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Knowledgebase : Patients > Profile Tab
DESCRIPTION This video describes how to use the patient profile module. You can view the help file for the patient profile module at: http://www.myvisionexpress.com/help/2014/#!Documents/patients....
1. Open Patient Search by pressing PATIENT icon on toolbar 2. Select Active status: All, No or Yes NOTE: If multiple location you can clear the location field by selecting and pressing delete on y...
TO RETRIEVE A PATIENT’S PROFILE INFORMATION: * Go to _File > Reports > Audit_ * Select PATIENTS in the dropdown menu for the _Table_ field OPTIONAL: To narrow the search results, you can also en...
To save a label printer for individual workstations, you must first check the Printer Settings in the Company Setup window: * Go to _File > Setup > Company_ * Click the _System_ tab * In the O...
1. Go to Patients > Search Patient window. 2. Search for the patient (by name/Patient ID number). 3. Double-click on patient listing to select. 4. The patient's profile will populate the Patient...
1. You can choose Ethnicity as "Hispanic or Latino". Note: You cannot add or remove the Race drop-down options. 2. For more information please visit the following link/webpage: http://www.cms.gov/...
1. Open the patient's profile 2. Locate the image section at the bottom right of the _Profile_ tab: * If you have already configured your webcam [http://www.support.myvisionexpress.com/index.php...
1. Click on the Patients button in the task bar. 2. In the Search Patient window, select All in the Active field. 3. Click the Search button. 4. The system will display all patients - active and...
In the case that multiple of the same patient profiles have been created, the steps below will provide you with the option to combine them: NOTE: THIS FEATURE SHOULD BE RESERVED TO ADMINISTRATORS CO...
1. Go to _File > Letters_ 2. Select a "Patient" Type letter from the _Letter_ tab and click on_ Search_ tab NOTE: By default the Patient Search will come up when you initially open the Letters mod...
1. Go to File > Patient. 2. When the window pops up, search for the patient. 3. Double click on the displayed patient listing to select. 4. When the patient profile opens, select the provider fr...
1. Go to Patient Profile > Interactions Tab > Press Add. 2. Double click over the highlighted blue. 3. A box will appear that allows you to add a category, a quick note, and notes. 4. Select the...
1, In a patient's exam under the _Assessment_ tab, search near the bottom of the screen to set the date of the recall from either of the two options. 2. Once the date is set, hit the UPDATE RECALL b...
Any order that includes a Service with a "Recall" defined will auto update the patient record's "Last Updated Date" and "Exam Recall" based on the selected recall defined on the service. If more tha...
This article will provide you steps on how to add a new location to your multi-location setup. 1. Go to Patient Module by pressing the Patient button on the toolbar, Click _File > Patient_ or s...
Yes. 1. Go to _File > Setup > Company_ 2. Click on the _System_ tab 3. In the Other Settings sections, scroll to "System" 4. Expand the "Searching" option 5. Next to _Search Across All Locat...
It is not recommended to have several Patient Profiles open at once. However, if you would like to easily jump from one window to another, click WINDOW in the top toolbar. At the bottom of the drop-...
This video will show you how to use the Patient Tracker. For more detailed information regarding the entering medications, please visit the help file located at: http://www.myvisionexpress.com/...
The _Last Exam Date_ field has been changed to _Recall From_ to improve the recall process. The _Recall From_ field will display the date of the exam that the patient is being recalled for. As an exam...
Guarantor is the person responsible for making payments on a account, either on the day of the visit or if you ever need to send a bill due to non-payment, this would be sent to the guarantor. The gua...
1. Check to see if the correct location is selected. 2. If you are unsure of which location that patient is associated with, click on the "clear" button. 3. Check to see if Active is set to "yes"....
If a patient suddenly "disappears" from your patient list, go to the Patient Search screen and you will see a dropdown menu that says ACTIVE. Click where it says 'Yes' and you will see three option...
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