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Add, List and Summary Menu
Before adding any new data, you first need to start a consultation. Until you do, the Add options are disabled (greyed out). Most systems are set to start a consultation automatically when you select a patient. If not, see Open a Consultation.
A data entry can be made in an specific Add - screen, for example, History-Add, Blood Pressure-Add. The Add menu options (press Alt-A on keyboard or click on Add) lead to a number of Add - screens where data can be entered directly and quickly, for example, Medical History - Add, Blood Pressure-Add, Therapy Acute - Add, Contraception - Add, Smoking - Add (see Options on Add, List and Summary menus.)
Other Add-screens can be called up from the navigation pane (the MRO column) of the Patient Record: right click on a line, such as Lifestyle, choose either Summary form or Management Plan, then pointing at the entry you want to make, eg Smoking, click with the right mouse, selecting Add. After completing the entry with OK, you will often be automatically taken to the next entry in the protocol or plan, which you can complete or Cancel.
The right mouse menu can be used on most lists, such as the Journal tab, for menu options of Add, Item View, Edit, Delete, Graph etc.
Where possible, it is preferable to enter data in structured data areas, such as Alcohol - Add or Blood Pressure - Add, so it is easier for all Vision users to retrieve it, rather than entering it in a generalised Medical History category.
But if you are not sure where an entry should go, just use History-Add, or Select READ Term or Record. After you click on OK, the system will automatically place the entry in the appropriate structured data area after first checking with you
History - Add and 
Referrals - Add have icons on the toolbar. Just click on one of these options or use Alt-A, L for Medical History, or Alt-A, F, R for Referrals.
The List options (Alt-L) are similar to those on the Add menu, but list any previous entries in that category, eg Smoking, Alcohol, for the currently selected patient. If there are no previous entries, then that menu option is disabled. Icons on the toolbar mainly access List record screens, with the exception of the History-Add and Referrals-Add icons.
You can view or edit previous entries by pointing to a line and clicking with the right mouse, selecting Edit, Item View, Delete etc. You do not need to start a consultation first if you are listing or editing entries. To add an entry, first start a consultation, then point to a line, click with the right mouse and select Add.
The Summary menu (Alt-S) allows access to the most commonly used Summary Forms which view related data entered from several sources. For example, the Physiological Measurements screen shows entries for Temperature, Respiration, Pulse, BP, JVP, Heart Examination, Weight, Height and Peak Flow. The Immunisations Summary shows the patient's vaccinations and immunisations, as well as those that are due.
With the exception of Patient Details, once a screen displays, you can select a line or window, and use the right mouse button to display further options, which, depending on the entry, may include Item View, List, Edit, Add, Delete, Audit Trail, More or Help.
Select Summary Form, the last option on the Summary menu, leads to a list of all the forms from which you can choose.
