Chapter 1: System Setup Guide

Setup Overview

Most of the information that you enter during the initial setup process will customize My Vision Express to work according to your business needs and will rarely need to be altered thereafter. The setup information will be used by the different modules in the program to optimize data entry, security and the core functionality of the application in general. The checklist in Table 1, shows you the setup sections that you must complete according to what type of user you are.

Table 1 - Implementation Checklist

Setup Item \ User Type

Optician

Doctor

No Insurance Billing

Insurance

No EMR

EMR

Facility Address

 

Provider

 

Commission Structure

*

*

Company Information

 

 

 

 

Company

Settings

 

 

 

 

Location Settings Group Box

System Settings Group Box

Location Default Tax Rates Group Box

Insurance Group Box

 

Internet Settings

 

 

 

 

Mail/SMTP Settings Group Box

Clearing House Group Box

 

Calendar

Logo

Commissions

Security

VSP

 

Categories

Clipboard Categories

Physician/Resource

Employees

Contact Lens Manufacturer/Lens

 

 

Suppliers/Labs Setup

Frame Markup Formulas

Procedure Code Modifiers

 

Procedure Codes

 

Inventory Setup and Maintenance

*

System Settings

*

Sales Tax

Zip Codes

Recall Reasons

Table 1 - Implementation Checklist (Continued)

Setup Item \ User Type

Optician

Doctor

No Insurance Billing

Insurance

No EMR

EMR

Documents

Medications

 

 

Marketing

Marketing Detail

Required Fields

Patient Custom Fields

Exams

 

 

 

Receipts/Statements Notes

Changing Screens, Reports, Receipts and Labels with Customizer

VisionWeb Utility

Insurance Companies

 

Insurance Plans

 

Insurance Plan Fee Schedule

 

Diagnosis

 

Adjustments

Web Links