Knowledge Base

Back to home

Knowledge Base

Product Help and Guides

Product Help and Guides

Access all our product help centres, latest release information and print user guides.

Vision 3 Release Guides

Vision Release DLM 770

Vision Release DLM 760

Vision Release DLM 730

Vision Release DLM 700

Consultation Manager

Consultation Manager Help centre

Electronically Signing and Sending an eMED3 in Vision 3

Recording Key Safe Codes Quick Reference Guide

Consultation Manager The Patient Record User Guide

Consultation Manager - Getting Started User Guide

Amending a Guideline in Vision 3

Recording Subject Access Requests (SAR's) Quick Reference Guide

Vision 3 Quick Reference Guide for Clinicians

Smears and Recall User Guide

Priority Update User Guide

Consultation Manager Therapy Part 2 User Guide

Consultation Manager Therapy Part 1 User Guide

Consultation Manager Guidelines and Reports User Guide

Preparing for the Reclassification of Pregabalin and Gabapentin

Complete Vision 3 Quick Reference Guide for Clinicians

Electronic Test Requesting User Guide

How to import guidelines

How do I import Guidelines for a site?

Consultation Manager - Hints & Tips

Did you know you can set up or update all your Consultation Manager users from one app?

Did you know Vision+ Diabetes UK - Information Prescription flags patients in Consultation who require active intervention?

Did you know you can graph specific information in a patient's record in Consultation Manager?

See more

Registration

A Quick Reference Guide to Registering a Patient in England

The Usual GP on a Pooled List

Registration - Restricting Access to a Patient's Record User Guide

Did you know you can record an alternative correspondence address?

Did you know you can exclude patients from THIN and CPRD Data Extracts from the Registration module?

Did you know most incomplete registrations can be prevented?

See more

Vision 3 Appointments

Vision 3 Booking Appointments User Guide

Setting Up Vision 3 Appointments User Guide

Setting up a New Clinician in Appointments - Quick Reference

Appointments Maintenance - Quick Reference Guide

Appointments Basics - Quick Reference

Creating Slot Type in Appointments

How to view a patient's Appointment history.

How to look for free appointments slots for specific GP/Nurse or clinic

Did you know you can hide staff with no sessions in Appointments?

Do you know the recommended Appointments Back-up Protocol?

See more

Daybook

Daybook Quick Reference - Task Templates

Daybook - Personal Set up

Daybook Help centre

Daybook User Guide

Daybook Overview - Quick Reference

See more

Reporting

Reporting App User Guide

Reporting App Installation Guide

Reporting App Help centre

Exporting Vision 3 Searches into Excel

Clinical Audit Quick Reference Guide

Searches & Reports User guide

See more

Therapy

Inactivating medication for deceased patients

Did you know you can calculate quantity in the therapy add screen?

Vision +

Vision+ Help Centre

What's New in Vision+

Vision+ SMS Hints and Tips

Quick Reference - Sending SMS text messages using Patient Groups

Quick Reference - Creating SMS Questionnaire Templates

Quick Reference - Creating an SMS Template

Quick Reference - Sending a Patient an SMS Text Message

Vision+ Appointment SMS Text Message Reminders

Vision+ Forward Dating

Vision+ Template Design Guide

Vision+ Template Design FAQ's

Using appointment searches to send Vision+ SMS reminders on a Friday for a Monday appointment

Vision+ Recalls - Quick Reference

Quick Reference Guide for Designing Patient Recall Letter Templates

Vision+ Complete User Guide

Vision + SMS Text Messaging User Guide

Quick Reference - Sending an SMS Questionnaire to an Individual Patient

Updating Vision+ Templates

Vision+ SMS Text Messaging - Hints and Tips

Did you know you can customise your Vision+ SMS appointments reminder search?

Are you new to Vision searches or is it a while since you last created a search?

See more

Control Panel

Management Tools Help Centre

File Maintenance in Control Panel User Guide

System Management User Guide

Security in Control Panel User Guide

Setting up a new member of staff or clinician in Vision checklist

Reset a Vision 3 Password

How to control which clinicians are available for the patient’s book appointments online.

See more

Registration Links

Registration Links Help Centre

Registration Links User Guide

Overview of Registration Links (Scotland)

Overview of Registration Links

Vision Anywhere

Licence Manager Quick Reference Guide

Vision Anywhere Help centre

Vision Anywhere Installation Instructions - Windows Desktop

Vision Anywhere Supplementary Guide for Shared Care Services

Did you know...You can phone a patient directly from Vision Anywhere?

Did you know that there is a lot more to just viewing a patient's demographic details in Vision Anywhere?

Did you know that you can quickly see all incoming and outgoing correspondence in Vision Anywhere with one click?

See more

Appointments

Appointments Help Centre

Appointments Setup Help centre

Did you know you can add comments to a phone number in the new Appointments App?

Did you know you can easily see a telephone number for patients in the Appointments App?

Tasks

Tasks Help centre

Safety Netting in Vision

Community

Community Help centre

General Hints and Tips

Coronavirus Help Centre

Seasonal Influenza 2020-21 Help centre

Creating and Managing a Drug Formulary

Priority Update User Guide

Word Processor User Guide

What do we do when a GP leaves?

Vision Talk Installation Guide

Vision Talk User Guide

Vision Talk FAQs

Setting up a Prescription Printer within Vision

Confidential and Sensitive Output

Prescribing Review

Can't find the specialist Excel Reports?

Did you know you can press F1 to get help in any Vision module?

Repeat Dispensing (England) Explained

Did you know English practices can view their vaccine uptake data on the ImmForm web site?

Did you know you can request a drug be added to the drug dictionary via the DM+D website?

Did you know that if you copy Methotrexate the original drug defaults are restored?

Searching the Clinical Record

Did you know you can easily find out what's new in Vision 3?

Did you know you can change priority numbers for a group of patients?

Managing GP2GP Transmission Errors

Did you know you can import patients from a spreadsheet into a Vision patient Group?

Did you know you should be recording medication prescribed outside of your surgery?

GMS Contract and Enhanced Service Changes 2018/19 - England

Did you know you can bulk inactivate repeat masters for a patient?

Did you know, it is important to regularly review your practice security?

Did you know you can view a patient's previous address?

Did you know you can change the initial view when viewing a patient record?

Did you know you should be recording a reason when you delete data?

Did you know you can speed up your summarising data entry?

Did you know you can quickly see an action on a result?

Did you know you can quickly see how many prescription requests are ordered online?

Did you know that each new QOF year, Vision+ automatically reverts the Forward Dating option back to None (today's date)?

Registrar hints and tips

Did you know you can quickly see a child's BMI plotted against Centiles?

Did you know you can restrict access to a patient's record?

Did you know you can quickly find clinical terms using the Search Text box?

Setting up a new member of staff or clinician

Diabetes UK Information Prescription Update

Adding Useful NHS Coronavirus Information to your Website

See more

Clinical Audit

Clinical Audit Help centre

Can't find the Clinical Audits?

Downloading Clinical Audits

Did you know you can change the view in Clinical Audit?

Removing Old Clinical Audits

Clinical Audit - SMS Validation Audit

How to request a Clinical Audit

See more

Mail Manager

Mail Manager Help centre

Mail Manager Overview User Guide

Mail Manager for Clinicians - Quick Reference

Mail Manager for Administrative Staff Quick Reference

Mail Manager maintaining Frequent Staff List

Did you know you can quickly view a patient's contact details in Mail Manager?

See more

GP Communicator

GP Communicator & Mail Gateway Help centre

GP Communicator User Guide

Setting up a new address in GP Communicator

Patient Services

Patient Online Services Help centre

Patient Services - How Many Patients Have Registered?

Overview of Processing Online Acute Prescription Requests

Online Services - Detailed Coded Record (DCR) Guide

Patient Summary Quick Reference – Patient Services

Patient Services Prescription User Guide

Patient Services Appointments User Guide

Patient Services Registration User Guide

Patient Services Configuration User Guide

Patient Services - Patient Help

Controlling which Drs appear online - Patient Facing Services (PFS)

When to issue a new or reprint an existing online services registration letter...

England - Helping patients manage their referral online

Did you know you can re-print an online services registration letter?

Registering Children for Patient Online Services

Patient Facing Services (PFS) - acute prescription request overview

See more

England Only

Public Health England (PHE) Immunisation Uptake Reports

Electronic Prescription Service Release 2 (EPS2)

Registering Patients When SCR is Enabled Quick Reference

Preparing for SCR Changes in DLM 483

SCR in Consultation Manager

Viewing Non-Permanent Patient's SCR's

Summary Care Record User Guide (England)

General Practice Extraction Service (GPES) User Guide

EPS Phase 4 Quick Reference Guide

GP2GP England User Guide

A Quick Reference Guide to Registering a Patient in England

See more

Scotland Only

Key Information Summary (KIS) Quick Reference Guide

CMS (Serial Prescribing) User Guide

ePharmacy User Guide (Scotland)

GP2GP - Scotland Overview

GP2GP - Scotland Quick Reference - Allergies and Therapy

GP2GP Scotland - Degraded Data Quick Reference Guide

GP2GP - Scotland - Quick Reference Guide - Managing Incoming Message

GP2GP - Scotland Vision PDF Printer setup

GP2GP Scotland - Vision PDF Printer Setup Quick Reference Guide

GP2GP - Scotland Quick Reference - Recalls Reviews Attachments

GP2GP - Scotland Quick Reference – Registration

GP2GP - Scotland Quick Reference – Summarising

GP2GP Scotland - Getting Help Quick Reference Guide

HPS Immunisation Uptake Reports

Registration Links Quarterly Archive (Scotland) - Quick Reference

Registration Links (Scotland) - An Overview

Scottish Cervical Call Recall System (SCCRS)

SCIMP Read Codes for Priority Amend Supplement

SCI Gateway Referral Access - Scotland

Removing the SCI Gateway Tab from Consultation Manager

Scottish Breast Screening Service

See more

Wales Only

GP2GP - Wales User Guide

Welsh Clinical Communications Gateway User Guide

Quick Reference - GP2GP - Wales - Summarising

Quick Reference - GP2GP - Wales - Degraded Data

Quick Reference - GP2GP - Wales - Mail Manager

Quick Reference - GP2GP - Wales - Mail Manager Messages

Quick Reference - GP2GP - Wales - Recalls Reviews and Attachments

Quick Reference - GP2GP - Wales - Registrations

NEW NWIS Desktop

Windows Server Upgrade 2012

My Health Online (MHOL) - Registration User Guide

My Health Online (MHOL) Prescription Ordering User Guide

My Health Online (MHOL) - Online Appointments

My Health Online (MHOL) - DCR Quick Reference Guide

My Health Online (MHOL) - Configuration User Guide

My Health Online - Online Appointments

Preparing for My Health - Text Messaging (Wales)

My Health Text Messaging User Guide (Wales)

Advanced Printing - Wales

Individual Health Record (Wales)

See more

Northern Ireland Only

NI Adding Vision Data for Emergency Care Summary

NI CCG Referrals User Guide

NI ICATS Referral Letter Template

NI ECR Login Maintenance - Quick Reference Guide

NI Electronic Care Record (ECR) Viewer

NI ECR Patient Record Quick Reference

See more

Dictionary Release Guides

SNOMED CT Changes and New Vision Local Codes v31.3.0

Gemscript Bulletin February 2021

Gemscript Bulletin January 2021

SNOMED CT Changes and New Vision Local Codes v31.0.0

SNOMED CT Changes and New Vision Local Codes v31.1.0

Gemscript Bulletin December 2020

SNOMED CT Changes and New Vision Local Codes v30.2.0

Gemscript Bulletin November 2020

Gemscript Bulletin September 2020

Gemscript Bulletin August 2020

SNOMED CT FAQ's

SNOMED CT Changes and New Vision Local Codes 29.3.0

Gemscript Bulletin July 2020

Gemscript Bulletin June 2020

SNOMED CT Changes and New Vision Local Codes 29.2.0

Gemscript Bulletin May 2020

SNOMED CT Changes and New Vision Local Codes 29.1.0

Gemscript Bulletin April 2020

SNOMED CT Changes and New Vision Local Codes April 2020

Gemscript Bulletin March 2020

Gemscript Bulletin February 2020

Coronavirus Clinical Term Update - February 2020

Gemscript Bulletin January 2020

Gemscript Bulletin November 2019

SNOMED CT Changes and New Vision Local Codes October 2019

SNOMED CT Changes and New Vision Local Codes June 2019

SNOMED CT Changes Quarter 3 2018

SNOMED CT Changes and New Vision Local Codes Quarter 1 2018

See more

Shared Care

Licence Manager Quick Reference Guide

Shared Care Help centre

Vision Anywhere Supplementary Guide for Shared Care Services

Setting up a Federated User in EMIS Web

Uploading your patients from Emis to Vision 360 for Shared Working

Shared Organisation Services

Shared Appointments

Shared Access

Organisational Services Help centre

Clinical Portal Help centre

Shared Appointments Help centre

See more

Outcomes Manager

BluebayCT Data Entry Quick Reference Guide - EMIS Web

BluebayCT Reporting Quick Reference Guide - EMIS Web

Unplanned Admissions - Reports

Unplanned Admissions - Personalised Care Plan Manager

Unplanned Admissions - Getting Started (EMIS LV and PCS) User Guide

Practice Reports working with Patient Lists

Using the Data Entry Tools in Outcome Manager

Information Prescription - Diabetes UK

FGM Enhanced Dataset - Prevention Programme

Electronic Frailty Index and Stratification Tool

DMARDs Manager User Guide

Chronic Kidney Disease - Outcomes Manager

Anticoagulation Manager day to day usage - Quick Reference Guide

Anticoagulation Manager - Getting Started

An Overview of Unplanned Admissions - DES

Accessible Information Standard Quick Reference Guide

Accessible Information Standard - Wales Quick Reference Guide

See more

Partner Solutions

Elemental Social Prescribing in Vision

iGPR

Introduction to SmartTags

SNOMED CT

SNOMED CT Changes and New Vision Local Codes June 2019

SNOMED CT FAQ's

SNOMED CT Request Form

Searches and Reports

Searches and Reports Help Centre

Did you know you can schedule your searches to run during the day?

Did you know there is a video tutorial for creating a basic search?

Are you new to Vision searches or is it a while since you last created a search?

SIS Vision+ Release Guides

Vision+ SIS 10570 is now on General Release

Vision+ SIS 10560

Vision+ SIS 10550