Using Job Order Packages

Do you run periodic promotions at your clinic or have special pricing situations? There are many different discounts that can be applied to glasses or contact lens orders within Visual-Eyes.

An easy way to track discounts and make sure that they are implemented consistently is to use customizable pre-defined Rx or CL packages. Pre-defined discounts can be set by percentage rate or dollar value. They can also be used to discount all or part of an order, for example a frame but not its lenses.

There are many advantages to using order packages. They are easy to apply which creates more consistency in their use and accuracy in their values. They can also be tracked using the Package Usage reports from both the Rx and CL reports section. These reports will not only show the total number of times each discount is used, but the total discount amount given within a certain time period.

To see how these packages can be customized, used and reported on, please view our webinar on order packages HERE.

Read more: Using Job Order Packages

Does your clinic have an Inventory Scanner?

With our preferred scanner, a full inventory count can be completed in a fraction of the time it takes using traditional pen and paper methods. Visual-Eyes is able to compare the list of frames you have scanned from the board to what is listed as in stock within Visual-Eyes. This saves your team time during the physical inventory process and afterwards during routine procedures by ensuring that your team is using an accurate inventory list in Visual-Eyes.

To chat with us to see if an inventory scanner is right for you and your clinic please contact the Visual-Eyes Training and Sales Department at 403-314-1322 ext 3 or .

For information about how to setup and use your inventory scanner click HERE. If you would prefer that we set up the scanner for you, do not hesitate to contact our Technical Support department at 403-314-1322 ext 1 or

Read more: Does your clinic have an Inventory Scanner?

New Year, Fresh Start

Do you have a New Year's Resolution for your clinic in 2017? Are you looking to grow your patient base, reduce your A/R, or improve your recall management? Now may be the perfect time for you to schedule a Visual-Eyes refresher training session!

Our Visual-Eyes Practice Consultants can help:

  • Rejuvenate the current talent you have in the clinic.
  • Ensure that new staff are using Visual-Eyes to its fullest capacity.
  • Review and modify current clinic processes to ensure you are operating as efficiently as possible.
  • Keep you and your staff up to date on the latest and greatest features available within Visual-Eyes.

For more information or to book a refresher training session, please contact our sales department at 403-314-1322 ext 3 or

Read more: New Year, Fresh Start

Purchasing Pre-Test Equipment?

Thinking of buying pre-test equipment but not sure which brand to go with? Or have you already decided on one model in particular? It is beneficial to check with us before making your big purchase.
Most clinics already have pre-test equipment linking to and transferring data into Visual-Eyes. This saves your clinic time; helps you become more efficient; reduce errors; and saves double entry.
Are you considering a new piece of equipment? You can check our website for a list of current models we link with, or contact our support team.  Currently, we directly integrate with over 70 models of equipment, ranging from Lensmeters, Tonometers, Keratometers, Autorefractors, and Auto Phoropters.  Click here to view the current list of the pre-test equipment models that we interface with.
If we do not presently support your model, let us know so that we can start working on the integration before you make your purchase. This will then allow us to get your machine operating to its highest potential. Otherwise, if you are purchasing a machine we already support, please contact our support team to book a scheduled appointment to interface your new equipment.

Read more: Purchasing Pre-Test Equipment?

Preparing for Visual Connect

Our first group of clients are actively sending out reminders to patients through e-mail and SMS. In our soft rollout we plan to have 20 locations live by the end of this month.  
To prepare for implementation of our "set it and forget it" patient reminder system, we recommend that you sign up for our webinar on December 6th at 2:30PM MST.  Shelley and Kayla will go through the new module and answer any questions or concerns you may have.
Key things that you can do today to be ready for implementation include:
  • Contact our sales team to ensure your installation spot is reserved
  • Continue collecting e-mail and mobile numbers for all of your patients as they are booking appointments
  • Ensure consent (@contact) is properly filled in on all of your patients during your check in process
  • Make sure your entire team's properly updating all statuses throughout Visual-Eyes
  • Start planning your patient scripts
Visual Connect will be ready for our second wave of installations starting early January 2017.  For pricing, information, or to schedule your installation, please contact  For more details view our Preparing for Visual Connect Tip Sheet.

Read more: Preparing for Visual Connect

What is RECALC and Why is it important?

Do you regularly run a RECALC on your database?

Running a RECALC is similar to refreshing an Internet page, it ensures all of your calculated fields in Visual-Eyes are up to date.

Abnormal circumstances, such as a network disconnect or a miscommunication between workstations, can cause inaccuracies within some of the calculated fields in your data. A RECALC simply ensures that all summary values are accurate. This will save you time during month end invoice and billing checks.

Please refer to our easy How to Guide for more details.

Read more: What is RECALC and Why is it important?

Importance of the Consent Module

The Consent module, found in the Visual-Eyes base module, is designed to help your clinic operate within Canada's Anti-Spam Legislation.

Visual Connect, (currently in beta testing) allows you to send appointment confirmations, recalls, order updates and more to your patients through e-mails and text messages. It works directly with the Consent module, which is used to track how your patient prefers to be contacted, as well as the type of consent that was given. Utilizing the Consent module properly ensures you are communicating with your patients the way they want and in accordance with applicable regulations.

The sooner you start using the Consent module, the better prepared you will be to communicate with your patients.

Please join us on September 8th for a detailed review of how to setup and use the Consent Module. You can also refer to our reference guide on Documenting Patient Contact Consent.

Read more: Importance of the Consent Module