New in version 7, our interactive exam status screen provides you with a snapshot of all of your exams. This screen allows you to quickly view any pending exams that require further action, keeping you organized and resulting in the highest level of patient care. Use this screen to view all exams that have been […]
Category: Training
Advanced Invoice Guide
When invoicing, there are some unique situations that can occur where you may not be certain how to process the transaction. We have created an Advanced Invoice Guide that features some of these different scenarios and how to complete them in Visual-Eyes. The instructions cover how to: Handling returns Handling credits (refunding or transferring) Exchanging […]
Managing your Referral Letters
Using linking statuses and the Linking by Status report can ensure that you are staying on top of your referrals and auxiliary testing. This report in combination with appropriate linking statuses, allows you to monitor that each outgoing referral letter gets sent. As well, if you are expecting a resulting appointment, you can flag the […]
Collecting on Your Outstanding Accounts
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 […]
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 […]