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
Software Features
Express
℞
Manage patients’ demographic and insurance information, prescription, health records, appointments and order history effectively and efficiently.
Prescriptions
Prescribe medications, glasses and contacts with ease. Track prescription history effortlessly.
Insurance
☂
If your practice is located in Canada, streamline your billing by integrating with provincial insurances for all provinces except Quebec.
Inventory
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.
Orders
After Sales Management
Handle all your sales from a single screen. Whether you charge for optical items, professional services, or a combination of both; Quick Order is the ideal point of sale system for you.
Process remakes, returns, and exchanges while accurately adjusting inventory and accounting with the After Sales Wizard.
Recalls and Letters
Stay in contact with your patients and send them recall reminders by postcard or e-mail. Use mail-merge for your referral letters, exam reports, patient forms, etc.
Communicate using e-mails. Select message recipients from the lists of vendors, patients and physicians in your database.
Marketing Promotions
Automatically calculate discounts and accurately apply promotions to eligible inventory items. Track the success of your marketing efforts.
Commissions
Specify commissions as a set amount, gross percentage, or margin percentage including spiffs.
Employee Messaging
Share information, send messages or assign tasks to employees individually or in groups.
Multi-Location
Manage multiple locations from a single, centralized database. Centralize appointment booking, inventory maintenance and insurance billing for all locations.
☁
Patient Management
Appointments
Our customizable calendar allows you to manage scheduling to maximize appointment availability
Document Manager
Scan and store your patient files electronically. Keep outside prescriptions, diagnostic equipment results, etc.
Patient Portal
Have your patients complete their own information online. Allow them to review order and exam history, reprint receipts, reorder contact lenses, and post payments online.
Electronic Health Records (EHR)
Streamline patient encounters and improve exam efficiency while maintaining a high level of patient care.
Multi-Lingual
Choose from English, Spanish and French to work in the software and print receipts for your patients.
Credit Cards
Integrate credit and debit card payment processing, saving time and reducing errors.
Batching
Save time and optimize workflow by processing multiple lab orders, receipts, statements; order status updates in batches; and insurance payments.
Time Clock
Have your staff punch in/out of work through our integrated time clock and generate accurate time sheet reports.
Security
Enable or disable features of the software for each user groups. Track employee activity through interaction and audit tables.
Reports
Backup and Restore
Multiple reports provide vital information for effective business management.
Use our built–in backup and restore functionality. Get our cloud solution to have us take care of this for you.
Customizer
Personalize reports, screens, receipts, lab copies, and prescriptions.
«I integrated My Vision Express into my Sears based practice within 1 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!»
My
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 Hosting Location Maintenance
Remote Access
Concurrent Users Patient Portal Bottom Line
Local Install
Highly secure with redundant power sources and high availability
Your own location, or paid hosting or colocation service
Hardware and software updates are managed for you along with server security and data backups.
Setup and execute your own update, security and backup policies or hire qualified IT personnel to manage them.
Secure remote access from Windows, Mac, iOS, Android and Chrome clients is available
You must configure and secure your own remote access. Available OS clients depend on what solution you choose
Licensed per concurrent user
Only limited by your hardware and software connectivity capabilities
Yes
Limited
;; We set up and manage the server where your data is hosted, and the licensing for all necessary software on it
;; Acquire, setup and maintain your own server, including software licensing and hardware; or find your own hosting solution
;; Data backups, updates and server security are included in your hosting plan
;; Implement and test your own backup solution, manage software updates, put in place your own anti-virus/anti-malware protection and manage your own security
;; Access My Vision Express from virtually anywhere as long as you have an Internet connection.
www.MyVisionExpress.com
4
;; Configure your own remote access options
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
;; Setup frame markup formulas to auto-calculate retail prices based on wholesale cost
INC.
;; 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 Frames Data IDA, images will be downloaded automatically when available
Automatically calculate frame retail price based on wholesale cost
Import frame information, including up to three images, from Frames Data IDA
www.MyVisionExpress.com
5
My Vision Express
«The eyewear point of sale with MVE has been very nicely received by 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.»
My
Express
Dr. Joseph DiGiorgio, OD – Vision Source
Inventory Spectacle Lenses ;; Manage stock lens configurations by sphere, cylinder, diameter, base curve, cost, OPC, etc.
;; Match any spectacle lens to a preferred lab ;; Specify what lens measurements are available and which ones are required
;; Setup pricing grids to have the system charge extra for high-power spheres, sphere and cylinder combinations, add measurements, and prisms
;; Specify valid sphere, cylinder, add power and PD ranges ;; Specify maximum lens diameter and automatically charge for oversize diameter
;; Select lens treatments available to lenses for 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 Lens www.MyVisionExpress.com
On Demand 6
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
www.MyVisionExpress.com
7
My Vision Express
«Its ease of use, vast capabilities, and ever expanding enhancements, put 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.»
My
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 options and detailed search results
;; Message your patients securely through e-mail ;; 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 www.MyVisionExpress.com
8
My Vision Express
«Because my staff and I have very limited computer skills, we depended 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.»
My
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
www.MyVisionExpress.com
9
My Vision Express
My
«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 www.MyVisionExpress.com
10
My Vision Express
«We use the Calendar function extensively. My front office staff is very pleased with the functionality and they find that it works very well for pre-appointing and integrating with an appointment letter that we created.»
My
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 www.MyVisionExpress.com
11
My Vision Express
«My Vision Express has been a great addition to our office. It can 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!»
My
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 www.MyVisionExpress.com
12
My Vision Express
My
«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 unique for each doctor
;; Start exams from the list of scheduled appointments for the day
;; Set predefined options and defaults for drop-downs and data values
;; Track who access exam records and on what 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 boxes, drop-downs and scribbling
;; Add up to 30 custom fields
;; Create personalized, unlimited exam reports and referral letters ;; Attach unlimited documents and images ;; Review and carry forward findings from previous exam visits
www.MyVisionExpress.com
13
;; Easily review exam history ;; See the exam patient’s essential demographics and picture in the exam header ;; See a summary of findings for all exams for any given patient at a glance
My Vision Express
My
«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, AC/A, fusion and stereopsis
;; Record patient’s vital signs, blood pressure, psychiatric, and computer use information
;; Record patient’s reason for visit ;; Describe every complaint from the patient in the HPI Builder
www.MyVisionExpress.com
14
;; Designate one of the complaints as the chief complaint for the exam ;; View and copy complaints from previous exam visits My Vision Express
ÂŤWe have been using MVE since we opened in 2009. I researched many 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.Âť
My
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. www.MyVisionExpress.com
15
My Vision Express
My
«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.) www.MyVisionExpress.com
16
My Vision Express
My
ÂŤI have never had software that was this easy to use and so people friendly.Âť 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 www.MyVisionExpress.com
17
My Vision Express
«MVE is integrating with many diagnostic instruments such as pretest 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.»
My
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.
www.MyVisionExpress.com
18
My Vision Express
My
«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 entry
;; Choose from multiple receipt formats that show patient savings
;; Fill order details from patient’s prescription and demographic information
;; Compatible with bar code scanners ;; Generate a claim for every line item in an order at the click of a button
;; Have the system calculate patient and insurance balances based on discounts, sales taxes and insurance plan benefits
;; Easily search orders by order number, date, patient etc.
;; Accept coupons and have marketing discounts calculated automatically
;; Provide quotes without affecting accounting or 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. www.MyVisionExpress.com
19
My Vision Express
«I have been using MVE for the past 6 years. The service, support and 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.»
My
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 Customizable Patient Receipt includes items sold, diagnosis codes and discounts
;; Generate insurance claims at the click of a button
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 www.MyVisionExpress.com
20
My Vision Express
«We selected My Vision Express as the product with the depth we needed 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.»
My
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 www.MyVisionExpress.com
21
My Vision Express
My
«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
www.MyVisionExpress.com
22
My Vision Express
«Our opticians love the added features they get each time we do an 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.»
My
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
www.MyVisionExpress.com
23
My Vision Express
«My Vision Express feels like a family. I have watched them grow over 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.»
My
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 group of items for a fixed price
;; Automatically calculates discount based on the coupons and items ordered
;; Discount specific item types as a percentage of the retail price or as a fixed amount
;; Specify discounts with or without sales tax ;; Identify the most effective marketing methods with the Orders by Marketing and the Special/Manager discount reports
;; Discount separate item types at different levels with a single marketing promotion ;; 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 www.MyVisionExpress.com
24
My Vision Express
«The willingness to apply new features to this product to make it more 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.»
My
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 www.MyVisionExpress.com
25
My Vision Express
My
«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)
www.MyVisionExpress.com
26
My Vision Express
«I’ve been utilizing MVE Practice Management software for two years 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.»
My
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 www.MyVisionExpress.com
27
My Vision Express
«I operate an 8 location optometric practice and a 2 location MD practice 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!»
My
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
www.MyVisionExpress.com
28
My Vision Express
My
«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 records through interactions that include date, time and employee name, and are logged automatically by the system every time that a record is accessed ;; Have the system auto log out after an idle time interval that you specify
Audit - Payments Operation
Updated By
Updated Date
Patient ID
Location
Order
Payment Date
Amount
Type
Description
Effect
INSERT
Snellen, OD, Herman
8/1/2013 14:41:25
1 CRAMOS-MVE
204 08/01/2013
200.00 Order
Patient - Cash
Patient
UPDATE
Snellen, OD, Herman
8/1/2013 16:03:12
1 CRAMOS-MVE
204 08/01/2013
200.00 Order
Patient - Cash
Patient
INSERT
Snellen, OD, Herman
8/1/2013 14:41:32
1 CRAMOS-MVE
204 08/01/2013
287.99 Order
Patient - Credit Card - Visa
Patient
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
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
INSERT
Snellen, OD, Herman
8/14/2013 08:57:22
115 CRAMOS-MVE
206 08/14/2013
0.00 Order
Patient
INSERT
Snellen, OD, Herman
8/14/2013 09:30:13
10117 CRAMOS-MVE
210 08/14/2013
0.00 Order
Patient
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
UPDATE
Snellen, OD, Herman
8/14/2013 17:17:11
10232 CRAMOS-MVE
211 08/14/2013
0.00 Order
INSERT
Snellen, OD, Herman
8/14/2013 17:17:41
10232 CRAMOS-MVE
211 08/14/2013
200.00 Order
Patient - Cash
Patient
INSERT
Snellen, OD, Herman
8/14/2013 17:17:51
10232 CRAMOS-MVE
211 08/14/2013
177.99 Order
Patient - Check
Patient
INSERT
Snellen, OD, Herman
8/14/2013 17:20:14
10117 CRAMOS-MVE
210 08/14/2013
200.00 Order
Patient - Credit Card - Visa
Patient
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
Patient Patient
;; Assign employees to security groups based on their roles within your practice ;; Define unlimited security groups ;; Show or hide software 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.)
Printed: 8/15/2013 16:49
1 of 1
;; 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 www.MyVisionExpress.com
29
My Vision Express
My
«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
Statement before customization
www.MyVisionExpress.com
Design your own reports
Statement after customization 30
My Vision Express
My
«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 Inventory ;; Contact Lens Inventory ;; Contact Lens Inventory Transactions ;; Frame Inventory ;; Frame Inventory Metrics ;; Frame Inventory by Store by Collection ;; Frame Inventory by Store by Manufacturer ;; Frame Inventory Profit ;; Frame Inventory Transactions ;; Lens Treatment Inventory ;; Other Inventory ;; Other Inventory Transactions ;; Purchase Order Report ;; Reorder ;; Frames ;; Spectacle Lenses ;; Contact Lenses ;; Other ;; Receive/Return Report ;; Spectacle Lens Inventory ;; Spectacle Lens Inventory Transactions Calendar ;; Calendar Appointments ;; Calendar Appointment Demographics Patients ;; Patient Inactivity ;; Patient List ;; Syndrome Surveillance Exam ;; Exam Unbilled Charges ;; Exam Unperformed Tests Other ;; Adjustments Report ;; Audit ;; Interactions ;; Employee Messages ;; Employee Timesheet ;; Employee Timesheet Summary ;; X-Charge Reports
Order ;; Aged Receivables ;; Contact Lenses Sold ;; Day Sheet ;; Detailed Order Sales ;; Employee Commissions ;; Employee Sales Summary ;; Frames Sold ;; Frames Sold by Store by Collection ;; Frames Sold by Store by Manufacturer ;; Frames to Order ;; Multiple Sales Report ;; Order Charges & Payments ;; Order Chargers & Payments Summary ;; Ordered Items by Lab ;; Ordered Items by Supplier ;; Orders by Employee ;; Orders by Item Type ;; Orders by Marketing ;; Orders by Physician ;; Orders Summary ;; Other/Services/Lens Treatments Sold ;; Patient Demographics ;; Patient Referral ;; Payment Procedure Code Allocation ;; Payments by Order Date ;; Payments by Payment Date ;; Physician Demographics ;; Physician Sales by Department ;; Product Activity ;; Profit ;; Procedure Code Report ;; Remakes ;; Sales and Payments Summary ;; Sales and Payments Summary by Location ;; Sales Payer Production ;; Special/Manager Discounts ;; Spectacle Lenses Sold ;; Spectacle Lens Production www.MyVisionExpress.com
31
My Vision Express
My
«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 your business.
Aged Receivables Order Date Insurance
Status
Patient # Patient Insurance Phone
186 03/20/2012
5 Edison Thomas
EYEMED VISION CARE
;; Use extensive pre-built reports that cover all aspects of the business
190 03/21/2012
(800) 521-3605 Paid in full
5 Edison Thomas
EYEMED VISION CARE
(800) 521-3605
191 04/02/2012
Birth date Home Phone
Acct. Bal.
02/28/1847
Pat. Bal.
692.99
Ins. Bal. Ins. Claim
0.00
(555) 555-5555 02/28/1847
02/19/1982
115 Smith Maryann
08/04/1985
692.99
0.00
233.25
233.25
199 04/09/2012
5 Edison Thomas
02/28/1847
202 07/02/2012
2 Wright Oliver
05/19/1984
Delivered
1037.08
562.99
692.99
522.99
585.37
432.99
(305) 585-7515
DMERC MEDICARE 205 08/09/2013
(866) 243-7272 At Lab
115 Smith Maryann
EYEMED VISION CARE
(800) 521-3605
130.00
130.00
130.00
0.00
233.25
233.25
0.00
562.99
562.99
0.00
522.99
522.99
585.37
585.37
No
Yes
(555) 555-5555 08/04/1985
40.00
No
(555) 555-5555
;; Easily produce reports based on criteria that you specify. Run reports for any time period
Balance
40.00
No
(333) 333-3333 195 04/09/2012
91+ Days
No
(555) 555-5555
3 Lima Adriana
0 - 30 Days 31 - 60 Days 61 - 90 Days Claim Status Date Submitted
40.00
Submitted
152.38 Yes
1037.08
0.00
(305) 585-7515
140.00
140.00
140.00
No
Grand Total:
1752.22
462.38
140.00
0.00
0.00
2074.60
2214.60
;; Specify search, sort, and filter criteria ;; Save reports in different formats ;; E-mail or fax reports ;; Separate financials for each location ;; Control user access to reports ;; Define your own Report Groups
Day Sheet OPT001: MVE Optical SoBe
Date: 14-Aug-2013
Gross
Discount
Net Sales
Frames
247.99
94.60
153.39
Lenses
120.00
50.00
70.00
Lens Treatment
75.00
75.00
0.00
Other
10.00
0.00
10.00
Eyeglass Sales
452.99
219.60
233.39
Contacts
100.00
0.00
100.00
Services
0.00
0.00
0.00
552.99
219.60
333.39
8/15/2013Marketing 17:27:11 MVE: My Vision Eyecare
Total Sales
0.00
Page 1 of 1
Taxable Sales:
10.00
Exempt Sales:
323.39
Tax 1:
0.70
Tax 2: Total Tax
0.00 0.70
Total Sales
334.09
SALES DEDUCTIONS
TOTALS
Received Adjustment
Penny Rounding Cash Check - Patient Check - Insurance EFT - Insurance ACH - Insurance Total Cash & Check
Total
0.00 200.00 177.99 0.00 0.00 0.00 377.99
0.00 0.00 0.00
0.00 200.00 177.99
0.00
377.99
Money Order
0.00
0.00
0.00
Travelers Check
0.00
0.00
0.00
Write-Offs Patient Write-Offs Insurance Manager Discounts Total Write-Offs Credit Memo - Sales
0.00
Debit Card
0.00
0.00
0.00
0.00 0.00 0.00 0.00
Other
0.00
0.00
0.00
COD
0.00
0.00
0.00
Credit Card - American Express
0.00
0.00
0.00
Total Sales Deductions
0.00
Credit Card - Discover
0.00
0.00
0.00
Credit Card - Mastercard
201.99
0.00
201.99
Credit Card - Visa
200.00
0.00
200.00
0.00
0.00
0.00
401.99
0.00
401.99
0.00
0.00
0.00
779.98
0.00
779.98
Adjusted Income
333.39
Refunds - Cash Refunds - Check Refunds - Credit Card Refunds - Miscellaneous Total Refunds (Paid Out)
0.00 0.00 0.00 0.00 0.00
Net Item Returns
0.00
Credit Card - CareCredit Total Credit Cards Total User-Defined Total Deposits Variance
0.00
Refunds - Cash
0.00
Refunds - Credit Card CASH RECONCILIATION New Sale Payments Balance Due Previous Balance Paid To be accounted for
779.98 -445.89 0.00 779.98
779.98
ACCOUNTS RECEIVABLE Previous A/R Balance
105.00
Gross Sales
334.09
Deposits from orders not at this location.
0.00 779.98
Deposits performed at other locations
0.00
Write-Offs at this location
0.00
Write-Offs performed at other locations New Accounts Receivable Balance
8/14/2013 17:20:34
0.00
Net Deposits
Deposits from orders at this location.
www.MyVisionExpress.com
/201
SALES
0.00 -340.89
OPT001: MVE Optical SoBe
32
My Vision Express
ÂŤI started using My Vision Express about 3 years ago and consider it 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.Âť
My
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
www.MyVisionExpress.com
33
My Vision Express
«I tried every major optometric PM/EHR vendor on the market and found 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.»
My
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
www.MyVisionExpress.com
34
My Vision Express
My 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 Š 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.