1. =============== © NVUG 2012 =============== Unless explicitly authorised by NVUG this material is solely for the use of members of NVUG. Unauthorised reproduction is forbidden. If you copy any of this material without permission you will commit a criminal offence under Section 107 Copyright, Designs and Patents Act 1988. IMPORTANT: The files are untested contributions from users. Each Practice must ensure that the files are suitable for their own use and security arrangements. NVUG accepts no responsibility for any loss suffered as a result of use of these files. If you use them to alter any patient records you do so at your own risk. We strongly recommend that you take a back up before doing so. ================= All rights reserved. ================= Vision Explained Kathie Applebee

2. New users come in all shapes and sizes

3. Start by explaining the conceptual framework of Vision

4. User-defined Display patient data in a wide range of different formats Design an infinite number of screens Develop user-defined reports and printouts Search and audit on endless combinations of attributes

6. Vision: Windows-based system

7. Exploit Windows functionality Use filters CTRL + click to highlight different items CTRL + C to copy and CTRL + V to paste Drag and drop onto the Windows clipboard Click column headings to sort data

8. Filters and CTRL & Click

9. Hold down CTRL and click on each item to highlight Then drag and drop

10. Also used to copy prescriptions

11. 1 Replicate 2 Referral 3 Recall 4 Guideline (if available) 5 Acute to repeat 6 Copy to clipboard Drop target (floating toolbar)

13. Icons and colours Vision uses icons to differentiate between different types of items Colour is also used e.g. green for today’s entries

14. Data recording

15. Read codes Read codes are the basis for storing data: every entry is linked to a code

16. Pop-up dialog means that you start typing in consultation view and a Read windows appears Record in Structured Data Area means that Vision offers the best place to record this data Automatically select the best SDA means that Vision selects it. Uncheck this and you are offered a choice Pop-up dialog means that you start typing in consultation view and a Read windows appears Record in Structured Data Area means that Vision offers the best place to record this data Automatically select the best SDA means that Vision selects it. Uncheck this and you are offered a choice

17. Read Code Hierarchy Circulatory disorders G…. Hypertensive disease G2... Essential hypertension G20.. Malignant essential hypertension G200

18. Free text Free text should be supplementary 7L08 amputation of toe –Left foot

22. Read options Find alternative Read codes by: –Using up and down arrows to check for immediate alternatives –Using F3 to find options –Putting in parts of multiple words –Selecting from the Read code hierarchy –Putting in known codes with # first

25. SDAs (structured data areas) Special places for special entries Some codes prompt for SDAs to match different data types, e.g. for adding BPs

26. Common ways to add BPs OEBP or BP in Read data entry box Using menus: Alt A, L Add Another drag onto the Drop Target From a Guideline, a management plan or a filter pane

27. BP entered in History Add

28. BP entered in SDA - better

29. Management plans help structure data entry

32. Codes can open entire screens An asthma code could: –Open the asthma Guideline (active triggering) –Remind about the asthma Guideline (passive triggering)

33. As a Windows system, Vision works from: - drop-down menus - clicking on icons - Alt + the first letter of the menu Add is useful for new users

35. Use right mouse menus

36. Explore the icons

38. Screen displays can be personalised for every user, if required Ideally, have a set-up for every type of user, e.g. GP; GP locum; practice nurse; receptionist; health visitor.

40. The big picture - Panes The main or central pane displays selected data The top left hand pane summarises data, and enables sub-sections to be selected The bottom left hand pane shows due, overdue or outstanding items The bottom pane shows the data items as they are added The optional right hand pane displays consultation entries as they are made

41. The central pane displays the current requirement, whether medical history, therapy, blood pressures or whatever you have selected

42. The big picture - Panes The main or central pane displays selected data The top left hand pane summarises data, and enables sub-sections to be selected The bottom left hand pane shows due, overdue or outstanding items The bottom pane shows the data items as they are added The optional right hand pane displays consultation entries as they are made

43. The top left hand pane enables you to pick the items to display

44. The big picture - Panes The main or central pane displays selected data The top left hand pane summarises data, and enables sub-sections to be selected The bottom left hand pane shows due, overdue or outstanding items The bottom pane shows the data items as they are added The optional right hand pane displays consultation entries as they are made

45. The bottom left gives you reminders and outstanding actions

46. The big picture - Panes The main or central pane displays selected data The top left hand pane summarises data, and enables sub-sections to be selected The bottom left hand pane shows due, overdue or outstanding items The bottom pane shows the data items as they are added The optional right hand pane displays consultation entries as they are made

47. The bottom centre pane gives you the data entry area automatically, according to the central pane display

48. The data entry pane matches the central pane display

49. The filtered tab is used to display (or filter) data summarised in the left hand pane – and the bottom pane adjusts to match it

50. This is known as an SDA (structured data entry)

51. National Vision User Group Numeric data can be graphed…

52. BP in SDA

53. National Vision User Group And the graphs personalised

54. The big picture - Panes The main or central pane displays selected data The top left hand pane summarises data, and enables sub-sections to be selected The bottom left hand pane shows due, overdue or outstanding items The bottom pane shows the data items as they are added The optional right hand pane displays consultation entries as they are made

55. The right hand pane, which is optional, enables you to divide your consultation into different clinical TOPICS

56. Topics Any item in the wrong topic can be dragged across to another

58. National Vision User Group Consultations can also be viewed by Read codes types. The Consultation tab is useful for an overview of patient activity.

59. The yellow post-its can be closed or moved, and the entries can be crossed out (if generated by Clinical Audit) or deleted if manually entered (the latter should always have a date and initials beside every entry)

61. Tabs are used to move between screen displays

62. Finding data The Journal screen is simply a chronological list Use it selectively

63. Ways to sort and find data Click on column headings Highlight one item and double click to group similar items Highlight multiple items and copy elsewhere Use the text search Filter items

65. Selective Guidelines are good

67. Consultation text search Type a word, or part word, and press return All entries containing that text (coded or free text) will display, e.g. history, prescription.

68. Different views

71. Views 5-8 have the right-hand topic pane

75. Two consultation managers open simultaneously

76. Therapy

77. National Vision User Group The therapy tab gives 3 options: Current: active repeats and acutes issued in a user- defined time period Scripts: all issued prescriptions Repeats: all masters (actives displayed by choice)

78. National Vision User Group

79. Repeats are selected by ticking boxes, and then taking action e.g. reauthorising…

80. National Vision User Group

81. Med. Review Due + Overdue

82. Screen design

83. Guidelines Explain the concepts of –User-definable screens –User-definable reports –Centrally provided screens and reports A Guideline is a screen for data entry and display, which can be printed A report is a Guideline that prints but does not display

84. Guideline for QOF data

85. Tabs named for Guidelines

87. Set up searches for individuals, such as nurses, and show them how to access their own folder and run their own searches only

88. Searches can be simple or complex: teach people to do common sense checks of results and not just accept the figures for new searches

89. Teach them to use search results and printouts promptly: old groups risk containing patients who have died, left, etc.

90. Show people how to access the QOF and other audits, and to monitor their own areas

91. In summary Tailor Vision to suit individuals users Treat DLMs like QOF updates – check knowledge, understanding and usage Encourage the use of shortcuts to reduce mouse clicks Challenge users to come up with their own suggestions for working differently

92. =============== © NVUG 2012 =============== Unless explicitly authorised by NVUG this material is solely for the use of members of NVUG. Unauthorised reproduction is forbidden. If you copy any of this material without permission you will commit a criminal offence under Section 107 Copyright, Designs and Patents Act 1988. IMPORTANT: The files are untested contributions from users. Each Practice must ensure that the files are suitable for their own use and security arrangements. NVUG accepts no responsibility for any loss suffered as a result of use of these files. If you use them to alter any patient records you do so at your own risk. We strongly recommend that you take a back up before doing so. ================= All rights reserved. =================