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Vision Guidelines and Reports

Download and use any of our free guidelines below. Once installed in your system feel free to amend each to suit your practice requirements.

Download our guideline script that will automatically add all the latest set of QOF & DES trigger Read codes.

Downloadable Guidelines

Just click on a link below to start the download, then click Run/Open when prompted and Unzip.

Downloadable Reports

How to Import a Vision 3 Guideline or Report

  1. In Vision – Consultation Manager, click on the Guidelines menu – Select Guideline
  2.  Click on Import button.
  3. Locate the guideline normally with the (O:\download\guidelines\) folder area, you may need to use the  Look in: drop down menu
  4.  Highlight "<NAME OF GUIDELINE/REPORT>" , and click the Open button.
  5.  Click on the Import button
  6. Some guidelines may have images and a warning message will show if this is the case, just make sure you point it to a shared folder, either O: or P: would be fine.

The guideline is now imported into Vision.

 However you now need to place it on the Local Guideline Index so that everybody can see it.

  1.  Click on the Local Guideline Index button (red book with yellow L)
  2.  Click on the Maintain button (pencil, ruler and set square)
  3.  Click on the Guideline (filofax) button from the Local Guideline Index toolbar shown below
  4.  Type in the name of the text file you imported earlier <NAME OF GUIDELINE/REPORT> in the Mnemonic text box and then press the enter key on the keyboard to display a list
  5.  Press OK
  6.  Click on the Maintain button again to close.

Creating a Link to an external document from within a guideline

If you are having a problem creating a link to a document using the Application button within the Vision guideline. Just make sure of one important rule that the file and folder path doesn't include any spaces.

 

For example:
I have a file called "Bradleys Document.doc" this will need to be changed to:

  • "BradleysDocument.doc"

    or

  • "Bradleys-Document.doc"

This file must also reside in a folder that can be accessed from every computer in the surgery. Therefore it is best to put it on a shared drive like the O: or P: or G: or H: etc... and make sure the folder(s) name has no spaces either. My folder will be called "GuidelineDocs" which I will put directly on the O: drive.

Therefore the whole path is now: O:\GuidelineDocs\BradleysDocument.doc

To create the link in my guideline I now put it into Maintain mode and click the Application button on the toolbar palette.

The first thing I need to do is tell it where Microsoft Word is located, know as WINWORD.exe

This is normally C:\Program Files\Microsoft Office\Office10 (for 2000) Office11 (for 2003) Office12 (for 2007) in this folder you will find WINWORD.exe

Once you have double-clicked on WINWORD.exe the path will be written into the command line (note this may include spaces)

Now scroll to the end of the line and type your folder path, so that the whole command line reads:

C:\Program Files\Microsoft Office\Office10\WINWORD.exe O:\GuidelineDocs\BradleysDocument.doc
(note there is a space between the WINWORD.exe and the O:\)

Type a description for your document (which can be as long as you like) remove the tick if you want a button or leave it to display an icon and click OK

That's it.

Creating a Hyperlink to a document in a guideline

Alternatively, you can create a hyperlink in a Vision Guideline TEXT file (located on the toolbar, when in Maintain mode) directly to the document. You can see examples of this in the QOF guidelines. Open any guideline and click the References header to expand the contents, here you will see a hyperlink to a MS Word and PDF document.

Put the guideline into Maintain mode and double click the line to open the text file, so that you can see how it was written.

It must include all these tags: (which are those enclosed in < >)

<HTML><HEAD><TITLE>...type a title name here...</TITLE></HEAD>
<BODY>

 

</BODY>

</HTML>

 

Each tag must have a start and finish i.e. <BODY> is the start and </BODY> is the finish.

You may also include <H1> or <H2> or <H3> etc... as this just refers to the style heading

The main important part is what is written after:

< A HREF=" ...type the path of the document here, between the quotes "> ...type the name you want to appear on the guideline here</A>

Therefore in the first example my complete hyperlink would be written as:

<HTML><HEAD><TITLE>Bradleys Documents</TITLE></HEAD>
<BODY>
<H2>

<A HREF="O:\GuidelineDocs\BradleysDocument.doc">Bradley's Document</A>

</H2>
</BODY>
</HTML>

The great advantage about using a hyperlink like this, is you just have to point it to the document you want to open. No application path is required and you don't have to worry about spaces.

If I wanted to add more documents I would simply include additional <A HREF " "></A> lines, as shown below:

<HTML><HEAD><TITLE>Bradleys Documents</TITLE></HEAD>
<BODY>
<H2>

<A HREF="O:\GuidelineDocs\BradleysDocument.doc">Bradley's Document</A>

<BR>

<A HREF="O:\GuidelineDocs\Another Document.doc">Another Document by Bradley</A></BR>

<P>

<A HREF="O:\Download\Guidelines\My Guideline Document.doc">All about Guidelines</A></P>

</H2>
</BODY>
</HTML>

To create a new line for each document you may use either <BR> which is a Single Line Break or <P> which is a paragraph. Don't forget to close the tag as well using either </BR> or </P> as shown in the example above.
     
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