I must be doing something wrong -- very hard to use OpenEMR

I have tried OpenEMR for a total of about two weeks over the past months, including one week in a production environment, and it has been a painful experience for me. Could someone perhaps point me in the right direction? There must be something big that I’m missing.
I find that the user interface is so clumsy and inefficient that I figure I must be doing something wrong. Our setup is generally the default setup, and we have only made minimal changes (names of the “User Field 1” changed to “Insurance” etc.)
I have viewed YouTube videos for tutorials, but all videos I could find are either for an older version that looks different, or there are videos on “Complete Workflow For Clinics” that somehow skips over the part where a clinician has to use the EMR (it talks about entering info on a new patient, checking in the patient, etc and then what happens after the visit, but skips over the doctor portion itself).
Can other people tell me if the following experiences are what is supposed to happen? That is, is this the way OpenEMR is designed or have I failed to set it up correctly? I am only referring to the user interface and not about installation etc.

1/ I cannot find patients easily.
a) In the upper right corner of the main screen, it says “Search by any demographic”. When I type in, say, “Firstname Lastname”, it fails to find the patient. Same for when I type “Lastname, Firstname”. (When I type in only Lastname or Firstname, it finds all patients, but in our patient population many many patients share the same first/last names.)
b) Same thing when I try to search for patient by name when making an appointment (I click on an appointment slot and search for patient). I type in (fictitious name) “Lee Siu Ming” or “Lee, Siu Ming” or “Siu Ming Lee” and it doesn’t find the name. When I type in just “Lee” it finds the entire list of Lee’s, and when I scroll through, I see that “Lee, Siu Ming” is one of the choices.

  • is this because OpenEMR cannot handle names with spaces in them? Almost our entire population has two-word first names. (E.g. if we treat “Siu Ming” as first and middle name and just search for Lee, Siu then too many names pop up.)

2/ I cannot find patient visit notes easily.

  • once I have the patient name on OpenEMR, I cannot get a list of patient visit notes from any of the menu items across the top main menu ( which are: Calendar | Finder | Flow | Recalls | Messages | Patient | Fees | Modules | Procedures | Admin | Reports | Miscellaneous | Popups ) nor the items under “Medical Record Dashboard - ” ( which are: Dashboard | History | Assessments | Report | Documents | Transactions | Issues | Ledger | External Data ).
  • it turns out that I need to click on the Select Encounter dropdown, but this doesn’t give basic information such as which doctor was seen by the patient, only the date and whether the encounter was for “Established Patient” or other type of encounter.

3/ I cannot print patient notes easily

  • once I find the encounter, it shows notes for “Dispensed Medications” and “SOAP” notes. “SOAP” is what I need; suppose I want to print this out to give to the patient, or to the specialist as part of a referral. Nowhere am I able to print this out.
  • in turns out that, when I see the SOAP note I want to print out, I need to go back to the patient Dashboard (but there is no word “Dashboard” to click on; I have to remember to click on the patient name) and then click on Report, then select the encounter. Then I have to unselect the “Billing” checkbox because I don’t want to print billing information in medical notes I give to the specialist.
    Please. I just want to print the note that I see on the screen when I look at patient notes. (I cannot do screenshot because that includes other irrelevant items, and the SOAP note might not fit into one screen entirely.)

4/ I cannot prescribe. At all.

  • I am not sure why there is a prominent field for “Dispensed Medications” as I don’t dispense any medication; I just give patients a prescription to take to the pharmacy to get the medicine.
  • However, nowhere is there a place to type in a prescription so I can print it out on paper and sign it
  • Even if I use some other way to give a prescription to a patient, I don’t even see a place just to record which prescriptions I gave to the patient.

5/ it crashes when I try to enter insurance info

  • as soon as I enter some patient insurance info, OpenEMR freezes
  • I think OpenEMR is trying to look up the insurance info and display some information … but surely when the search is unsuccessful (perhaps we have no internet connection at the moment), it should not freeze?
  • we ended up having to rename the “User Field 1” into “Insurance” so we could use it to enter insurance info without crashing.

6/ it is slow, even when I’m only using a locally installed setup

  • I am testing this on my own laptop (it’s a new expensive gaming laptop with 32GB memory and a huge SSD drive) and it doesn’t even need to access the Internet. Nevertheless, the response to clicking can take long enough (3-5 seconds) that sometimes I can’t tell whether it’s frozen and I should click again.

All this is enough to keep me from actually using it in a production environment. I could go on, about the appointment calendar and lab results and all, but … is there something I’m doing wrong? For example, am I blind in not finding anywhere to enter a prescription? I’ve installed XAMPP and MySQL and it seems to allow OpenEMR to work, but it seems like I couldn’t possibly be doing this right, because how could people use this?

Could you folks share what it’s like to use OpenEMR, in terms of ease of use, responsiveness, user-friendliness, etc.?Is this what it’s really like, or what am I doing wrong? Do people really use it for billing insurance, or just for appointments? Storing notes? Looking at labs?

OpenEMR v8.0.0 on Windows 11 + XAMPP.

Hello This is Harley Tuck, I have been doing Customer Service for MI-Squared and been involved in the OpenEMR project for over 15 years.Welcome to the OpenEMR community, I’m really sorry you’ve had that bad initial experience. From your descriptions I think what you need is a guided introduction to the project, and the OpenEMR documentation can provide that.

Here’s a page describing the different resources available for OpenEMR:

But first thing: here’s the page linking to the User Manuals:

Click on the ‘Current Stable Release’ or of the OpenEMR version you’re trying to use.

Let me run through some of your questions and either answer or give links to the docs that address your issues.

First, know that the videos are almost all out of date; do not spend time on them. Stick with the Wiki’s ‘Wiki Format’ and ‘Supplementary Topics’ pages.Second: in case your OpenEMR instance is not completely configured you can find a properly configured demo contain some sample data here:

1/ I cannot find patients easily. - the examples you gave sound like there may be a mis-match with the name data as it’s entered in the demographics. As long as you search for the text (including spaces) that is entered in the demographics you should be able to locate them.However, the Finder utility allows you to search by either first or surname. If you use both, the search term must be entered exactly with the comma in the right place. So the best search term would be what is in one name text area or the other.

This wiki page shows the steps carried out in a standard appointment/ encounter, including locating a patient record:

2/ I cannot find patient visit notes easily. - Visit notes are organized by the date of the visit. When you have the patient record showing, open the ‘Select Encounter’ dropdown and select the date of the encounter you wish to view.

3/ I cannot print patient notes easily - In the patient dashboard, select ‘Reports’

then in the Encounters and forms section, you can select the documents to print. Here, the pt only has one encounter, so just select those checkboxes and download the pdf,

4/ The Prescription module in OpenEMR is designed to be a standalone pharmacy and requires a fair amount of initial configuration. Its configuration is detailed in the wiki,here: Pharmacy Dispensary Module - OpenEMR Project Wiki

You have quite the list of issues and they would require a fair amount of time to answer them all. OpenEMR is not simply a Plug And Play application: it is very sophisticated and requires configurations, many of them requiring the expertise of IT professionals, to meet your specific needs. I suggest you look through the User Guides linked in this post to try to find the answers to the UI questions. The system behavior issues are doubtless a result of misconfigurations of the EMR server and if you search the forum for those specific topics, mentioned individually instead of all in one post, you will probably find your answers.

Best- Harley

1 Like

Hi @darkwit,

I have been using OpenEMR for 2 years now. It offers so many opportunities to configure it to the individuality of one’s practice that I am still learning new things about the system. I am a chiropractor in a small city, and what drew me to OpenEMR was that it is a very robust system that allows S.O.A.P note customization, full billing platform, and patient portal. My spouse and I operate a small practice, and we are largely a cash practice, only using billing capabilities for Medicare, auto insurance, and worker’s compensation cases. Prescribing is outside of my scope of practice, so I won’t be able to tell you about that. That being said, I am able to show you what I know and how I do things in our practice. Hopefully it helps.

One observation about your point #6 regarding things operating slowly. We started out with Windows PC operating on Windows 11 and XAMPP package. For various reasons, which I won’t discuss in this thread, I transitioned to using a Docker instance using Docker Desktop and WSL2 in Windows 11. I posted how I did the transition previously in this forum. My configuration is quite a bit more complex than what I posted then because I just set up the patient portal. It appears to be working well with just one glitch in the signature block while signing forms. I am really glad I transitioned over to the Docker arrangement. Much easier to work with for me, in most cases, and easier to apply patches and upgrades. That may help your slow processing speed. We just run a local instance and have not noticed a problem with lag (in either XAMPP or Docker). I have run it on our office computer and my laptop. I’ve not noticed lagging in either setting.

I created a test account and took screen shots with fake data so that you can have a visual representation.

Regarding your point #1, finding patients. I have never used that search box in the upper right-hand corner. The only way I look up patients is with the Finder tab. It has the ability to search by name, phone number and the other fields listed. It will allow you to type in a first name with the space, but it will not find the name if you only use the second part of the name. i.e. Linda Sue is able to be pulled up by either typing in ‘Linda’ (and filing through the various Linda’s until you come to the one you want) or ‘Linda Sue’ but not if you just type in ‘Sue’.

Regarding Point #2 and #3 - Finding and Printing visit notes. When a patient arrives and checks in for their appointment, an ‘encounter’ is created. This encounter is where all the visit documents will be found. I have never used the notes that come pre-loaded in the system. I created my own forms with Layout Based Forms. I have noticed something interesting. The thing I noticed when writing this is that the LBF forms I used are printable, but the included notes are not. I do not know how to print those out, since I have never used them. I am putting a few screen shots to show capabilities and differences. (see below - My S.O.A.P. (LBF) printable vs. SOAP (included) no print option).

Encounter opened:

Select visit form:

Example LBF form entitled My S.O.A.P.

Regarding point #5 - Insurance information crashing. I can’t tell you much about that except for the fact that we don’t do a lot of insurance, but I’ve never had the system crash on me.

I hope the above helps you out.

Bryan