Online Training Resources
How to Access Visual-Eyes Online Training Resources
Visual Academy provides all Visual-Eyes users with unlimited access to structured online training resources at no additional cost. All staff members can use this dedicated platform to enhance onboarding, master workflows, and stay informed as ...
Configure Auto-Reply Messages in Visual Connect
Set up automatic text message responses for patients who contact your clinic through Visual Connect during and outside business hours. Prerequisites Admin account access in Visual Care Admin Portal Visual Connect enabled for your clinic Clinic hours ...
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 ...
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 ...
Turn On Notification for Text Conversations in VIsual-Eyes
Step One Log into Visual-Eyes Step Two Click on Local Settings located in the top bar of Visual-Eyes Step Three Click on the User Tab in the Local Settings window Step Four Scroll down to Conversations and check mark the box next to Notify on Unread ...
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 ...
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 ...
Updating your Otto Catalog Pricing in Visual-Eyes to Match your Prices in Otto
We've made it easier to keep your Otto Catalog Prices up to date and consistent between Visual-Eyes and your Otto Store. Go into Catalog then click on Supplier under the Contact Lens column In the Supplier screen, select the Supplier in the left side ...
How to Access Training Documents
Training Videos & Webinars We offer an extensive library of training videos for Visual-Eyes and Visual Care services, available on our website: www.visual-eyes.ca Access these resources by creating a user account with these steps: Visit ...
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 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 ...
Windows Notifications For Waiting Patients in Routing Screen
Area VE > Routing Version 11.5.3 LTS Purpose This feature was added to implement a way to notify different clinic workstations when there is a patient waiting in their location as well as the task that they are waiting for. Setup Requirements In ...
Setting up the Invoice Plans for Contact Lenses
Set Up Plan Invoice plans are used to automatically apply a package to your Contact Lens or Rx Job Order. We do this by tying a recall to a package, and then applying that recall to a patient. To set this up: Ensure a valid recall is entered in ...