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

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 VE Report. This allows administrators to control which time periods users can access and limit reports to data associated with specific practitioners.

Prerequisites

  • Access to VE Admin with User List permissions. Typically Owner level permission is required to edit User List.
  • Users must be associated with a practitioner in the User List. Either a specific practitioner or set to All

Configure Date Range Restrictions

To restrict the date ranges a user can access in VE Report:

  1. Navigate to VE Admin > User List.
  2. Select the user you want to configure.
  3. Click the Other tab.
  4. In the Reports section, select the date range restriction from the dropdown menu:
    • No Access — User cannot access reports.
    • Today — User can only view reports for the current day.
    • Within a Week — User can view reports for the past seven days.
    • Within a Month — User can view reports for the past thirty days.
    • Within a Year — User can view reports for the past twelve months.
    • All — User can access reports for all available time periods.
  5. Click Save.



Associate Users with Practitioners

To restrict reports based on the practitioner associated with the logged-in user:

  1. Navigate to VE Admin > User List.
  2. Select the user you want to configure.
  3. Associate the user with a practitioner in the Practitioner field under Formal Display
  4. Click Save.


Notes
Note: The User will be restricted to only access their associated practitioner's reports unless set to "All." This is a privacy measure for other practitioners 

Publish Changes

  1. After configuring restrictions, click Publish in VE Admin.
  2. Click Restart Visual-Eyes.
  3. Restart VE Report for the changes to take effect.

Verify Report Access

To verify that Report Access are working correctly:

  1. Log in to VE Report as the restricted user.
  2. Run a report in the desired time frame.
  3. Confirm that the report only displays data within the configured date range and for the assigned practitioner.


    • Related Articles

    • 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 ...

    • New Prescription Warning in Dispensing screen

      Version B11.11.1 or above Setup Requirements Need to enable a new option called New Prescription Warning in VE-Admin. Location in admin is Main > Rx/CL > Rx Setup > Under the Dispensing Error or Warnings section Purpose To allow clinics to show a ...

    • 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 ...

    • How to Fix Patient Not Found Error Using RECALC Merge

      If you encounter a "Patient not found" error, cannot edit a patient's file, or notice missing family information, use the RECALC process with the Merge option to refresh the patient database and restore access. Prerequisites Access to VE Admin ...

    • 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 ...