Initial Set-up

Once you have Vision+ installed on your system, you can start using all the modules straight away. However, there are some configuration options for Vision+ which we advise you to review beforehand:

• Within the Settings screen, there are configuration options which allow each user to customise how Vision+ works for their individual Vision 3 account. Initially all users are set-up with a GP role profile which sets predefined options for the role but you may want to change this to Nurse, Admin or create custom Vision+ settings.
  See Using the Settings Screen for further details.
• Also within the Settings screen there is a forward dating option which determines the baseline date for the alerts and reports within your individual Vision 3 account. The default is set to today which means in QOF/QAIF terms alerts and reports reflect today's data rather than projecting back from the end of the QOF/QAIF year, so you may wish to change this.
  See Vision+ Forward Dating Explained for further details.
  Note - For the above two points, there are currently no global settings to configure individual Vision+ preferences. You must login as each user to do this.