What's New in Consultation Manager?

Vision 3 Release DLM 800

Summary of Changes

Consultation Manager

Vision 3 release DLM 800 contains the following new features and improvements for Consultation Manager:

  • Medication - The following updates to prescribing medication are included in this release:

    • NHS Prescribing Price Information - In Scotland the NHS Prescribing Price Information is now country specific.

      Training Tip - You can display NHS Prescribing Price Information from Pack Information and from Packs in the bottom half of the Select Drug screen.
    • Switch to Generic - Any Quantity and Dosage instructions completed by default or manually entered on a medication, are now retained when you select Switch to Generic or Switch to Brand .

    • Maximum number of Repeats - You can now set a maximum number of issues that can be attributed to a Repeat Master. This can be set as a practice wide setting or a prescriber setting.

      See Maximum Number of Repeats for details.
  • Immunisation - The issue of the Show all setting on the Immunisation - Add screen not working, has been addressed.

  • Alerts Pane - If you are using a Vision 3 view without a navigation pane, when you select Show Alerts they now display on the left hand side of your screen.

  • Deleting Clinical Data - You can no longer delete a Consultation with entries in it. To delete an entire consultation, each entry within it must be deleted individually before deleting the empty Consultation. If you select to delete clinical data, the Delete patient Data screen now displays prompting you to select a reason:

    Where there is deleted clinical data, within a patient record, it now displays within the Alerts pane:

    See Deleting Entries for details.
  • Patient Identification - The following identification types are now available to select from the Identification - Add screen in both Consultation Manager and Registration:

    • Biometric residence permit

    • Travel document

    • HC2 certificate

    • ARC card

Control Panel

Vision 3 release DLM 800 contains the following new features and improvements for Control Panel:

  • Appointments - If you have migrated to our fabulous new Appointments Setup app for the set up and maintenance of your Appointment books. Holidays, bank holidays, meetings and other adhoc events are now set up from the Appointment Events option in Control Panel.

  • Privacy Officer Group - To comply with Information Governance standards a Privacy Officer staff group is now available from Management Tools - Control Panel - File Maintenance - Staff Groups. This group must be populated with your designated Privacy Officer(s) as soon as possible.

    To ensure appropriate governance of actions is maintained, your practice designated Privacy Officer(s) receives the following in Daybook or Tasks:

    • A task requiring action - A full alert:

      • When patient data is deleted.

      • When a transferred out patient record is accessed, more than 28 days after being deducted.

    • An announcement - A warning:

      • When a transferred out patient record is accessed less than 29 days after being deducted.

      • When a transferred out patient record is accessed as a result of running a report.

    The Privacy Officer(s) must check announcements and tasks of this type to ensure the actions are valid and, where a task is raised, select Complete to confirm it has been checked.

    The information provided is:

    • Date and time of the action.

    • The staff member logged on.

    • The reason entered.

See Privacy Officer Group for details.
  • Show Deleted Records - Within Control Panel - Security - Vision Functions - Consultation Manager there is a new Show Deleted Records options, this defaults to System Managers. To permit additional staff to view deleted records, you need to add either the individual user or a group of users to the Vision Function.

See Adding and Removing Users and Groups from Vision Functions in the Management Tools Help Centre for details.
  • Preferred Name - You can now add and maintain preferred names for staff members within Vision 3 if required. To add a preferred name:

    1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff.

    2. Highlight the staff member required, right click and select Edit Staff.

    3. The Personal tab displays:

    4. In Preferred Name enter the preferred name of your staff member.

    5. Select OK to save.

Note - This does not currently display elsewhere.

Registration

Vision 3 release DLM 800 contains the following new features and improvements for Registration:

  • Registration Details - When you are adding a new patient and completing the Registration Details screens, you now have a Next option to guide you through the common screens:

    Once you get to the Preferences tab, OK displays.

  • Ex-services Patients - Within the Preferences tab, there is now an Ex-services option. To record service details, select Ex-services and complete the History - Add screen as required, the clinical term defaults 13Ji.00 Military veteran:

    If you update the clinical term, for example, Royal Navy veteran, you are given the option to enter the data in the Occupation Structured Data Area (SDA), select as required.

    Select OK to save.

    The selected term displays alongside the Ex-services option in the patient's Registration and displays in the Alert pane in the patient's clinical record:

  • Safe Key - You can now record Safe Key details from Registration. You can record this for existing patients as required and add it as part of your registration process for new patients. To record the Safe Key:

    1. From within Vision 3Registration, select the patient and then select their Preferences tab.

      Select Safe Key and the History - Add screen displays:

      The clinical term defaults to 915L.00 Patient door access key code, enter the code(s) into Comment and then select OK to save.

  • Out of Area - You can now record that a patient, either new or existing, is residing outside of your catchment area. You can also now search for patients that are marked as Out of Area.

See Out of Area Patients for details.

Other Updates

Vision 3 release DLM 800 also contains the following new features and improvements:

  • Event Log - You can now export Event Log files in CSV format. Simply create and run your search in the usual way and then select the new Export option:

    The Save As screen displays, the default location is P:\Export\Exported Events, give your file a name and select Save. This file can now be opened, manipulated and shared as a normal CSV file.

    Note - Patient names are not exported.
  • Registration Links - The issue of Upload transactions not processing during the Registration Links update in Mail Gateway has been addressed.

Previous Releases

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