Set Default CC to General Practitioner on Exam Letters

Set Default CC to General Practitioner on Exam Letters

Configure Visual-Eyes to automatically populate the patient's General Practitioner (GP) on examination letters, streamlining communication with referring doctors.

Prerequisites

  • Access to ExamAdmin (typically available to practice owners, managers, or designated key staff)
  • General Practitioners must be added to the GP list in Visual-Eyes Admin
  • Patient records must have a GP selected from the dropdown list (not free-typed)

Configure the Default Setting

Opto Settings Button

2.png


  1. Open ExamAdmin.
  2. Navigate to Opto Settings / Defaults.
  3. Check the box next to Default CC to GP.
  5. Click OK.
  6. Click Save Exam DB.
  7. Restart Visual-Eyes for the change to take effect.

Verify the Setting

To confirm the default is working correctly:

  1. Open a patient record that has a GP selected in their demographics.
  2. Navigate to the patient's exam.
  3. Click Print.
  4. Open the Letters tab.
  5. Verify the patient's GP appears in the CC section.






Common Issues

GP does not appear in CC field
Verify that the GP is selected from the dropdown list on the patient's demographics screen. If the GP name was manually typed (free-typed) instead of selected from the list, it will not populate correctly. Select the GP from the dropdown list and try again.

GP not available in dropdown list
The GP must first be added to Visual-Eyes Admin before it can be selected. See the related article below for instructions.

  • Adding General Practitioners to Visual-Eyes Admin (coming soon)

    • Related Articles

    • Making Changes to your Referral Letters in Exam

      If you are looking to make some changes to your Referral letters you can do so by following this guide. Step 1 Log into Exam Admin Step 2 click on Panel Export Text Step 3 In the Panel Drop Down list select Referral Letter, please leave Panel Group ...

    • 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 ...

    • Set Default Printers for Visual-Eyes Printouts

      Configuring default printers for various Visual-Eyes printouts streamlines workflow by allowing each document type, such as invoices, prescriptions, and day sheets, to automatically use a dedicated printer. This eliminates manual printer selection ...

    • How to Edit or Add staff's Timesheet

      Log into Visual-Eyes and click on Timesheet along the top and then click on Timesheet Manager In the Staff drop down you will want to uncheck the Select All and then check mark your user. In the Date field select the date you wish to edit, depending ...

    • Reports ran in VE_reports can now be restricted by date ranges and practitioners

      Report date ranges and practitioners can now be restricted for all sections within reports.exe. Date ranges can be restricted to one of the following: today, within a week/month/year, and all time. This can be configured under each user ...