Visual-Eyes Support
Book an Appointment with a Visual-Eyes Support Agent
This article provides step-by-step instructions on how to book a scheduled phone call with a Visual-Eyes support agent to discuss and resolve technical issues at a time that suits your schedule. Prerequisites Active Visual-Eyes account Description of ...
Updating Manitoba Health Billing Items
Open VE Admin: Select the Manager tab in Admin, the select the Billing Item section: Select the MHSC option in the Bill To dropdown, then select the item you wish to edit: Select the Edit button, then adjust the price by the appropriate amount for ...
Moving a Frame to a different Supplier or a different Invoice
The guide below will walk you through on how to move a frame from one supplier to another or move a frame from one invoice to another. Log into the Inventory Program. Click on Inventory. Click on Locate Frame By ID in the top left of the Inventory ...
How to Add/Change/Remove an Exam Panel in Exam Admin - Layout
In exam admin -> exam layout: select exam layout you want to change -> click edit at top right If you want to replace a panel: select it and then in the drop down in the panel column select the new panel If you want to add a panel: select the panel ...
how to recover an exam
On the computer that the exam was created or edited on: 1. Go to patient with missing exam 2. go to Exam 3. Click recover exam at the top -> then select regular 4. In browser window that comes up go to C:\VE7\ExamBackup and then select the folder for ...
Add or change Link Status in Visual-Eyes
To add a link status you will need to go into VE Admin - Practitioner - Linking Admin - Link Status Then click New then enter the name of the new status then set the Link State and then click Save. Then Exit and Publish All. You will need to close ...
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 - ...
How to add the invoice statement or summary printout to visual-Eyes
To get the Invoice Statement set up on your workstation you will need to click on the local settings located at the top of the taskbar on the main patient screen in Visual-Eyes. Then click on Local Reports. In the drop down list for Section select ...
Scheduler is no longer showing up when clicking the button
This could be due to a couple of things. One, the scheduler was dragged off screen. This can only happen with Windows 10 or earlier versions, right click on any empty space on your taskbar then uncheck the Lock all Taskbars option, if it is already ...
How to Merge Duplicate Patients
Please Check before proceeding: If a patient has a very similar first and last name, they may appear twice when you search for them. Their name could be listed as "First Last Name" and also as "Last, First Name". As shown in the example below, a ...
Otto being sent without patient information
If you are sending or receiving Otto orders labeled as 'Stock Orders' without the patient's information, it is because the patient does not have explicit consent set up in their file. If this is the case, when you click Send Order you should see a ...
Inventory can't see DYMO printer
Close the Inventory program. Confirm you have the correct version of the DYMO Label software and drivers. You can verify the software you should have installed here: Dymo Compatibility Chart Once you have confirmed you have the correct software and ...
How to search for a patient using their email
Visual-Eyes offers two methods to search for patients using their email address. Use the Alternate Search option in Visual-Eyes for quick lookups, or access the Visual Care Admin Portal Communications Full Log for detailed message history and ...
Recommended Barcode Scanner for Visual-Eyes Inventory: Setting up the Scan Avenger SA 3600
The ScanAvenger SA3600 series is the recommended barcode scanner for use with the Visual-Eyes Inventory module. This scanner is purchased directly by clinics and does not require additional software installation. Recommended Scanner Model There are a ...
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 ...
Email Campaign not reaching most patients
Click the “details” on the campaign Check the counts for the campaign blast Things to check: Does the campaign have a subject? If there is no subject, Our system will refuse to send the email and it will show up as an error in the communication log. ...
Setting up and using payment terminals
Payment terminals allow you to process credit and debit card transactions directly through Visual-Eyes. This guide covers how to set up and use Paystone payment terminals for invoice payments and split payments. Prerequisites A Paystone terminal ...
Rx Lens Price Override settings
A brand new setting has been added into the VE-Admin program under the owner section for the Rx area called Rx Settings. It contains the following new options that you can customize at the office for limiting the use of the manual price override in ...
Visual Forms Tablet Manager
Tablet Landing Page: [Clinic Name].visualbook.ca/checkins/tablet Using the page: Upon entering the landing page you will be prompted to sign into a clinic admin account. This will be the same account as in Visual Care. On the Page you will see: ...
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 ...
Inventory.exe not printing Dymo Labels, setting up inventory to use the Dymo Printer
Log into inventory.exe and click on the inventory button. Under the list of Frames on the right side you should see a small arrow pointing up. Click on that and it will show the print settings. First, uncheck the box next to Use Office Admin ...
Limiting billing by Date or Age
Added in three new fields into the Billing Items screen called Max Allowed, Min Days since and Max # in limit. Each works slightly differently and will show different warning/error messages. "Max allowed since" will prevent the user from entering in ...
Dymo not printing to the correct printer
On the Windows screen, click the Windows button in the bottom left, or press the Windows key on your keyboard, and click the on settings, the little Gear. In the Windows Settings click on Devices. In the left column click on Printers & scanners, f it ...
Turning On/Off Print Preview
Visual-Eyes allows you to preview printouts and emails before they are sent. You can enable preview globally for all printouts and emails on your workstation, set preview for all printouts in a specific module, or enable preview for a single printout ...
Error when attempting to Update Visual-Eyes
After you run the Update Available your receive this error message,, close down Visual-Eyes and navigate to the area that is highlighted in the image, this location could be slightly different depending on your workstation, then copy the programs ...
Visual-Eyes User Manual (Updated 2022)
Attached to this article is a copy of our current Visual-Eyes Manual.
Visual-Eyes Keyboard Shortcuts
Navigate Visual-Eyes faster using keyboard shortcuts for common tasks like creating records, switching screens, and saving changes. This reference includes shortcuts for general navigation, exam documentation, and dispensing workflows. Control ...
Visual Book: How to Limit Bookings to New and/or Existing Patients (Flex Only)
For Flex layout only, Visual Book practitioners can limit whether new and existing patients are allowed to book under their calendar. This setting provides control over patient booking permissions at the practitioner level. Prerequisites Visual Book ...
PDF Links not loading
If you go into links and click on a PDF link and it is not loading and you get the following error: Failed to load WebView2 for TiiiiBlobPDF: 0x80070002 or, EOleException: The requested resource is in use Try installing WebView2 manually from ...
Email Campaign FAQ
Why is my campaign reach so low? Click the “details” on the campaign Check the counts for the campaign blast Things to check: Does the campaign have a subject? If there is no subject, Sendgrid will refuse to send the email and it will show up as ...
Note FAQ
Can urgent notes be seen on the booking screen? Note types with the Schedule checkbox set will show up in the Appointment sidebar. Can inactive patients be seen on the booking screen? The top of the screen shows the Patient Status if it’s not ACTIVE.
Time Clock FAQ
Options Prompt on Logout If checked, the user will be prompted to clock out upon logout. If unchecked, the user will stay clocked in upon logout. Break Period If the user has been logged out but not clocked out for at least the Break Period time, and ...
Fixing the Locked By User Error
If you are receiving an error informing you that a part of Visual-Eyes is currently Locked by a particular User, , and even after the user exited out of Visual-Eyes the error is still appearing. To fix this error, you will need to log into VE Admin ...
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 ...