Express Electronic Health Records - Practice Management System
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My
Express
Accelerate Your Practice
Electronic Health Records
Practice Management System
Accelerate Your Practice
In an increasingly competitive market, your eye care practice needs the right technology to provide
the best patient care and customer service. My Vision Express is the software solution to manage your
practice and maximize the efficiency of your patient encounters. It achieves this effectively through the
optimization of your appointment schedules, exam encounters, sales orders and insurance billing. Thus,
your investment in My Vision Express is your investment in a successful practice with loyal patients and
increased profits; but also in a higher sense of professional satisfaction for you and your staff.
Many optical, optometric and ophthalmological practices use My Vision Express; but we understand that
your practice is unique. That is why it is so simple for you to customize a software that has been built
from the ground up to meet the needs of the optical industry. With My Vision Express you can count on:
Ease of use: “Quick Order” is the fastest, most intuitive way for you to sell glasses and contact lenses.
Process remakes, returns and exchanges using the After Sales Wizard.
Innovation: Integrations for diagnostic equipment, e-mail, credit card processing, QuickBooks,
4PatientCare, VisionWeb, FRAMES Data IDA, Contact Lens On Demand, etc. improve efficiency all around
your practice by reducing manual and double data entry.
Quality: Advanced data accuracy checkers ensure that you are collecting correct information to reduce
remakes, bill accurately, eliminate errors and significantly reduce rejections of bad data from labs and
insurance companies.
Affordability: We take pride in being one of the most comprehensive eye care practice management
and electronic health record solutions in the industry at an affordable price.
Technology: Built on Microsoft SQL Server Database, SAP PowerBuilder and Microsoft .NET; you can get
My Vision Express as a local installation or as a cloud solution for as many locations as you need.
My
Express
My
Express
About My Vision Express
Since 2004, My Vision Express has served the needs of optical retailers, optometrists and ophthalmologists.
Its Electronic Health Record and Practice Management System is used in four different languages by over
12,000 eye care professionals around the world.
From single-person practices to retail chains with hundreds of locations, My
Vision Express is the right solution for your eye care business regardless of its
size. Many of the top 50 optical retailers in the US* use My Vision Express.
My Vision Express has been included in the prestigious Inc. 5000 list of the
fastest-growing private companies in the US for the past two years. With a
3-year revenue growth of 192%, it is also one of the top performers in South
Florida where it is headquartered.
_______________
*As ranked by Vision Monday magazine. See: Sailer, John. “VM Top 50 U.S. Optical Retailers 2013.” Vision Monday 20 May 2013: Pages 41-43. Print.
My
Express Software Features
Patient Management Appointments
Manage patients’ demographic and insurance information,
prescription, health records, appointments and order history
effectively and efficiently.
Our customizable calendar allows you to manage scheduling to
maximize appointment availability
Prescriptions Document Manager
℞ Prescribe medications, glasses and contacts with ease. Track
prescription history effortlessly.
Scan and store your patient files electronically. Keep outside
prescriptions, diagnostic equipment results, etc.
☁
Insurance Patient Portal
If your practice is located in Canada, streamline your billing by Have your patients complete their own information online.
☂
integrating with provincial insurances for all provinces except Allow them to review order and exam history, reprint receipts,
Quebec. reorder contact lenses, and post payments online.
Inventory Electronic Health Records (EHR)
Control inventory of frames, spectacle and contact lenses, and
miscellaneous items. Use barcode scanning and Frames Data
IDA to setup frames. Use CLOD for contacts.
Streamline patient encounters and improve exam efficiency
while maintaining a high level of patient care.
Orders
Handle all your sales from a single screen. Whether you charge
Multi-Lingual
Choose from English, Spanish and French to work in the
for optical items, professional services, or a combination of
software and print receipts for your patients.
both; Quick Order is the ideal point of sale system for you.
After Sales Management Credit Cards
Process remakes, returns, and exchanges while accurately
adjusting inventory and accounting with the After Sales Wizard.
Integrate credit and debit card payment processing, saving
time and reducing errors.
Recalls and Letters Batching
Stay in contact with your patients and send them recall Save time and optimize workflow by processing multiple lab
reminders by postcard or e-mail. Use mail-merge for your orders, receipts, statements; order status updates in batches;
referral letters, exam reports, patient forms, etc. and insurance payments.
E-mail Time Clock
Communicate using e-mails. Select message recipients from
the lists of vendors, patients and physicians in your database. Have your staff punch in/out of work through our integrated
time clock and generate accurate time sheet reports.
Marketing Promotions Security
Automatically calculate discounts and accurately apply
promotions to eligible inventory items. Track the success of
your marketing efforts.
Enable or disable features of the software for each user groups.
Track employee activity through interaction and audit tables.
Commissions Reports
Specify commissions as a set amount, gross percentage, or
margin percentage including spiffs.
Multiple reports provide vital information for effective business
management.
Employee Messaging Backup and Restore
Share information, send messages or assign tasks to employees
individually or in groups. Use our built–in backup and restore functionality. Get our cloud
solution to have us take care of this for you.
Multi-Location Customizer
Manage multiple locations from a single, centralized database.
Centralize appointment booking, inventory maintenance and Personalize reports, screens, receipts, lab copies, and
prescriptions.
insurance billing for all locations.
«I integrated My Vision Express into my Sears based practice within 1
My month of starting my practice. The cost was very competitive. It was the
best time management decision I made all year. It is easy to use and the
support staff delivered on every promise. Big thumbs up!»
Express Dr. Timothy R. Landis, OD – Sears Optical
Installation Options
My Vision Express offers two installation solutions: cloud and local install. You have the flexibility to switch
between solutions as the needs of your practice change.
Cloud Local Install
Hosting Highly secure with redundant power Your own location, or paid hosting or
Location sources and high availability colocation service
Maintenance Hardware and software updates are Setup and execute your own update,
managed for you along with server security and backup policies or hire
security and data backups. qualified IT personnel to manage
them.
Remote Access Secure remote access from Windows, You must configure and secure your
Mac, iOS, Android and Chrome clients own remote access. Available OS
is available clients depend on what solution you
choose
Concurrent Licensed per concurrent user Only limited by your hardware and
Users software connectivity capabilities
Patient Portal Yes Limited
Bottom Line ;; We set up and manage the server ;; Acquire, setup and maintain your
where your data is hosted, and own server, including software
the licensing for all necessary licensing and hardware; or find
software on it your own hosting solution
;; Data backups, updates and server ;; Implement and test your own
security are included in your backup solution, manage software
hosting plan updates, put in place your own
anti-virus/anti-malware protection
;; Access My Vision Express from
and manage your own security
virtually anywhere as long as you
have an Internet connection. ;; Configure your own remote
access options
4
www.MyVisionExpress.com My Vision Express
My «We highly recommend My Vision Express for a start-up optical or for an
existing practice looking to improve their methodology for maintaining
inventory, point-of-sale, patient data, etc.»
Express
John J. Perillo – Modern Eyes Optical
Inventory
Maintain accurate control of frames, contact lenses,
spectacle lenses, lens treatments, services and other
items for one or many locations. You can lookup and
transfer items across locations and easily keep track
of your inventory in real-time.
The Inventory module has several built-in features
to optimize your sales. Several validation rules and
pricing tools for inventory items help you improve
order accuracy and reduce remakes. A barcode
scanning and labeling system facilitates inventory
management and speed up your POS.
Frames
Print Arch Crown barcode labels for frames ;; Import and update frame information using
Frames Data IDA services
TM
INC. ;; Setup frame markup formulas to
auto-calculate retail prices based on
wholesale cost
;; Use barcode scanning for inventory control
and POS. Scan UPC or your own SKU numbers
;; Store up to three images for each frame.
If you get your frame information from
Automatically calculate frame retail price Frames Data IDA, images will be downloaded
based on wholesale cost automatically when available
Import frame information, including up
to three images, from Frames Data IDA
5
www.MyVisionExpress.com My Vision Express
«The eyewear point of sale with MVE has been very nicely received by my
My optician staff due to its ease and simplicity. We enter all frames in our
database, and have bar coded them for easy point of sale transactions, as
well as quicker periodic physical counts for inventory valuation.»
Express Dr. Joseph DiGiorgio, OD – Vision Source
Inventory
Spectacle Lenses
;; Manage stock lens configurations by sphere, ;; Match any spectacle lens to a preferred lab
cylinder, diameter, base curve, cost, OPC, etc.
;; Specify what lens measurements are available
;; Setup pricing grids to have the system charge and which ones are required
extra for high-power spheres, sphere and
;; Specify valid sphere, cylinder, add power and PD
cylinder combinations, add measurements, and
ranges
prisms
;; Specify maximum lens diameter and
;; Select lens treatments available to lenses for
automatically charge for oversize diameter
accurate ordering
Contact Lenses
My Vision Express integrates with
ContactLensOnDemand.com to facilitate
the management of your contact lens
inventory, configurations and electronic
orders.
;; Convenience: Download contact
lens data into your inventory
including all configurations and
trials available for each lens and
packaging pictures
;; Inventory management: Allows
you to set reorder points
and maximum
inventory for each
configuration.
Generate purchase
orders automatically
based on those
parameters
;; Accuracy: Validate the
parameters of your
orders to ensure that
the proper contact
lens configurations
exist
Contact On
Lens Demand
6
www.MyVisionExpress.com My Vision Express
My «I can honestly say my staff has never been happier. My Vision Express
has made their lives easier in every way. Better point of sale, appointment
scheduling, inventory management; this program has it all.»
Express
Chris Gaudon – First Choice Vision Center
Inventory
Inventory Management
Create purchase orders, receiving and processing reports to facilitate inventory maintenance.
;; Order and receive frames, contact lenses and
other items by scanning their UPC barcode
;; Create POs from the ordering screens at the click
of a button
;; Add items to POs from specific sales orders
;; Auto Create POs based on your sales for the day
and reorder points for inventory items
;; Save and retrieve PO, receive, and return
transactions with ease
;; Item-supplier validation
;; Process multiple POs in a single receive
transaction
;; Specify quantities being received, backordered,
canceled or directly shipped; as well as the actual
cost for each item on receive transaction
;; Attach supplier invoices to the corresponding receive transactions
;; Attach credit memos to the corresponding return transaction
;; Print, fax or e-mail purchase orders, inventory receive and return statements
7
www.MyVisionExpress.com My Vision Express
«Its ease of use, vast capabilities, and ever expanding enhancements, put
My My Vision Express in a class all it’s own. My Vision Express is not only one
of the best Optometric office programs available, its cost also makes it
one the best values on the market today.»
Express Dr. Steven Wigdor, OD
Patient Management
The Patient module acts as the central
repository for all information on your
patients. It gives you access to their
prescriptions, orders, appointments,
insurance claims, images and scanned
documents.
;; Easily find patient records using
multiple search criteria or quickly
select from records previously
accessed during the day
;; Make important fields mandatory so
that your staff does not miss them
during patient data entry
Capture extensive patient information
;; Capture extensive demographic,
prescription and insurance information
;; Snap pictures, scan documents and select files to link to patient records
;; Scan driver licenses and insurance cards. Capture the information in them automatically through an optional
OCR interface
;; Track unlimited prescriptions for spectacle lenses; as well as soft, rigid and custom contact lenses
;; Order from prescriptions with one click
;; Link family members together to create family
statements, pay for balances and synchronize their
address and phone information
;; Access patient’s appointments, orders, exams and
insurance claims history
;; Set up patient alerts
;; Track patient and insurance balances
The Patient Search with comprehensive search
;; Message your patients securely through e-mail options and detailed search results
;; Create letters that merge patient and prescription data
;; Define your own custom fields
;; Avoid duplicate records. When adding a patient, the system will warn you if an existing patient has the
same name
;; Monitor access to patient records through an audit trail that identifies for each record what employees have
accessed it, and at what date and time
8
www.MyVisionExpress.com My Vision Express«Because my staff and I have very limited computer skills, we depended
My heavily on the My Vision Express technical support team. The knowledge
and patience they have shown has made the transition from paper to
electronic record keeping a very manageable task.»
Express Dr. Barbara J. Fluder, OD – Fluder Vision Care
Document Management
Document Manager, the solution for a paperless office, lets you store patient records electronically;
eliminating the need for paper charts.
;; Store all patient related documents organized by date, category and name
;; Lock documents with date and time stamps for additional security
;; Print, fax or export documents
;; Store any file format
;; Scan, review and save paper documents
;; Zoom and rotate images
;; Access documents easily from the Patient and Exam modules
9
www.MyVisionExpress.com My Vision ExpressMy «If 5 is the best, I give this program a 5! We have been using MVE for
over 4 years now and this program is by far the best. It saves me a lot of
time with my customers and it very easy for the employees to use.»
Express
Ms. Leanne Perry, ABOC – Pearle Vision
Patient Portal
The My Vision Express Patient Portal is a web-based tool designed to collect information directly from your
patients. From basic demographics to diagnosed conditions, medications and family history; you can have
patients type their own data in the portal rather than handwrite it in a paper form.
Features
;; Patient Forms: Have patients complete online registration forms prior to their visit or on tablets in your
office. Create personalized intake forms, questionnaires, and surveys to capture the data specific to
your practice’s needs
;; Quick Pay: Collect patient
payments securely
;; View History: Allow patients
to see their exam and order
history
;; Contact Lens Reorders:
Have patients reorder their
contact lenses online
;; Scheduling: Have patient
request appointments as
well as confirm, cancel or
request to reschedule them
;; Secure Messaging:
Send and receive secure
messages to and from your
patients
;; Security: Rely on HTTPS connectivity with
256-bit AES SSL encryption
Benefits
;; Error Reduction: Avoid errors that occur when
your staff interprets handwritten patient forms
at data-entry time
;; Shorter Waits: Have patients update their
information before their appointments and
check them in faster
;; Lower Administrative Burden: Minimize data-entry time for your staff and increase efficiency around
your practice
;; Increase Revenue: Maximize your profits through unattended contact lens reorders from your patients.
Reduce your receivables by capturing online patient payments 24 x 7 x 365
10
www.MyVisionExpress.com My Vision Express«We use the Calendar function extensively. My front office staff is very
My pleased with the functionality and they find that it works very well for
pre-appointing and integrating with an appointment letter that we
created.»
Express Dr. Joseph DiGiorgio, OD – Vision Source
Calendar
;; View schedule for the
day, week or month
;; Filter appointments
by location and
doctor
;; Click and drag
appointments to
reschedule them
;; Search for doctor
availability based on
date and service/
duration across
locations
;; Appointments are
color coded by
service
;; A status bar to
the left of each
appointment indicates
if the patient is a show,
no-show or a walk-in
;; Right click on
appointments to
quickly open, print,
adjust their status or
service, or delete them
;; Schedule appointments
of any duration
;; Easily navigate to
different dates using a
calendar bar
;; Block any time interval
for any doctor
;; Schedule recurring appointments. An icon allows you to
distinguish them
;; Track appointment status changes
Recurrent appointments can be scheduled
11
www.MyVisionExpress.com My Vision Express«My Vision Express has been a great addition to our office. It can
My handle appointment scheduling to inventory and submitting claims
electronically. Our daily office tasks are made simpler by MVE’s simplicity.
To make an appointment it takes 3 mouse clicks! What can be greater
than that!»
Express Dr. Marlene Cruz-Govin, OD – Provision Eye Care Center
Calendar
;; Over-book appointment time slots ;; Mail-merge appointment data into labels and
custom letters and e-mail messages
;; View patient’s appointment history as you
schedule new appointments ;; Integrates with The Appointment Book (TAB)
;; Check doctor’s availability
;; Create and print schedules
Patient Dialog allows you to enter new patients or
review existing patient information on the fly
Appointment Reports list appointments
by doctor and date
Patient Tracker
Monitor and update the status of your patients throughout the duration of their office visit.
;; Perform patient check-ins and check-outs
;; View patient waiting time
;; Prioritize appointments
;; Review services being performed
;; See the time elapsed since a patient was
dilated
;; Monitor and update the physical location of patients within the office
12
www.MyVisionExpress.com My Vision ExpressMy «This PMS and EMR is the only software I have come across that works
for YOU, instead of having to shift your operations around to meet the
needs of the software.»
Express
Dr. Ryan Halpern, OD – Halpern Eye Care
Electronic Health Records (EHR)
With the Electronic Health Records (EHR) module, perform paperless eye examinations efficiently and reduce
errors. The EHR module is fully integrated into a complete, electronic, record-keeping system that helps
you every step of the way; from booking appointments, to performing exams, creating orders and billing
insurance.
;; Create unlimited exam templates that can be ;; Start exams from the list of scheduled
unique for each doctor appointments for the day
;; Set predefined options and defaults for ;; Track who access exam records and on what
drop-downs and data values dates and times
;; Create custom patient questionnaires ;; Type your own free-form notes for each exam
section
;; Setup automated alerts for specific patient
types, diagnoses, medications, etc. ;; Perform low vision assessments
;; Quick data entry by typing, drawing, check ;; Add up to 30 custom fields
boxes, drop-downs and scribbling
;; Easily review exam history
;; Create personalized, unlimited exam reports and
;; See the exam patient’s essential demographics
referral letters
and picture in the exam header
;; Attach unlimited documents and images
;; See a summary of findings for all exams for any
;; Review and carry forward findings from previous given patient at a glance
exam visits
13
www.MyVisionExpress.com My Vision ExpressMy «If you are thinking of using EMR, this is the way to GO... It is easy to use.
MVE is always working on ways to improve their software and services,
and it shows.»
Express
Dr. Kerri-Ann Hodge, OD - Beyond Eye Care
Electronic Health Records (EHR)
;; Setup dilation information in the exam header ;; Record past, family and social history (PFSH)
;; Perform entrance tests ;; Perform binocular tests, including phorias,
vergences, cross-cylinder, NRA/PRA, NPC, NPA,
;; Record patient’s vital signs, blood pressure,
AC/A, fusion and stereopsis
psychiatric, and computer use information
;; Record patient’s reason for visit ;; Designate one of the complaints as the chief
complaint for the exam
;; Describe every complaint from the patient in the
HPI Builder ;; View and copy complaints from previous exam
visits
14
www.MyVisionExpress.com My Vision Express«We have been using MVE since we opened in 2009. I researched many
My EHR programs and this was the most intuitive, user-friendly of them
all! Anytime we have called them with a question, they have been very
professional and helpful.»
Express Dr. Christine Verbeck, OD - Harmony EyeCare
Electronic Health Records (EHR)
;; Capture unlimited presenting,
retinoscopy, objective,
subjective, manifest cycloplegic
and final refractions in the
Refractive tab
;; View or copy previous
refractions
;; Integrate diagnostic equipment
to automatically bring
autorefractor/keratometer and
lensometry readings into the
Refractive tab
;; Graph keratometry readings
;; Capture external and internal eye findings
;; Record unlimited tonometry readings
;; Visualize trends with an IOP graph report that will also
list pachymetry results, blood pressure readings and
glaucoma medications
;; Draw your findings for the external and internal eye sections
;; Internal eye exam section allows you to enter your findiing on AV ratio, CD ratio, optic disc, exam
method, etc.
15
www.MyVisionExpress.com My Vision ExpressMy «My Vision Express integrates with all our ophthalmic equipment, making
the EMR even better, and making us more efficient.»
Dr. Jeffrey S. Williams, Jr., OD – Sound Vision Care
Express
Electronic Health Records (EHR)
;; Capture unlimited presenting,
trial and final contact lens
prescriptions in the Contacts
tab
;; Create prescriptions for soft,
rigid and custom contact
lenses; and drawings for them
;; View and copy previous
contact lens prescriptions
;; Create contact prescriptions
based on refractions
;; Review contact lens order history
;; Perform over-refractions for trials
;; Specify wearing schedule and care
for contacts
;; Order ancillary tests and record the results with
ease
;; Record surgical procedures performed
in-house (e.g. lash epilations, punctal plugs, etc.)
16
www.MyVisionExpress.com My Vision ExpressMy «I have never had software that was this easy to use and so people
friendly.»
Dr. Richard Myers, OD
Express
Electronic Health Records (EHR)
;; Specify your assessment and plan notes, select procedures and sign exams from the Assessment tab
;; Generate referral letters with exam
information
;; Diagnosis codes are automatically
calculated based on your exam
entries
;; Lock exams to prevent them from
being modified
;; Enter unlimited exam addendums,
even after exams are locked
;; Print, e-mail and fax exam summaries,
referrals, reports and other letters
;; Create unlimited custom letters
defined with merged-in exam
information
;; Print complete examination reports
;; Review letters previously generated from the Interactions tab
17
www.MyVisionExpress.com My Vision Express«MVE is integrating with many diagnostic instruments such as pretest
My equipment, and exam room instruments like electronic phoroptors and
digital acuity charts, which is becoming more important to users as
equipment integration needs continue to grow.»
Express Dr. Joseph DiGiorgio, OD – Vision Source
Equipment Integration
My Vision Express integrates with over 200 vision diagnostic instruments and dispensing devices, and is
constantly developing new interfaces for additional ones. Integrate your equipment with our software to
maximize your investment in technology.
;; Streamline and optimize pre-testing to improve patient experience
;; Work more efficiently to reduce wait time and deal with a higher patient load
;; Eliminate manual data-entry to avoid costly mistakes and reduce labor costs
;; Easily access equipment results that are indexed by patient, category and date
;; View a comprehensive history of results to monitor the progression of patient conditions
;; Access images and reports through our DICOM solution
;; Import readings from autolensometers, autorefractors/keratometers, corneal topographers, digital
phoroptors, NCTs, pachymeters, dispensing devices, etc.
;; Import images from fundus cameras, corneal topographers, OCTs, visual field analyzers, IOL master,
wavefront analizers, ultrasounds, etc.
18
www.MyVisionExpress.com My Vision ExpressMy «We have been using My Vision Express in our optical shop for 9 months.
It is a powerful, feature rich application. It gives us flexibility in order
entry and reporting, and makes inventory management easy.»
Express
Peter Bratton, Optician – Tassini Eye Associates
Orders
The Orders module allows you to process your sales in My Vision Express with speed, accuracy and efficiency.
Quick Order is the ideal point of sale screen for your eye care practice. It makes it easy for you to charge for
professional services and eyewear, and to figure out patient and insurance balances.
;; Use a single screen –Quick Order– for fast order ;; Choose from multiple receipt formats that show
entry patient savings
;; Fill order details from patient’s prescription and ;; Compatible with bar code scanners
demographic information
;; Generate a claim for every line item in an order
;; Have the system calculate patient and insurance at the click of a button
balances based on discounts, sales taxes and
;; Easily search orders by order number, date,
insurance plan benefits
patient etc.
;; Accept coupons and have marketing discounts
;; Provide quotes without affecting accounting or
calculated automatically
inventory
;; Print lab orders, receipts and letters
;; Transmit orders to labs and track their status
Quick Order is a convenient way to create orders, fill prescriptions, add payments, etc.
All in one screen.
19
www.MyVisionExpress.com My Vision Express«I have been using MVE for the past 6 years. The service, support and
My quality product are only a few choice words that can be said about this
software. The user friendliness of the POS portion is amazing when
training new staff.»
Express Dr. Nadia Sledge, OD – Pearle Vision
Orders
;; Instantly view cost, profit and commission on
orders
;; Mail-merge order data into custom letters and
forms
;; Integrates with receipt printer
;; Automated rim-type charges
;; Second pair tracking
;; Integrate with Essilor Visioffice and Zeiss
i.Terminal dispensary systems
;; Easily add lens treatments, services and
miscellaneous items
;; Fully integrated with the Exam module
;; View frame images with Frames Data IDA
integration
;; View images of contact lens packaging with
ContactLensOnDemand.com integration
;; Generate insurance claims at the click of a Customizable Patient Receipt includes items sold,
button diagnosis codes and discounts
Commissions
Commissions feature automatically calculates commissions on products that you sell.
;; Specify commissions as a Set Amount, Gross
Percentage or Margin Percentage including
spiffs
;; Setup commissions at inventory type,
individual product and employee record level
;; Create commonly used commission criteria
and then later associate them with an
employee record, product type or specific
products
;; Easily change commission rate for items linked to
commission structure
;; Commission amounts can be viewed when orders
are created
20
www.MyVisionExpress.com My Vision Express«We selected My Vision Express as the product with the depth we needed
My for a multi-location optical retailer. Where our previous software package
had virtually non-responsive support, we have found the gold at the end
of the rainbow with MVE.»
Express Mary Perkins – Arlington Optical
Credit Card Processing
The Credit Card Processing Integration allows you to directly
process credit and debit cards. This PCI compliant solution
saves you time and reduces errors by eliminating double
data-entry.
;; Directly process credit card and debit card transactions
;; Swipe credit cards in the Payments Detail screen at the
end of each sale
;; Process single payment for multiple
orders
;; Generate various credit card
transaction reports to help you
reconcile
;; Use magnetic card reader, receipt
printer and cash drawer to
optimize the POS experience
Daily Closing
Effectively manage accounting and transaction
security by doing daily closings. This will lock
charges and payments so that they can only
be modified by your administrators. If any
items remained outstanding for previous
dates, you would be reminded to close them
when you log into My Vision Express.
;; Prevent past charges and payments from
being deleted
;; Reconcile your registers
;; Record variances by payment method
;; Close once or multiple times per day as required
;; Close individual registers (workstations) or all registers at once
;; Enter media counts for cash
;; Print bank deposit slips
21
www.MyVisionExpress.com My Vision ExpressMy «My optometry practice is 34 years old. Our office has been using MVE
since September 2010. The transition to this new office management
software went exceptionally well. The software is very user friendly.»
Express
Dr. Michael Lack, OD – North Country Optical
After Sales
The After Sales Wizard allows you to easily handle return, exchange, reprocessing and warranty transactions
while preserving the integrity of your accounting and inventory. A series of prompts helps you to quickly
identify items that need to remain in the original order, as well as those that need to be replaced, returned to
the manufacturer or salvaged.
;; Apply discounts to reprocessing and warranty
transactions
;; Mark reprocessing and warranty transactions as rush
jobs
;; Explain no-charge items in warranty and
reprocessing transactions
;; Capture return, exchange and reprocessing reasons
22
www.MyVisionExpress.com My Vision Express«Our opticians love the added features they get each time we do an
My upgrade. Some EMR software companies are only focusing on EMR
enhancements. My Vision Express seems to understand that clients have
successful optical businesses as well.»
Express Holly Hallman – Haik Humble Eye Center
Checkout
You have been through this before: a patient purchases glasses for reading and computer use, sunglasses
and a year supply of contacts. While you are happy about the multiple sales, applying payments and
printing receipts and lab orders for each order is cumbersome and time-consuming. The Checkout module
was designed for scenarios like this. With it, you can handle payments for multiple orders or patients
efficiently. No need to access each order to process separate payments and print separate receipts. With
Checkout, apply payments to a group of orders and print the receipt at once.
Payments
;; Process a single payment transaction for multiple orders, even if they are from unrelated patients
;; Add additional items on the fly
;; Add and apply multiple payments to the grouped orders
Marketing and Discounts
;; Apply two-for-one (“buy one, get one”) marketing discounts*
;; Permanently links
orders and payments
when Two For One
Marketing Promotions
are applied
;; Apply “Manager” level
discount to individual
or multiple orders
Receipts
;; Print a consolidated
receipt and separate
lab orders for all
orders and payments
at the same time
;; Receipts can show a
summary or details of
charges for each order
;; Print Pro Rata
receipts that shows
the distribution of charges and payments when a Two For One so that no item appears at a zero dollar
amount charge
;; The default Receipt Note can be changed for an individual receipt
;; Print a consolidated receipt for all orders
_______________
* Not available in Canada
23
www.MyVisionExpress.com My Vision Express«My Vision Express feels like a family. I have watched them grow over
My the years into the vision that they have had for the future and the goals
that they have set for themselves. Their honesty, integrity, and hard work
set them apart from other businesses.»
Express Gary Stephens – Marquette Vision Center
Marketing
Accept marketing coupons and automatically calculate proper discounts. Design sophisticated sales
promotions based on items ordered without fear of calculation errors.
;; Create your own marketing packages with a ;; Automatically calculates discount based on the
group of items for a fixed price coupons and items ordered
;; Discount specific item types as a percentage of ;; Specify discounts with or without sales tax
the retail price or as a fixed amount
;; Identify the most effective marketing methods
;; Discount separate item types at different levels with the Orders by Marketing and the
with a single marketing promotion Special/Manager discount reports
;; Discount 6 and 12 month supplies of contact
lenses
;; Create two-for-one (“buy one, get one”)
promotions*
;; Coupons are activated for a range of dates
allowing them to be only available during the
promotional period
_______________
* Not available in Canada
Lab Integration
Connect to labs and order optical jobs electronically. My Vision Express has partnered with industry leading
laboratory software and online ordering systems to offer the most accurate and efficient ordering options.
Supported Lab Software
;; DVI ;; Optivision
;; Innovations ;; VisionWeb
;; Labzilla
Features and Benefits
;; Submit jobs, individually or in batches,
through the Internet to labs
;; Ensure the accuracy of your lab order and
streamline its processing
;; Place orders without leaving the My Vision
Express software
;; Decrease turnaround time for sales orders
;; Avoid double data entry and reduce errors
24
www.MyVisionExpress.com My Vision Express«The willingness to apply new features to this product to make it more
My adaptable to our practice is something we appreciate very much. My
Vision Express is an affordable product with free upgrades, and the staff
is always looking for ways to improve the product.»
Express Debbie White – Henley Vision Center
Messaging
Employee Messaging allows your team to exchange information, as well as assign tasks and keep track of
their progress within My Vision Express.
;; Broadcast message or send message to
individual employees
;; Message automatically pops-up within
a minute of being sent or immediately
after user login
;; Efficient way to communicate between
employees
;; Schedule and assign tasks
;; Link with patient, order, insurance or
exam record
;; Track task status
;; Report to review messages and tasks
Time Clock
Labor management can be an arduous task when you have to deal with separate, disparate programs to keep
track of time punches for your staff. My Vision Express features a built-in, flexible and easy to use employee
time clock.
;; Record arrival and departure times along with up to three daily breaks for each employee
;; Track worked hours for your staff
;; Time punches are clocked from your database
server to avoid tampering
;; Have employees punch times securely with
passwords to prevent unauthorized submissions
;; Use fingerprint recognition technology for
added security
;; Use administrative access to post adjustments
or otherwise manage the Time Clock
;; Keep track of employees time off from work
;; Facilitate payroll calculations through time sheet reports that can be filtered by date range and/or
employee
;; Send employee and time clock data to QuickBooks for payroll
25
www.MyVisionExpress.com My Vision ExpressMy «We have used the software for three years. We switched from a system
that was not user friendly at all. We made the switch and even the old
non-computer guys adapted very easily.»
Express
Jeff Sears – Tri State Vision
Multi-Lingual
My Vision Express
supports English,
Spanish and French
as user interface
languages.
;; Select your
preferred
language at
sign-on time
;; View screens and
generate reports
in the selected
language
;; Have multiple
users log into
the system concurrently, using
different languages
;; Print receipts in the patient’s
preferred language
Canadian Provincial Insurance
If your practice is located in Canada,
My Vision Express can streamline
your billing by integrating with the
following provincial insurances:
;; Alberta Health Care Insurance
Plan (AHCIP)
;; Medical Services Plan of British
Columbia (MSP)
;; Manitoba Health
;; Ontario Health Insurance Plan
(OHIP)
;; Saskatchewan Health Services
(SASK)
26
www.MyVisionExpress.com My Vision Express«I’ve been utilizing MVE Practice Management software for two years
My now and it has been very helpful. It has been great for electronic billing
and giving our patients a professional statement that shows them
the value of the services and products that they have received while
simultaneously marketing our business.»
Express Joseph Sylvestre, Optician – Vision Center of Farmington Valley
Batching
Save time and optimize workflow by processing lab
copies, receipts and statements, and order status
updates in batches.
Lab:
;; Search lab jobs by location, order type, status,
date range, and specific lab
;; Print, e-mail or fax the jobs in your batch
;; Submit jobs in batch directly to lab using
the DVI, Innovations, Labzilla, Optivision
or VisionWeb lab interfaces
Statements/Receipts:
;; Batch receipts and statements by location, date range,
physician, insurance balance range, patient balance range,
etc.
;; Choose receipt/statement note to use with each batch
;; Display procedure codes or description for each line item
on receipts and statements
Order Status Update:
;; Select orders by date range or
individual order number to update
their status, lab, sent date, and
the employees that inspected and
delivered them
;; Send custom e-mail notifications to
each record in the batch
;; Send lab copies to the labs selected
using lab integration
27
www.MyVisionExpress.com My Vision Express«I operate an 8 location optometric practice and a 2 location MD practice
My using My Vision Express. We have been through two EMRs in the past
10 years and I can say that I am done looking. The customer service is
something that I wish I could clone for my offices!»
Express Dr. Ryan Halpern, OD – Halpern Eye Care
Multi-Location
My Vision Express allows you to implement a single, centralized system for several locations that can be
deployed as a local installation or web-based solution.
;; Supports unlimited locations
;; Maintain separate location information including logo, tax rates, and commissions
;; Assign employees to a single location or to all
;; Run reports, scheduling and availability by locations
;; Separate financials by location
;; Lookup inventory easily across locations
;; Maintain inventory per location, transfer inventory among locations. Add inventory items to all
locations or to a single one
;; Send messages to individuals or user groups across locations
;; Maintain patient history across locations
;; Reduce costs by centralizing scheduling and insurance billing for all locations
;; Keep separate office hours for each location
28
www.MyVisionExpress.com My Vision ExpressMy «The software is very complete and we run 3 locations off a server with
great speed. The system is very stable and we have never had to use our
daily backup; but we do it anyway.»
Express
Craig Chasnov – Eyetopian Optical
Security
Assign different levels of access to employees according to their job descriptions. Keep track of changes to
your data.
;; Authenticate employees through User ID and Password
;; Monitor access to patient Audit - Payments
records through interactions Operation
INSERT
Updated By
Snellen, OD, Herman
Updated Date
8/1/2013 14:41:25
Patient ID Location
1 CRAMOS-MVE
Order Payment Date
204 08/01/2013
Amount Type
200.00 Order Patient - Cash
Description Effect
Patient
that include date, time and UPDATE
INSERT
Snellen, OD, Herman
Snellen, OD, Herman
8/1/2013 16:03:12
8/1/2013 14:41:32
1 CRAMOS-MVE
1 CRAMOS-MVE
204 08/01/2013
204 08/01/2013
200.00 Order
287.99 Order
Patient - Cash
Patient - Credit Card - Visa
Patient
Patient
employee name, and are
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 1 CRAMOS-MVE 204 08/01/2013 287.99 Order Patient - Credit Card - Visa Patient
INSERT Snellen, OD, Herman 8/1/2013 14:44:11 115 CRAMOS-MVE 205 08/01/2013 100.00 Order Patient - Credit Card - Mastercard Patient
logged automatically by the
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 115 CRAMOS-MVE 205 08/01/2013 100.00 Order Patient - Credit Card - Mastercard Patient
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 115 CRAMOS-MVE 205 08/01/2013 167.99 Order Patient - Check Patient
INSERT Snellen, OD, Herman 8/1/2013 14:44:31 115 CRAMOS-MVE 205 08/01/2013 167.99 Order Patient - Check Patient
system every time that a INSERT
INSERT
Snellen, OD, Herman
Snellen, OD, Herman
8/14/2013 08:57:22
8/14/2013 09:30:13
115 CRAMOS-MVE
10117 CRAMOS-MVE
206 08/14/2013
210 08/14/2013
0.00 Order
0.00 Order
Patient
Patient
record is accessed
DELETE Snellen, OD, Herman 8/14/2013 09:30:13 10117 CRAMOS-MVE 210 08/14/2013 0.00 Order Patient
INSERT Snellen, OD, Herman 8/14/2013 09:34:16 10232 CRAMOS-MVE 211 08/14/2013 0.00 Order Patient
UPDATE Snellen, OD, Herman 8/14/2013 17:17:11 10232 CRAMOS-MVE 211 08/14/2013 0.00 Order Patient
INSERT Snellen, OD, Herman 8/14/2013 17:17:41 10232 CRAMOS-MVE 211 08/14/2013 200.00 Order Patient - Cash Patient
;; Have the system auto log out INSERT
INSERT
Snellen, OD, Herman
Snellen, OD, Herman
8/14/2013 17:17:51
8/14/2013 17:20:14
10232 CRAMOS-MVE
10117 CRAMOS-MVE
211 08/14/2013
210 08/14/2013
177.99 Order
200.00 Order
Patient - Check
Patient - Credit Card - Visa
Patient
Patient
after an idle time interval that
INSERT Snellen, OD, Herman 8/14/2013 17:20:20 10117 CRAMOS-MVE 210 08/14/2013 201.99 Order Patient - Credit Card - Mastercard Patient
you specify
;; Assign employees to
security groups based
on their roles within your
practice
;; Define unlimited security
groups
;; Show or hide software Printed: 8/15/2013 16:49 1 of 1
features for any security
group (e.g. hide reports
for receptionists, hide
claims for lab employees,
show the refractive
section of exams for
opticians, etc.)
;; Rely on the robust,
built-in security of the
Microsoft SQL Server
database engine
;; Lock exams, prescriptions and documents to prevent them from being modified or deleted.
;; Audit reports to determine who has added, deleted or modified sensitive data; using what device; and
on what date and time
;; Use the encryption/hash tool to encode confidential information and verify its integrity in e-mail
messages
;; Integrate with Windows domain for single sign-on functionality
29
www.MyVisionExpress.com My Vision ExpressMy «The best thing about My Vision Express is that you have the power to
customize it. It is a fluid program, and the staff is always working to
make it better.»
Express
Mandy Robinson – Vision Plus
Customizer
Customizer allows you to modify the format for screen, report, receipt, statement, lab copy, prescription and
label layouts in the program to suit your business needs.
;; Customize screen layouts by highlighting fields, moving
them around, hiding them, etc.
;; Modify patient receipt, lab copy, Rx printouts by adding,
deleting or shifting fields
;; Modify any frame barcode/patient label by adding,
deleting or shifting fields
;; Create customizations to print postcards
;; Change existing report layout by adding, deleting,
aggregating or grouping fields
;; Create your own custom reports from existing ones
;; Unlimited customizations can be created for each
printout or screen
;; Each user group can have its own default
customized layout for printouts and screens
;; Share customizations with other My Vision Express
users Design your own reports
Statement before customization Statement after customization
30
www.MyVisionExpress.com My Vision ExpressMy «Reports are outstanding and scalability of the software would give you
no reason to need anything else. Customer support has been outstanding,
a quality that is difficult to find in today’s market.»
Express
Joseph Sylvestre, Optician – Vision Center of Farmington Valley
Reports
Order Inventory
;; Aged Receivables ;; Contact Lens Inventory
;; Contact Lenses Sold ;; Contact Lens Inventory Transactions
;; Day Sheet ;; Frame Inventory
;; Detailed Order Sales ;; Frame Inventory Metrics
;; Employee Commissions ;; Frame Inventory by Store by Collection
;; Employee Sales Summary ;; Frame Inventory by Store by Manufacturer
;; Frames Sold ;; Frame Inventory Profit
;; Frames Sold by Store by Collection ;; Frame Inventory Transactions
;; Frames Sold by Store by Manufacturer ;; Lens Treatment Inventory
;; Frames to Order ;; Other Inventory
;; Multiple Sales Report ;; Other Inventory Transactions
;; Order Charges & Payments ;; Purchase Order Report
;; Order Chargers & Payments Summary ;; Reorder
;; Ordered Items by Lab ;; Frames
;; Ordered Items by Supplier ;; Spectacle Lenses
;; Orders by Employee ;; Contact Lenses
;; Orders by Item Type ;; Other
;; Orders by Marketing ;; Receive/Return Report
;; Orders by Physician ;; Spectacle Lens Inventory
;; Orders Summary ;; Spectacle Lens Inventory Transactions
;; Other/Services/Lens Treatments Sold Calendar
;; Patient Demographics ;; Calendar Appointments
;; Patient Referral ;; Calendar Appointment Demographics
;; Payment Procedure Code Allocation Patients
;; Payments by Order Date ;; Patient Inactivity
;; Payments by Payment Date ;; Patient List
;; Physician Demographics ;; Syndrome Surveillance
;; Physician Sales by Department Exam
;; Product Activity ;; Exam Unbilled Charges
;; Profit ;; Exam Unperformed Tests
;; Procedure Code Report Other
;; Remakes ;; Adjustments Report
;; Sales and Payments Summary ;; Audit
;; Sales and Payments Summary by Location ;; Interactions
;; Sales Payer Production ;; Employee Messages
;; Special/Manager Discounts ;; Employee Timesheet
;; Spectacle Lenses Sold ;; Employee Timesheet Summary
;; Spectacle Lens Production ;; X-Charge Reports
31
www.MyVisionExpress.com My Vision ExpressMy «My Vision Express software has been very stable for our office. I have
had MVE for eight years and i am happy with it!»
Dr. Quang Pham, OD – Q Vision
Express
Reports
My Vision Express contains numerous
reports designed to help you analyze
Aged Receivables
Order Date Status Patient # Patient Birth date Acct. Bal. Pat. Bal. Ins. Bal. 0 - 30 Days 31 - 60 Days 61 - 90 Days 91+ Days Balance
your business.
Insurance Insurance Phone Home Phone Ins. Claim Claim Status Date Submitted
186 03/20/2012 5 Edison Thomas 02/28/1847 692.99 0.00 40.00 40.00 40.00
EYEMED VISION CARE (800) 521-3605 (555) 555-5555 No
;; Use extensive pre-built reports
190 03/21/2012 Paid in full 5 Edison Thomas 02/28/1847 692.99 0.00 130.00 130.00 130.00
EYEMED VISION CARE (800) 521-3605 (555) 555-5555 No
that cover all aspects of the
191 04/02/2012 3 Lima Adriana 02/19/1982 233.25 233.25 0.00 233.25 233.25
(333) 333-3333 No
195 04/09/2012 Delivered 115 Smith Maryann 08/04/1985 1037.08 562.99 0.00 562.99 562.99
business
(305) 585-7515 No
199 04/09/2012 5 Edison Thomas 02/28/1847 692.99 522.99 0.00 522.99 522.99
(555) 555-5555 Yes Submitted
;; Easily produce reports based
202 07/02/2012 2 Wright Oliver 05/19/1984 585.37 432.99 152.38 585.37 585.37
DMERC MEDICARE (866) 243-7272 (555) 555-5555 Yes
205 08/09/2013 At Lab 115 Smith Maryann 08/04/1985 1037.08 0.00 140.00 140.00 140.00
on criteria that you specify. Run EYEMED VISION CARE (800) 521-3605 (305) 585-7515
Grand Total: 1752.22
No
462.38 140.00 0.00 0.00 2074.60 2214.60
reports for any time period
;; Specify search, sort, and filter
criteria
Day Sheet
;; Save reports in different formats OPT001: MVE Optical SoBe Date: 14-Aug-2013 /201
SALES
;; E-mail or fax reports
Gross Discount Net Sales
Frames 247.99 94.60 153.39
Lenses 120.00 50.00 70.00
;; Separate financials for each Lens Treatment 75.00 75.00 0.00
location
Other 10.00 0.00 10.00
8/15/2013Marketing
17:27:11 MVE: My Vision Eyecare Page 1 of 1 0.00
Eyeglass Sales 452.99 219.60 233.39
;; Control user access to reports Contacts 100.00 0.00 100.00
Services 0.00 0.00 0.00
;; Define your own Report Groups Total Sales 552.99 219.60 333.39
TOTALS ReceivedAdjustment Total
Taxable Sales: 10.00
Penny Rounding 0.00 0.00 0.00
Exempt Sales: 323.39
Cash 200.00 0.00 200.00
Tax 1: 0.70
Check - Patient 177.99 0.00 177.99
Tax 2: 0.00
Check - Insurance 0.00
Total Tax 0.70 EFT - Insurance 0.00
Total Sales 334.09 ACH - Insurance 0.00
Total Cash & Check 377.99 0.00 377.99
Money Order 0.00 0.00 0.00
SALES DEDUCTIONS Travelers Check 0.00 0.00 0.00
Write-Offs Patient 0.00 Debit Card 0.00 0.00 0.00
Write-Offs Insurance 0.00 Other 0.00 0.00 0.00
Manager Discounts 0.00 COD 0.00 0.00 0.00
Total Write-Offs 0.00
Credit Card - American Express 0.00 0.00 0.00
Credit Memo - Sales 0.00
Credit Card - Discover 0.00 0.00 0.00
Total Sales Deductions 0.00
Credit Card - Mastercard 201.99 0.00 201.99
Adjusted Income 333.39 Credit Card - Visa 200.00 0.00 200.00
Credit Card - CareCredit 0.00 0.00 0.00
Refunds - Cash 0.00
Total Credit Cards 401.99 0.00 401.99
Refunds - Check 0.00
Refunds - Credit Card 0.00 Total User-Defined 0.00 0.00 0.00
Refunds - Miscellaneous 0.00 Total Deposits 779.98 0.00 779.98
Total Refunds (Paid Out) 0.00 Variance 0.00
Net Item Returns 0.00 Refunds - Cash 0.00
Refunds - Credit Card 0.00
CASH RECONCILIATION
Net Deposits 779.98
New Sale Payments 779.98
Balance Due -445.89 ACCOUNTS RECEIVABLE
Previous Balance Paid 0.00 Previous A/R Balance 105.00
To be accounted for 779.98 Gross Sales 334.09
Deposits from orders at this location. 0.00
Deposits from orders not at this location. 779.98
Deposits performed at other locations 0.00
Write-Offs at this location 0.00
Write-Offs performed at other locations 0.00
New Accounts Receivable Balance -340.89
8/14/2013 17:20:34 OPT001: MVE Optical SoBe
32
www.MyVisionExpress.com My Vision Express«I started using My Vision Express about 3 years ago and consider it
My to be one of the best investments that I have made. It meets both my
requirements for back office and clinical needs so as to optimize the way
I deliver my Optometric service.»
Express Justin Kodurand
Recalls and Letters
The Letters module features a powerful recall and
marketing system which represents the most efficient way
to retain and build your business. This module allows you
to create any kind of personalized letter from within the
program without the need for any other word-processing
software.
;; Powerful recall system that allows you to
personalize recall reasons and times
;; Integrate with the e-mail
system to send your recall
reminders and other messages
as mass e-mails
;; Create letters from patient
demographics, prescriptions,
appointments, orders and
exams
;; Built-in word processor
;; Import and export letters from and to word processing software such as Microsoft Word
;; Perform mail-merge to create custom e-mails, letters, labels, or postcards using extensive search criteria
;; Share your letters with other My Vision Express customers and import letters that they have created
Consent Tracking
Setup compliance and
consent forms so that
the system reminds
you to print them for
patients
;; Specify
expiration
date for each
form
;; Consent forms
are logged
and easily
accessible
33
www.MyVisionExpress.com My Vision Express«I tried every major optometric PM/EHR vendor on the market and found
My My Vision Express to be the most user friendly package available. The
support staff is rapid to address concerns and difficulties, always polite
and thorough, and very quick to integrate suggestions to upgrades.»
Express Dr. Brent Shelley, OD – Shelley Eye Center
E-mail
Effectively communicate with your patients and
vendors, as well as physicians in your database.
Visualize your office without the use of postage,
having the flexibility to send an e-mail
to all your patients notifying them of
new products, special sales, appointment
reminders or a notice concerning your
office schedule.
;; Send e-mails from within the system
;; Target a marketing promotion;
send recalls or any other kind of
communication with your patients
;; Create custom recipient list based on
search criteria you specify
;; E-mail reports, receipts, referral
letters, etc.
;; Communicate securely using encryption and hash verification in your e-mails
Patient Engagement
You want to stay in touch with your patients after their visits are over. My Vision Express integrates with four
different patient communication services that allow you to manage appointments, focus your marketing
efforts and engage your patients in general. They allow you to reach every one of your patients through
telephone, SMS/text messaging, e-mail and social media.
;; 4PatientCare delivers industry leading multi-modal intelligent, interactive messaging solutions that
integrate administrative, clinical and health plan messaging needs
;; DemandForce, a leading online marketing and communication software service from Intuit, helps local
businesses thrive in the Internet economy using e-mail communications, text messaging and online
services
;; Utilizing the latest text, e-mail, voice, video, web, and social media tools, Solutionreach equips
healthcare providers with a “high-tech” solution that does not sacrifice the “high-touch” personalization
when interacting with patients
;; Created by an eye doctor, WebSystem3 answers every communications need of a busy practice
34
www.MyVisionExpress.com My Vision ExpressMy Vision Express
3265 Meridian Parkway, Suite 112
Weston, FL 33331 U.S.A.
Phone: 877-882-7455
Fax: 877-882-0329
www.MyVisionExpress.com
Copyright © 2013 Insight Software, LLC. All rights reserved. Unpublished rights reserved under U.S. copyright laws. My Vision Express is a registered
trademark of Insight Software, LLC. All other trademarks are property of their respective owners. My Vision Express design and specifications, and all
information presented herein are subject to change without notice.You can also read
