Release Notes Version 10.0 Build Insight Software, LLC

Transcription

1 Release Notes Version 10.0 Build Insight Software, LLC

2 PUBLISHED BY Insight Software, LLC 3050 Universal Blvd Ste 120 Weston, FL Copyright 2012 Insight Software, LLC. All rights reserved. No part of the contents of this document may be reproduced or transmitted in any form or by any means without the written permission of the publisher.

3 Contents Important 1 About These Release Notes... 1 Upgrading to Version Internet Connection Required... 1 Microsoft SQL Server... 1 Patients 2 Order History View... 2 Enhanced Scanning Options... 3 Interaction Alerts... 3 Spectacle & Contact Lens Prescription Validation... 4 Contact Lenses...4 Inventory 5 Re-Activate Inventory Option... 5 VSP Spectacle Lenses Import... 6 Orders 9 Statement Status... 9 Manually Updating Statement Status...10 Automatically Updating Statement Status...10 Receipts/Statements Reporting by Status...11 Interaction Tab with Alerts...12 VSP Contact Lens Benefit Calculations...13 New Field...13 Removed Fields...14 Calculations...14 Exam 15 Enhanced Procedure Code Search...15 Exam Header...15 Refractive Prescription...16 Assessment Plan...16 Insurance 17 Fee Schedule Series Grid...17 Letters 18 New Merge Fields...18 Exam Letters...18 All Letters...18 My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Contents iii

4 New Exam Letters...18 Reports 25 Inactive Patient Report...25 Setup 26 Multi-location Employee Setup...26 Active Directory Integration...27 Auto Login...28 Local Installation Users...28 Web-hosted Users...28 Automatic Audit...29 Audit...29 Last Updated...29 Automated Purge...29 Purge All Button...30 Security...30 Integration 31 Who Is Your Insurance...31 X-Charge XCheck Processing...31 Miscellaneous 32 Font Change...32 About My Vision Express Information Update...34 Send Feedback...35 Bug Fixes & Other Enhancements...36 Inventory...36 Calendar...36 Patients...36 Exams...36 Orders...36 Insurance...36 Reports...36 Other...36 My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Contents iv

5 Important About These Release Notes This document contains a review of the new features and latest modifications for My Vision Express Version These are all subject to change and their inclusion in these Release Notes does not guarantee that they will be part of the final release for this version. This document was last reviewed on February 14, Upgrading to Version 10.0 The upgrade to My Vision Express Version 10.0 from previous versions implies a long list of changes. Before you perform this upgrade, you should read this document thoroughly and understand how the changes in this new build of My Vision Express will impact your usage of the software and your practice in general. Contact the My Vision Express support team for help during the upgrade process at (Option 2). Please schedule your upgrade during support hours (Mon. Fri. 8:30 AM 7:00 PM) so that you have help available if you run into any issue. Internet Connection Required Starting with My Vision Express Version 10.0, you will need an Internet connection to run the application. The software will periodically perform a license check which would fail without Internet connectivity. Also, many of the new features coming in this version require Internet access. Including many of those designed to help you qualify as a meaningful user under the EHR Incentive Program for Medicare/Medicaid. Microsoft SQL Server Version 10.0 of My Vision Express requires Microsoft SQL Server 2008 R2 to be installed in your server. If you do not have this version of SQL installed please contact our support department before upgrading. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Important 1

6 Patients Order History View The patient order history default view can now be changed by the user by navigating to File > Setup > Company Information and clicking on the System Settings Tab. Click on the drop-down labeled Default Patient Orders History View to select either Details or Summary. Click to see larger image Order Summary View Order Detail View Click to see larger image Click to see larger image My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Patients 2

7 Enhanced Scanning Options New scanning options have been incorporated into our scanning dialog to provide greater control on image scans from the Files tab of the Patient and Exam screens. The new scanning options are as follows: Some scanner settings can now be selected from a list of drop downs without the need to access the scanning interface dialog. Scanning control options will be saved based on the user that is logged into Windows. Meaning the user settings for scanning will be their own based on the Windows login credentials. You have the option of scanning, importing, and exporting three different document types: JPG. PDF. Adobe Acrobat Reader will be the required viewer for PDF files. TIFF. Distinct Zoom-In and Zoom-Out buttons. Zoom to Actual size at the click of a button. Fit the image to the viewing area at the click of a button. Interaction Alerts The new interaction alert will allow the user to set specific interactions as alerts. Alerts are displayed in a dialog window that gets triggered when the patient record is accessed. To setup an interaction alert, tick the Alert check box on any interaction and click Save in the main toolbar. The next time the patient record is accessed the user will see the interaction pop up in an Alert dialog. Alert Setup Alert Click to see larger image Click to see larger image My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Patients 3

8 Spectacle & Contact Lens Prescription Validation To assist you in entering optical prescriptions, data validation has been improved. Warnings will be displayed when entering prescription parameters that do not conform to standard criteria. Below is a list of specific warnings based on prescription type. Spectacle Lenses Sphere Values are expressed in diopters with a (+/-) sign and 2 decimals positions. Both eyes will usually have the same sign. User will get a warning if different signs are specified. Cylinder Axis Add (Power) Prism Base BC (Base Curve) Values are expressed in diopters with a (+/-) sign and 2 decimals positions. The values for OD and OS should always have the same sign since diagnostic equipment is configured with the same cylinder sign for both eyes. Axis values are in degrees (1 through 180). Values out of that range will be rejected. Values are expressed in diopters with a (+) sign and 2 decimals positions. Add is always positive since it is an addition of magnification power to the lens. Negative values will be rejected. Values are expressed in diopters without a sign. The direction of the D-Center (optical center) is recorded as In, Out, Up, or Down. It is measured in millimeters with one decimal position. Contact Lenses Sphere Values are expressed in diopters with a (+/-) sign and 2 decimals positions. Both eyes will usually have the same sign. User will get a warning if different signs are specified. Cylinder Axis Values are expressed in diopters with a (+/-) sign and 2 decimals positions. The values for OD and OS should always have the same sign since diagnostic equipment is configured with the same cylinder sign for both eyes. Axis values are in degrees (1 through 180). Values out of that range will be rejected. Add (Power) Prism BC (Base Curve) Diameter Multifocal Thickness Values are expressed in diopters with a (+) sign and 2 decimals positions. Add is always positive since it is an addition of magnification power to the lens. Negative values will be rejected. Alternatively, some contact lens manufacturer will measure power as High, Medium, and Low. Values are expressed in diopters without a sign. It is measured in diopters with two decimal positions. The size of the contact is measured in millimeters. It determines the dominant and non-dominant eye. It can only be expressed in Distance or Near. Measures the thickness of the lens in millimeters with two decimal positions. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Patients 4

9 Inventory Re-Activate Inventory Option This new feature will allow you to re-activate deleted inventory items from the Contact Lens, Spectacle Lens, and Frames inventory lists. To access this feature start by navigating to your Contact Lens, Spectacle Lens, or Frames inventory list. Click on the Activate Inventory button to see a list of deleted items for that specific item type Select the item or items to re-activate click on the Activate button. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Inventory 5

10 VSP Spectacle Lenses Import Based on customer feedback we have improved the VSP Spectacle Lens import option by allowing the user to simply check off lenses to add to inventory from the updated VSP list. To begin go to File > Inventory > Spectacle Lens Inventory The Refresh VSP List button has been changed to VSP Import Click on the VSP Import button The import window will appear displaying the lens list retrieved from VSP Lenses already mapped in the inventory will be displayed in Red NOTE: These lenses cannot be deselected from the import screen. Selecting the import checkbox will begin the process of validation Validation checks for the lenses corresponding procedure codes and options codes in the Procedure Code Setup My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Inventory 6

11 If a required procedure code is not found an error will appear Procedure codes that correctly setup in Procedure Code setup will be marked in grey Procedure codes that are NOT setup in the Procedure Code setup will be marked in white The lens can still be imported, but will not work properly in the orders module as stated in the error message If user selects the Yes option, then the import checkbox will remain selected. If user selects the No option or clicks the X at the top-right of the window, then the import checkbox will automatically deselect. The user can also double click on any row to display the procedure code(s) required for the specific lens. This window is the same as the error window except that it will not receive a user response it is purely informational My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Inventory 7

12 The Select All button when clicked will warn users validation will be skipped and prompt user to make sure procedure codes are setup properly If user clicks No then no rows will be selected for importing If user clicks Yes then all rows will be selected without validating the procedure codes NOTE: Selecting all lenses may take a significant amount of time The Unselect All button will unselect all import check boxes for all unmapped lenses. If a lens is already mapped to your inventory it will remained checked Once you have selected lenses to import Click on the Ok button Lenses selected will be automatically created and the spectacle inventory window will refresh when the import has completed The spectacle lens inventory item will contain the following VSP Code Style Material UPC Retail Cost (Price is set from the procedure code U&C) Procedure & Option Codes Finally when you reopen the VSP import window all imported lenses will be shown in red My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Inventory 8

13 Orders Statement Status The order statement status field is used to track the progress of your collection efforts. You can easily see how many statements have been sent to the patient and mark his account for collection. The options for the statement status are customizable as follows: 1. Go to File > Setup > Categories 2. Scroll to the Order Statement Status category group. The default category items available are displayed below: 3. Add, remove or edit the statement statuses on the list. Bear in mind that the Sort column here determines the order in which the statement statuses will be used when the system advances to the next level. 4. Click the Save and Close buttons in the main toolbar. NOTE: Any outstanding order that does not have a statement status assigned will be set to the statement status with the smallest sort order value when the next billing cycle is run. In the Statement Note column, you can select a customized message for each status which will print out on the receipt according to the status. To customize the statement messages: 1. Go to File > Setup > Receipt/Statement Notes. 2. Click the Add button to enter a new note or select an existing one to edit it. 3. Edit or enter the note Name, Location and Message fields. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 9

14 4. Click the Save and Close buttons in the main toolbar. Once setup is complete you can use the statement status feature manually or automatically to update orders and for reporting purposes. Manually Updating Statement Status In the orders module, the Statement field was added to allow you to select a predefined statement status from the drop-down options. The statement status history is updated every step of the way and you can view it by clicking on the ellipsis button next to the Statement field. Automatically Updating Statement Status The statement status can also be updated automatically when printing batch receipts from File > Batch > Receipts/Statements. For this to work, you must setup the statement status buffer as follows: 1. Go to File > Setup > Company Information 2. Click on the System Settings tab My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 10

15 3. Set the Status Buffer (at least to 1 day). 4. Click the Save and Close buttons in the main toolbar. NOTE: The buffer determines the amount of days that must pass before an orders' statement status can be automatically updated via the batch receipts/statements report. For example, the statement buffer can be set for 7 days so that, once it has been 8 days since the previous statement run, the status will be automatically updated to the next level when the statements are run again. Receipts/Statements Reporting by Status The statement status can also be used as a search criteria when running your Receipts/Statements report from File > Batch > Receipts/Statements. In the Statement Status field: Select the statement status level that you want to run. If you select "No Status", only orders that DO NOT have a statement status set will be included in the statement run. If you leave the field blank, then the statement status is disregarded in the search. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 11

16 When the Combine orders with open balances checkbox is checked and a patient has multiple orders in various statuses, the statement note that is attached to the order statement status with the smallest sort order value will be used. Once the statement status criteria are set and you click Search, the Select Orders dialog will display your results. Use the check boxes in the Include column to select the orders for your statements. Click the Close button on the bottom right of the dialog, and the orders selected will be checked to see if their statement statuses need updating. If a statement note is not set in the Categories setup screen for the Order Statement Status category group, then the statement note selected in the search window will be used. If the statement note in the search window is not specified, then the receipt note in the order will be used. Example: Suppose that there is an order that does not have a statement status and the statement status buffer has been set to 1 day. The order was created on 1/24/2012 and the current date is 1/26/2012. You search for orders with No Status, select it in the Select Orders dialog and click the Close button. In this case, you will be taken to the Preview tab to print the statements and the statement status will be updated to First Notice (since it has the smallest sort order value). The statement note assigned to the First Notice status will print in your statement as well. NOTE: The order status will not be adjusted automatically again until the amount of days specified in the buffer has passed. In the example, the statement status cannot be automatically updated to "Second Notice" until 1/28/2012. Interaction Tab with Alerts An interactions tab has been added to the order module to allow you to record order-specific interactions. When you create or edit an order, an interaction is logged automatically. It keeps track of the date and time when the interaction was created as well as your name and what action was taken by you when dealing with the order. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 12

17 You can edit the latest interaction Notes and Category by double-clicking on it. You can also flag an interaction by checking the Alert check box, which will cause the interaction flagged to display when the order is accessed the next time around. VSP Contact Lens Benefit Calculations In response to VSP Contact Lens Benefit Enhancements for the VSP Signature Plan and VSP Choice Plan that came into effect January 1, 2012, some modifications to specific fields and calculations in My Vision Express were done as you can see below. New Field A contact lens fitting copay field has been added throughout MVE for Contact Lens Exam Copay with Materials Allowance benefit. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 13

18 Patient Profile Insurance Tab Insurance Plan Fee Schedule Contact Lens Order Removed Fields Since the VSP contact lens care program was eliminated on January 1, 2012, the field to choose a tier for it was removed from MVE. Calculations The final total for patient due, insurance due, allowances, and copays will be handled automatically using the VSP reimbursement chart. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Orders 14

19 Exam Enhanced Procedure Code Search The procedure code selection screen in the Assessment tab of the exam will let you Filter or Find procedure codes via the Find field. This will help you select the procedure code faster by letting you filter the procedure codes. Find Will highlight the item in the procedure code list that closest resembles your search criteria in alphabetical order. Filter Will provide you with a list of items in the procedure code list that match your search criteria. Exam Header The exam header has been modified to include patient s language, race and ethnicity when the information has been entered into his profile. NOTE: Positioning your mouse over the text will display a tool tip with the same information in a larger font for ease of viewing. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Exam 15

20 Refractive Prescription The prescription date is now editable when generating a prescription in the Refractive tab of the Exam module. Assessment Plan You can now select your assessment plan notes from a categorized list. The Plan dialog is accessible by clicking the small button next to Plan". To select your plan notes: 1. Click on a Category and the relevant plan notes will be displayed. 2. Double-click on each note that you want to select in the Available column. If you select a note by mistake, double click on it in the Selected column to remove it. 3. For additional notes, repeat the steps above. 4. Click OK to bring the selected plan notes to the Plan section in the Assessment tab. To use the plan categories as described above, you will need to do some initial setup. 1. Go to File > Setup > Exam > Category and Treatment Plan from the Section drop-down box. 2. Click the Add button to create a new category and complete the fields at the bottom of the screen. 3. To edit an existing category, select it and use the fields provided at the bottom of the screen to make your changes 4. Click the Save and Close buttons in the main toolbar. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Exam 16

21 Insurance Fee Schedule Series Grid A "Series Grid" was added to the fee schedule to provide for a more accurate billing of extra-power lenses on their base code components: V2101-V2114 V2201-V2214 V2301-V2314 To use the "Series Grid" on the Fee Schedule: 1. Go to File > Setup > Insurance Fee Schedule. 2. Select the insurance plan that you want to work with. 3. Tick the "Series Grid" check box to activate the Series Grid button. 4. Click the Series Grid button to open the pricing dialog. 5. Price the v-codes on the list and click OK. Click the Save and Close buttons in the main toolbar when you are done working with the fee schedules. NOTE: The Series Grid checkbox must remain checked for the series grid pricing to apply at order time. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Insurance 17

22 Letters New Merge Fields New merge fields have been made available to give you more flexibility to create letters. Exam Letters All Letters Exam_AssesmentPlanRx - Prints out the assessment, plan and prescription for the day Exam_All - Prints out all exam information except low vision patient_hesheupper displays He/She in upper case format based on patient gender patient_heshe - displays he/she in lower case format based on patient gender patient_hisherupper - displays His/Her in upper case format based on patient gender patient_hisher - displays his/her in lower case format based on patient gender New Exam Letters Below is a list of new exam letters that have been added for your convenience. You can edit them to better fit your needs. Referral - Cataract Referral - Glaucoma Referral - Other Referral Referral - Physician (PCP) Referral - Refractive Surgery Referral - Retinal Referral - YAG Report - Diabetes Report - Facility Report - General Referral Report - Head Start Report - Infant Exam Report - Monitoring Eyes Due To Syst. Medications Report - Post-Op Cataract Report - Referral Report - Referring Doctor - Canceled Appointment My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 18

23 Referral - Cataract [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_HESHE} be seen by you for consultation and evaluation of cataract for surgical removal [OD,OS,OU]. {PATIENT_HESHEUPPER} [is very frustrated by the decreased vision,has quit driving at night,has completely quit driving]. {PATIENT_FIRSTNAME}'s corrected acuity is {EXAM_AIDEDVA} [with a large refractive shift,with poor brightness acuity]. {EXAM_PROCEDURES} The following is a summary, otherwise, of my findings: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. I am willing to resume care of this patient at any point post surgically that you deem appropriate. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} Referral - Glaucoma [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_FIRSTNAME} be seen by you in consultation for further evaluation of Glaucoma. The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If I may be of further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} Referral - Other Referral [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_FIRSTNAME} be seen by you in consultation for further evaluation of [list condition here]. The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If I may be of further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 19

24 Referral - Physician (PCP) [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_HESHE} be seen by you in consultation for further evaluation. The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance to your evaluation of this patient, please contact me. Let me know your findings and recommendations. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} Referral - Refractive Surgery [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_FIRSTNAME} be seen by you in consultation for further evaluation to have refractive surgery. The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If i may be of any further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. I am willing to resume care of this patient at any point post surgically that you deem appropriate. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} Referral - Retina [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_FIRSTNAME} be seen by you in consultation for [retinal evaluation,fluorescein angiography] due to [diabetic retinopathy,macular edema,macular degeneration,macular hole, vitreo-retinal traction,retinal tear,retinal hole,retinal detachment,retinal nevus] The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 20

25 Referral - YAG [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office. I have requested that {PATIENT_HESHE} be seen by you in consultation for evaluation of secondary cataract [OD,OS,OU]. {PATIENT_HESHEUPPER} is [very frustrated by the decreased vision,has been bothered by glare,has quit driving]. {PATIENT_FIRSTNAME}'s corrected acuity is {EXAM_AIDEDVA}. The following is a summary of my findings: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in your evaluation of this patient, please contact me. Let me know your findings and recommendations. I am willing to resume care of this patient at any point post surgery that you deem appropriate. Thank you for assisting in the care of this patient. Sincerely, {EXAM_PHYSICIAN} Report - Diabetes [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for evaluation and [care due to the recent,care due to the,ongoing care due to the] diagnosis of diabetes. Thank you for providing us the [continuing opportunity,opportunity] to participate in the care of your patient. I write to make you aware of {PATIENT_HISHER} current ocular status. This is {PATIENT_HISHER} [initial exam since the diagnosis of diabetes,initial exam with us and updated annual eye examination,initial eye exam with us and an overdue annual eye exam,initial exam with us and the first since the diagnosis of diabetes,updated annual diabetic eye exam,updated overdue diabetic eye exam,updated exam with us and the first since the diagnosis of diabetes]. It is our goal to provide your patients with excellence in care which includes excellence in communication. The following represents a summary of my findings and recommendations from {PATIENT_HISHER} last visit: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of your patient, please let us know. We will update you at the time of {PATIENT_HISHER} next complete eye exam. Sincerely, {EXAM_PHYSICIAN} Report - Facility [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen [in our office,at your center] in consultation as requested by your facility for [initial,updated] evaluation and care. The following is a summary of my findings and recommendations: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of this patient, please let me know. Thank you for providing My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 21

26 me the opportunity to participate in the care of your residents. Sincerely, {EXAM_PHYSICIAN} Report - General Referral [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for evaluation and care due to [list reason here]. Thank you for providing us the [continuing opportunity,opportunity] to participate in the care of your patient. I write to make you aware of {PATIENT_HISHER} ocular status. This is {PATIENT_HISHER} [initial eye exam,initial exam with us,continuation of care with us]. It is our goal to provide your patients with excellence in care which includes excellence in communication. The following represents a summary of my findings and recommendations from {PATIENT_HISHER} last visit: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of your patient, please let us know. Sincerely, {EXAM_PHYSICIAN} Report - Glaucoma [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for updated evaluation and care to monitor ocular pressure. The following is a summary of my findings and recommendations: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of this patient, please let me know. Sincerely, {EXAM_PHYSICIAN} Report - Head Start [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for [initial,updated] evaluation and care. The following is a summary of my findings and recommendations: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of this patient, please let me know. Sincerely, {EXAM_PHYSICIAN} My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 22

27 Report - Infant Exam [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for evaluation and care as part of the InfantSEE program which was created by the American Optometric Association. This program provides a one-time comprehensive eye and vision assessment at no cost for infants six to twelve months of age. The InfantSEE assessment is designed to be an adjunct to traditional pediatric care. Through this program, we hope to prevent and help reduce the threat of serious vision impairments and educate the American public about the importance of eye care at all stages of life. In an attempt to provide your patients with quality patient care through improved communication, the following represents a summary of my findings and recommendations from their last visit: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of your patient, please let us know. Sincerely, {EXAM_PHYSICIAN} Report - Monitoring Eyes Due To Syst. Medications [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office in consultation for evaluation to provide [initial pre-treatment baseline,updated,updated (but overdue)] examination to monitor for ocular complications from [plaquenil,tomoxofen,for others select this and edit on screen]. Thank you for providing us the [opportunity,continuing opportunity] to participate in the care of your patient. I write to make you aware of {PATIENT_HISHER} ocular status. This is {PATIENT_HISHER} [initial eye exam, initial exam with us,continuation of care with us]. It is our goal to provide your patients with excellence in care which includes excellence in communication,. The following represents a summary of my findings and recommendations from {PATIENT_HISHER} last visit: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of your patient, please let us know. Sincerely, {EXAM_PHYSICIAN} My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 23

28 Report - Post-Op Cataract {HEADER} {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office to conclude post operative care today. {PATIENT_HESHEUPPER} progressed uneventfully. The final RX was: {EXAM_SLENS_FINAL} The following is a summary of my other findings and recommendations: {EXAM_ASSESMENTPLANRX} Thank you for providing care to this patient. Sincerely, {EXAM_PHYSICIAN} Report - Referral [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was seen in our office for examination and consultation as established by your office. Thank you again for allowing our office to participate in the care of your patients. It is our goal to provide your patients with excellence in care which includes excellence in communication. The following represents a summary of my findings and recommendations from the visit: {EXAM_ASSESMENTPLANRX} If I may be of any further assistance in the care of this patient, please let me know. Sincerely, {EXAM_PHYSICIAN} Report - Referring Doctor - Cancelled Appointment [Letter header] {PATIENT_FIRSTNAME} {PATIENT_LASTNAME} was scheduled in our office for examination following your referral. Thank you again for allowing our office to participate in the care of your patients. We write to notify you that the patient has canceled their appointment as of our writing has not rescheduled. If I may be of any further assistance in the care of this patient, please let me know. If I may be on any further assistance in the care of your patient, please let us know. We will update you at the time of their next complete eye exam. Sincerely, {EXAM_PHYSICIAN} My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Letters 24

29 Reports Inactive Patient Report The new Inactive Patient report allows you to view patient records that have not been accessed in at least seven years. To use this report : 1. Go to File > Reports > Patients > Patient Inactivity 2. Select location For all locations, clear out the Location field. 3. Enter an As of Date for the report. 4. Click the Search button. NOTE: Every time you access a patient record, an interaction is automatically created and thus the record is modified. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Reports 25

30 Setup Multi-location Employee Setup If you are an administrator in MVE, you can specify what specific locations an employee can access in a multi-location environment. To set this up: 1. Go to File > Setup > Employees. 2. Add or select an employee record. 3. In the Locations field, to the right of the screen, select the locations that the employee will be allowed to access. 4. Click the Save and Close buttons in the main toolbar. When you limit the locations access for an employee as described above: The Login screen will let the employee sign on only to the locations allowed for him. Location drop-downs throughout the program will only let that employee select the locations allowed for him. The employee can only generate reports for the locations allowed for him. The employee can only generate orders in the locations allowed for him. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Setup 26

31 Active Directory Integration This integration allows you to use Active Directory security credentials to login to MVE. NOTE: For the Active Directory integration to work, you need to setup the Login Mode section in the System Settings tab of the Company Information screen (File > Setup > Company Information). Use the Domain field to type the distinguished name of the parent domain which holds organizational units (OU) and users. Users are assumed to be within the OUs. Sub-OUs are not currently supported. The import window (Tools > Active Directory Import) will display all the users and the security groups that the users are members of within the OUs in the domain. Security groups are displayed if they have members. Users are shown in the top half of the screen and security groups in the bottom. Users and groups in the domain that do not have an equivalent in MVE are marked in green. Gray rows indicate users and security groups that already exist in the MVE. If a user s first or last name is changed in Active Directory, the column will be highlighted in yellow. If this user is re-imported, the existing record in MVE will be updated. Data missing from required columns is highlighted in red. Users with missing required data will not be imported. Use the Import checkboxes to select the users and security groups to be imported and click the Import button to bring them into MVE. After importing the selected users and security groups, the Active Directory - Import dialog will refresh. Click the Close button when you are done with this dialog. NOTE: Employee records that are imported from the Active Directory will have the first name, last name, user ID, password, session domain, and session username automatically set. The session domain is determined by the sub-domain from the domain setup in the system settings. For example, if the domain is setup as DC=MVE,DC=Office, then the session domain is imported as MVE. The session username and user ID are both the Active Directory username. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Setup 27

32 Auto Login Local Installation Users If the Active Directory login type is set, employees will no longer login using the MVE Login scree dialog. Instead, each user s Active Directory account can be imported into My Vision Express (as described above), which then maps their account to the proper employee record. When the user is signed into Windows and opens My Vision Express, it will check to see if their Windows account is mapped to an employee. If it is, then the user will be logged in automatically. If the company has multiple locations and the employee is assigned to more than one location, then the location selection screen will pop up for the user to select which location they want to use. When the user logs out of My Vision Express, the application will either close or the location selection screen will pop up depending on the amount of locations that user is assigned to. If the user is assigned to one location, then the application will close when the user logs out of My Vision Express. If the user is assigned to multiple locations, then the user may select a new location to log into, or click cancel to close the application. Web-hosted Users For web-hosted customers, the Active Directory login type setting is not available. However, each employee s Windows account can still be mapped to use the auto login feature. This can be done by setting the s ession Domain and Session Username fields in the Employee setup screen (File > Setup > Employee). If you do not know this information, then it can be found at the login screen. In the picture below, mvedev-pc is the session domain and michael is the session username. This can be found for each employee by logging into their own Windows account. Web-hosted customers do not have to map their employees for automatic login. If an employee is not mapped, then the login window will appear and the user will have to login manually. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Setup 28

33 Automatic Audit Audit feature will allow users to dictate which tables they would like to audit and automatically manage the size of the audit table. This data can be accessed via our available Audit Reports. To access the new Audit Feature Go to File > Setup > Company Information Click on the Audit tab. To activate either the Audit or Last Updated check the corresponding checkbox for each table and the feature will be enabled after saving. Table Name Rows Available tables to be audited Amount of rows that are currently in the table Table Size Audit Current size of the table Maintains a record of changes. Last Update Maintains a record of the employee who previously updated a record. Audit The audit feature maintains a history of record creations, modifications, and deletions of each record in each table that it is enabled on. Every time a record is created, changed, or deleted by a user, it will be logged in the audit table. The audit rows can be queried to track changes that were made to a record. The audit feature alone cannot determine the employee who changed the record. Last Updated The last updated feature is a simplified version of the audit. This feature only tracks who last changed the record, when it was changed, and the computer it was changed on. It does not maintain a history of record changes and does not track what was changed. However, the last updated feature does not impact audit table sizes and does not create additional rows. NOTE: The Audit & Last Updated features listed above can be used in conjunction to audit user changes to items in the software. Automated Purge The size of the audit tables can be maintained with the automated purge feature. The user can set a number of days to keep audit records. Any audit records that are older than the specified number of days will be purged. Automatic purging occurs at most once each day. Every time a user logs in, the application will check My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Setup 29

34 when the last time the data was purged. If the data has not been purged yet for the day, then it will purge the old data. After the data is purged, then the process will not repeat until the next day when the first user logs in. This will only occur if the Enable Purge checkbox is checked and the number of days is specified. Purge All Button The purge all button will purge all audit data in every audit table regardless of whether or not the audit is enabled or disabled. Both purge features permanently delete the audit data and is only recoverable if a database backup exists for a date earlier than the purge. NOTE: Since the "Last Updated" feature does not use extra disk space or requires extra rows, the purge feature only deletes audit records and does not delete last updated records. Security You can restrict access to the new audit features as follows: Go to File > Setup > Company Information. Click on the Security tab. Select the Security group that you want to work with. Expand Company Setup Screen. Enable/disable the features highlighted below. Click on Save and restart program for changes to take effect. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Setup 30

35 Integration Who Is Your Insurance My Vision Express now integrates with Who Is Your Insurance, a service that provides consolidated searching across all major insurance providers to detect the patient s insurance carrier. The integration allows users to search the website seamlessly, and provides an added layer of security for your provider logins. To begin saving time when searching for patients insurance, please visit and register today for a free 30-day trial. X-Charge XCheck Processing XCheck interface will now allow processing of checks at point of sale and send electronically to a bank account. Feature will only be available if merchant account is registered with X-Charge using XWeb Processor. For more information on XWeb Processor click here. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Integration 31

36 Miscellaneous Font Change Throughout the application, the font has been changed to style "Calibri" size 9 which will enhance your overall visual experience of My Vision Express. Some users will be required to make some adjustments to their Windows environment to take advantage of the new font changes. For our Webhosted users of My Vision Express follow these steps 1. Open your 2x client 2. Click on Connection Properties along the top toolbar 3. Click on the Experience tab to view all Performance features for 2x client. The performance options allow you to enable/disable settings which help optimize your remote access experience. 4. Click and enable "Font Smoothing" and the "Themes" options. Font Smoothing allows crispier font view and the Themes option allows the user to benefit from the Windows Aero "Glass" look which is part of Windows environment. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Miscellaneous 32

37 Below is the before & after effects based on the above changes. BEFORE AFTER For Local Installations of My Vision Express the Calibri font may have to be installed based on the version of Windows. Windows Vista & 7 have the font preinstalled Windows XP will require the font installed. NOTE: If you have MS Office installed the Calibri font is automatically installed For additional information on fonts click here My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Miscellaneous 33

38 About My Vision Express Information Update The About My Vision Express screen (Help > About My Vision Express) has been updated to display more information, including: Version & Build Info Last Registration Product ID SQL Version Active Modules & Interfaces Instance Name Database Name & Size OS, Architecture, and Screen Resolution My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Miscellaneous 34

39 Send Feedback The Send Feedback menu item has been changed to open a window with a feedback form. You can fill out the form and send it to our support team. On previous versions the feedback option was accessed from the My Vision Express testimonials webpage. The new form will automatically create a ticket forwarded to our Support Department for further research. To use the new feedback form: 1. Click on Help > Send Feedback 2. Company Name, Phone Number, Address and employee Name are auto-populated from information entered in the Company Information setup screen (File > Setup > Company Information). Company Name and employee Name are not editable. 3. User can modify the address & phone number fields Feedback Form My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Miscellaneous 35

40 Bug Fixes & Other Enhancements Inventory Calendar Patients Fixed an error that appeared when deleting a frame from a single location on multi-location setup. Fixed a problem where pre-appointments would not consider calendar exceptions. Prescriptions "Sphere" & "Cylinder" values will include + or - associated to their format on print outs. Exams All prescriptions "Sphere & Cylinder" values will have their correct + or - signs associated to their format on print outs. Orders Insurance Reports Other "Segment Height" & "PD" required fields are now optional. VSP lab submission frame source will be set correctly when the "Patients Frame" is selected on the order. Order Remakes will retain the description of the line item from the original order instead of pulling from inventory item. Insurance Claims in 5010 ANSI format will be marked "P" for Production instead of "T" for Test. The "Contact Lens Inventory" report was not matching the "on-hand" quantity in the contact lens inventory configurations section. Adjusted postal code format (XXXX XXX) across the program for Canadian users. My Vision Express Version 10.0 Release Notes Last updated 2/14/2012 Miscellaneous 36