My Vision Express...Tutorials

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!

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
Searching for existing orders 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