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Version 6.50 Build May 5, 2008

  • Added Receiver Code to the Insurance Claim 837 format

  • Added Insurance Submit To to the Insurance Claim Print format

  • All notes fields in the EMR are now Tablet PC compatible. (All handwriting are converted to text)

  • Frames Data error fixed

  • Added Retrieve Existing VSP Authorization under Appointment Patient section

  • Added display user ID option to the Logon Screen

  • Fixed formatting of decimals for Show Savings on receipt

  • Physicians are now displayed in last name, first name format

  • Physician Sort order now sorts for Inhouse physicians only. Outside doctors are sorted by last name, first name only

  • Spectacle Lens Sold report now lets you search by store

  • Hard Contact Lens Print Prescription

  • Reports are now listed alphabetically in the Reports Menu

  • Cylinder dropdown now has a range from +10 to -10

  • Lens Treatments in VisionWeb now sent in the order defined for the Lens Treatment Category (The lens treatments with lower sort order number gets sent first in the message)

  • 2nd and 4th field of Keratometry under refractive of EMR is now a dropdown

  • Added the ability to copy from OD-> OS under Unaided Accuities of EMR

  • Physician pick list is now fixed for EMR Templates

  • Filters are maintained when Copying/ Transferring Rx under Refractive and Contact Lens of EMR

  • Patient Alerts now shows up in a separate message

 

Version 6.50 Build April 25, 2008

  • Aged Receivables Report > Added option to view charge and payment details by clicking on the Details Button or double clicking on the selected order

  • Added the ability to send group messages or messages to multiple user using employee messages

  • Calendar appointments auto-refreshes every 60 seconds

  • Insurance setup now holds 9 letters for the zip code under the item menu sequence … File | Setup | Insurance

  • Removed VSP Refresh List from tools drop-down list the menu has been added to the VSP tab of Company Setup

  • Added the ability to select multiple frames in Frame Data Import screen by using the shift/ctrl keys

  • Spectacle expiration default time in the Refractive Tab of Exams has been fixed

  • Tonometry Readings Graph in External Tab now has the X-Axis of the graph in date chronological order

  • Alert pop-up of a patient will no longer interfere when they are pulled up for an Exam

  • OD Prism numbers will now show correctly instead of rounding up

  • Item description for Contact Lenses now displays OD and OS on the Lab Copy so you know which contact lenses is for which eye

  • Receipts/Statements now shows the correct saving amount

  • Printing a Receipt/Statement in quick order will no longer save the order without validation

  • The patient VSP Authorization gets populated when starting an order from the patient’s Prescription Tab and clicking the Order from Rx Button. VSP exam Copay populated from authorization
     

Version 6.50 April 3, 2008

  • Commission on frames is only calculated if the frame source is either Order or Inventory

  • Fixed: In the new update when you fill a prescription from and the lens style is in the prescription it does not automatically update the Invoice with the correct Lenses

  • Removed VW button from Quick Order

  • Exam - referred to doctors dropdown is filtered to show only doctors outside the practice (not in-house)

  • Cost for each lens is calculated as half of spectacle lens Pair cost price

  • Quick Order selection of physician has been fixed

  • Report - order charges and payment summary report, tax column has been updated to reflect the tax for the day

Version 6.50 March 19, 2008

  • Quick Order screen will now close when the user clicks the Details button and opens the order in detail mode

  • Upgraded Fax printer driver to new driver

  • Fixed Exam Refractive tab Sphere manual editing so the user can enter decimals

  • Exam Keratometry added = OS=OD copy button

  • Calendar - under Day view - doctors order is defined by the sort order

  • Fixed adding of frame to charges

  • Fixed lens description in order
     

Version 6.50 March 7, 2008

  • Appointment Calendar - fixed Refresh button issue

  • Frame Inventory report - collection refresh issue

  • Patient > History > Calendar - Service refresh issue

  • Calendar - Week view highlighting an appointment and clicking details did not always work

  • Exam search by date is fixed

  • Exam ROS button clicking is fixed

  • Fax driver updated

  • SQL Server with management studio is installed in new setup

  • Provider setup no longer capitalizes the first letter

  • Lens price in order no longer defaults back to retail in inventory

  • Payments allocation defaults to payment amount

Version 6.50 Build February 28, 2008

  • Letters - New merge fields have been added - 0-30 Days balance, 30-60 Days Balance, 60-90 Days Balance, 90 + Days balance, Account balance (includes insurance and patient balance), patient balance, insurance balance

  • Order Remakes at no charge process has been updated so that when the user specifies the remake is at no charge any charges that are added to the remake order are free of cost

  • Patient - when a patients first recall date is expired the user gets an alert message saying that the recall has expired

  • Company Dropdown is sorted by Company Code

  • Marketing can be setup for all locations. Setting a marketing code without a location applies marketing to all locations

  • Added Procedure code to appear with services, lens treatments and other

  • Supplier Setup no longer capitalizes first letter of word

  • Eyefinity submission issue with Box 11D is fixed
     

Version 6.50 Build February 21, 2008

  • Added Quickbooks enhancements – Day sheet deposits can be now transferred to Quickbooks

  • VSP External Authorization can now be retrieved into My Vision Express and used as if the authorization was gotten from within My Vision Express. Under the Patient - VSP tab, a new Existing Authorization button has been added that lets the user specify the external authorization number and store the information in My Vision Express. This authorization is available for use in My Vision Express to place orders and claims

  • Partial phone search – now you can search for patients by partial phone number. It will find patients whose number contains the specified phone number

  • Commission for marketing discount is calculated as a negative commission to deduct the commission for marketing discounts

  • Insurance Claims – field 9a Insurance Policy Group is filled from patient insurance policy group. If policy group is not there for the insurance then the Insurance ID is used to fill field 9a Insurance Policy Group

  • Spectacle lens report - added Lens name/description field

  • Other items sold, order items sold report - added service/lens treatment/Miscellaneous type column

  • Frames Sold report – added date purchased column

  • Credit card signature receipt totals show total amount charged to the credit card and prints the receipt for all orders to which the credit card payment was allocated

  • Exam – When making an order from Contact Lens Rx or transferring the Rx the Physician from the exam gets copied over

  • Exam - search by date is fixed

  • Exam - refractive sphere/cyl when typed is properly formatted

  • Quickorder default amounts to patient total due instead of total due

  • Frame Barcode Label LT335 – removed barcode number from under barcode label

  • Batch Lab Orders > Labs dropdown is fixed

  • Order - Add product from order has been fixed

  • Order – Patient prescription in Lens Lab Order does not get overwritten when selecting a lens from inventory

  • Renamed Physician to Physician/Resource in menu, Setup and Calendar

  • Added Advanced Filter criteria to Reports > Filter that is same as old filter criteria

  • E-Mail - Removed SSN information from employees listing

  • Settings - Added restart message when system settings are changed

  • Lab copy – if the Lens is right or left eye only it is denoted in the Lab Copy across the Rx
     

Version 6.50 Build February 7, 2008

  • Insurance Electronic ANSI file generation includes Onset of Current Symptoms or Illness, Accident, Onset of Similar Symptoms or Illness information

  • Exam - changed medical decision making to radio buttons from drop down

  • Exam OS=OD copy also copies AV ratios

  • Patient Labels now has an option to specify number of labels to print and starting position of the label.

  • Fixed formatting for Frame Barcode arch crown labels tt364, tt368

  • Fixed sort order issue

  • Frame sold report is updated so if the order does not have a patient it still brings up the frame sold

  • My Vision Express Logo in the update has been removed so it no longer replaces your logo

  • Order Charges Lens description has been fixed
     

Version 6.50 Build February 1, 2008

Enhancements

  • Added Automatic Export for 4PatientCare integration under Tools/Settings section. 4PatientCares allows the ability to automate appointment section, recall reminders, patient and order notification list generation.

  • Added Vision Web interface. This interface lets you send orders directly to the lab from within My Vision Express. Lab must work with VisionWeb and your account must be setup in order to use this feature. You can send lab orders to VisionWeb in single mode or in batch mode.

  • Ability to Import Frames from excel file from the Frame Inventory section

  • Added the ability to create “Report Groups”. “Report Groups” lets you assign list of reports to a group. Groups are user defined and can be setup for an individual or position. In order to use the reports the user must have proper security rights. Report groups makes it easy for you to group reports that you commonly use in one place

  • Added Audit report that shows Payments, Charges, and Time clock modifications of an employee

  • Added “History Report” that lists a record of all the patient, orders, insurance, and reports that were accessed for a specified date range.

  • New Arch Crown Labels added: TT303, TT307, TT306, and TT365

  • Report  Search Criteria will always default to the previous search. Added Print Dialog option that prompts the user for printer

  • Added “Synchronize Patient Family Address and Home Phonecheckbox under the “Settings” tab of “Company Information”.  When checked, all patients in family will have the same address and home phone number and will be automatically synchronized when any information is changed under any family member

  • Added ability to exclude certain insurance claims from batch insurance claims generation.

  • Moved Receipts, Lab Orders, HCFA 1500 from the File > Report section to the File > Batch section

  • Added Charges & Payments Details button in “Batch Payments” to view individual charges and payments on the order

  • Added validation warning message if lenses in an order are picked from inventory where the lens style and material are different from the Rx lens and/or material

  • Added “Eye” section to “Lens Lab Order” tab in “Spectacle Lens Order”. This section allows the ability of selecting left, right, or both eyes when ordering a lens. (“Eye” is defaulted to “Both” eyes). Also added “Eye” to spectacle lens “Lab Copy”

  • Added dropdown functionality to “Lens Special instructions” section in “Lens Lab Order” tab of “Spectacle Lens Order”. This can be setup under File > Setup > Categories menu option > Order Notes section

  • VSP user information has been moved from company information to Provider setup to accommodate multiple VSP providers within one location. VSP information for the Provider specified for the Patient is used to perform Eyefinity/VSP transactions

  • Each company location can add its own supplier account number it in the Suppliers/Lab setup

  • Added the ability to choose which patient insurance to bill under Insurance claim: Primary, Secondary, or Tertiary

  • Added an Order Details button when modifying a patient in Calendar. This lets you view all the charges and payments for the selected order

  • “Bad address” checkbox is added in Patient information to denote bad addresses. If checked: patient will not come up when generating patients in the “Letters” section

  • Physician name is added as an option to the “Order Required Fields” section. Selecting this will require doctor to be specified in order to save the order

  • Merged Soft and Hard Contact Lens Total sales into Contact Lens sales under Sales & Payment Summary of Sales & Payment Summary Report

  • Added new Filter option under Item Details

  • New Filter option added to Reports and Inventory Listing

  • Added dropdowns for 14B, NRA, PRA, NPC and defaulted to DS in the “Binocular” section of “Exam”

  • Refractive and Contact Lens Rx ADD value will now print in Rx merge fields of “Exam” and added to the examination report

  • Added ability to change the Date of reading in the “Tonometry” section of the “External” tab in “Exam”

  • Removed the need to click “New” before adding the first chief complaint in “Exam”

  • Switched positions with “Update” and “New” button in Chief Complaint tab of “Exam”

  • Added “OS=OD” button in the “Internal” and “External” tab of “Exam”

  • “At a Glance” report always open with first page in “Exam”

  • “RTO” section in the “Plan and Assessments” tab of “Exam” will not clear recall reason

  • “Contact Lens” and “Spectacle Rx” can now be printed from “Exam”

  • The ADD value from OS is defaulted to OD in Exam, Refractive, and Contact Lens Rx

  • Added the ability to scan multiple pages from Automatic Documents Feeder under Files section

  • When saved as a .txt file, Employee Commissions Report will include columns: Remake Original Order Number, Remake Order Reason, Remake Original order commission amount, Remake Original order commission spiff. This will allow user to open the report in excel and eliminate orders that were remakes and reduce the total commission by original order commission amount

  • Replaced “Purchased date” with “Frames Sold Date” in “Frames Sold Report”

  • Adding a new company copies the information of a previously selected company

  • Adding a new company will add all unique inventories from all locations to the new location if “Add inventory to all locations” box is checked

  • Price Adjust Checkbox under Employee setup now lets the user change the quantity and notes for the item in the order. But cannot change the price

  • Added Marketing code and description to invoice item description

  • Receipt totals now include marketing discount in total retail price and quantity

  • User is prompted for printer selection and preferences when printing the insurance CMS 1500 claim form.

  • User is prompted for printer selection and preferences when printing Reports.

  • Printing the physician appointments by clicking the “Physician” button in “Calendar” will excludes cancelled appointments if the “Show Cancelled” check box is not checked.

  • Added a database backup reminder before upgrading My Vision Express application.

  • Added a check for SQL Server 2005 before upgrading My Vision Express application.

  • Section “17B” of “Insurance Referring provider” is now limited to 10 characters.

  • User support plan is checked prior to upgrading

 

Bug Fixes

  • Issue when trying to delete all Physicians fixed.

  • “Orders by Item Type” report now calculates cost accurately with Net profit and Profit totals added.

  • VSP from outside authorizations has been resolved.

  • Language selection issue fixed.

  • Logo now prints on receipts without cutting off.

  • Fax prescription message fixed in Patient Profiles.

  • Fix the ability to “Add” exams from “Patient History” when adding from appointments without a template.

  • Fixed issue with physician sort order.

  • Fixed Searching Appointment results issue.

  • Lens description in order charges shows consistently. If lens is picked from inventory the lens description is  displayed in the charges, otherwise it is the Lens style and material

  • Fixed Insurance Claim creating issue when linking existing claim to a patient or order by clicking the Link Patient or Link Order button

  • Prevents adding duplicate frames from “Framesdata”. Also fixed warning message when adding duplicate frame is attempted

  • Fixed “Required value missing” Issue when trying to edit information in MVE (Updated mycompanyinformation set orderreceiptnote = ‘No’ where orderreceiptnote is null. Updated systemsettings set settting_01 = ‘Y’

Technical

  • Set Identity “On” for order items and order details tables - SQL Server will generate the PK for these two tables. (My Vision Express managed generation of keys in earlier versions).

 

Version 6.1
Released on: Nov 20, 2007

  • Performance has been significantly improved

  • VSP Orders - with existing authorizations including authorization gotten outside My Vision

  • Express can now be used to generate VSP orders

  • Report - New Frame Inventory Profit and Cost Report has been added under File > Reports > Inventory menu option

  • Orders - Contact Lens order Base Curve and Diameter have been added back

  • Exam - Ability to start new exam from patient module under Patient > History Tab and clicking the Add button under the Exam History section

  • Exam - At a glance section has been redesigned with ability to Print and Fax the Examination report directly from My Vision Express. At a Glance is populated from rich text file named examview.txt located under installation folder

  • Exam - Chief Complaint section has been redesigned to allow fast complaint entry and multiple chief complaints

  • Exam - Plan and Assessment tab now has the ability to change the Exam Status

  • Exam - History option has been added to easily view and toggle between several patient's previous office visits

  • Exam - Plan and Assessment sections data will now appear in separate lines

  • Exam - Color Vision section has been added under Entrance tab

  • Exam - template Copy option has been removed

  • Exam - Disc Size section has been added under Internal Eye tab

  • Barcode Labels - TT364 and TT368 have been updated for alignment

  • Exam - referral reason has been added under referral doctor field

  • Exam - all types of patient prescriptions can now be printed or faxed from patient exam Plan and Assessment tab

  • Barcode Labels - Frame labels, temple formatting have been updated to remove decimal points

  • Calendar - Physician Exceptions have been fixed to appear correctly in appointment calendar

  • Calendar - added Fax field in Calendar Add/Modify Patient screen

  • Calendar - clicking on Patient Details saves the changes before opening the patient details screen so all the changes made to the patient are available in the details screen

  • Physician - error when adding Physician from the order or prescription option has been fixed

  • Patient - Scanning patient picture from patient module has been fixed

  • Letters - when letters are edited and printed it will retain the changes made to the letter

  • Letters - letters of type order has Lens Material merge field added

  • Patient - Hobbies multi-selection option issue has been resolved

  • Letters - Added ability to save letters in PDF, DOC, HTML, RTF, TXT format
     

Version 6.00
Released on: Nov 6, 2007

  • My Vision Express now features Multi-language. My Vision Express works in in English, Spanish and French. User has the ability to switch language at any time in the program by going to Tools  Change Language menu option.

  • Electronic Medical Records (EMR) is added as an optional feature. It Can be accessed by clicking on the Exam icon. Examination module is priced separately.

  • SQL Server 2005 SP2 is packaged with full release and SQL Server update

  • Help files have been updated and they are also vista compatible

  • User ID is no longer displayed on the login screen

  • Single Location login enforced for user with single location sign on only

  • Updated database backup screen: some users were not able to backup from within the application

  • Sales and payment summary/day sheet report now has the gross, discount amounts for each item type

  • Added date created as a search criteria for insurance claims

  • Added additional filter of material in spectacle lens list search

  • Able to delete contact lens manufacturer and lens names

  • Added ability for use to be able to add, delete, modify and duplicate VSP spectacle lenses

  • Label TT316 from arch crown added more lines to display frame text

  • Barcode labels settings button is now secure...security can be set under company information > security tab

  • Added warning if old transactions are modified. Old transactions are order items with data other than today, payments with date other than today, order status of orders whose order date is other than today

  • Fixed phone number and appointment display format issue on receipt

  • Guarantor merge fields have been added to letters of type order

  • Ability to add note in patient letter correspondence history

  • Ability to Fax letters

  • Ability to Prescribe Systemic and Ocular Medications

  • Able to delete contact lens manufacturer and lens names

  • Inventory box is unchecked by default when adding services

  • Ability to advance 1 day at a time in calendar

  • Display order number in each item of the receipt

  • Linking family members no longer synchronizes patient and family Address and Phone numbers

  • On Patient receipt, Orders with status of canceled, remake and quote are not included in account balances number

  • Detailed Order Sales report - you can generate a list of orders with Quote, Remake or Cancel status

  • Batch HCFA Printing reads the alignment settings

  • Patient Search results - address is now separated out between, address, city and state

  • If modification is made to the appointment details it does not reset the selected time slot

  • Receipt header can be customized to say any user-defined note such as invoice or statement under Print > Receipt Preview screen

  • Orders by Item Type, Order Charges and Payments Report and Order Charges and Payments Summary Report can be run for one or all locations

  • Physician list can be custom sorted they want to be able to select a default physician (the one to appear on top of the list). This physician list order is the same for all screens (quick order ,spectacle and calendar)

  • Menu Icon Toolbar can no longer be moved or closed

  • Fixed Payment Amount on Credit Card signature receipt

  • Ability print labels or mail merge list of patients who bought certain type of frames or contact lenses - Under Frames Sold and Contact Lens Sold Report

  • Removed Base and Prism from Soft Contact Lens Orders

  • Fixed issue with Patient - Family tab retrieval argument message

  • Fixed Add Product screen error when adding products in a multi-location environment and add inventory to all locations is checked

  • VSP populate Exam copay from Authorization

  • VSP calculate order has been implemented that will match the labs with the type of order

  • Fixed VSP diagnosis, Medicare submission issue, send 0.00 as sphere is PL, do not send cyl value if cyl is DS, facility address city and state no longer needs to be separated by a comma, added message to alert user if frame rim type is not one of the VSP approved ones.

  • Last communication with Eyefinity is logged into a file for error tracking
     

Version 5.00
Released on: May 23, 2007

  • Migrate Microsoft SQL Server Desktop Engine 2000 to Microsoft SQL Server Express 2005 version that is compatible with Microsoft Windows Vista operating system and has several other features. Stepping up to SQL Server 2005 yields immediate gains in performance, availability, provides better memory and processor utilization and increased application resiliency for more uptime. More information can be found on Microsoft SQL Server 2005 website at http://www.microsoft.com/sql. Click here to download the SQL Server Management Studio

  • Removed save password option from logon screen. User needs to enter the password each time they log into the program

  • In Appointment Calendar the open time slots can be reserved for specific services. These can be setup under File > Setup > Physician > Availability tab

  • Service is now a required field in Appointment Calendar

  • Calendar reports submenu option has been added

  • Frames sold report - added on hand qty, last purchased date

  • Orders by Item Type report has been enhanced to show Sub totals by item

  • Quick Order - Patient Details button now opens the Add/Modify Patient screen

  • Fixed amount discount issue in quick order

  • Added Contact Lens Material fields to contact lens order

  • Removed number of refills from Contact Lens Prescription

  • Ability to setup Patient Type as patient required field

  • HCFA for printing modifier is spaced out so it aligns on the form printout

  • Added validation to allow maximum of only 6 charges per claim

  • Removed VSP vendor id and password from company setup. You no longer need to provide these

  • VSP - send provider NPI information to Eyefinity-VSP

  • VSP authorization by last 4 numbers of Insured SSN - You have the option to get VSP authorization without entering VSP member ID and policy group ID as long as you provide the last 4 numbers of the insured SSN in patient insurance tab (you can enter the last 4 or complete SSN of insured).

  • Added Last Database Backup Time on backup screen

  • Settings button is aligned on the  printing labels screen

  • Mail merge changes - changed date format to month name day number, year, removed first name from physician

 

Version 4.75
Released on: April 27, 2007

  • Remove century from service dates when printing CMS 1500 forms

  • Added New Patient Referral report

  • Ability to Update Frame Retail price based on frame markup formula at anytime under File > Setup > Frame Markup

  • Ability to save images to Letters - Word Processor. Ability to import Microsoft Word documents.

  • Added Documents button to Patient > Files tab that lets the user directly select the Exam template to use.

  • Exam draw screen has been enhanced to remember typing font attribute including sizes, color settings from last use

  • When using the Discount button and using the Amount option the tax amount will be deducted from the total amount as a percentage tax of discount

  • Batch Lab Orders has additional Lab selection criteria

  • Added Patient Reference Number in Batch Payments Screen

  • Added Patient Reference Number merge field in letters of type Order and Patient

  • Updated Backup database option with customizable backup reminder days. My Vision Express offers a default file name that includes the current system date—for example, MVE-022503.bak (format MVE-DATE). You can change this if you like.

  • Removed DOB from Patient DYMO File Folder label

  • Ability to customize list of Payment Methods under File > Setup > Categories menu option

  • Ability to create list of Orders by order status in Letters

  • Ability to add 50 patient custom fields to Letters mail-merge

  • Fixed issue with updating of Supplier, invoice number and payment terms from Inventory Transactions > Scan inventory option

  • Added Frame Status field to Frame Inventory, Frame Order

  • Ability to provide marketing discount on Frames based on frame status - active or discontinued

  • Enhanced Patient Image saving

  • Scrolling of payment section in quick order has been fixed

  • Added Marketing code field to capture the coupon number. Marketing code is also displayed in the orders by marketing report

  • Frame Order information is retained in the order even when the Frame Source is changed

  • Removed Layaway as a search option in Detailed Order Sales report

  • Auto-populate Insurance Claim CMS1500 Field 32b, 33b from Provider insurance type setup for Medicare, Medicaid, FECA, BCBS

  • Patient interactions security has been enhanced - only the current patient interaction note can be changed

  • Fixed issue with Batch Payment search criteria

  • Added ability to look up Diagnosis code by partial code or description

  • Patient HIPAA tab has been removed and HIPAA Consent field and consent date have been moved to Profile tab

  • Ability to e-mail Patient picture from Picture Viewer so patient's can send pictures with them trying glasses

  • Added Patient picture to appointment calendar patient screen

  • Updated Search screen so it defaults to Search button when search criteria is changed

  • Generate Custom Letters, Mail-merge documents and Labels from Appointment Calendar Data

  • Time-Clock time is auto-updated

  • Appointment print out has been updated to included appointment day name and remove duration

  • Removed automatic opening of Search Order screen when Quick Order screen or regular order screen is invoked

  • Logon screen shows the server name you are connecting to and the the time

  • Search Patient has been improved to search by any phone number, provider, insurance company. Search results now include provider

  • Removed DYMO label from frame inventory barcode label

  • Added Letter of type Order and Calendar to be added to Patient Letter History

  • Added Bevel option to lab copy

  • Added READING text to lab notes when reading

  • Default frame source to patient own frame when doing Remakes

  • Insurance fee schedule Order items covered options automatically calculates insurance due

  • Rename inventory screens to listing screens

  • Batch payment screen no longer includes orders with status of Quote or Canceled

  • Insurance ANSI POS is not defaulted to 11

  • Sorted menu options in alphabetical order under Setup

  • Fixed transpose issue - if there is no cylinder it will no longer transpose

  • Marketing discount tax is automatically calculated

  • Labels in inventory listing screen opens the barcode screen

  • Inventory barcode labels have been moved under File > Inventory menu option

 

Version 4.75
Released on: March 8, 2007

  • Added Calendar Appointments Demographics report that gives you ratio of appointment types booked

  • Ability to modify and delete X-charge processed credit card payments by Administrator

  • Reprint Credit card receipt only reprints credit card receipt. It no longer prints the charges receipt.

  • Updated Spectacle Lens lab copy to add more frame fields - lens color, user defined, user defined 2

  • Family tab - added ability to open Patient Details screen, modify patient screen and refresh family orders

  • Ability  to search and create patient list by the prescribed Medication. Patient list on certain drugs can be used to notify them of drug recalls, newer medication therapy etc.

  • Time Clock - Added ADD button that lets you add Employee and Date for missed days

  • Added occupation to mail-merge

  • Added Patient type display to patient search results

  • Insurance Supplier tab has been renamed to Provider

  • Insurance Accounting tab has been renamed to Charges

  • Fixed issue with Reading button where Sphere value is Plano (PL)

  • VSP covered options calculations fixed

  • Insurance Print Image Electronic format has been fixed

  • Insurance ANSI format for Group has been modified to include rendering provider # instead of group #

  • Fixed ability to setup custom lens treatments and other products under category setup

  • Fixed ability to add provider insurance numbers in length greater than 10

  • Fixed issue with sending e-mails

  • Display full employee name in commissions report

  • Returned items with discount calculates return discount properly

  • Add Patient Alert Message when a patient is selected

  • Add primary Recall reason and secondary recall reason fields to patient fields

  • Clicking cancel on appointment does not refresh calendar

  • Fixed formatting of Transpose Rx

  • Added warning if switching patient on an existing order

  • Added new option under company setup to specify the default place of service for Medicare services. If not specified the place of service defaults to 11

  • Added Insurance claim created date filed that defaults to the date the claim was created. Creation date can be used to create claims batch.

 

Version 4.75
Released on:
January 31, 2007

  • To upgrade to this version, you must first upgrade to version 4.50

  • Windows 98/ME/NT are no longer supported

  • New Look - upgraded menu options

  • Ability to swipe Credit Card in Payment Details screen

  • Insurance Ansi837 - resolved issue with city having two names and amount being zero

  • Medinotes interface - ability to automatically export patient information into HL7 file when patient record is added or modified. Setting can be setup under Tool > Settings menu option

  • Letters module has a new word-processor with more features. This may require manual adjusting of existing mail-merge letters including margins

  • Insurance Fee Schedule - if the fee schedule is not setup for a spectacle lens, services, lens treatment and other product it will default the price to be the retail price

  • Added ability to create patient list by gender

  • FramesData Import remove duplicates option no longer removes the records from frames import and frame inventory

  • Two new reports added to the system - Frames Sold by Store and Frame Inventory by Store that will give totals for each store by frame manufacturer

  • clicking the Reading button no longer affects PDs

  • Added ability to assign Physician’s as referral in patient demographics

  • Added referral mail-merge fields to letters for custom letters: referral name, address, city, state, zip, phone

  • Added log of patient interactions to appointment calendar

  • Added patient interactions tab to appointment calendar. Interactions record is automatically logged when patient record is accessed

  • New Correspondence History feature has been added that will log any print material sent to the patient from Letters module. Letter log history is available under Patient | Interactions tab

  • Added Patient Type, Cell Phone, Zip Code as additional Patient Search Criteria

  • Added Patient Type as additional Patient List Creation Search Criteria
     

 

Version 4.50
Released on:
January 10, 2007

Download Update 4.50

  • Added ability to Print receipt on Ithaca 610 Receipt printer

  • Ability to assign default provider to a physician

  • VSP Contact Lens calculations have been updated

  • Added NPI number to Provider Setup

  • Added Qualified Type to Provider Insurance Type under Categories and available for setup under Provider

  • HCFA 1500  renamed field 17a changed physician to provider

  • HCFA 1500 added system defined Physician ID types

  • Provider setup allows to assign system defined different ID numbers

  • HCFA 1500 field 33. Billing provider info automatically fills based on the default provider assigned to the order's physician. Default provider for a physician can be assigned in File > Setup > Physician menu option

  • Recall Dates are highlighted in Yellow background if the recall date is expired or not specified

  • When filling insurance claim from order, box 29 amount paid is filled with insurance payments posted in the order
    Insurance Claim field 17a, 32b and 33b can not longer be typed in. They can be selected from the list of ID's setup under provider and physician

  • HCFA form has been updated to the new format approved by NUCC 08/05. Includes fields for capturing NPI number. OLD HCFA FORM 8/88 IS NO LONGER SUPPORTED. ANY OLDS CLAIMS WILL NEED TO FILL THE MISSING DATA FIELDS IN THE NEW FORM IN ORDER TO RESUBMIT. INSTRUCTIONS FOR FILLING OUT NEW CLAIM FORM ARE AVAILABLE AT http://www.nucc.org/images/stories/PDF/claim_form_manual_v1-3_7-06.pdf
    ADDED:

17a referring ID type
17a. referring ID number
17b. referring NPI
32a. NPI
32b ID
33a NPI
33b ID
33 Added seperate field to capture billing provider Phone
24I. ID type
24J. rendering ID
24J. Rendering NPI

REMOVED:
24C. type of service is removed
24J. COB is removed
24K. reserved for local use is removed

 

  • Insurance Electronic claim submission Print Image and ANSI formats have been updated to include NPI numbers. THIS WILL REQUIRE YOUR CLEARINGHOUSE TO REMAP THE FIELDS AND MAY AFFECT CLAIM PROCESSING UNTIL THE NEW FIELDS ARE MAPPED.

  • Added ability to search patients by Zip/Postal Code

  • Added Time-clock warning. If time entry already exists then user is prompted with warning.

  • Auto-updating Recall Date, Last Exam Date, Recall Reason > Added option to specify Recall Reason when setting up Services. When Recall reason is set and this service is charged to the patient it will automatically update the Last Exam date (to today), recall reason, recall months and recall date in the patient record.

  • Updated EHR Drawing capability to allow smoother drawings

  • Physician Exceptions in Appointment Calendar Day view have been updated

  • Added ability to copy Fee Schedule

  • Ability to allocate online Credit & Debit card payments among multiple orders

  • Added merge-fields to Letters of type Order

    • insurance_due

    • charges

    • patient_due

    • patient_balance

    • insurance_balance

    • payments

    • insurance_payments

    • patient_payments

 

Version 4.21
Released on: December 15, 2006

  • Integrates with DYMO:

    • Added ability to print DYMO File Folder 30327 Labels. Fields printed on File Folder label are Name, DOB and Patient Number. Label is accessible under Patient module | Profile Tab and clicking the Labels button.

    • Added ability to print DYMO Address 30252 Labels. Fields printed on Address label are Name, Address, City State Zip. Label is accessible under Patient module | Profile Tab and clicking the Labels button and under the Letters module

  • Insurance CMS 1500 form print paper format has been changed. Dates are now formatted as mm dd yyyy

  • Insurance ANSI 837 charges format has been updated to 0.00, loop 2310D

  • Payment allocation copies the approval code to all payment allocations when processing credit-cards thru X-Charge Credit card processing merchant

  • Added Uncut Lens option to Spectacle Lens Lab Copy

  • File > Reports > Order > Patient Labels option has been removed since it is accessible under File > Letters menu option

  • Order - Payments - Labels button is removed

  • Insurance module removed auto-calculation of days based on service dates

  • Fixed printing of Batch Lab Copies from File > Reports > Order > Lab Orders

  • Added Covered Option Service Fee to Insurance Fee Schedule that is used if the procedure is covered

  • Ability to delete VSP Lens List under Tools > Refresh VSP List and clicking the Delete Lens list button

     

Version 4.20
Released on:  December 7, 2006

  • Aged Receivables report insurance filter added

  • Credit card and Debit card transactions can be now processed thru X-Charge online merchant

  • Added X-Charge Transaction Reports

  • Ability to specify VSP Dispensing Fees per plan

  • In appointment scheduler, added ability to capture detailed primary insurance information

  • In insurance claim, Lens Treatments units are defaulted as 2 units

  • In lab copy Lens name is printed

  • In Insurance, referring physician is no longer defaulted

  • In Insurance, charges will drop in even if it does not have V-codes linked to it

  • Added Inventory Quantity Synchronization option under Tools > Synchronize Inventory Counts menu option that adjusts the product quantity to items sold. Only the items with Inventory box checked are affected, products that you do not inventory will show products sold as 0 quantity

  • Added support for Ithaca 610 receipt printer to print Credit card and Debit card receipts

  • Ability to set required fields for Orders under File > Setup > Required Fields menu option

  • Patient Order History shows Summary and Detailed information

  • Redesigned Spectacle Lens Lab Copy > Nov 17, 2006

  • contact lens barcode printing updated

  • spectacle lens lab copy now fits four lines of notes

  • right-click menu option enhanced to include copy, paste, select all, save as functions

  • added Uncut Lens option to order

  • Synchronize inventory process enhanced to update the quantity purchased

  • fixed frame inventory report to correctly show on-hand quantities

  • changing the Order status from Quote to another status prompts the user to change the order date to today

  • quick order balance reflects correct balance

  • changed the spectacle lens barcode code to show the lens name

  • each tax in invoice is now separated out

     

Version 4.10
Released on:  October 10, 2006

  • Added VSP Electronic Order Claim Submission and order status capability (optional feature)

  • Ability to get latest VSP lists under Tools > Refresh VSP Lists menu option (optional feature)

  • Added Patient Exam and Recall dates to Quick Order

  • Added Show Savings option to patient receipts/statements. User can control whether they want to show saving on the statement or not by selecting the 'Show Savings' box under the Print dialog. The settings are remembered once you set them. Savings are only printed when the savings are greater than zero

  • Items in the statement are ordered in the order they were entered

  • Removed barcode from statements

  • Ability to sort Aged Receivables report by insurance and other fields

  • Added notes to Frame inventory transactions report

  • For Medicare claims, billing insurance for products the POS defaults to 12, for Services it defaults to 11

  • VSP labs are formatted

  • In Elecronic Health records drawing, ability to Move and Resize image and text objects

  • In Elecronic Health records drawing, text is now aligned to the grid and displays the grid

 

Version 4.00
Released on:  September 9, 2006

  • Sales & Payment summary report shows total of Discounts on individual items

  • Patient invoice/statements redesigned to show patient savings

  • Spectacle Lens sold, Frame sold, contacts sold, other sold reports exclude orders that are canceled or quote status

  • Added patient cell phone as a merge field in patient type letters

  • Patient Demographics report has been enhanced to be location specific

  • Doctor Calendar exception in day view now only blocks the day the doctor is not available

  • Setup insurance plans

  • Setup insurance fees schedules

  • added Units field to contact lens inventory

  • automatically calculate patient and insurance responsibility based on insurance fee schedule

  • added more fields to spectacle lens lab order

  • assign upto four procedure codes to a spectacle lens

  • added lens name field to spectacle lens inventory

  • added VSP lens list

  • ability to import VSP labs

  • Added specialty code to physician and provider setup

  • Batch Payments screen allows you to assign different insurance companies. Write-offs are posted as write-offs

  • Ability to scan receipt and lab copy to lookup the order. Added barcode to receipt and lab copy

  • employee messages show full name of employee

  • updated Frame to Reorder inventory report

  • Ability to link Diagnosis codes with charges in the order. If diagnosis code(s) is specified for the individual charge that diagnosis code is used, otherwise it defaults all the diagnosis code(s) in the order to the charge

  • Receipt now shows Patient Savings as Your Savings if the saving are greater than zero

  • Account Balance on patient receipt is updated to show patient balance only. It will show total account balance, including insurance balance in the patient and insurance

  • Added new report Physician Sales by Department that gives total charges, payments and write-offs separately for the optical and optometric departments for a given date range

  • Physician Demographics report total figures are updated

  • Sales & Payment Summary report, 1. refunds affect total sales 2. Soft and Hard CL sales are shown as Contact Lens Sales

  • Updated Aged Receivables report to show Patient number, patient name, patient date of birth, insurance company, insurance phone

  • Fixed issue with Faxing of Lab orders

  • Updated ANSI Insurance Electronic Claim submission file

  • Added ability to search patients by employer and added employer to the results display

  • Removed phone number to be displayed from Statement

  • Removed Clarity vision special form from Insurance claims section

  • Ability to specify Receipt/Statement note when printing batch statements

  • Ability to Export/Import patient records between QuickBooks and My Vision Express (Optional -Additional charges apply)

  • Ability to perform VSP member eligibility/authorization processing from within My Vision Express (Optional - Additional charges apply)

 

Version 3.65
Released on:  May 15, 2006  

Download 3.65 Update

  • Time-Clock has been improved to include three breaks in a day

  • Time-clock now supports Fingerprint recognition

  • Ability to specify NPI number for Doctor's under File > Setup > Physician . NPI number will print on Rx Pad patient medical prescription forms

  • Add ability to setup patient required fields

  • Add ability to define patient custom fields

  • Ability to electronically submit insurance claims using ANSI 837 format in addition to Print Image format

  • Ability to define multiple recall dates and reasons for patients

  • Ability to store tertiary insurance with patient record

  • Ability to define Recall schedules for patients for a recall reason

  • When making order remakes it prompts the user if the remake is free of charge and highlights the remake reason

  • Updated batch payments screen to allow ability to post payments to multiple order locations

  • Added order status, delivered by search options to letters of type orders

  • Added several new merge fields to letters of type order

  • Added system error screen where the user can submit directly any errors encountered

  • Removed location from letters. All letters are location independent

  • Updated Rx expiry calculation on prescriptions

  • Add patient cell numbers to appt. sheet

  • Add pt. demographics to calendar timesheet report for performing mail-merge

  • Add combine orders in one receipt option to reports

  • Ability to view inventory sales details from inventory details screen

  • Automatically calculate Frame Retail Price based on Frame Markup formula and Group cost

  • Ability to scan patient picture

  • Added ability to specify Company Code under company setup that displays in the application. Code can be setup to specify different company locations while company name could be the company name without the location abbreviation. Company name prints on the patient statements and lab orders

  • Added ability to specify Diagnosis codes in Quick Order

  • Added ability to set default printing criteria and number of copies when printing statements and lab orders
     

Version 3.60
Released on:  February 24, 2006

Download 3.60 Update

  • Added History option as default in search Patient, Order and Insurance screens. History automatically shows all records that were opened today saving user lot of time in performing another search

  • Added frame markup where you can setup frame price markups based on frame cost range under File > Setup > Frame Markup. Retail price is automatically calculated based on the cost and frame markup formula

  • Automatically looks up frame information in FRAMESDATA CD once the SPEX UPC CD is loaded in the system allowing you to load the Frame Catalog CD at one time and enter inventory at another time

  • Added appointment recurrence, copy, and waitlist option. Recurrence option lets you setup multiple appointments in advance with a single-click. Ability to create a copy of an existing appointment. Ability to waitlist appointments. Easy to switch between booked and waitlist appointments.

  • Ability to setup spectacle lens inventory as pairs in addition to individual lens

  • If Inventory checkbox is unchecked in inventory setup the on hand quantity will not be deducted when it is sold

  • If the user is not type Administrator, the Delete options for deleting the Patient, their Orders, Appointments and Insurance claims is not available

  • Order Remakes are displayed in Indian Red color to be easily distinguished

  • Removed User ID dropdown from Logon screen

  • Frame discount in marketing only discounts frames whose retail is less than the maximum amount specified in marketing setup

  • Added exclude quantity of less than one in item lookup screen

  • Application Title bar now shows the current Location

  • Contact lens inventory report has added search criteria of manufacturer and lens and exclude less than zero quantity

  • Redesigned Statement to fit in invoice envelope

  • Removed print button from all setup screens since now any data screen can be printed by simply right-clicking and selected the Print option

  • Rx Pad prints DEA# instead of License #

  • On prescription page renamed Non Rx Order to New Order

  • Quick Order added Location dropdown to allow changing location

  • Removed Inactive Employees from Employee Timesheet Search Criteria

  • In Patient Order History added separate displays for Insurance and Patient Payments

  • Default Cylinder as DS

  • Added another receipt option to be able to print patient & insurance charges

  • Added Discount button to Quick Order

  • Added ability to define unlimited type of receipt notes

  • Removed DBL from frame inventory since we already display Bridge

  • Added ability to store frame purchase order information in the order

  • Added ability for the user to specify the frame fields that should go on the bar code labels

  • Added new report Frames to Order

  • Reduced the time it takes to save images and increased image compression so it can save more images in the same space

  • Improved Picture Viewer under Tools > Picture Viewer menu option that lets you take patient pictures with digital camera or webcam and simultaneously allows patients to see themselves with different frame styles
     

Version 3.64
Released on:  January 11, 2006

  • Ability to link up to 4 diagnosis codes with each procedure code

  • Backup prompt to replace existing backup file

  • Draw tool pencil gets the line color & thickness

  • Calendar: Renamed Color Code to Settings button

  • Ability to display patient name or service name as appointments text

  • Ability to Waitlist appointments

  • Ability to delete appointment from add/modify appt. screen

  • Modify patient screen displays patient balances, appointment history and family
     

Version 3.51

  • Image Drawing tool added that lets you Draw on image, Scan, Import/Export, Zoom, Print, Fax images under Patient > Files tab

  • Fixed appt scheduling no end date issue – used to ignore the start dates

  • Search patient, order insurance - default to Add if user closes the search screen

  • Updated Receipt & Lab copy buttons quick print buttons

  • Calendar week preview, pointing the mouse over the appointments shows appointment details. Drag and drop of appointments is no longer supported

  • Transpose PL prescriptions

  • Increased font size on Arch Crown 307, 306, 364, 313, 368 labels

 

Version 3.50

  • Patient COPAY can be recorded in order item details screen and print on the receipt as Patient COPAY

  • Added Add buttons on patient, order, insurance to be able to Add new without clicking Search button

  • When same patient name is entered search patient automatically pops up with people with the same name

  • Updated search order to make it bigger and include order status, work phone, insurance

  • Added inventory reorder point for each item per location and 4 inventory reorder reports

  • Added batch payments screen under File > Batch > Payments that lets you post payments & write-offs to multiple orders

  • Added orders balances display on payment detail screen

  • Combine orders for the same order date by default

  • When patient frame, highlight in red  A, B, ED and Frame Type measurements to indicate that they are required

  • Added frame type in Quick order

  • Added latest order diagnosis in patient demographics tab

  • Fixed reset of image, hipaa information when patient changes

  • Made image scanner, preview screen smaller to fit screen

  • Ability to Print single appointment from calendar under preview or clicking on Print Appt button

  • Updated Arch Crown label 364 to remove words Eye and Bridge and replace with /, re-aligned TT306

  • ADDED validation in red color for missing required HCFA fields

  • Added HCFA preview tab to insurance

  • For Medicare Place of Service defaults to 12 in HCFA
     

Version 3.44.01

  • Added inventory minimum quantity field

 

Version 3.44

  • Users have ability to create security groups and associate security rights with the group

  • Added admin checkbox to employees setup

  • Inventory row now only gets added for current location (not for all locations)

  • Added find/filter box in Diagnosis/Procedure code screens

  • Added Rx Pad for writing prescription medications and being able to print them

  • Added ability to lock, copy and fax prescriptions

  • Prescription Sphere, Cylinder, Axis, Add now have drop down boxes to reduce data entry errors
     

Version 3.43.22

  • Added Right-click menu option to print any data

  • Renamed Images to Files in Patients. Allows storing of any file type, images, scan documents to patient record

  • Added Documents setup screen (File > Setup > Documents) to create document library that can be imported into patient record

  • Last exam date defaults to today's date

  • Added Labels button under Patient demographics to print patient address labels

  • Fixed printing of payment detail report. It now prints on one page instead of spanning multiple pages

  • Receipt note font is bold. Added Statement date on statements

 

Version 3.43.21

  • Added Help > Send Feedback menu option for submitting a suggestion anytime by selecting "Send Feedback" under the Help menu.

  • Fixed HCFA electronic claims option

 

Version 3.43.18

  • From this release onwards, we will no longer support display resolution of 800 x 600. The recommended display resolution is 1024 x 768

  • Ability to take Patient Frame-Try on pictures from within My Vision Express under Tools > Picture Viewer menu option. Please note this functionality requires screen resolution of at least 1024 x 768

  • Ability to Scan images and documents and link them to the patient file under Patients module in Images tab. Please note this functionality requires screen resolution of at least 1024 x 768

  • Renamed Orders by Payment Method report to Payment Details

  • Added color display to company information, default color for physician, service, and status to white

     

Version 3.43.17

  • Payments are allowed to be modified by admin except adjustments

  • Reordered company info tabs, Added commissionable flags, default tax rates for inventory item types

  • Added fax number to display on receipts

  • Added totals to appear below inventory listing

  • Sales & payment summary report

  • Increased barcode font size for label TT364

  • Added age to appear in patient demographics next to birth date

  • Added refresh button on patient order history to display any new changes to orders

  • Added print image button to images to let user print image from patient
     

 

Version 3.43.14

  • Renamed order aged receivables report to aged receivables - also shows patient account balance. Added Order date range as search criteria

  • Searches are now like searches of %search%. e.g. if you put "mit" in the last name as search criteria it will find all the customers whose last name has an occurrence of "mit" in their last name such as smith, mittal, bomit

  • Payment supports write-offs, adjustments

  • Added Discount button that lets you discount all material and/or services in order

 

Version 3.43.08

  • Adding ability to add and execute custom reports

  • Added Interactions tab in Patient that tracks patient file access

  • Ability to modify employee who sold the item in order

 

Version 3.43.05

  • Ability to add Company Logo Image on receipts/statements. Logo image can be added under File | Setup | Company Information menu option

  • Added ability to color code appointments by appointment status

 

Version 3.43

  • Added four inventory transaction reports

  • Added ability to scan-in inventory items

 

Version 3.42.02

  • Added Print button to setup screens to allow printing of data

 

Version 3.42.01

  • Calendar: Allow modification of selected appointments from Preview tab

  • Calendar: Display appointments for all doctors in Day tab irrespective of filter

  • Calendar: Remove Location column from Preview

  • Inventory: Added Physical Counts screen that lets user synchronize physical inventory with inventory in the system. It allows physical inventory counts by barcode scan or manual count.

  • Orders: Added option to combine multiple orders into one receipt. Added Tax ID display in receipts. Tax ID is defined under File | Setup | Company Information menu option.

  • Patient: Supports attaching PDF files to patient file

  • In-house Physicians are displayed first in drop-down list boxes

 

Version 3.41.11

  • Added Middle name to search results screen

  • Added Eyesize to Frame Inventory Barcode labels

  • Updated Prism to accept decimal values

  • Removed dropdown data boxes for Sphere, Cylinder, Axis, Add

  • Add Exam procedure codes

 

Version 3.41.08

  • Added copy, remake order option in patient history

  • Added Manage connections screen to let you switch between multiple servers

  • Updated contact lens report totals

  • Added drop down for sphere, cly, axis, add for spectacle rx

  • Renamed receipt header to statement

  • Added Authorization number on Calendar reports.

Version 3.41.07

  • Fixed display of lens treatment in quick order

  • Display provider and marketing by location

  • Allow multiple insurance claims to be displayed in order