User Hints & Tips

Please find below tips submitted from members, every effort is made to provide information that is accurate and up to date.  However, if you find anything that is no longer relevant please let me know. Please share any tips you feel would be useful by sending to the SNUG Team

Go back to the Vision page

 Cegedim Tips

Press F1 for help!

Did you know Vision contains detailed context-sensitive help files?  Just press the F1 key at any time for help about that particular screen – this is often the quickest and easiest way to find out how to do something

 Patient Facing Services

Patient Facing Services. Patients are now able to access online and book their own appointments and order repeat prescription medication in Scotland.

If your Practice has this enabled and activated did you know that there is help documentation and user guides for your patients. Why not advertise the following link in your Practice:   patient services

 Mobile & Federated Working

Vision mobile working solution. Access your patient data anytime anywhere using a variety of platforms from I pad to Android – Vision Anywhere –   User Guides

Shared Practice Access allows a federated working approach between Practices. To find out more why not have a look at the following video: Practice Access Video

There are also user guides which you can and access: User Guide


ECS, KIS and APCA Explanations

ECS, KIS and APCA are all acronym that we need to come to understand in business as usual GP terms.

To create any of these document means a combination of read coded data and free text entered into the clinical system and then extracted to allow for 3rd party colleagues to access in different settings from general practice.

INPS Vision is not the most intuitive process when it comes to doing this and the following information is meant as both an explanation and a prompt in creating and managing these documents in the clinical system.

For the rest of us: ECS: Emergency Care Summary is an automated extraction from the clinical system for every patient in Scotland who had NOT exempted out; it uses implied consent.

KIS: Key Information Summary is a core message about a patient shared outside the practice and previously called “red flag” or ” special note”.

APCA is a newer term: Anticipatory Care Plan; again it shares information about how and where a patient want to be cared or if they become ill or can’t express their wishes at any point in time. The information contained in an APCA is more contractual then the others form; so it is important to know what information should be included in an APCA.

Downloads and Apps – 2015

Please find below links to helpful information for Practices.

Did you know…. You can Print a staff List in Control Panel

A list of staff can be printed from Control Panel -Security.

1. Go to Management Tools -Control Panel -Security.
2. Click on Actions and select the parameters for the print, for example select
View Users Only for a list of active staff only to be displayed.
Security -Action Menu

3. To print a staff list, point to a user in the Current Users list and right click.
You can select Print or Print Preview from the menu.
4. If you select Print, the Print dialogue box opens, click OK to send to the
Control Panel -Current Users -Rt Click Menu

5. If you to select Print Preview the report is displayed, click Print, the Print
dialogue box will open, click OK to send to printer.
Print Preview -Active Users

Training Tip -You can also select Print to file from the Print
dialogue box. You are prompted for an Output File Name, you can
specify a file location in the name box eg C:\List of staff, or just type
a name, which is saved to O:\Program. This file can then be used
elsewhere, for example in Excel.

You can print lists that include the following items (see examples below):
. User Names
. User ID’s
. User Group information
. User Function information

Print Preview -Showing Active Users and their User Name

Print a List of Staff

Print Preview -Showing Active Users, their User Name, ID and User Groups

Print Preview -Showing Active Users, User Name and User Functions

Courtesy of INPS team

Clinical Document Viewer app

Vision has a handy new solution  when dealing with patient record attachments using Vision. Now if a patient leaves or if you are generating a medical report (for example), the new document viewer will enable you to easily view and print, all or a selection of attachments in one go instead of having to print each attachment individually.

Click here for more information.

Patient Overview app

You’ve told us that patients often ask reception multiple questions, for example questions regarding repeat prescriptions, appointments and test results. Usually the receptionist would need to open several different applications and search for the patient each time in multiple places. Now you can view and manage the majority of patient requests from a single place including; appointments, tasks, reminders, contact details and mail. There’s even a link to therapy for the selected patient.

Click here for more information.

Interested in being a Vision Pilot site?

Below is the  video link which shows what is expected from being a Vision Pilot site


I have also included a video link to how to use the feedback forum

Adding a Patient Location Map Tab

This is a really helpful tool for GP’s to plan routes for multiple housecalls, especially for locums and those less familiar with local road names.

(It is also worth noting that any useful URL can be added at step 7 so there is potential for integrated links to local services etc.)

Thanks to Claire Murdoch in Craiglockhart for sending this in!!

Consultation Manager

When in consultation manager when you open a new patient it will usually default to a surgery appointment. Very good unless you want to record a home visit. Everyone knows you highlight the surgery button in the bottom R corner, choose the drop down list and then choose home visit. However if you highlight the surgery button and press H then it changes to Home Visit without all that use of the mouse.

Dr Hamish MacCowan, Ryehill Health Centre

Recording Communication Data for Under 16s

When recording a parent/guardian’s mobile number or email address for a patient who is under 16 yrs, it is wise, for confidentiality (especially in view of VOS confirmation email and text messages), to mark these entries with a ‘Valid Until’ date so they can no longer be used to contact the parent/guardian once the child reaches 16 years (unless otherwise stated that they should continue to be used). Communication_Data_for_under_16_year_Olds1.pdf

What is Vision 360?

Find out more here

Vision User Guides

Whether you want to learn about changes in a recent DLM or try something new, we have a detailed set of user guides for Vision, Vision 360 and Vision Online Services as well as quick reference material.

Click here[] to search for Vision user guides