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Overview
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These instructions also apply to Reference Application 2.3.1, which is a security-patched release. |
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Reference Application 2.3.1 is the latest release of our new Reference Application, a state of the art implementation of OpenMRS, which may serve as a solid base for new implementations. It is designed using the latest UI 2.x and App Framework, which make it easy to add new functionality as small apps in a similar fashion to mobile applications. The Reference Application comes with a number of apps out of the box. Currently we provide apps, which enable you to:
register patients
start and end visits
list patients with active visits
admit/transfer/discharge patients
take clinical notes
capture patient vitals
display patient summary and visit history.
capture allergies
Enter forms from the patient dashboard
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Try It Out!
Hosted UAT Test Server
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You can explore the latest released version of the Reference Application by going to http://uat01.openmrs.org:8080/openmrs/ and signing in with the following credentials:
username: | doctor | nurse | clerk | sysadmin |
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password: | Doctor123 | Nurse123 | Clerk123 | Sysadmin123 |
Each user has access to different parts of the application and we encourage you to explore them all.
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For all features of the reference application to work well, you will need to make the configurations below:
To register a patient, the logged in user needs to have an associated provider account, meaning no patient registration will be possible if there is no user that has a provider account and yes this includes super user. Go to System Administration - Manage Accounts - Add New Account to add a new user and provider. Remember to create both a user account (with appropriate privileges) and a provider account.
Advanced Configuration
You can find more info about configuring the reference application here.
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When you first open up the Reference Application you will see a login screen.
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You can login as a system developer with full privileges by giving the default username admin and password Admin123. You also need to select Location for this session. Locations are configurable from Advanced Administration - Manage locations. In order for a location to appear on a login screen you need to open it up and select a checkbox next to the Login location tag.
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You can see all apps that are available in your installation by logging in as a system developer and opening the home page.
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Less privileged users do not see all apps, because they are hidden if they don't have privileges to use them. We have defined a set of application and organizational roles, which you can use, modify or create new as needed. Organizational roles inherit from application roles. Roles start from "Application:" or "Organizational:", e.g. "Application: Writes Clinical Notes" or "Organizational: Doctor". You can view all roles by signing in as an administrator and going to System Administration - Advanced Administration and Manage roles.
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The Reference Application is partially translated into several languages. (To see how to contribute translations, or just see the current status, see Translating the Reference Application.)
Each user account has a "default locale" that is applied when they log in. The administrator can set this when creating a user account, or a user can change it on their own from My Account (under their username in the header):
...then by choosing Default Settings and setting the Default Locale: 
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The next time the user logs in, they will see the UI in the newly-selected language.
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The registration app is available under the Register a patient button from the home page. It is seen by users having the "Application: Registers patients" role. 
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The registration form supports keyboard navigation. You can go to a next field by hitting the TAB or ENTER key. Going backwards is possible with SHIFT + TAB.
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The system also searches for similar patients based on the information you entered so that you can review them and avoid creating duplicates. As soon as a duplicate is found you will see a bar at the top that there are similar patients found and you can click the Review patient(s) button to see them.
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If you want to integrate the Address Hierarchy Module or add custom person attributes, you can find directions for Registration App Configuration.
If you want to integrate Registration with a Master Patient Index (MPI) you can find directions for /wiki/spaces/~approce/pages/16875546.
If you want to add/remove address fields or change the address field labels that appear on the form, you can go to System Administration - Advanced Administration - Manage Address Template. For more information see Administering Address Templates.
Patient search
You can use the Find Patient Record app to display recently viewed patients or find any patient in a database by name or ID.
If the search field is empty, you see a listing of recently viewed patients. As soon as you start typing and enter at least the number of characters set as the value of the Min Search Characters global property on the settings page, you will see results changing live for what you entered. Note that when searching by patient identifier you need to enter the full patient identifier because partial searches only work when searching by patient name.
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Patient Summary
Once you open up a patient you see a clinical summary.
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The header has basic demographic details, which you can edit by clicking the Edit button. There's also Show Contact Info, which expands a section with contact details when clicked. If a patient has an active visit you can see a green bar in the header saying when it started and also patient's current location.
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A diagnosis that was entered as free-text is displayed in quotes. Each kind of diagnosis is displayed only once. See also Visit Notes.
Vitals
The box shows the last captured vitals. See also Capture Vitals.
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On the right you can find a box with actions. General Actions are:
Start Visit - start a visit if there is no active visit yet
Add Past Visit - enter a retrospective visit
Merge Visits - merge past visits
Chart Search - search for patient chart
Any forms which are marked as showing up under General Action section
Schedule a New Appointment
Request Appointment
Current Visit Actions are displayed if there is an active visit and they include:
End visit - end a visit
Visit Note - enter a visit note
Admit to Inpatient / Exit from Inpatient - change a type of visit
Transfer to Ward/Service - transfer to a defined location (displayed only when in an inpatient visit)
Capture vitals - enter patient's vitals
Note: Some actions may not be visible based on privileges of the currently logged in user.
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It is accessible from the Visits box on Patient Summary. You can either open up a specific visit or click Show more info to display the latest visit.
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You can see it has the same patient header as Patient Summary. Right below on the left you can see a list of visits with date and diagnoses captured during a particular visit. The most recent visit is displayed at the top. You can click at any visit to see its details on the right. It has Visit Actions buttons if a visit is active and a list of encounters, which you can view by clicking show details. It is possible to edit them with the pencil icon or delete with the x icon.
Only encounters that are specifically configured as "editable" can be edited. This is how it's done for the built-in reference application forms. There is currently not a way to edit your own forms. In order to edit an encounter, you either need to have the privilege "Task: emr.patient.encounter.edit", or else have participated in the encounter.
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It is accessible from both the home page via the Capture Vitals app or directly from Current Visit Actions on both Patient Summary and Patient Visits. The app is designated for a standalone capture vitals station. It allows you to quickly find a patient, enter vitals and continue repeating this process. The action available from Current Visits Actions allows you to capture vitals for the currently displayed patient and return to the summary.
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The form for capturing vitals has basic validation. It calculates BMI from Height and Weight. It supports keyboard navigation in the same way as the registration form.
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It is accessible from the Patient Dashboard, by clicking the pencil beside allergies. If there are any existing allergies, it shows them in the list. If the patient has no known allergies, this can be specified by clicking the green "No Known Allergies" button.
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When you click to "Add New Allergy", it allows you to select the allergy type; drug, food or environmental. You can click the allergen, and then specify the reaction it causes and the severity. You can also add a comment if you like. After you click save, 
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Visit Notes
The form for entering visit notes is accessible from Patient Summary and Patient Visits. It is listed under Current Visits Actions.
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First you enter a primary diagnosis by starting to type in the Add presumed or confirmed diagnosis field. It has an auto-suggest feature which finds diagnosis concepts, but also has the Non-coded selection with the value you entered. You need to pick from the auto-suggest list to add the diagnosis, which then appears on the right under Primary Diagnosis. If you repeat these steps, your selections will appear under Secondary Diagnoses.
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For an example look at the setup in the demo data. See Demo.
Configure Metadata
Click on the Configure Metadata app on the main apps screen. If you want to add, edit, retire/restore or delete metadata in the new UI, this is where you go.
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When you click on any of the links in blue above, you should be able to view page that lists the respective metadata, the action column on the right has these icons 
, click the pencil icon to edit, the 'x' icon to retire and the trash icon to delete items forever. When you retire an item, the 'x' icon gets replaced with 'restore' icon which when clicked should un retire the item. To add a new piece of metadata, click on the add button at the top of the listing page, e.g 'Add New Encounter Type' in case of encounter types.
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Under the Configure Metadata screen, there is now a new app to "Manage Forms". It is possible to add custom forms to the new user interface without any custom programming! When you initially enter Manage Forms, it shows you a list of forms that exist in the system. Obviously, before you can configure where a custom form will appear in the system, you must create the form. Both HTML and XForms are supported, but they must be created through the legacy user interface, under System Administration - Advanced Administration.
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After you've created your custom form that you want to add to the new user interface / patient dashboard, you can click "Add" in the UI column next to the form name, as seen in the screenshot above. Clicking "Add" opens up the configuration screen for that form.
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There is a rich user interface for configuring metadata i.e add, create, retire/void, restore and delete metadata, as seen above you can also configure where and how your form will appear. Let's discuss these settings individually.
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Under the System Administration App, you will find system administration tools. This currently includes the Style Guide, especially useful to programmers, It also includes Advanced Administration which returns you from the new user interface to the legacy user interface. This is useful for configuring legacy settings and modules that don't yet have a user interface in the new UI; like Reporting and Facility Data Module for example. You can also manage global properties and user accounts by selecting the appropriate app from the page shown in the screenshot below, you can navigate to this page by selecting Home -> System Administration.
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Manage Apps
This allows implementers to add or remove applications to/from the system without having to build a module. This is done by configuring a JSON definition. For more information see System Administration: Manage Apps.
Viewing And Managing Accounts
In the reference applications, user and provider accounts are linked to a person record and are managed from the same page. From the home page navigate to the account listing page by clicking System Administration -> Manage Accounts as seen in the screenshot above to view all the accounts.
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To add a new account, from the account listing page, click on the 'Add New Account' button, fill the form and save.
To Edit an existing account, from the account listing page click the pencil icon beside the account you wish to edit.
To edit the person details, under person details section click on the pencil icon on the right, make changes and save or press cancel if you don't wish to save the changes.
To add a new user account, under user details section click on the last tab with the '+' sign, make changes and save or press cancel if you don't wish to save the changes.
To edit an existing user account, under user details section click on the associated pencil icon on the right hand side of the tab content pane for that user account, make changes and save or press cancel if you don't wish to save the changes.
To add a new provider account, under provider details section click on the last tab with the '+' sign, make changes and save or press cancel if you don't wish to save the changes.
To edit an existing provider account, under provider details section click on the associated pencil icon on the right hand side of the tab content pane for that provider account, make changes and save or press cancel if you don't wish to save the changes.
Note: Retiring and deleting user and provider accounts is not supported as of 2.3 but should be in future releases.
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From the home page navigate to the account listing page by clicking System Administration -> Manage Global Properties as seen in the screenshot above to view all the global properties.
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Click on the 'Add New setting (formerly Global Property from platform 1.8 downwards) button to add a new setting (formerly Global Property from platform 1.8 downwards).
The action column on the right has these icons
, click the pencil icon to edit and the trash icon to delete a setting (formerly Global Property from platform 1.8 downwards).
Note: Some setting (formerly Global Property from platform 1.8 downwards) values are truncated to fit in the allocated space, clicking the pencil icon should take you to the edit screen from where you can see the entire value. On the listing page, hovering over the name cell should display the description also.
OpenMRS Atlas
New to the OpenMRS 2.1 user interface is the OpenMRS Atlas configuration configuration. When the implementation is first established, you must link ownership with an OpenMRS ID. Click Click “Sign in with your OpenMRS ID” and provide your OpenMRS ID and password. If If your browser is already logged in to OpenMRS ID, it will use that account automatically when you click "Sign in".
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You can then drag your marker to the physical location of your site. Double-clicking on the site will allow you to view the details. Clicking the pencil icon will allow you to edit the details.
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You can then choose to turn on Automatic Updates. This will allow the world to see the progress your uses are making with data entry; specifically the number of patients, encounters and observations you have entered into your system. Rest assured, no patient identifiable information is shared.
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