Our Solution Your Successvisionpropos.com/brochure.pdf · constantly strive to improve our service...

OUR FOCUS Our Goal is to make VisionProPOS #1

software for eye care business community. We choose to

invest our time and energy effectively and provide the Intuitive and cost-

effective solution to our customers. We always focus on our core principles

"Our Client's" and we use that to guide our day-to-day business decisions.

1.866.600.5656 www.visionpropos.com

S im p le I n tu i t i v e

A f f o rd ab l e A dv a nc ed

VisionProPOS VisionProPOS is a complete Practice Management Point of Sale (POS) Solution for small to large enterprise optical offices and retailers. VisionProPOS is designed to operate in single location or multi location environments. Our Solution Your Success

VisionProPOS is owned and operated by SoftForward Technologies Inc. SoftForward is a Calgary based company since 1999 and has employees located in Calgary, Edmonton, Brampton and India. Our business philosophy reflects an unwavering dedication to quality, integrity and personalized client support. At SoftForward we always focus on exceeding our client’s expectations and we constantly strive to improve our service offerings based on client feedback. In every aspect of our operations, we place product quality, ethical practices and total customer satisfaction at the forefront as we build the profitability of our client’s business operations.

simplifying POS solution

O u r S o l u t i o n Y o u r S u c c e s s

226 Westwinds Cres. NE Calgary, Alberta T3J 5H2

403.452.9175 fax

http://www.softforward.com/�

www.visionpropos.com

VisionProPOS SO L U TION THA T WO RK FOR YO U R B US IN ESS

AUTOMATI C SOFTWARE UPDATES Yes that's right. VisionProPOS automatically updates your software whenever there is a new update available. You will never have to follow all those difficult technical steps to upgrade your software. With our Automatic Software Update feature you are always up-to-date with our latest and greatest version. QUALI TY AT AN AFFORDABLE PRI CE We have packed VisionProPOS with all the features and functionality required by you to run your practice. Thanks to a lot of ingenuity on the part of our engineers, we are able to deliver extremely reliable product, with all the features in one package, and a great user experience - for less than most of our competitors. SUPPORT When you contact us, you'll almost always be in touch with one of our agents in less than two minutes. You'll also be dealing with someone who has passed a variety of tests and meets our quality standards. Plus, we even offer remote help where our agents can connect to your server remotely and fix any issue you may have.

EASY TO USE & I NTUITI VE At VisionProPOS, we have a team of folks who are constantly working on improving the workflows and to enhance the user experience when using VisionProPOS interfaces. Our customizable WORKDESK allows various shortcuts for easy access to all the important modules.

MULTI L OCATI ON

VisionProPOS has the capability to add unlimited locations to

run your multi location practice. We had made it easy so that

you can even share patient information with all locations for

easy returns and refunds.

DATA BACKUP VisionProPOS provides a built in functionality to schedule your database backups. We also provide service for remote and off site backups to a state of the art highly secured and redundant facility. With our managed service you will never have to worry about losing your data because we take care of it for you.

CUSTOMI ZABLE With VisionProPOS we provide our customers incredible flexibility to customize our software according to their needs. Our interfaces are very simple and intuitive for beginners.

QUICK FACTS

• Multi-Location

• Patient Management

• Prescriptions

• Insurance

• Inventory

• Inventory Barcode Labels

• Inventory Physical Counts

• Lab Orders & Estimates

• Email Invoice & Lab Orders

• Marketing promotions

• Appointment Scheduling

• Security Groups & User Rights

• Graphical Reports

• Database Backup and Restore

• Patient Labels

• User Customization

• Automatic Software Updates

• Unlimited Clients per location

BENEFITS

1.866.600.5656

www.visionpropos.com


• Multi-Location

• Patient Management

• Prescriptions

• Insurance

• Inventory

• Inventory Barcode Labels

• Inventory Physical Counts

• Lab Orders & Estimates

• Email Invoice & Lab Orders

• Marketing promotions


• Security Groups & User Rights

• Graphical Reports

• Database Backup and Restore

• Patient Labels

• User Customization

• Automatic Software Updates

• Unlimited Clients per location

FEATURES

1.866.600.5656

CORE FEATURES PATIENT CHART

• Patient/Customer Management

• Glasses Prescriptions

• Soft Contact Lenses Prescriptions

• Hard Contact Lenses Prescriptions

• Invoice Management

• Lab Orders Management

• Estimates

• Patient/Customer Communication

• Invoice Status Management

• Lab Order Status Management

• Email & Print Invoices

• Email & Print Lab Orders

• Returns

• Insurance Management

INVENTORY

• Manage Frames

• Manage Lens

• Manage Contact Lens

• Manage Accessories

• Manage Lens Treatments

• Services

• Purchase Orders

• Receive Orders

• Transfer Items among locations

• Physical Counts

• Print Barcode labels

• Store Items Images

• Auto Generated UPC codes

MARKETING

• Marketing Letter Templates

• Target Specific Customers

• Mail Merge

• Promotions

• Email Promotions & News Letters

• Print Customer labels

• Preview Promotion Letters

• Customize Letters

SECURITY

• User Groups

• User Groups by locations

• User Rights by modules

• User Rights by locations

• Username and Passwords


FEATURES

www.visionpropos.com 1.866.600.5656

REPORTING

• End of Day Report

• Daily Summary Report

• Monthly Summary Report

• Yearly Summary Report

• Reports by Location

• Monthly Invoices

• Monthly Payments

• Monthly Estimates

• Yearly Analysis Report

• Pending Payments Report

• Inventory Physical Count

• Inventory Audit Report

• Insurance Invoice Summary

• Rx Expired Report

• Compare Reports

• Export Reports to Excel, PDF etc.

• Ability to Zoom & Search

SCHEDULER


• User Calendars

• Daily View

• Weekly View

• Monthly View

• Open Multiple Calendars

• Drag and Drop Appointments

• Walk-In Patients

• Personal Appointments

• Appointments by locations

• Transfer Appointments

• View Appointments History

• Copy Appointments

• Paste Appointments

• Reschedule Appointments

• Create Multiple Rooms

• Check-in/Check-out Patients

• Voice Announcement for Patients

TOOLS

• Backup Database

• Restore Database

• Calculator

• Software Updates

• Company Setup

• Company Holidays

• Insurance Companies

• Users

• Security Groups

• Suppliers

• Labs

• Appointment Types

• Appointment Status

• Appointment Reasons

• Appointment Priority

• Payment Methods

• Cities, Province & Countries

• Email Templates

• Language

• Ethnicity

• Marital Status

• Relationships

• Sex

• Title

• Commission Types

• Contact Lens Types

• Frame Age Groups

• Frame Material

• Frame Product Group Names

• Frame Rim Type

• Frame Shapes

• Lens Material

• Lens Type

• Lens Tint

• RX Job Type

• RX Status

CORE DATA


WORKDESK


User Configurable Workdesk

Quick Shortcuts for easy entry

Customize Icons

Customize Icon Labels

Re-Order Icons

Customize Various Toolbars

BENEFITS

Customized Workdesk Users can have their own customized workdesk. The user can customize icons, labels, show/hide icons etc.

Left Navigation Toolbar

Open Windows List Switch between all currently opened windows. Ability to flip between patient charts.

Top Navigation Toolbar

Status Bar • Ability to Log-Out, Change

User quickly and Lock screen

• Displays currently logged in user and location

VisionProPOS has the capability to add unlimited locations to run your multi

location practice. Give below are some of the features:

Separate location information including Tax rates & working hours.

Ability to create separate security groups for different locations.

Supports Unlimited Locations

Location Specific reports

Scheduling and availability by Locations

Inventory management by location

Inventory lookup across locations

Inter-location inventory transfer

Location wise financials

Insurance billings for all locations

Scheduling for all locations

BENEFITS

Location Hours

TAX Rates

Company Logo



MULTI-LOCATION


PATIENT CHART


VisionProPOS Patient Management module acts as a central repository for all

patient information including Patient Details, Invoices, Patient's Rx, Lab Order and Patient Communications. Given below are some of the Features:

Patient Search: Easily find a patient by specifying any search

criteria.

Demographics: Record extensive demographic including, Patient

Info, Contact Info, Emergency Contact Info, Guarantor's Info including

preferred payment, discount etc.

Prescriptions: Store Spectacle Lens, Soft Contact Lens, Hard

Contact Lens and Medical prescriptions.

Ability to Copy, Print Fax, and Lock, Mail-merge prescriptions

One-click lab order creation from Invoice Orders

Ability to Clone the patient’s record for another family member

Link to family members.

Ability to merge Patients.

Ability to create Estimates.

Access patient’s appointments, orders and insurance claims history

Auditing: Access to patient file is tracked by employee, date and

time.

Ability to add notes and print notes

Track patient and insurance balance

BENEFITS

Patient Details Tab


PRESCRIPTIONS


Prescriptions Tab

Create Invoice from Prescriptions

Unlimited prescriptions

Hard Contact Lens

Soft Contact Lens

Glasses

Print Preview, Print

RX Tab lists all prescriptions and an ability

to Edit & Print older prescriptions. It also

shows the expired RX in different color.

RX Print Preview


INVOICES


Status History

Invoice & Lab order status Flow Chart

Invoices Tab

Invoices Tab list all Invoices along with their status. The user can perform various

actions including VOID, Returns, Print and send Invoices and Lab Orders

electronically.

Invoice screen allows you to perform all operation on one

screen including selecting item from Inventory, apply discounts,

add marketing coupons, take payment, and create lab orders


LAB ORDERS


Lab Orders Tab

Lab Order screen list all lab orders along with their status. You can even

record Customer Called messages for all orders.

Lab Order screen allows you to generate unlimited

number of lab orders. It allows the user to create new

lab orders, Redo existing lab order or create a

Repair Lab orders.


PRINT


Print Preview of Lab Order & Invoice Both lab order and Invoice has bar codes for easy lookup in the system.

VisionPro also allow you to send Invoices and Lab Orders electronically.

Invoice Print Preview

Lab Order Print Preview


INVENTORY


With VisionProPOS it is easy to keep track of your inventory as it is automatically

updated when sold. With the Inventory module you can add and update Frames,

Spectacle Lens, Soft Contacts Lens, and Other miscellaneous inventory including

accessories and services. It eliminates double data entry by filling out item details

automatically when adding an inventory item to an order. You can not only create

purchase orders and receive order but also transfer inventory items from one location

to other.

Complete inventory control of frames, contact lenses, spectacle lenses, and

other items (includes miscellaneous inventory and services)

Maintains detailed inventory information including purchases, returns,

suppliers, quantity on-hand, pricing etc.

Compatible with bar code wands, guns and scanners

Integrates with accounts payable

Track inventory by location. Ability to transfer inventory between locations

Instant easy lookup of inventory

Automatic inventory adjustment as an item is ordered or returned

Easy to enter inventory. Automatic UPC generation

Ability to add inventory on the fly when creating an invoice

Print barcode labels. Integrates with labels and Datamax printers

Perform Physical counts with scanner or manually

BENEFITS

Complete Inventory control of Frames, Soft Contact Lenses, Spectacle

Lenses, Lens Treatments, Services and Accessories

Inventory List

VisionProPOS

SO L U TION THA T WO RK FOR YO U R B US IN ESS

INVENTORY


Frames

Contact Lenses


INVENTORY


Spectacle Lenses

Lens Treatments


INVENTORY


Services

Accessories



BARCODE LABELS

Print Barcode labels. Integrates with barcode tags and

labels

Compatible with DATAMAX and all laser printers

Customized Label print options

Ability to create your own customized labels

Performs Physical count with scanner or manually


SCHEDULER


VisionProPOS Scheduler allows you to track patient appointments. It provides you with

a quick and complete overview of appointments. You can view appointments by date,

physician, week, and month or by selected date range. It lets you view schedules of

all in-house doctors at the same time. You can also post notes in notes section to

remind you of things to do for the appointments.

See the schedules of all the public calendars on the same screen

View Daily, Weekly, Monthly or Customs schedule of the same doctors or

Multiple Doctors on the same screen

Ability to view the calendar of Other Locations / Doctors

Ability to Book Appointments, Walk-In Patients or Non-Patients

appointments, Personal Appointments

Ability to Transfer appointments to a different doctor/Optician

Ability to Copy Appointment, Paste Appointment, Reschedule Appointments

or Cancel Appointments with one click

Ability to Mark the Patients as Check-In, No-Show etc.

The software provides future available slots for appointment booking based

on the appointment Type.

Complete customization of Appointments Types along with their consultation

time e.g. Sight Test: 30 min, Contact Lens Fitting: 15 Min etc.

Use simple drag and drop to move an appointment to another day or time

Change the length of an appointment on the fly

Track no-shows and last minute cancellations

BENEFITS

View Available Time Slots and see No-Shows

in appointment history


REPORTS


VisionProPOS contains reports designed to satisfy almost any data report request. Using the

reporting options (i.e., searching, filtering and sorting criteria), users can create multiple or

customized versions of the same report. Specifying the Search criteria limits the report to the

data that meets the search criteria. You can produce reports any time and for any date range.

Given below are some of the reporting features:

Extensive pre-built reports that cover all aspects of the business

Easily produce reports based on criteria you specify. Run a report for any time period

Customize reports according to your needs by specifying search, sort, and filter criteria

Save/export reports in different formats

Separate financials for each location

View Multiple Reports in Tabs. Easy to compare number from different reports.

Unique Graphical Representation e.g. Bar Charts, Pie Charts, Lines, Points and many

more.

BENEFITS

Various Graphical Representations

of reports

View Multiple Reports

in Tabs


REPORTS


End of Day (EOD)

Monthly Invoices/Sale

Monthly Payments

Monthly Estimates

Daily Summary Report

o Today

o This Week

o This Month

o Date Range

Monthly Summary Report

o 1 Month

o 3 Months

o 6 Months

o Month Range

Yearly Summary Report

o 1 Year

o 3 Years

o 5 Years

o YTD (Year To Date)

o Year Range

AVAILABLE REPORTS

Yearly Analysis

Monthly Pending Payments

o By Month

o Month Range

Yearly Pending Payments

Inventory Counts

o By Products

o By Quantity

o By Ordered Quantity

Inventory Audit

Insurance Invoice Summary

RX Expired

ALL REPORTS ARE

LOCATION BASED

When multiple staff members have access to your application, you may want to assign

security access privileges for specific functions. VisionProPOS offers different levels of security

access or security groups that you can assign to users. You can define the security access

based on security groups. Security allows you to customize the application to your needs. You

can easily hide the functions that you do not use.

Given below are some of the security features:

Secure login with User ID and Password

Application lock button and shortcut key when you leave your terminal

Assign security access privileges for specific VisionProPOS functions

Ability to Enable, Disable or Hide specific features. e.g. you can disable access to

reports to some users or the person who adds the demographic information may or

may not have access to the patient prescriptions

Unlimited levels of security access or security groups that you can assign to users

Define custom security rights for each security group access level

Ability to clone security groups for different locations

Built-in backup utility with backup reminder

Data entered is stamped by the system with date, time, and operator, device and the

security levels in the system control access to sensitive data

Every access to patient record is tracked with date, time and user name


SECURITY


Assign GROUP to User

Assign Access to GROUP

BENEFITS

+ VisionProPOS

SO L U TION THA T WO RK FOR YO U R B US IN ESS

MARKETING


VisionProPOS allows you to accept marketing coupons codes and automatically calculate the

discount based on the marketing information that you specify. You can capture the source or

the media where the coupon is advertised. This would help you in identifying the most

effective methods of marketing. VisionProPOS handles most optician coupons.

Given below are some of the marketing features:

Most powerful time and money saving feature

Handles all your marketing coupons

Automatically calculates discount based on the coupons and items ordered

Calculates percentage, amount or package discounts

Create Promotions by locations, by Products, by Supplier, by Brand

Apply promotion to single item or all item as sale

Apply Discount as percentage or amount

Run promotions for a specific date range

Generate Marketing Letters from the templates to

target specific customer or Age Groups

Send either printed letters to customers along with

labels or Email the letters

Track All Marketing communications

BENEFITS

Auto Generated Promotion Barcode

Apply Promotion to

Order

PROMOTIONS

Scan Barcode or apply promo

code

PROMO LETTERS

Patient Labels

VisionProPOS letters module features a powerful marketing system which represents

the most efficient way to retain and build your business. Letters module allows you to create

any kind of personalized letter from within the program without the need of any additional

word-processing software. Given below are some of the marketing letters features:

Create Unlimited letter Templates

Built-in word processor to create custom letters from within the system

Extensive search criteria to create custom mailing lists

Export letters to another word processing software including Microsoft Excel

Perform mail-merge to create custom emails, letters, labels

One-click creation of patient address labels

BENEFITS

Letter Template Designer


MARKETING



DATA BACKUP & RESTORE


VisionProPOS provides a built in functionality to schedule your

database backups and restore. We also provide service for remote

and off site backups. You will never have to worry about losing your

data because we take care of it for you.

Our extensive backup/restore database tool allows you to set the

Range of Recurrence (start date, end date, end after X occurrences

etc.), Recurrence Pattern(Daily, weekly, on specific days etc) and

Recurrence Frequency (at multiple timings during the day).

Unlimited number of Backups

Backup Reminder Warnings upon login

Built-in Backup & Restore utility

Backup Reminder if not backed up within last X (Specify

your own number) days

Secured Backup and Restore. Only Enterprise Admin is

allowed to perform the Restore operation

Multiple backups can be performed within a day Enable Database backup alert under system

preference. This will warn the admin to backup the

database upon login

BENEFITS

• Added Inventory Physical count report • Added New Custom Email List • Ability to Print Patient Labels from Patient Chart • Added new labels for Datamax printers • Added new security module under groups

VisionProPOS automatically updates your software whenever there is

a new update available. You will never have to follow all those

technical steps just to apply a patch or upgrade your software. With

our Automatic Software Update feature you are always up-yo-date

with our latest and greatest version.

Automatic Software Update Features:

VisionProPOS prompts when new update is available

Allows manually to check for software updates

Update both Server and Clients automatically

Automatically upgrades both software and database

versions

Enable Automatic Software Update settings under system preference. This will prompt the admin

that a newer version of VisionproPOS is available.

BENEFITS



SOFTWARE UPDATES



CUSTOMIZATION

With VisionProPOS we provide our customers incredible

flexibility to customize our software according to your needs.

Our interface is very simple and intuitive for beginners.

Automatic Software Update Features:

Ability to customize My Work-desk for every user

Ability to switch between all the current open

windows

Ability to show/hide various navigation toolbars

Set your logged in themes as a user preferences

Ability to customize system wide Fonts, Colors,

Date Format, Time Format and Currency Format

Ability to define custom shortcut keys for various

VisionProPOS functions

BENEFITS

Lab Order and Invoice

settings

HOT KEYS settings

Date Time format

settings

Fonts and Colors


SEARCH


With our powerful search function you can easily find

whatever you are looking for in the entire database.

Features:

Ability to search within following modules

o Brands

o Insurance

o Inventory

o Invoices

o Labs

o Lab Orders

Search for any keyword

Double click on the result to open the specific

module

Location based search

BENEFITS

o Patients

o RX

o Services

o Suppliers

o Users

Simple yet POWERFUL

Search Results Search Results

SEARCH DATABASE


ARCHITECTURE


SINGLE LOCATION MULTI LOCATION

UNLIMITED Clients per

location

UNLIMITED Clients per

location


SERVICES


Copyright © 2010 SoftForward Technologies Inc. All rights reserved. Unpublished rights reserved under Canada copyright laws. VisionProPOS is a registered trademark of SoftForward Technologies Inc. All other trademarks are property of their respective owners.

1.866.600.5656 www.visionpropos.com www.SoftForward.com

226 Westwinds Cres. NE Calgary, Alberta T3J 5H2

403.452.9175 fax

SUPPORT

TRAINING

BACKUP

DATA CONVERSION

SOFTWARE UPDATES

DISASTER RECOVERY

Hassle free automated software updates Frequent software release to include new

functionalities and improvements Upgrades both clients and server automatically

Support using Phone, Email & web-based remote Proactive remote backup & application monitoring Fully server support from our professional staff Emergency Support available

On-Site training available Remote web-based live training Online knowledgebase and FAQs

Fully automated online backup available Secure data backup to offsite data centre Simple and cost effective solution Email Reports for successful data backups Fully managed and hassle free services available

Convert data from your old software to VisionProPOS

Experienced with Windows, Linux and DOS based software’s

Our experienced and well qualified staff to execute disaster recovery plan

Educate clients about preventative measures for disaster recovery

Emergency support available Fast and cost effective solution

O u r S o l u t i o n Y o u r S u c c e s s

Our Solution Your Successvisionpropos.com/brochure.pdf · constantly strive to improve our service...

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Transcript of Our Solution Your Successvisionpropos.com/brochure.pdf · constantly strive to improve our service...