Where can I edit the Calendar default appointment duration?
Select File > Setup > Company Information from the menu bar to open the Company Information setup screen and click the Calendar tab.
In the Calendar Settings section, fill in the Default duration field.
Click the Save icon on the toolbar when you’re finished with this tab.
NOTE: For more information on the Company Information setup screen, refer to the Company Information Setup section.
How do I add my logo to receipts and Rx’s?
If you want your company logo printed on patient statements and prescriptions, you can add your company logo under the Logo tab of the Company Information setup screen.
Select File > Setup > Company Information to open the Company Information setup screen and click the Logo tab.
Click Browse… to open the Select File screen. Search for the folder where the image is saved and click Open.
NOTE: The image must already be saved on your computer in .bmp format.
Click the Save icon on the toolbar when you’re finished with this tab.
NOTE: For more information on the Company Information setup screen, refer to the Company Information Setup section.
How can I remove icons from the toolbar?
For users that do not need access to certain features, you can limit what areas of the program they can access. In order to achieve this, use the Security tab to assign them access to specific functions. If you disable or make a specific function invisible for a security group, its members will not have access to that function from the menu or the toolbar.
To set up security for each user group:
Select File > Setup > Company Information to open the Company Information setup screen and click the Security tab.
Choose an employee type from the Security group drop-down list to define the security functions available.
NOTE: By default, there are four different levels of security group that you can assign, but My Vision Express allows you to setup unlimited security groups in the Categories setup screen. For more information, refer to Categories Setup section.
Select Invisible from the Security Status drop-down lists next to the modules you do not want user in the selected security group to be able to see.
Click the Save icon on the toolbar when you’re finished with this tab.
NOTE: For more information on the Company Information setup screen, refer to the Company Information Setup section.
You can assign an employee to a security group by in the Employees screen.
To use security statuses:
Select File > Setup > Employees from the menu bar to open the Employees setup screen and select the appropriate employee from the data window.
Select the Security group this employee belongs to from the drop-down list. This grants the employee access to the same security functions as the security group they are assigned.
Click the Save and Close icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.
NOTE: For more information on the Employees setup screen, refer to the Employees Setup section.
Why am I unable to modify my prices?
You can modify the price of many inventory items from its appropriate inventory screen. For more information, refer to the Inventory Setup and Operation section.
If you use procedure code pricing, You can modify the prices of individual procedure codes U & C price of those procedure codes in the Procedure Codes setup screen.
You can also modify the pricing on codes linked to individual spectacle lens inventory items in the Spectacle Lens Inventory Listing screen. For more information, refer to the Spectacle Lens section.
NOTE: Procedure Code Pricing allows prices associated with procedure codes to overwrite the retail price of the items. Make sure this checkbox is not checked if you do not want procedure codes to overwrite retail. For more information, refer to the Company Information Setup section.
Select File > Setup > Procedure Codes from the menu bar to open the Procedure Codes setup screen and click to highlight the appropriate procedure code in the data window.
In the Procedure Code Details section, enter the price you want to link to the selected procedure code in the U & C field.
NOTE: If the user changes the U & C price while the procedure code is linked to one or more inventory items, My Vision Express will open a prompt asking the user if they want the retail price of the item to update in correspondence to the new U & C price. For Services, set U&C prices under the Services inventory screen. For more information, refer to the Services section.
Click the Save and Close icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.
NOTE: For more information on procedure codes, refer to the Insurance Procedure Codes Setup section.
You can also modify the price of items from the Invoice tab of the appropriate Order screen.
The Recall Reasons screen allows users to add the reason and the default number of months between the last exam date and the recall. Recall reasons defined here are available in the Profile tab of the Patient module. It is recommended to set up the Letters menu before setting up the recall reasons. Under the Letters menu, users can link letters with the recall schedule setup in the Recall Reasons screen. For more information, refer to the Patients Use and Letters Use sections.
To set up recall reasons:
Select File > Setup > Recall Reasons from the menu bar to open the Recall Reasons screen.
To add a recall reason, click Add at the upper right of the Recall Reasons screen and fill in the Reason text field and select the default number of Months under the Details section.
Click the Save and Close icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.
NOTE: For more information on the Recall Reasons setup screen, refer to the Recall Reasons Setup section.
To use recall reasons:
Select File > Patients from the menu bar or click the Patients icon on the toolbar to open the Search Patient screen.
In the Profile tab, Make a selection from the Recall Reasons drop-down list or fill in the Months field to automatically calculate the recall date based on the patient’s last exam and number of recall months. You can also set a specific date in the Recall field.
How do I create an EMR Template?
The Exam Template screen allows you to selectively choose which data tabs to capture. You can also pre-populate specific fields to create generic exams.
To set up EMR templates:
Select File > Setup > Exam > Template from the menu bar to open the Exam Template screen and click Add.
Enter a name for the exam in the Name field and make a selection from the Exam Type and At a Glance Letter drop-down lists.
Fill in the Description field.
In the Display Tabs section, check the checkboxes for the exam tabs you want visible for this template.
To pre-populate fields in the exam template, double-click the template in the data window or click Details… to open the Exam module. Enter the corresponding generic information you want to associate with the template in the new screen.
Click the Save and Close icons on the toolbar after you’re done making changes to this screen. You may be prompted to restart the application before the changes take effect.
NOTE: For more information on Exams setup, refer to the Exams Setup section.
To use EMR templates:
Select File > Exam from the menu bar or click the Exam icon on the toolbar to open the Search Exam screen.
Choose the Template radio button.
Search for the exam template by filling in one or more fields in the Search Exam section to filter the search and clicking Search. If you leave all the fields blank, the result of your search will display all exam templates entered into your database. When you find the template you want to modify, double-click the template or click Select to open the Search Patient screen. For more information on the Search Patient screen, refer to the Patients Use section.
NOTE: For more information on the Exam module, refer to the Exams Use section.