Patient Financial History and Posting

  • Henry Alvarez

    Henry Alvarez - 2013-02-20


    Just starting to experiment and get to know the system.

    2 Questions:

    1) Am not able to find how to view the patient's financial history. How do I view this? I have seen the video that ZH Healthcare shows with their own financial history ledger that shows line item detail, but want to know if the basic system is capable of showing line item details.

    2) Does the out of the box system have automated electronic posting? If so, how is this done?

    Thank you,

  • Sherwin Gaddis

    Sherwin Gaddis - 2013-02-21

    Hello and welcome,

    Answer 1.) 
    In the left nav menu under Reports, I would suggest going through each report to see what it does. There are reports for what you ask. Also, it depends on how granular of a report need.

    Answer 2.)
    Yes, out the box you can do electronic posting. Just click on Fees > Billing or Fees > Payments.


  • Pieter W

    Pieter W - 2013-02-21

    Sherwin,   ……      this site is still under construction. The least you can do is make a link to:

    If you need some help please let me know. I will do some basics for free!


  • Henry Alvarez

    Henry Alvarez - 2013-02-21

    Thank you for the prompt reply.  I was able to find the report for question 1, however I'm not sure if I expressed myself clearly with the second question. What I mean is the following, are you able to upload a 835 file (electronic EOB) to the system which then is automatically posted by the system without any further over user input. There are some systems that do this, and some that do this totally automated at night.

    Thanks again


  • Brad Gregg

    Brad Gregg - 2013-02-21


    Yes, OpenEMR allows for import of 835/ERA files by going to the Fees menu > Batch Payments, then select the ERA Posting tab. From there, just input the details of the file and click "Process ERA File" and it will display the allocation results on the next screen.


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