Adding passwords to your emails and faxes to patients in Visual-Eyes

Adding passwords to your emails and faxes to patients in Visual-Eyes

To add a password to your emails that get sent out within Visual-Eyes you will need to go into VE Admin - Manager - Email Settings
Next you will need to select the Email Template on the left side that you would like to Password Protect and check mark the box next to Password Protect.
Next click OK. Then click Publish All.
The password is the first 3 letters of the patient name, all lower care and the year they were born, all numerical. For Example, if a patient named John Doe born August 1st 1990 got a password protected email then the password would be doe1990.
If the patient only as 2 letters for their last name then it would be the 2 letters and the year they were born.

    • Related Articles

    • Visual-Eyes User Manual (Updated 2022)

      Attached to this article is a copy of our current Visual-Eyes Manual.

    • Sending Faxes within Visual-Eyes

      Faxing within Visual-Eyes using the GoTo Integration Send Faxes from Linking Invoice Exam Letters Rolodex Rx Orders Requirements Visual Connect or Lite GoTo Connect First Step You will need to log into your GoTo Admin Portal and in the Phone System ...

    • Set up a Practitioner in Visual Care

      Adding a Practitioner to Visual Care 1. Log into your Visual Care Admin Portal 2. Click On Visual Book 3. Click on Manage Practitioners 4. Select the Doctor from the drop down lists for VB & Appt Reminders and Recalls & Orders. Set their name in ...

    • Creating Email Templates for Visual-Eyes

      When emailing your patients within Visual-Eyes you may want to have a different template based on your patients needs. For example, if a patient buys a particular set of glasses that has a unique warranty, you can have a special email template ...

    • Set up permissions for 2 way texting within Visual-Eyes

      If you notice that the Text Px button is greyed out for some Users this is due to their user permissions for Visual-Eyes not being set to access the 2 way texting feature. You will need someone in your clinic with Owner access to go into VE Admin - ...