Selecting and Downloading Patients

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The patient search facility allows you to search for any patient registered at your practice, you must be online to do this.

  1. From the Home screen, select Search .

  2. Enter any of the following combinations and then select search on your keypad:

    • Surname

    • Surname and forename, for example smi cli.

    • Surname and year of birth, for example smi 1957

    • Date of birth

    • NHS Number or CHI Number

  3. Matching patients display along with their date of birth, gender and NHS/CHI number, select the patient required to open their record.

    Note - If you want to download the patient to your device see Downloading Patients. Patients listed in Appointments Today automatically download to your device when you have an internet connection.
  4. The Patient Summary screen displays.
See Viewing a Patient Record and Sensitive Patients for further details.
Note - In the event of the Vision360 system being unavailable, patient records cannot be accessed unless previously downloaded. If your practice system is offline, the following message displays when trying to access a patient “Sorry we are currently unable to access the patient’s medical record. Make sure your device is connected to the internet”.

The Vision Anywhere Home screen automatically displays your next booked appointment, based on the time and date on your device, and a link to appointments booked for today. When there is an active internet connection, patient records for today's appointments automatically download to your device for offline use.

Next Appointment

  • Your next appointment displays with:

    • The booked time and a count down.

    • The patient name, age, date of birth, gender and NHS number.

    • The patient's Postcode and Map , select to display a map of the patients registered address.

Select the patient's name to open their record.

Appointments

  • Select Appointments Today to display your appointment list for today.
  • Select a patient's name to display their Patient Summary.
  • Swipe the screen to view appointments for 7 days either side of today.
See Viewing a Patient Record for details.

You can save a patient to your device so that you can access their record when you don't have an Internet connection:

  1. From the Home screen, select Search .
  2. Enter the patient's name and select Search on your keyboard.
  3. The patients that match display, long press on the patient you required and select Download.

The patient record is now accessible offline from Downloaded Patients on the Vision Anywhere Home screen.

Remember - Patients listed in the Appointments Today screen automatically download to your device when you have an internet connection.
Note - Patients that have not been updated, are automatically removed from the device after 7 days. If an encounter has been opened it is automatically deleted after 90 days if you have not logged into Vision Anywhere when connected to the internet or if you forget your password.
Any open encounters are saved on your device and not available from any other setting.

When you sign into Vision Anywhere and have an active internet connection, any patients who have appointments in your chosen book today automatically download.

Note - When offline medication management and prescriber warnings are not available.

When viewing the Appointments list, a circle displays next to the patient record currently downloading.

Any record not yet downloaded displays the cloud symbol.

Note - In the event of connectivity issues select the patient's name from the Appointment list as normal, to open the record.

When offline and the encounter is closed, a warning displays. see Getting Started for details.

The Home screen also displays a count of open encounters.

Note - Any encounters not uploaded are deleted after 90 days or if you forget your password.
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