Here are a few key steps to help collecting on outstanding accounts run as smoothly as possible: Run your Outstanding Invoice Reports, weekly Notify patients early with a phone call and try to collect over the phone Send missed invoice(s) immediately Monthly, send past due notices Call again, at different times of day It is […]
Category: Training
Frame Warranties
Properly recording your frame warranties helps you keep track of pending credits. This is also valuable data to help you evaluate the quality and profitability of a frame or brand. To review how to best record frame warranties in Visual-Eyes, follow these steps in our warranty GUIDE. […]
Custom Mailing Export Reports
Do you want to reach out to specific patients? Create your own custom export with our mailing export reports for targeted marketing, educational purposes, or internal data research and watch your business grow! You can create: Letters Envelopes Labels Patient counts Spreadsheets Stay on top of your patient communications and view our GUIDE for instructions […]
The New Email Editor is Here!
Our new Visual Connect email editor has additional customization options for your messages. Engage your customers and compliment your clinic branding with these new upgraded options: Add photos Link websites Link surveys Use a header that will draw attention More fonts Please view our short GUIDE for instructions on using these new features. Haven’t heard […]
Exam Capture Rate
Exam Capture Rate is an important metric we hear about on a regular basis. Some of you have likely tried to calculate this manually using a spreadsheet. Save yourself time and let Visual-Eyes do the work for you! Our Exam Capture Rate report will show you the total number of exams that contained a final […]
Multi-Booking Made Easy
Do you have patients that come in for multiple follow up or visual field appointments? Want to save yourself time flipping through the schedule to find available appointment slots? You asked and we listened. Our developers created an option to streamline your multibooking process. In Version 7, you can enter your appointment type just once, […]
Importance of Password Protection
Security is a critical aspect of your business. By talking about security on a regular basis, it helps keep it front of mind for staff and owners alike. Passwords are an easy place to start. It is important that each staff member has their own username and password. It is also important that passwords are […]
The Frame Detail Report
The Frame Detail report is one of our most powerful reports to manage your dispensary and frame inventory. By running this report before your physical inventory date, you can fix a number of human data entry errors before you even start counting frames. For details on how to run these reports, click HERE. More information […]
Collecting Verbal Consent
In today’s age of technology, gathering consent to contact your patients electronically is of the utmost importance in retaining and growing your client base. Collecting consent, especially deliberate consent, typically works best at the Front Desk during the check in process. Deliberate consent can be acquired in either written or verbal form. It is ideal […]
How to Identify Spam
There has recently been a wave of ransomware programs affecting our clinics. Ransomware is a type of software that locks access to your system until a ransom is paid. We want to ensure that our clinics are diligently using best practices when working within their system to ensure that their patient data remains safe. The […]