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 I think the software team behind My Vision Express is the most attentive group of people I have ever dealt with. They respond to the issues promptly and encourage suggestions from their users to improve the product ... 

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My Vision Express Video Tutorials are an efficient way to get started. These hands on tutorials range from basic to more advanced topics. If you are new to My Vision Express we strongly recommend that you watch all of the tutorials from start to finish as they introduce the most used  tools and procedures in the program.

When playing the videos they may take a minute or two to load up please be patient and turn-on the speakers. we also feature some video-only tutorials that do not require speakers.

You can also refer to our Quick Startup guide where you can find a quick reference to the most important topics to get you started today!

Quick Startup Guide


Topics Covered Video File
Features overview presentation.
Video-only (no speakers required)
  • Patient Management
  • Electronic Health Records
  • Appointments
  • Recalls
  • Insurance
  • Inventory
  • Orders
  • Accounting
  • Reports
  • Marketing
  • Commissions
  • Time-Clock
  • E-mail
  • And More…
Features Overview
Play Book Presentation
Video-only (no speakers required)
  • Setting Up Employees
  • Using the Time Clock
  • Entering a New Patient
  • Setting Up Insurance Information
  • Creating an Insurance Claim
  • Adding an Insurance Plan to a Company
  • Billing Medicaid
  • Entering Insurance Payments
  • Entering Patient Payments
  • Entering a New Frame
  • Entering VCI Glasses Orders
  • Entering VCI Contact Lens Orders
  • Entering VSP Glasses Orders
  • Entering VSP Contact Lens Orders
  • Entering a Quick Cash Order
  • Printing Barcode Labels
  • Changing/Entering Prices in Inventory
Play Book Presentation
  • Categories Setup
  • Sales Tax Setup
  • Customize Receipt Notes
  • Recall Reasons Setup
  • Required Fields Setup
  • Patient's Custom Fields Setup
Getting Started Setup Part 1
  • Entering Company information
  • Physician and provider information setup
  • Employees information/ Login names and passwords
  • Commission Structures Setup
  • Marketing Options Setup
Getting Started Setup Part 2
  • Inventory Setup:
  •                
  • Frames
  • Spectacle Lenses
  • Contact Lenses (Names & Manufacturers)
  • Other (Miscellaneous Inventory)
Getting Started Setup Part 3
  • Insurance Companies Setup
  • Insurance Plans Setup
  • Frame Markup Formula
  • Supplier and Labs Setup
Getting Started Setup Part 4
  • Entering Patient's Information
  • Searching for existing patients
  • Storing Patient's Pictures
  • Filling out prescriptions
  • Using the Rx Pad
  • Track, modify or delete Orders, Claim Insurance and Calendar Appointments
  • Associate Family members
  • Use the Interactions Tab
Patients
  • Scanning  and editing Exam Forms
  • Attaching forms to patients records
Electronic Health Records (EHR)
  • Customize the calendar to your practice needs
  • Services setup
  • Physician availability and availability exemptions
Appointment Scheduler Setup
  • Navigating through the calendar
  • Changing calendar colors
  • Book, modify and cancel appointments
  • Calendar Printing options
Using the Appointment Scheduler
  • How to create, send and delete employee messages
Employee Messages
  • How to use the time clock feature
  • How to modify time clock entries
  • Report of hours worked
Time-Clock
  • Creating personalized letters
  • Using merge fields
Letters and Labels
  • Using the recall system
  • How to print recall labels
Recall Labels - Create Custom List
  • Creating new orders
  • Processing payments
  • Printing receipts and lab orders
Quick Order
  • Setting up the X-charge interface
  • Setting up your credit card processing hardware
  • Collecting payments
Credit and Debit Card Processing
  • Post payments to multiple orders using a single screen
Batch Payments
  • Processing returns and refunds
  • How refunds are reflected on the day sheet
Returns and Refunds
  • Obligation of charges transfer from patient to insurance and vice versa
  • Transfer a credit from insurance to patient
Balance Transfers between Patient & Insurance
  • Customize Diagnosis Codes
  • Searching for diagnosis codes
  • Adding diagnosis codes to orders
  • HICF 1500 and diagnosis codes
Diagnosis Codes
  • How to setup, generate and submit insurance claims
  • Single and batch claims
Insurance Claims
  • Insurance plans Setup
  • How to automatically calculate Insurance, patient and discount amounts in a new order using
  • Frame price calculation formula
Insurance Fee Schedule Setup
  • How to use the insurance fee schedule
Using the Insurance Fee Schedule
  • How to create custom reports on Excel
    Video-only (no speakers required)
Creating Custom Reports on Excel
  • How to setup the Electronic Medical Records (EMR)
Setting up Electronic Medical Records (EMR)
  • How to use the Electronic Medical Records (EMR)
Using the Electronic Medical Records (EMR)
  • Report Customizer - General Features Overview
Report Customizer (General Features)
  • Report Customizer - Creating Patient Labels
Report Customizer (Patient Labels)
  • Report Customizer - Calendar Appointments
Report Customizer (Calendar Appointments)
  • Report Customizer - Patient Receipt
Report Customizer (Patient Receipt)
  • VisionWeb Demo - A demonstration of the interface between My Vision Express Practice Management Software and VisionWeb. The presentation will show how to enter an eyeglass order through My Vision Express and quickly submit it via the Internet to VisionWeb.com. Mapping your inventory items to VisionWeb's catalog will also be covered.
VisionWeb Demo
  • E-Prescribing - Orientation video for doctors and staff.
E-Prescribing Orientation (Part 1 of 2)
E-Prescribing Orientation (Part 2 of 2)
  • E-Prescribing - Renewal Processing
E-Prescribing Renewals
  • VSP/Eyefinity Demo
VSP/Eyefinity Demo
 
 
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