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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 Phone” checkbox
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
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
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
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
Version 3.43
Version 3.42.02
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
-
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