Documentation
A complete guide to every module in LumaEHR. Your sidebar navigation depends on your plan — solo practitioners and enterprise clinics see different modules.
Showing all modules across both plans. Use the filters above to see what's available on your specific plan.
Your clinic's command center. See key metrics, upcoming appointments, and recent activity at a glance.
Key Features
Manage your entire scheduling workflow — from booking to reminders to follow-ups.
Sections
Calendar View
Visual calendar with drag-and-drop scheduling
Services
Define service types, durations, and pricing
Booking Page
Public online booking page for patient self-scheduling
Key Features
HIPAA-compliant video consultations with built-in AI note-taking.
Key Features
Document patient visits with templates, custom forms, and AI assistance. Solo plans see 'Notes', enterprise sees 'Clinic Notes'.
Sections
New Note
Create a new clinical note from scratch or template
Templates
Default templates: SOAP, DAP, Progress Note, and more
Custom Templates
Build your own note templates with custom fields
Snippets
Reusable text blocks for common phrases and findings
Key Features
Assess and prioritize patients with structured triage forms and vital signs recording.
Sections
Triage List
Active triage queue with priority levels
Triage History
Complete history of all triage assessments
Key Features
Comprehensive consultation documentation and management for enterprise clinics.
Sections
Consultation List
Active consultations queue
Consultation History
Complete record of all consultations
Key Features
Order lab tests, track results, and manage your lab workflow.
Sections
Lab Test List
Active lab orders
Lab Test History
Complete lab test history
Lab Station
Lab technician workspace for processing tests
Lab Reports
Generate and review lab reports
Key Features
Manage prescriptions, dispensing, inventory, and point-of-sale for in-house pharmacies.
Sections
Prescription List
Active prescriptions
Prescription History
Complete prescription history
Pharmacy Station
Pharmacist workspace for dispensing
POS
Point-of-sale for medication sales
Sales
Sales reports and analytics
Key Features
Manage patient records, demographics, and medical history. Solo plans see 'Clients', enterprise sees 'Patients' with additional management features.
Sections
Patient List
Searchable list of all patients
New Patient
Add a new patient record
Patient Management
Detailed patient profile with full history (Enterprise)
Key Features
Manage inpatient admissions, bed assignments, and discharge planning.
Sections
Ward Admissions
Admit patients and assign beds
Ward Discharges
Process patient discharges
Key Features
Manage invoices, payments, and financial reporting for your practice.
Sections
Billing Dashboard
Financial overview and key metrics
Payments
Track and manage patient payments
Services
Manage billable services and pricing
Key Features
Submit and track insurance claims with AI-powered validation.
Sections
Insurance Dashboard
Claims overview and status tracking (Enterprise)
Pre-Authorization
Submit pre-authorization requests (Enterprise)
Insurance Claims
Create and submit insurance claims (Enterprise)
Key Features
Store and manage clinic-wide documents, forms, and templates.
Key Features
Configure your clinic profile, staff, permissions, integrations, and subscription.
Key Features
Create a free account and explore every module hands-on.
