Hi Everyone,
Continued from New Institutional Module: Is it time? - #42 by sjpadgett
I decided to start a new topic to split up the ongoing Institutional Module topic: New Institutional Module: Is it time? because that topic has become a book requiring 20 minutes to read. Since I’ve developed a new submodule for Home-Based Care (HBC) I thought this is a good time to break out.
For my last add on to module I’m designing an Occupational Health module to include all the OSCHA requirements. Feel free to opine all demo my beta version of HBC.
OpenEMR Institutional Module — Home-Based Care Submodule Beta
We’re releasing the Home-Based Care (HBC) submodule of the OpenEMR Institutional Module into public beta on our demo server. This is the most field-mobile track in the module, purpose-built for skilled nursing, therapy, and house-call programs operating outside a facility wall.
What it covers
The submodule manages the full HBC episode lifecycle from referral through discharge across ten pages:
Visit Board — the daily operations hub with four panels: a service snapshot showing KPIs, a triage-ordered referral queue for new and pending cases, an action queue for open follow-up tasks, and a date-navigable schedule of today’s visits. Coordinators can advance visit status (Scheduled → En Route → Arrived → Complete) with a single tap and capture clinician GPS on arrival — all via JSON endpoints without a page reload.
Referral Intake — accepts new HBC referrals with live patient search, international service address, caregiver contact, urgency triage (Routine / Urgent / Emergent), clinician assignment, primary diagnosis with ICD-10, and payer/authorization notes. Duplicate episode detection prevents double-admits. Creates an OpenEMR encounter automatically to anchor care plan entries.
Patient Profile — the hub page for a single episode, showing the service address and caregiver card, next scheduled visit, recent visit history, vitals snapshot, care plan progress, and open tasks.
Schedule Visit — books a new visit with visit type (Skilled Nursing, Physical Therapy, Occupational Therapy, Speech Therapy, Medical Social Work, Home Health Aide, Physician/House Call, or Other), scheduled time, arrival window, route sequence, travel notes, and clinician — with next-visit recommendations pulled from the previous visit’s follow-up plan.
Visit Workspace — a phone/tablet-optimised field encounter page with server-side draft autosave, localStorage fallback, silent GPS capture, patient signature canvas, medication reconciliation status, wound summary, procedure summary, home safety assessment, and care coordination notes. Supports structured completion as Complete, Refused, or Missed.
Vitals, Fall Risk, Incident Reports, Shift Handoff, Discharge — shared clinical forms adapted for the home setting, using the same repositories as the AL track where appropriate.
Offline support — a service worker caches the core HBC pages for offline use. Visit drafts and finalization queue to IndexedDB and sync automatically when connectivity is restored.
Visit status model: Scheduled → En Route → Arrived → Complete (with Missed, Refused, and Canceled as terminal alternatives).
How it fits the broader module — HBC is one of six installed-purpose profiles (alongside ED+OBS+BH, Inpatient, Assisted Living, AL+Inpatient, and Full). A facility or individual clinician can run HBC alongside other tracks on the same OpenEMR instance; the context bar and per-user profile system keep each user’s view focused on their workflow.
The demo server is available at [see below]. Feedback welcome in this thread. This is beta — clinical workflows are complete end-to-end but we’re still collecting field feedback on the mobile visit workspace and offline sync behavior before a stable release.
Demo site: Demo Institutional OpenEMR
(Below usernames log you into the Institutional Facility Profile for username. admin default context is FULL meaning all shared and submodules are available. Nice for testing.)
Username: admin, DemoTester, DemoTesterOne, HomeBasedCare, Institutional and AssistedLiving.
Password for all usernames: !OpenDemo1
I hope this is received well and thanks for the support.