Vision Appointment Wizards!
There are now 4 free Vision Appointment Wizards to choose from:
Importing any of the Vision appointments data into Microsoft Excel
requires two elements to of been performed before running either of
the Appointment Wizards on a workstation;
If you are on the INPS remote server (VES) the following is
automatically installed and you may jump straight to the
Vision Appointment Wizard Notes
section.
(VAW)
This is the original Vision appointment wizard that automatically
extracts all the appointments out of Vision into a Microsoft Excel
2003 spreadsheet. You may select a specific time period to extract and once
in Excel the Wizard will format all the data and add a few formulas to
help you analyse your appointment data like never before.
Click version link to view update information:
October 2011 to Version V7.6
Tested up to Vision DLM380
Please note: due to different computer processor speeds we have now
included a screen to allow you to amend the speed at which the
script runs through Microsoft Excel. If the script runs to fast for
your processor to keep up, it may skip certain fields in Excel as
cause it to stop working.
Click on the File menu and select
"Setup Script delay".
(VAWE)
This wizard can only be used after running the above Appointment Wizard.
It will add additional data to the spreadsheet, such as: Registration
Status, NHS No, Gender, Ethnicity, Patient Address, GP Details
Click here to download instructions on how to use this program.
Please note: GP details will only be displayed if your site is using
the GP lookup utility or if the recorded surgery details include a
practice code enclosed by square brackets.
Click version link to view update information:
October 2011 to Version V6.3
Updated: 10/07/2011 -
Download Appointment Wizard Monthly Analysis Excel Spreadsheet - Run the
Appointment Wizard Extra program on a daily basis and paste the results under the
correct day tab within the analysis spreadsheet. This will then
provide appointment statistics for the month.
(CVAW) This wizard imports all the setup data and is specifically designed
to show all the cancelled appointments in Vision.
Updated June 2011 to Version V1.03
Tested up to Vision DLM350
(FSAW) This wizard only imports the free slots; those where no appointments
were booked in an active session. This new version now includes the
overrun column so you can now exclude each -1 value as this is not
really a free appointment slot. When you change or extend the expected
duration in the appointment card, this then greys out the next
appointment slot(s).
Updated 9th March 2011 to Version
V2.0
Tested up to Vision DLM317
Future Appointment Wizard with Mobile Numbers
(FAW) This wizard will import future appointments with
mobile numbers. It is designed to be used with the
Mobile Number Tidy Tool for NHS Bulk SMS Messaging. You will need to
run a Vision search to export all the mobile numbers before running this
program as shown in the image below:
Your practice should also adopt a protocol for recording telephone
numbers to make it easier to export correct number formats and numbers
only relevant to the actual patient.
-
Always add the personal patient primary
number, regardless of it being a mobile or landline to type
"Telephone – Home" (as this shows up everywhere in Vision and on
mail merge letters)
-
Only add the personal patient mobile numbers to
type "Mobile"
-
Add all other contact numbers that do not
belong to the patient under any other type (except Home and Mobile)
i.e. Relative, Carer, Emergency Number, Etc…
For example if a patient only provides a mobile number the same number
should be added twice, once under type "Mobile" and also under type
"Telephone - Home"
This will then make your mobile number search extremely accurate.
In the beginning you may need to ask each patient when booking the
appointment, their mobile number and write it in the comments. This way
it will appear in the Excel Spreadsheet Appointment Wizard for you to
cross reference.
Please click here to watch our
video tutorial on how to use this utility.
Tested up to Vision DLM310 - Updated
17/11/2010
There are a few requirements that the wizard relies on within Microsoft Excel,
so that it functions correctly:
-
It will only currently work with Microsoft Excel
2003, we will be working on a 2007 version shortly.
-
For the Week Number column to work the function
(WEEKNUM) must be added, from Tools menu Add-Ins... then select the "Analysis ToolPak".
-
Under Tools menu > Options... Edit tab the "Move
selection after Enter - Down" must also be selected, which it
normally is by default.
VAWE 6.3
October 2011
VAW 7.6
- October 2011
VAW 7.5.2 September 2011
- Fix added for WES sites to close a warning box that appears when
opening the source files.
VAWE September 2011
VAWE 6.1
January 2011
VAW 7.5.0 June 2011
- It will now automatically tick the option to use the Query
Wizard when in the Data Source window
VAW 7.4.0 June 2011
- Changed the default copy away location of the appointment
database
CVAW 1.3.0 June 2011
VAW 7.3.0 February 2011
- Fixed a formula for booking information
FSAW 1.2
February 2011
VAW 7.2.0 February 2011
- Changed the code to open Paste Special
- Changed the last bit of coding to remove the hidden worksheet
and reduce the file size.
VAWE 6.0
January 2011
FAW
1.1.0 November 2010
VAW 7.1.0 August 2010
- Changed the last bit of coding to allow time for excel to
calculate large amounts of data
VAW 7.0.3 July 2010
- Added a new Arrival by Hour column for future analysis
- If the wizard now times out it will ask the user to perform the
task. Previously it would exit the program if it stopped along the
way.
VAW 7.0.0 June 2010
- Added a new Day/Weekday column for future analysis
- Removed timeout when importing data, as some systems were taking
quite a while to import the data.
VAW 6.4.0 May 2010
- This new version will now ask for assistance if an error occurs,
rather than just exiting the program. Most errors occurred due to
different CPU speeds; if certain events do not happen in time the
script would fail. This new version should now over come these
problems and ask for a little help on the way if needed.
VAW 6.2.1 May 2010
- Added file error traps to help determine the program is being
run in the correct Vision environment. For example: if on a hosted
server it must be run within this environment (not on the local
workstation).
- If certain files cannot be copied to the specific backup folder
a warning will be show.
- It will now check that the primary files exist to run the
program, if not it will create them or show a warning message.
VAW 6.2.0 May 2010
- Added a Month column to the final output
- Added an Arrival to Out column to the final output
- Corrected a few lines of code to help run smother
- Changed the end of the compilation to help in reducing the time
delay when using the Auto-filters within Excel
- Removed the protection
VAW 6.1.0 March 2010
- It will automatically detect Keyboard/Macro Express program and
ask you to terminate them before running the Wizard
- Added a toolbar menu on the icon in the notification area, via
right mouse click
- You can now adjust the speed that the script runs at, under
the toolbar menu.
CVAW
V1.02 March 2010
VAW 6.0.2 January 2010
- It now works for single Sheet Excel Workbooks
- Amended code to make it run faster when importing from the Data
Source
- Amended code to select "slotapp" instead of using "sl" from the
query wizard
- Amended code so that it now works if Excel is already open.
- Tested up to DLM296
VAW v6.0.1 December 2009
VAW v6.0.0 November 2009
VAW v5.0.0 August 2009
-
It now only copies over the appointments set up
database and extracts live appointment data, this speeds up the copy
process and if no new sessions, slot types or booking information
has been added there is no need to update the set up database.
VAW v4.0.3 August 2009
-
Fixed the back button, so that it returns to the
previous screen.
-
Fixed the data source location to gather the
appointments data from the copied away database and not the live
appointments database.
VAW v4.0.2 August 2009
- Removed time out delay when importing appointment data into
Excel, due to some computer systems having a very low
performance. Therefore this may require user intervention before
clicking Yes to the format request.
VAW v4.0.1 August 2009:
-
I have included a new column that
calculates the Arrival time to End of consultation (Out Time)
-
Moved the progress warning bar up a little in
case any Excel messages are displayed.
-
Due to conversion issues between Microsoft
Access and FoxPro the TYPE cross reference number is wrong.
This has now been fixed by subtracting 3 from each number in the
type column. For example if a 5 is shown in the type column,
this is actually a 2 in the lookup table.
VAW v3.0.0 July 2009:
-
Added the Microsoft Access cross reference
data, so that it will now display the actual Session, Slot and
Method description, instead of just seeing a number.
-
As the Microsoft Access database needs
exclusive access, the main wizard screen now includes an "Update
Database Files" button, which will copy away the latest version
of the appointments database and use these to gather the data
into Microsoft Excel.
-
Once you have run the update you may then
click the Run Appointment Wizard button
