Housekeeping
This checklist details the housekeeping tasks you should regularly perform within Vision+.
Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.
Vision+ Checklist
| Vision+ | Frequency |
|---|---|
|
Check Download Web Files contain the latest templates/reports. See Downloading Web Files for details. |
Ad hoc |
|
Remove any unused templates/reports. See Downloading Web Files for details. |
Ad hoc |
|
Check that SMS Appointment reminders are still relevant and work with the correct saved searches. See Appointments SMS Text Messaging for details. |
Ad hoc |
What else do I need to do?
To view what else you need to do across your clinical system:
-
See Vision 3 Housekeeping Checklist - England, Wales and Northern Ireland in the Vision 3 Front Screen Help Centre.
-
See Vision 3 Housekeeping Checklist - Scotland in the Vision 3 Front Screen Help Centre.
Note - To print this topic select Print 
in the top right corner and follow the on-screen prompts.
in the top right corner and follow the on-screen prompts.
