I’ve got a question that I have not been able to resolve but feel like it is simple enough I should have been able to. I am running a docker instance of OEMR v 7.0.3 on Windows 11. I am getting ready to activate the portal on my production OEMR but wanted to get familiar with it before doing it, so I deployed a test OEMR system. I activated the portal, uploaded some test documents, and had my fake patient (Jack Sparrow) fill them out. Upon submitting the documents, I see there is a button in the upper right hand corner of my screen that says “Portal” with the number 3 (the number of documents I “Charted to Onsite Portal Reviewed” on Jack’s document folder in the portal). On the main system, I see that the documents are all sitting in Jack’s “Document” section of his file, but when I pull them up and look at them, I cannot figure out how to mark them as reviewed. I don’t see a check box anywhere. I don’t know if there is a button/check box missing or whether I’m in the wrong place. I couldn’t find the answer in other forum posts (but I can’t say I’ve read every single one). Below are screenshots of exactly what I am seeing. Any assistance would be greatly appreciated.
It looks from your post like you’ve been ‘figuring out’ your way through the fairly elaborate Portal feature but no mention of reviewing documentation. Have you seen the comprehensive writeup of the feature on the OpenEMR wiki?
So, I read the documentation. I don’t think I’m missing anything (but I could be). I went back into my test system, and I see a couple of differences between my setup from what’s shown in the wiki instructions. First, when I log into OpenEMR, open the Portal Dashboard, click on “Review Audits,” and open a document to review it, there is no block at the bottom of the screen saying “Clinic Representative Signature Signed: x” and I don’t get the “Cancelled” button in the bottom right tray. I only get “Help” and “Done.” I am logged in as the Initial Admin User. I am not quite sure how to get those two things to show up, but I think that is the problem. Below is a screenshot of the document pulled up under audit reviews.
Hi @QCChiropractic Pardon my lack of response, I’ve been out.
I seem to be getting similar lack of results with the public demo (7.0.3 (4))
I was going to suggest you double check you had both the patient’s (in the portal) and your signature on file, but even with those completed I’m still not getting the response I want.
