Visual-Eyes Support
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
To search via email in Visual-Eyes when you click on Find in the top left click on where it says Alternate Search and then select Email in the drop down list. If you still do not see it in there then you can go into your Visual Care Admin Portal and ...
Setting up the Scan Avenger Inventory Scanner (3600 series)
This is for the inventory scanner we are currently recommending. We do not carry it ourselves but just give the clinics the info so they can purchase it directly. There are a number of different Scan Avenger models, the one we have tested with is the ...
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
Area VE Admin>Manager>Terminal Connections VE>Payment, VE>Split Payment Purpose To give information about setting up payment terminals SetUp Requirement: (Optional) A paystone terminal wired into a network (or on wifi) The IP address of the Terminal ...
Setting up the Otto Catalog
Introduction - Welcome To Otto In this document, we will go through Online CL Ordering, which is done through Otto. These features have been available since version B11.7.1. We will guide you through the process of setting up suppliers, ...
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 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 ...
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
The first section to set Print or Email Preview is located in the Local Settings! tab located on the Main Family Screen. In the Local Settings there are two boxes, one called Global Print Preview and the other Global Email Preview. If these are ...
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 Shortcuts
Control Function Enter / Tab Move forward one field Shift + Enter / Shift + Tab Move back one field Spacebar Check/uncheck checkboxes, activates a button F1 Patient screen Ctrl + F1 New Patient Ctrl + A New Patient (from Px screen), Add Payment (from ...
Visual Book - Limit bookings to New/or existing patients (Flex Only)
For Flex layout only, we have added an option for Visual Book practitioners to limit if new and/or existing patients are allowed to book under their calendar. To enable and configure follow the steps below: Open and login into visual care>admin ...
Lens Cost / WholeSale Calculation
Area VE -> Rx Version 11.3.2 or higher Purpose To allow choosing of how lens costs are calculated Stock/Uncut are based on Uncut price Finished/Remote edging is based on Finished price Supplied removes cost While the Wholesale defaults based on ...
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 ...
Patient Not Found Error
To fix the Patient not found error, may also be used for not able to edit a patient's file or family information is missing. Step one: Load up VE Admin and log in. Step Two: On the Main Tab click the RECALC Button Step Three: Uncheck all of the ...