Your First Login and Navigating the Dashboard

Logging In

To get started, open your web browser and navigate to the URL provided by your administrator. You will see the OpenEMR login screen.

1. Enter your Username: Type the username assigned to you.

2. Enter your Password: Type your temporary password.

3. Select Language: Choose your preferred language from the dropdown menu.

4. Click Login: You will be taken to the main OpenEMR calendar view, which serves as your home screen.

Changing Your Password

For security, your first action should be to change your temporary password to something secure and private.

1. Click on your user icon in the top right corner of the screen.

2. Select Change Password.

3. Enter your Current Password.

4. Enter your New Password.

5. Repeat New Password to confirm.

6. Click Save.

Navigating the Dashboard

The OpenEMR interface is designed for efficient workflow. Here are the key areas you'll use to navigate:

• Main Menu (Top Navigation): This is your primary navigation tool, located at the top of the screen. It's organized by function, such as Calendar, Patient, Fees, Procedures, and Administration.

• Patient Finder (Top Right): Use this search bar to quickly find any patient in your system by name, ID, or other identifiers.

• User Preferences (Top Right): The icon with your username gives you access to your personal settings, where you can customize your theme, layout, and other preferences.

• Open Tabs: As you open different sections (like a patient's chart or a report), they will appear as tabs just below the main menu. This allows you to easily switch between tasks without losing your place.