each of the files via phpMyAdmin.

  6. Check tables.

The 4.1.1 Demo has been reset. An encounter has been created for Phil Belford, for today; so you can check the forms from there.

Detailed instructions found in this Wiki article. Section 12 has the import directions. Suggest that you copy and paste from that section for Step 3 above. Will save you a lot of hassle.

I would recommend that initially you use the non-typist Comprehensive Exam, (the only form built with NationNotes and Components), until you get your sea legs. It’s very easy to edit and re-order the Components. Tomorrow is October 1st. Customization of the forms can be done later but you have to get started soon.

11

hamdpa wrote on Tuesday, October 01, 2013:

Hi fsgl

Down to the wire. Followed instructions and did dry run on todays 4.1.1 demo. When importing 1st (8 forms.sql) it says that it successfully imported 7 files. When importing nt eye form.sql it continues to say same thing. When importing components.sql it says there is some type of error and preforms a “dump”. When I look in layoutoptions and layout the forms are there but not in customlists. If I look in Visit forms they are not there either. Not sure what is going wrong and hesitant to try on my working installation.

When you create a new list can you name it Layout-Based Visit Forms 2 so that other forms will still be present? Better question, how do you keep previously made forms?

Also encountering difficulty in copying scanned pdf image into nation notes. Tried copy and paste but there is no paste. There is an image button on Nation notes but cant figure out how to put that to use to import pdf. I am working with appliance 4.1.2 (1) and have found that Mozilla Firefox browser seems to work the best with OpenEMR followed by Chrome.

PS checked Demo again and now shows forms but no components for nt form.

Thank you for your tremendous help.
Henry

12

fsgl wrote on Tuesday, October 01, 2013:

Hi Henry,

4.1.1 Demo’s phpMyAdmin is misbehaving today. First I got the attached error. When I unchecked the Partial Import box and deleted the first 4 rows in custom_lists, the Components were all imported but none showed up in the NT form. See attachments 2 & 3.

OK, Plan B:
If you have had a successful restoration of a backup previously then do the following:

  1. Download another copy of OpenEMR
  2. Repeat steps 3 thru 6 from post above. Skip step 4.
  3. Test the 2nd copy to your satisfaction and then repeat steps 3 thru 6 on your working copy. Skip step 4.

Plan C:
If you have never done a successful restore, this will be slower but less risky:

  1. Add the Comprehensive Form to Lists/Layout-Based Visit Forms.
  2. Go to section 2 of the Wiki article and copy the layout manually on your working copy.
  3. Test this form to your satisfaction.
  4. Serially add each of the other forms you wish to have manually and test each before adding the next form.

For attestation you can do things “on the fly”. There is nothing that is mandated that everything be picture perfect from the first day of reporting. My personality would not permit it, but you are probably more spontaneous than I.

I had no difficulty entering a faux H & P for Phil Belford for today nor getting Buster Keaton into the Medical Record part of Documents. So that bodes well for the two Eye forms.

To embed an image:

  1. Documents, click Medical Record.
  2. Browse and upload image.
  3. Click the link for the image.
  4. Right click on the image and click Copy Image.
  5. Open the Illustration form
  6. Be certain that the cursor is flashing in the body of the WYSIWYG editor; press Ctrl + v and the image will appear within the editor.
  7. Click Save before exiting the form.

See attachments. Now you have both Johnnie Gray & Princess Ann in Medical Record.

You can have multiple Lists and it is a good idea not to delete older forms because the medical record entered with those forms may be needed in future.

I’ll keep a close watch on this thread. In case you have additional problems, I’ll try to respond quickly.

13

fsgl wrote on Wednesday, October 02, 2013:

Well, I’ll be a blue nosed gopher!

Went to the 4.1.1 Demo this evening and all the Components were there. Someone (I hope it was you, Henry) got them to pop up in the NT form. They were lying lazily about this morning in the tables, not doing a whole lot.

I delete the customlists table and checked that all the Components were gone. Then I imported from customlists section, all the Components again and it went off without a hitch. It really should not make a difference whence the Components are imported, either phpMyAdmin home or in the customlists.

As long as you have a good backup, I think it is safe to import the 3 .sql files into your working copy.

If you don’t delete the fields in the Layout Editor nor the tables, the forms should stay put. One way to hide a set of forms is keep a written record of the old list and then delete the old list from Administration/Lists/ Layout Based Visit Forms. The old forms won’t show up in the Lay-out Based tab nor in the Layout Editor. The data for the old forms should remain in the tables, however. To resurrect the old forms, re-enter its list.

Firefox is the most reliable browser, so stick with it as much as you can.

“Dumping a database” merely means copying a database. Don’t understand why that verb was chosen in the first place to describe the activity.

I’m keeping my fingers and toes crossed that everything worked out at your end.

14

hamdpa wrote on Wednesday, October 02, 2013:

Hi fsgl,

Can’t tell you how much I appreciate this, whether it works or not. Bad luck that I’ve been on call and its been heavy. Will start to get to work on this soon and let you know.
I think you mean that the custom lists should import ok. Not sure if your saying that when I delete the form I am building from the list that it will still be there or not. Please clarify as it seems that the list needs to be cleared to import new forms
Many many thanks,
Henry

15

hamdpa wrote on Wednesday, October 02, 2013:

Hi fsgl,
Sorry to say that it doesn’t seem to have worked. This is what I got with first file import. Glad I made a total backup of appliance so no real loss. Good try though and guess the forms will be built manually.
Below is copy of 1st output. Went ahead and imported other two files got same error message. Looked for tables in layout and none there. Form names are present in Vist Forms, but forms are blank.

Thank you so very much for your help.
Henry

16

hamdpa wrote on Wednesday, October 02, 2013:

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Error

SQL query:

–
– Database: openemr

–
– Table structure for table layout_options

CREATE TABLE IF NOT EXISTS layout_options (
form_id varchar( 31 ) NOT NULL default ‘’,
field_id varchar( 31 ) NOT NULL default ‘’,
group_name varchar( 31 ) NOT NULL default ‘’,
title varchar( 63 ) NOT NULL default ‘’,
seq int( 11 ) NOT NULL default ‘0’,
data_type tinyint( 3 ) NOT NULL default ‘0’,
uor tinyint( 1 ) NOT NULL default ‘1’,
fld_length int( 11 ) NOT NULL default ‘15’,
max_length int( 11 ) NOT NULL default ‘0’,
list_id varchar( 31 ) NOT NULL default ‘’,
titlecols tinyint( 3 ) NOT NULL default ‘1’,
datacols tinyint( 3 ) NOT NULL default ‘1’,
default_value varchar( 255 ) NOT NULL default ‘’,
edit_options varchar( 36 ) NOT NULL default ‘’,
description text,
fld_rows int( 11 ) NOT NULL default ‘0’,
PRIMARY KEY ( form_id , field_id , seq )
) ENGINE = MYISAM DEFAULT CHARSET = utf8;

MySQL said: Documentation
#1046 - No database selected
[ Back ]

17

fsgl wrote on Wednesday, October 02, 2013:

Hi Henry,

It would be too easy if the appliance accepted the 3 .sql files without any fuss. We have to keep telling ourselves: anything worth doing is usually tough.

Going off call is a luxury that you will relish when you get there.

Just now imported the files into the 4.1.1 Demo, to prove to myself that it was not a lucky fluke. Everything is there. I think that Kevin told me that the Demo was built with Linux, therefore the files should have imported into your appliance.

Very happy to hear that you have a good backup.

Not knowing the specifics of “1046 - no database selected”, it appears that the import got only to copying the table structure for layout_options but stalled before "Dumping data for table layout_options". It’s probably something simple that is not being clicked which is preventing the insertion of the rest of the scripts. That’s what makes it frustrating.

I have never worked with an appliance (used only Windows XP & 7), therefore I have no idea how it works. It will be a while before Brady parachutes in. Kevin is hard at work on the new CMS 1500 form and he’s not been posting much lately.

In the meantime, copy the layouts for the 8 forms on paper. Using a straight edge or ruler to help guide you, copy the layout for each form into your appliance. It gets very monotonous doing this way and very easy to lose your place; therefore paper and ruler will keep you on track. If you find doing this electronically, better yet.

Copying the layouts manually can be done in chunks throughout the day. Remember to save the layout before exiting out of the Editor. You can always pick up where you’ve left off.

The layouts are in the Wiki article and the 4.1.1 Demo as well. Redundancy is good thing to have.

Let’s reserve the NT form for later because of its greater complexity. Once you get the hang of the 8 forms, we can go back to doing non-typist forms. At that point you can decide which type of forms is better suited to your practice.

I will revisit the business of old list deletion - form preservation later.

You need to get some sort of form in place before too long. Trying to get everything done, all at once; may mean getting nothing done at all.

18

yehster wrote on Wednesday, October 02, 2013:

Differences in how PhpMyAdmin is configured in 4.1.1 vs 4.1.2 and newer (and the PhpMyAdmin version) are likely the cause of your 1046 - No database selected error.

I suspect that if you select a database you will be able to import the .sql files. Click databases at the top when first entering phpmyadmin, then click on the database name. (See screenshots)

PhpMyAdmin isn’t my tool of choice for handling database operations though, so you are in territory that is unfamiliar to me.

19

fsgl wrote on Wednesday, October 02, 2013:

Wow, the cavalry is here!!!

Henry, you’re in luck.

Did it work?

If the tables are all populated correctly but the Components didn’t show up in the NT form, do the following:

  1. Open up any one of the NationNotes and click Personalize button on the bottom.
  2. Move all the Available Categories to Categories on the right.
  3. Click Save and exit the Personalize dialog box.
  4. Exit the WYSIWYG Editor.
  5. Re-open a NationNote in the History part of the form and one in Exam. The Components should be all accounted for.
20

hamdpa wrote on Wednesday, October 02, 2013:

Hi fsgl and Welcome Kevin,
Should the original appliance be restored before trying to reimport or should the current one be used?

Thank you both,
Henry