Smart Clinic

Smart Clinic - Data Entry

There are now two methods of data entry in Smart Clinic:

Treatment Type and Immunisations data can be used in either of these modes

Patient Mode

Patient Mode is what you have been use to over the past 12 years and works with the patient record open in Vision, with a few changes to the screen design, except a little more intelligence now it can read the patient record.

As soon as the immunisation is selected; Smart Clinic would have already ascertained the correct stage, selected the method, claim code (if applicable), preferred site, next due date and reason. Consent given is the default

Patient Mode

Depending on how you have set up your immunisation batch cards, when saving to Vision; Smart Clinic can automatically add all this data with a single click!

"Now that's a lot of data in one click, saving a massive amount of time!". Smart Clinic allows you to spend more time with your patients rather than on the computer because everything can be pre-planned!

List Mode

This feature taps into Vision Appointments and Patient Groups allowing you to enter immunisation or treatment type data directly from Vision patient lists. You do not need to have any patient record open in Vision Con Mgr to record any clinical data!

To access either list mode feature click the Open menu

Open List mode

As in patient mode the following features are still available in list mode:

Open Patient Record in Vision

There is also a quick link to open the selected patient record in Consultation manager for the active patient currently showing in Smart Clinic.

Open Selected Patient in Vision

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

Patient Search

If there is no patient selected in Smart Clinic or a selected patient is closed in Smart Clinic, the Search Patient option will be displayed as shown below

Search Patient

Click Search Patient to use our Smart Search feature

Smart Search

Smart Search is a single field that allows you to type out full or partial information to find a patient match.

Here are some of the methods of typing search criteria:

If it finds a unique patient match it will simply select the patient, but if there is more than one match it will list the patient results.

Search Results

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

Alternatively, use the Individual Search feature which will display the results from using anyone or more fields

Individual Patient Search

Patient Status

When a patient is selected in List mode the Smart Clinic banner will show demographic information to help ascertain the correct patient.

If the banner background colour is shown in salmon; the selected patient is transferred out
Transferred out

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

If the banner background colour is shown in purple; a different patient is currently open in Vision Consultation Manager to that selected in Smart Clinic
.Different patient than selected in Vision

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

If the banner background colour is shown in blue; this is the normal colour that doesn't apply to the two status types mentioned above
Selected Patient

Appointment List

This will allow you to display any session for a book owner and filter the list by specific slot type and appointment status, e.g. so you only see patients that have arrived and are waiting, and not DNA's or those that have not been booked in.

Note: The Vision appointments system is currently going through a change to modernise it and add lots more useful features. This means that we cannot currently develop it to much in Smart Clinic and therefore we are unable to change the appointment status from "Called in" and "Seen". Once the new appointment system has been released, we will revisit this to hopefully include this status update.

Appointment cards will also show contact details when the mouse pointer is hovered over the phone icon as shown in the image below.

Appointment List

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

If any of the appointment drop down list filters are changed, click "Apply Filters" to refresh the data

As the appointments status will need to be updated in Vision Appointments; to retrieve the latest appointment status information in Smart Clinic, click "Refresh Appoints"

  1. When a patient appointment card is selected it will show the patient name and demographic details in the top banner.
  2. Smart Clinic will then automatically read the patient record in Vision and make the necessary changes in Smart Clinic with regards to alerts and changes to the immunisation form for recording immunisations or Treatment Type data.

Recording Immunisations in List Mode

Note: The following save process doesn't apply to Treatment Types, which work in exactly the same way as in Patient mode


The Save process works slightly differently in List mode when recording immunisation data only, in that it becomes a 2 step process;

  1. This allows for multiple immunisations to be stored using the Save option for each immunisation
  2. When you want to record all the stored immunisations into Vision, click Save & Close

Save Imms in List Mode

  1. In the example above Influenza Seasonal and Pneumococcal have been stored, which is reflected in the Save button count. Shingles is now highlighted and also ready to be stored by clicking the Save button again.
  2. To send all the stored immunisations shown in the Save button count to the patient record, click Save & Close

To view saved immunisation data shown in the Save button count; right mouse click on the Save button to open the "Records Ready to Send to Vision" screen as shown above.

This screen will also allow you to remove any currently stored immunisations, by clicking the De-select button.

If you select another patient while the Save button has a count of recorded immunisations, a screen prompt will be displayed asking what you would like to do with these immunisations.

Save Stored Imms

Patient Groups

Toggle between Appointments and Patient Groups by clicking the tabs as shown below:

Select Patient Groups

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

To select a Patient group from Vision

  1. Click the Select button as shown in the image below. This will then list all the Vision Patient groups.
  2. Double-click on a listed group to display the patients in Smart Clinic (or press the Select button on a highlighted group in the list)
    Select a Patient Group
  3. All the patients in the selected group are now listed in Smart Clinic as shown below
    Patient Group In Smart Clinic
    Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

You can select any patient in the Smart Clinic list and record immunisation data in exactly the same way as explained in "Recording Immunisations in List mode" section above.

Note: Patient groups can also be used with Treatment Types

Treatment Type List

Close List mode

Click the cross to close List mode and return to Patient mode

Close List Mode

Note: All references to names and demographic details shown here are completely fictitious. Any resemblance to real people, living or deceased are purely coincidental.

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