Upgrading to Appointments Setup

If you currently use Vision 3 Appointments, we must arrange for the upgrade of your Appointments system. This is a very simple process, we will contact you to discuss your upgrade and arrange a mutually convenient date.

Please be assured that all existing Appointments data is transferred when upgrading.

What do I need to do? 

It is vital you complete the following tasks before you can upgrade:

  • Training - Complete the eLearning and use this help centre to find out all you need to know about upgrading to and using Appointments Setup.

  • Data Tidy Up - As preparation for your Appointments system upgrade, Cegedim Healthcare Solutions run a utility on your current system in order to tidy up the existing set up.

  • Appointments backup - We strongly recommend, as a business continuity measure, you check your Appointments backup is generating correctly.

    See Appointments Backup - LAN Practices in the Vision 3 Appointments Help Centre for details.
  • Print Appointments - We strongly recommend, as a business continuity measure, you print your appointments lists for the day following your upgrade.

    See Appointment Lists (File - Print) in the Vision 3 Appointments Help Centre for details.
  • Reception View - Make a note of which Book Owners display on each of your Views. You need this information to recreate your views following the upgrade.

    See Reception Views - Choosing and saving views in the Vision 3 Appointments Help Centre for details.
See the Upgrading to Appointments Setup Checklist, created to help you monitor the progress of your pre-upgrade tasks.

When the Upgrade is Complete

Once the upgrade is complete, Appointments Setup displays the Home screen within Vision 3:

Select Appointments Setup to launch.

Or,

If you are using Appointments Setup from your desktop, double click Appointments Setup .

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.