This document discusses My Vision Express, an electronic health record and practice management system used by over 12,000 eye care professionals worldwide. It is used by both small single-person practices and large retail chains with hundreds of locations. Key features of My Vision Express include patient management, insurance processing, inventory management, electronic health records, and a patient portal. The system aims to streamline workflows and improve efficiency for eye care practices.

1. Electronic Health Records
Practice Management System
Accelerate Your Practice
My
Express

2. About My Vision Express
Since 2004, My Vision Express has served the needs of optical retailers, optometrists and
ophthalmologists. Its Electronic Health Record and Practice Management System is used in
four different languages by over 12,000 eye care professionals around the world.
From single-person practices to retail chains with hundreds of locations, My Vision Express is
the right solution for your eye care business regardless of its size. Many of the top 50 optical
retailers in the US* use My Vision Express.
My Vision Express has been included in the prestigious Inc. 5000 list of the
fastest-growing private companies in the US for the past three years. It is also among the top
50 performers in South Florida, where it is headquartered, according to the South Florida
Business Journal.
* As ranked by Vision Monday magazine. See: Sailer, John. “VM Top 50 U.S. Optical Retailers 2013.” Vision Monday 20 May 2013: Pages 41-43. Print.
My
Express

4. My
Express
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Patient Management
Manage patients’ demographic and insurance information,
prescriptions, health records, appointments and order history.
Have patients complete and sign consent forms electronically.
Insurance
Reduce claim rejections. Import plans from a list and price
insurance orders automatically. Create a claim from an order at
the click of a button. Submit claims electronically.
Inventory
Import frames, spectacle and contact lenses from electronic
catalogs. Do physical counts and track stock levels. Handle POs,
receiving and returns. Use barcode labels to facilitate work.
Orders
Handle all your sales from a single screen. Whether you charge
for optical items, professional services, or a combination of
both; Quick Order is the ideal point of sale system for you.
After Sales Management
Process remakes, returns, and exchanges while accurately
adjusting inventory and accounting with the After Sales Wizard.
Recalls and Letters
Stay in contact with your patients and send them recall
reminders by postcard or e-mail. Use mail-merge for your
referral letters, exam reports, patient forms, etc.
Patient Communications
Communicate with patients using emails, text (SMS) and voice
messages. Engage them on the social networks. Automate your
notifications, recalls and appointment confirmations.
Marketing Promotions
Automatically calculate discounts and accurately apply
promotions to eligible inventory items. Track the success of
your marketing efforts.
Commissions
Specify commissions as a set amount, gross percentage, or
margin percentage including spiffs.
Employee Messaging
Share information, send messages or assign tasks to employees
individually or in groups.
Multi-Location
Manage multiple locations from a single, centralized database.
Centralize appointment booking, inventory maintenance and
insurance billing for all locations.
Appointments
Our customizable calendar allows you to manage scheduling to
maximize appointment availability
Document Manager
Scan and store your patient, employee and supplier records
electronically. Keep outside prescriptions, diagnostic equipment
results, etc.
Patient Portal
Have your patients complete their own information online.
Allow them to review order and exam history, reprint receipts,
reorder contact lenses, and post payments online.
Electronic Health Records (EHR)
Streamline patient encounters and improve exam efficiency
while maintaining a high level of patient care.
Meaningful Use
Comply with the meaningful use requirements of the EHR
Incentive Programs for Medicare and Medicaid.
Credit Cards
Integrate credit and debit card payment processing, saving
time and reducing errors.
Batching
Save time and optimize workflow by processing multiple lab
orders, receipts, statements; order status updates in batches;
and insurance payments.
Time Clock
Have your staff punch in/out of work through our integrated
time clock and generate accurate time sheet reports.
Security
Enable or disable features of the software for each user groups.
Track employee activity through interaction and audit tables.
Reports
Multiple reports provide vital information for effective business
management.
Backup and Restore
Use our built–in backup and restore functionality. Get our cloud
solution to have us take care of this for you.
Customizer
Personalize screens, receipts, lab copies, prescriptions, etc.
Prescriptions
Prescribe medications, glasses and contacts with ease. Track
prescription history effortlessly. Use e-prescribe when writing
drug prescriptions for added convenience and efficiency.

5. My
Express
Installation Options
My Vision Express offers two installation solutions: cloud and local install. You have the flexibility to switch
between solutions as the needs of your practice change.
«I integrated My Vision Express into my Sears based practice within 1 month of starting my practice. The cost was very
competitive. It was the best time management decision I made all year. It is easy to use and the support staff delivered on every
promise. Big thumbs up!»
Dr. Timothy R. Landis, OD – Sears Optical
Cloud Local Install
Hosting
Location
Highly secure, HIPAA compliant data
center with redundant power sources
and high availability
Your own location, or paid hosting or
colocation service
Maintenance Hardware and software updates are
managed for you along with server
security and data backups.
Setup and execute your own update,
security and backup policies or hire
qualified IT personnel to manage
them.
Remote Access Secure remote access from Windows,
Mac, iOS, Android and Chrome clients
is available
You must configure and secure your
own remote access. Available OS
clients depend on what solution you
choose
Concurrent
Users
Licensed per concurrent user Only limited by your hardware and
software connectivity capabilities
Patient Portal Yes Limited
Bottom Line ;; We set up and manage the server
where your data is hosted, and
the licensing for all necessary
software on it
;; Data backups, updates and server
security are included in your
hosting plan
;; Access My Vision Express from
virtually anywhere as long as you
have an Internet connection.
;; Acquire, setup and maintain your
own server, including software
licensing and hardware; or find
your own hosting solution
;; Implement and test your own
backup solution, manage software
updates, put in place your own
anti-virus/anti-malware protection
and manage your own security
;; Configure your own remote
access options

6. My
Express
Frames
;; Import and update frame information using
an electronic catalog from My Vision Express
or Frames Data IDA services
;; Setup frame markup formulas to
auto-­calculate retail prices based on
wholesale cost
;; Use barcode scanning for inventory control
and POS. Scan UPC or your own SKU numbers
;; Store up to three images for each frame.
Images will be downloaded automatically
when available
Maintain accurate control of frames, contact lenses,
spectacle lenses, lens treatments, services and other
items for one or many locations. You can lookup and
transfer items across locations and easily keep track
of your inventory in real-time.
The Inventory module has several built-in features
to optimize your sales. Several validation rules and
pricing tools for inventory items help you improve
order accuracy and reduce remakes. A barcode
scanning and labeling system facilitates inventory
management and speed up your POS.
Automatically calculate frame retail price
based on wholesale cost
Inventory
«We highly recommend My Vision Express for a start-up optical or for an existing practice looking to improve their methodology
for maintaining inventory, point-of-sale, patient data, etc.»
John J. Perillo – Modern Eyes Optical
INC.
TM
Print Arch Crown barcode labels for frames
Import frame information, including up
to three images

7. My
Express
Contact Lenses
My Vision Express integrates with LensOnDemand.
com to facilitate the management of your contact
lens inventory, configurations and electronic orders.
;; Convenience: Download contact lens data into
your inventory including all configurations and
trials available for each lens and packaging
pictures
;; Inventory management: Allows you to set
reorder points and maximum inventory for
each configuration. Generate purchase orders
automatically based on those parameters
;; Accuracy: Validate the parameters of
your orders to ensure that the proper
contact lens configurations exist
;; Shipping Options: Orders can be
shipped to your office or to patients
directly. Track order status in real time
;; Integrated: Submit your contact lens
orders electronically to ABB Concise,
OOGP, Diversified Ophthalmics and
New Era
Inventory
«The eyewear point of sale with MVE has been very nicely received by my optician staff due to its ease and simplicity. We
enter all frames in our database, and have bar coded them for easy point of sale transactions, as well as quicker periodic
physical counts for inventory valuation.»
Dr. Joseph DiGiorgio, OD – Vision Source
Spectacle Lenses
;; Manage stock lens configurations by sphere,
cylinder, diameter, base curve, cost, OPC, etc.
;; Setup pricing grids to have the system charge
extra for high-power spheres, sphere and
cylinder combinations, add measurements, and
prisms
;; Select lens treatments available to lenses for
accurate ordering
;; Match any spectacle lens to a preferred lab
;; Specify what lens measurements are available
and which ones are required
;; Specify valid sphere, cylinder, add power and PD
ranges
;; Specify maximum lens diameter and
automatically charge for oversize diameter
Lens On
Demand

8. My
Express
Inventory Management
Create purchase orders, receiving and processing reports
to facilitate inventory maintenance.
;; Order and receive frames, contact lenses and other
items by scanning their UPC barcode
;; Create POs from the ordering screens at the click of
a button
;; Add items to POs from specific sales orders
;; Auto Create POs based on your sales for the day
and reorder points for inventory items
;; Save and retrieve PO, receiving and return
transactions with ease
;; Item-supplier validation
;; Process multiple POs in a single receive transaction
;; Specify quantities being received, backordered,
canceled or directly shipped; as well as the actual
cost for each item on receive transaction
;; Attach supplier invoices to the corresponding
receive transactions
;; Attach credit memos to the corresponding return
transaction
;; Print, fax or e-mail purchase orders, inventory
receive and return statements
Physical Counts
Perform periodic physical counts for accurate
inventory valuations and to monitor stocking
levels.
;; Have multiple employees work on the
count simultaneously
;; Use barcode scanning to speed up the
process
;; Separate frame counts by manufacturer
or collection
;; Separate contact lens counts by
manufacturer or lens name
Inventory
«I can honestly say my staff has never been happier. My Vision Express has made their lives easier in every way. Better point of
sale, appointment scheduling, inventory management; this program has it all.»
Chris Gaudon – First Choice Vision Center

9. My
Express
Patient Management
The Patient module acts as the central repository for all information on your patients. It gives you access to
their prescriptions, orders, appointments, insurance claims, images and scanned documents.
;; Easily find patient records using multiple search criteria or quickly select from records previously
accessed during the day
;; Make important fields mandatory so that
your staff does not miss them during
patient data entry
;; Capture extensive demographic,
prescription and insurance information
;; Snap pictures, scan documents and select
files to link to patient records
;; Track unlimited prescriptions for spectacle
lenses; as well as soft, rigid and custom
contact lenses
;; Order from prescriptions with one click
;; Link family members together to create
family statements, pay for balances and
synchronize their address and phone
information
;; Access patient’s appointments, orders,
exams and insurance claims history
;; Set up patient alerts
;; Track patient and insurance balances
;; Track consent forms for HIPAA as well as
for Medicare and other insurance plans
;; Message your patients securely through
e-mail
;; Create letters that merge patient and
prescription data
;; Define your own custom fields
;; Avoid duplicate records. When adding a patient, the system will warn you if an existing patient has the
same name
;; Merge patient records that are accidentally duplicated
;; Monitor access to patient records through an audit trail that identifies for each record what employees have
accessed it, and at what date and time
Capture extensive patient information
The Patient Search with comprehensive search options and
detailed search results
«Its ease of use, vast capabilities, and ever expanding enhancements, put My Vision Express in a class all it’s own. My Vision Express
is not only one of the best Optometric office programs available, its cost also makes it one the best values on the market today.»
Dr. Steven Wigdor, OD

10. My
Express
Document Manager, the solution for a paperless office, lets you store patient records electronically;
eliminating the need for paper charts.
;; Store all patient, employees and supplier documents organized by date, category and name
;; Lock documents with date and time stamps for additional security
;; Print or export documents
;; Scan paper documents and save them with your annotations
Document Management
«Because my staff and I have very limited computer skills, we depended heavily on the My Vision Express technical support team.
The knowledge and patience they have shown has made the transition from paper to electronic record keeping a very manageable
task.»
Dr. Barbara J. Fluder, OD – Fluder Vision Care

11. My
Express
The My Vision Express Patient Portal is a web-based tool designed to collect information directly from your
patients. From basic demographics to diagnosed conditions, medications and family history; you can have
patients type their own data in the portal rather than handwrite it in a paper form.
Features
;; Patient Forms: Have patients complete online registration forms prior to their visit or on tablets in your
office. Create personalized intake forms, questionnaires, and surveys to capture the data specific to
your practice’s needs
;; Quick Pay: Collect patient
payments securely
;; View History: Allow patients to
see their exam and order history
;; Contact Lens Reorders: Have
patients reorder their contact
lenses online
;; Scheduling: Have patient
request appointments as well
as confirm, cancel or request to
reschedule them
;; Secure Messaging: Send and
receive secure messages to and
from your patients
;; Security: Rely on HIPAA
compliant security that uses HTTPS connectivity
with 256-bit AES SSL encryption
Benefits
;; Error Reduction: Avoid errors that occur when
your staff interprets handwritten patient forms at
data-entry time
;; Shorter Waits: Have patients update their
information before their appointments and check
them in faster
;; Lower Administrative Burden: Minimize data-entry time for your staff and increase efficiency around
your practice
;; Increase Revenue: Maximize your profits through unattended contact lens reorders from your patients.
Reduce your receivables by capturing online patient payments 24 x 7 x 365
Patient Portal
«If 5 is the best, I give this program a 5! We have been using MVE for over 4 years now and this program is by far the best. It saves
me a lot of time with my customers and it very easy for the employees to use.»
Ms. Leanne Perry, ABOC – Pearle Vision

12. My
Express
The Letters module features a powerful recall and
marketing system which represents the most efficient way
to retain and build your business. This module allows you
to create any kind of personalized letter from within the
program without the need for any other word-processing
software.
;; Powerful recall system that allows you to
personalize recall reasons and times
;; Integrate with the e-mail
system to send your recall
reminders and other messages
as mass e-mails
;; Create letters from patient
demographics, prescriptions,
appointments, orders and
exams
;; Built-in word processor
;; Import and export letters from and to word processing software such as Microsoft Word
;; Perform mail-merge to create custom e-mails, letters, labels, or postcards using extensive search criteria
;; Share your letters with other My Vision Express customers and import letters that they have created
Recalls and Letters
«I started using My Vision Express about 3 years ago and consider it to be one of the best investments that I have made. It meets
both my requirements for back office and clinical needs so as to optimize the way I deliver my Optometric service.»
Justin Kodurand
Setup compliance and consent forms
so that the system reminds you to
print them for patients
;; Generate HIPAA
compliance, Medicare
and miscellaneous forms
required by insurance plans
;; Specify expiration date for
each form
;; Consent forms are logged
and easily accessible
;; Electronic signature capture
can be done for consent
forms
Consent Tracking

13. My
Express
Stay in touch and engage your patients with a built-in Patient
Communications module.
;; Advance reminder for appointments: Remind patients about their
upcoming appointments - SMS, Email
;; Appointment confirmation: Patients can confirm or cancel their
appointments - Voice, SMS, Email
;; Same day reminders: Remind patients about their appointments
on the same day of the appointment - SMS, Email
;; Missed appointment note: Send notes to patients about their
missed appointments - SMS, Email
;; Recalls: Remind patients that they are due for an appointment.
If the communication is made using voice, the patient can
press a number on the dial pad to get connected
immediately with your office - Voice, SMS, Email
;; Eyewear ready for pickup: Inform patients when orders
are ready to be picked up - SMS, Email
;; Eyewear follow up: See how patients are doing with
their new glasses and/or contact lenses - SMS, Email
;; Thank you notes: Send thank you messages to your
patients - SMS, Email
;; Birthday greetings: Send birthday greetings to your
patients - SMS, Email
;; Two-way Texting: Engage your patients in a
two-way conversation with your office - SMS
;; Reviews: Increase your search engine ranking by
linking to your practice’s review page in Yelp and/or
Google+ - Email
Patient Communications
«I have used MVE for the last 4 years at all 3 of our locations. The software is very easy for my doctors and staff to use. The support
team is very reliable and knowledgeable. I have referred numerous colleagues to MVE, and they have had the same experience.»
Dr. Andre Le, OD - Vision Plaza
Third-Party Integrations
My Vision Express also integrates with four different patient communication services that allow you to
manage appointments, focus your marketing efforts and engage your patients in general.

14. My
Express
;; View schedule for the day,
week or month
;; Filter appointments by
location and doctor
;; Click and drag
appointments to reschedule
them
;; Search for doctor availability
based on date and service/
duration across locations
;; Appointments are color coded by service
;; A status bar to the left of each appointment
indicates if the patient is a show, no-show or a
walk-in
;; Right click on appointments to quickly open, print,
adjust their status or service, or delete them
;; Schedule appointments of any duration
Calendar
«We use the Calendar function extensively. My front office staff is very pleased with the functionality and they find that it works
very well for pre-appointing and integrating with an appointment letter that we created.»
Dr. Joseph DiGiorgio, OD – Vision Source
Recurrent appointments can be scheduled

15. My
Express
;; Easily navigate to different dates using a
calendar bar
;; Block any time interval for any doctor
;; Schedule recurring appointments. An icon
allows you to distinguish them
;; Track appointment status changes
;; Over-book appointment time slots
;; View patient’s appointment history as you
schedule new appointments
;; Check doctor’s availability
;; Create and print schedules
;; Mail-merge appointment data into labels
and custom letters and e-mail messages
Monitor and update the status of your patients throughout the duration of their office visit.
;; Check patients in and out
;; View patient waiting time and location in the
office
;; Prioritize appointments
;; Review services being performed
;; See the time elapsed since a patient was dilated
;; Monitor and update the physical location of
patients within the office
Appointment Report lists appointments by
doctor and date
Calendar
Patient Tracker
«My Vision Express has been a great addition to our office. It can handle appointment scheduling to inventory and submitting
claims electronically. Our daily office tasks are made simpler by MVE’s simplicity. To make an appointment it takes 3 mouse clicks!
What can be greater than that!»
Dr. Marlene Cruz-Govin, OD – Provision Eye Care Center

16. My
Express
With the Electronic Health Records (EHR) module, perform paperless eye examinations efficiently and reduce
errors. The EHR module is fully integrated into a complete, electronic, record-keeping system that helps
you every step of the way; from booking appointments, to performing exams, creating orders and billing
insurance.
;; Create unlimited exam templates that can be
unique for each doctor
;; Set predefined options and defaults for
drop-downs and data values
;; Create custom patient questionnaires
;; Setup automated alerts for specific patient
types, diagnoses, medications, etc.
;; Quick data entry by typing, drawing, check
boxes, drop-downs and scribbling
;; Create personalized, unlimited exam reports and
referral letters
;; Attach unlimited documents and images
;; Review and carry forward findings from previous
exam visits
;; Start exams from the list of scheduled
appointments for the day
;; Track who access exam records and on what
dates and times
;; Type your own free-form notes for each exam
section
;; Perform low vision assessments
;; Add up to 30 custom fields
;; Easily review exam history
;; See the patient’s picture and essential
demographics and picture in the header section
of the exam
;; See a summary of findings for all exams for any
given patient at a glance
Electronic Health Records (EHR)
«This PMS and EMR is the only software I have come across that works for YOU, instead of having to shift your operations around
to meet the needs of the software.»
Dr. Ryan Halpern, OD – Halpern Eye Care

17. My
Express
Electronic Health Records (EHR)
;; Record patient’s reason for visit
;; Describe every complaint from the patient in the
HPI Builder
;; Designate one of the complaints as the chief
complaint for the exam
;; View and copy complaints from previous exam
visits
«If you are thinking of using EMR, this is the way to GO... It is easy to use. MVE is always working on ways to improve their
software and services, and it shows.»
Dr. Kerri-Ann Hodge, OD - Beyond Eye Care
;; Setup dilation information in the exam header
;; Perform entrance tests
;; Record patient’s vital signs, blood pressure,
psychiatric, and computer use information
;; Record past, family and social history (PFSH)
;; Perform binocular tests, including phorias,
vergences, cross-cylinder, NRA/PRA, NPC, NPA,
AC/A, fusion and stereopsis

18. My
Express
;; Capture external and internal eye findings
;; Record unlimited tonometry readings
;; Visualize trends with an IOP graph report that will also
list pachymetry results, blood pressure readings and
glaucoma medications
;; Draw your findings for the external and internal eye sections
;; Internal eye exam section allows you to enter your findiing on AV ratio, CD ratio, optic disc, exam
method, etc.
Electronic Health Records (EHR)
;; Capture unlimited presenting,
retinoscopy, objective,
subjective, manifest cycloplegic
and final refractions in the
Refractive tab
;; View or copy previous
refractions
;; Integrate diagnostic equipment
to automatically bring
autorefractor/keratometer and
lensometry readings into the
Refractive tab
;; Graph keratometry readings
«We have been using MVE since we opened in 2009. I researched many EHR programs and this was the most intuitive, user-
friendly of them all! Anytime we have called them with a question, they have been very professional and helpful.»
Dr. Christine Verbeck, OD - Harmony EyeCare

19. My
Express
Electronic Health Records (EHR)
;; Capture unlimited presenting,
trial and final contact lens
prescriptions in the Contacts
tab
;; Create prescriptions for soft,
rigid and custom contact
lenses; and drawings for them
;; View and copy previous
contact lens prescriptions
;; Create contact prescriptions
based on refractions
;; Review contact lens order history
;; Perform over-refractions for trials
;; Specify wearing schedule and care
for contacts
;; Order ancillary tests and record the results with
ease
;; Record surgical procedures performed
in-house (e.g. lash epilations, punctal plugs, etc.)
«My Vision Express integrates with all our ophthalmic equipment, making the EMR even better, and making us more efficient.»
Dr. Jeffrey S. Williams, Jr., OD – Sound Vision Care

20. My
Express
;; Specify your
assessment and
plan notes, select
procedures and
sign exams from
the Assessment
tab
;; Generate referral
letters with exam
information
;; Diagnosis codes
are automatically
calculated based
on your exam
entries
Electronic Health Records (EHR)
;; Use the Exam Coder for accurate billing
;; Lock exams to prevent them from being
modified
;; Provide educational videos or material to
patients. Integrate with Eyemaginations LUMA
;; Enter unlimited exam addendums, even after
exams are locked
;; Add PQRS codes
«Our experience with My Vision Express has been a very positive one. As an IDOC member, we are always looking for a great
value, and with MVE, we have it. We chose My Vision Express over all the other electronic medical record software because of the
support, the layout, and the value.»
Dr. Jeffrey S. Williams, Jr., OD – Sound Vision Care
;; Print, e-mail and fax exam summaries,
referrals, reports and other letters
;; Create unlimited custom letters defined
with merged-in exam information
;; Print complete examination reports
;; Review letters previously generated
from the Interactions tab
;; My Vision Express Version 2014 is
certified as a complete ambulatory EHR
(CMS EHR Cert. ID: A014E01KFT2DEAR)
;; Demonstrate meaningful use of EHR
technology with My Vision Express
Version 2014 and avoid Medicare
penalties

21. My
Express
My Vision Express integrates with over 200 vision diagnostic instruments
and dispensing devices, and is constantly developing new interfaces for
additional ones. Integrate your equipment with our software to maximize your
investment in technology.
;; Streamline and optimize pre-testing to improve patient experience
;; Work more efficiently to reduce wait time and deal with a higher patient
load
;; Eliminate manual data-entry, avoid costly mistakes and reduce labor
costs
;; Easily access equipment results indexed by patient, category and date
;; View a comprehensive history of results to monitor the progression of
patient conditions
;; Access images and reports through our DICOM solution
;; Import readings from autolensometers, autorefractors/keratometers,
corneal topographers, digital phoroptors, NCTs, pachymeters, etc.
;; Import images from fundus cameras, corneal topographers, OCTs, visual
field analyzers, IOL master, wavefront analizers, ultrasounds, etc.
Diagnostic Equipment
«MVE is integrating with many diagnostic instruments such as pretest equipment, and exam room instruments like electronic
phoroptors and digital acuity charts, which is becoming more important to users as equipment integration needs continue to
grow.»
Dr. Joseph DiGiorgio, OD – Vision Source

22. My
Express
The Orders module allows you to process your sales in My Vision Express with speed, accuracy and efficiency.
Quick Order is the ideal point of sale screen for your eye care practice. It makes it easy for you to charge for
professional services and eyewear, and to figure out patient and insurance balances.
;; Use a single screen –Quick Order– for fast order
entry
;; Fill order details from patient’s prescription and
demographic information
;; Have the system calculate patient and insurance
balances based on discounts, sales taxes and
insurance plan benefits
;; Accept coupons and have marketing discounts
calculated automatically
;; Print lab orders, receipts and letters
;; Choose from multiple receipt formats that show
patient savings
;; Compatible with bar code scanners
;; Generate a claim for every line item in an order
at the click of a button
;; Easily search orders by order number, date,
patient etc.
;; Provide quotes without affecting accounting or
inventory
;; Transmit orders to labs and track their status
A convenient way to process your sales: select patients and fill their optical prescriptions,
transmit orders to the lab, generate insurance claims, etc. All from a single Order screen.
Orders
«We have been using My Vision Express in our optical shop for 9 months. It is a powerful, feature rich application. It gives us
flexibility in order entry and reporting, and makes inventory management easy.»
Peter Bratton, Optician – Tassini Eye Associates

23. My
Express
;; Instantly view cost, profit and commission on
orders
;; Mail-merge order data into custom letters and
forms
;; Integrates with receipt printer
;; Automated rim-type charges
;; Second pair tracking
;; Integrate with Essilor Visioffice and Zeiss
i.Terminal dispensary systems
;; Easily add lens treatments, services and
miscellaneous items
;; Fully integrated with the Exam module
;; View frame images with Frames Data IDA
integration
;; View images of contact lens packaging with
LensOnDemand.com integration
;; Generate insurance claims at the click of a
button
Orders
«I have been using MVE for the past 6 years. The service, support and quality product are only a few choice words that can be said
about this software. The user friendliness of the POS portion is amazing when training new staff.»
Dr. Nadia Sledge, OD – Pearle Vision
Measuring Devices
Customizable Patient Receipt includes items sold,
diagnosis codes and discounts
My Vision Express integrates with several digital measuring devices to
capture precise position-of-wear measurements into the software.
;; VisiOffice
;; M’eye Fit
;; Optikam
;; i.Terminal
Order fields shown
in yellow come
from the measuring
device interface
automatically

24. My
Express
Checkout
You have been through this before: a patient purchases glasses for reading and computer use, sunglasses
and a year supply of contacts. While you are happy about the multiple sales, applying payments and
printing receipts and lab orders for each order is cumbersome and time-consuming. The Checkout module
was designed for scenarios like this. With it, you can handle payments for multiple orders or patients
efficiently. No need to access each order to process separate payments and print separate receipts. With
Checkout, apply payments to a group of orders and print the receipt at once.
Payments
;; Process a
single payment
transaction for
multiple orders,
even if they are
from unrelated
patients
;; Add additional
items on the fly
;; Add and
apply multiple
payments to the
grouped orders
Marketing and
Discounts
;; Apply
two-for-one
(“buy one, get
one”) marketing
discounts*
;; Permanently links orders and payments when Two For One Marketing Promotions are applied
;; Apply manager discount write-offs to orders
Receipts
;; Print a consolidated receipt and separate lab orders for all orders and payments at the same time
;; Receipts can show a summary or details of charges for each order
;; Print Pro Rata receipts that shows the distribution of charges and payments when a Two For One so that
no item appears at a zero dollar amount charge
;; The default Receipt Note can be changed for an individual receipt
;; Print a consolidated receipt for all orders
_______________
* Not available in Canada
«Our opticians love the added features they get each time we do an upgrade. Some EMR software companies are only focusing on
EMR enhancements. My Vision Express seems to understand that clients have successful optical businesses as well.»
Holly Hallman – Haik Humble Eye Center

25. My
Express
After Sales
«My optometry practice is 34 years old. Our office has been using MVE since September 2010. The transition to this new office
management software went exceptionally well. The software is very user friendly.»
Dr. Michael Lack, OD – North Country Optical
The After Sales Wizard allows you to easily handle return, exchange, reprocessing and warranty transactions
while preserving the integrity of your accounting and inventory. A series of prompts helps you to quickly
identify items that need to remain in the original order, as well as those that need to be replaced, returned to
the manufacturer or salvaged.
;; Apply discounts to reprocessing and warranty
transactions
;; Mark reprocessing and warranty transactions as rush
jobs
;; Explain no-charge items in warranty and
reprocessing transactions
;; Capture return, exchange and reprocessing reasons

26. My
Express
Credit Card Processing
«We selected My Vision Express as the product with the depth we needed for a multi-location optical retailer. Where our previous
software package had virtually non-responsive support, we have found the gold at the end of the rainbow with MVE.»
Mary Perkins – Arlington Optical
Effectively manage accounting and
transaction security by doing daily closings.
This will lock charges and payments so
that they can only be modified by your
administrators. Items outstanding for
previous dates trigger a reminder to close
when you next log into My Vision Express.
;; Prevent past charges and payments
from being deleted
;; Reconcile your registers
;; Record variances by payment method
;; Close once or multiple times per day as required
;; Close individual registers (workstations) or all registers at once
;; Enter media counts for cash
;; Print bank deposit slips
Daily Closing
The Credit Card Processing Integration allows you
to directly process credit and debit cards. This PCI
compliant solution saves you time and reduces errors
by eliminating double data-entry.
;; Directly process credit card and debit card
transactions
;; Swipe credit cards in the Payments Detail screen at
the end of each sale
;; Process single payment for
multiple orders
;; Generate various credit card
transaction reports to help
you reconcile
;; Use magnetic card reader,
receipt printer and cash
drawer to optimize the
POS experience

27. My
Express
Commissions
«My Vision Express feels like a family. I have watched them grow over the years into the vision that they have had for the future
and the goals that they have set for themselves. Their honesty, integrity, and hard work set them apart from other businesses.»
Gary Stephens – Marquette Vision Center
Accept marketing coupons and automatically calculate proper discounts. Design sophisticated sales
promotions based on items ordered without fear of calculation errors.
;; Create your own marketing packages with a
group of items for a fixed price
;; Discount specific item types as a percentage of
the retail price or as a fixed amount
;; Discount separate item types at different levels
with a single marketing promotion
;; Discount 6 and 12 month supplies of contact
lenses
;; Create two-for-one (“buy one, get one”)
promotions*
;; Coupons are activated for a range of dates
allowing them to be only available during the
promotional period
;; Automatically calculates discount based on the
coupons and items ordered
;; Specify discounts with or without sales tax
;; Identify the most effective marketing methods
with the Orders by Marketing and the
Special/Manager discount reports
Promotion Management
_______________
* Not available in Canada
Commissions feature automatically
calculates commissions on products that
your office sells.
;; Specify commissions as a Set
Amount, Gross Percentage or
Margin Percentage including spiffs
;; Setup commissions at inventory
type, individual product and
employee record level
;; Create commonly used commission
criteria and then later associate
them with an employee record,
product type or specific products
;; Easily change commission rate
for items linked to commission
structure
;; Commission amounts can be viewed when orders are created

28. My
Express
Save time and optimize workflow by processing lab
copies, receipts and statements, and order status
updates in batches.
Lab:
;; Search lab jobs by location, order type, status,
date range, and specific lab
;; Print, e-mail or fax the jobs in your batch
;; Submit jobs in batch directly to lab
using the DVI, Innovations, Labzilla,
Optivision or VisionWeb lab interfaces
Statements/Receipts:
;;Batch receipts and statements by location, date range,
physician, insurance balance range, patient balance range,
etc.
;;Submit receipt batches to Gateway EDI to use their patient
statement services
;; Choose receipt/statement note to use with each batch
;;Display procedure codes or description for each line item
on receipts and statements
Order Status Update:
;; Select orders by date range or
individual order number to update
their status, lab, sent date, and the
employees that inspected and delivered
them
;; Send custom e-mail notifications to
each record in the batch
;; Send lab copies to the labs selected
using lab integration
Batching
«I’ve been utilizing MVE Practice Management software for two years now and it has been very helpful. It has been great for
electronic billing and giving our patients a professional statement that shows them the value of the services and products that they
have received while simultaneously marketing our business.»
Joseph Sylvestre, Optician – Vision Center of Farmington Valley

29. My
Express
Lab Integrations
E-Mail
«I tried every major optometric PM/EHR vendor on the market and found My Vision Express to be the most user friendly package
available. The support staff is rapid to address concerns and difficulties, always polite and thorough, and very quick to integrate
suggestions to upgrades.»
Dr. Brent Shelley, OD – Shelley Eye Center
Effectively communicate with your patients and
vendors, as well as physicians in your database.
Visualize your office without the use of postage,
having the flexibility to send an e-mail
to all your patients notifying them of
new products, special sales, appointment
reminders or a notice concerning your
office schedule.
;; Send e-mails from within the system
;; Target a marketing promotion;
send recalls or any other kind of
communication with your patients
;; Create custom recipient list based on
search criteria you specify
;; E-mail reports, receipts, referral
letters, etc.
;; Communicate securely using encryption and hash verification in your e-mails
Connect to labs and order optical jobs electronically. My Vision Express has partnered with industry leading
laboratory software and online ordering systems to offer the most accurate and efficient ordering options.
Supported Lab Software
;; DVI
;; Eyefinity®
;; Innovations
;; Labzilla
;; Optivision
;; VisionWeb
Features and Benefits
;; Submit jobs, individually or in batches,
through the Internet to labs
;; Ensure the accuracy of your lab order and
streamline its processing
;; Place orders without leaving the My Vision
Express software
;; Decrease turnaround time for sales orders
;; Avoid double data entry and reduce errors

30. My
Express
Automate the pricing of insurance options at order
time by using fee schedules for insurance plans.
;; Import fee schedules from an extensive list of
insurance plans
;; Specify wholesale, retail and material frame
allowances
;; Enter copayments, contact lens allowances and
dispensing fees
;; Price insurance options for spectacle lenses by
procedure codes
;; Facilitates and speeds up insurance checkout process
;; Group frames, spectacle lenses, lens treatments and contacts to facilitate pricing
The Insurance Claims module streamlines
your billing, accounts receivable and
insurance claims processing. Required
fields are highlighted, reducing errors, to
help your claims be successfully processed
and resulting in faster reimbursements.
;; Have the system automatically fill-in
claim details based on patient and
sales records
;; Submit claims individually or in batch
;; Print paper claims on CMS1500
forms
;; Submit claims with coding edits to
third-party, integrated clearinghouses such as Gateway EDI and Apex EDI
;; Use the latest ANSI 837 5010 for electronic claims
;; Use PQRS codes which are added to your exams and Medicare claims automatically
;; Lookup NPI numbers for providers
;; Use ICD-9 or ICD-10 diagnosis codes
;; Filter claims to be submitted by location, claim status, insurance company, creation date range, etc.
Insurance Claims
Insurance Fee Schedules
«We have fee schedules for participating medical insurances and vision plans. This allows the appropriate fee to populate for any
service or material.»
Dr. Joseph DiGiorgio, OD – Vision Source

31. My
Express
Easily allocate payments to
outstanding insurance balances.
;; Post insurance and patient
payments for multiple orders
from the same screen
;; Search for outstanding
balances based on patient
name, order date range, order
status, insurance company
name, location, etc.
;; Allocate insurance payments
to individual items
;; Write-off unpaid balances
;; Transfer balances between
insurance and patient, or
between insurance companies
;; Save your payment allocation transaction to continue working on it or modify it later
Match insurance payments to
the proper sales order, using
an electronic remittance advice
(ERA) file provided
by your insurance
or clearinghouse.
;; Import HIPAA
X12N 835
files with ERA
information
;; Match
amounts paid
to procedure
codes in
claims
;; Write-off
and transfer
balances
Insurance Payments
Insurance Electronic Remittance Advice (ERA)
«We are especially pleased with the ease of billing insurance claims with this program and how quickly one can retrieve old claims
when comparing the information with EOBs.»
Dr. Noelle Gehm, OD – Pflaumer Gehm

32. My
Express
The integration with Eyefinity
allows you to submit lab
orders and claims from
within My Vision Express.
;; Submit private lab
orders to Eyefinity
;; Submit government and
commercial claims to
Eyefinity
;; Submit VSP®
Vision
Care claims, request
eligibility authorizations,
and check the status of
orders
;; Specify dispensing fees
per plan
;; Download latest lists of VSP lenses
and lens options
Eyefinity®
Integration
_______________
Eyefinity is a registered trademark of Eyefinity, Inc. VSP is a registered trademark of Vision Service Plan.

34. My
Express
My Vision Express
supports English,
Spanish and French
as user interface
languages.
;; Select your
preferred
language at
sign-on time
;; View screens and
generate reports
in the selected
language
;; Have multiple
users log into
the system concurrently, using
different languages
;; Print receipts in the patient’s
preferred language
«We have used the software for three years. We switched from a system that was not user friendly at all. We made the switch and
even the old non-computer guys adapted very easily.»
Jeff Sears – Tri State Vision
If your practice is located in Canada, My Vision Express can streamline your billing by integrating with the
following provincial insurances:
;; Alberta Health Care Insurance Plan
(AHCIP)
;; Medical Services Plan of British
Columbia (MSP)
;; Manitoba Health
;; Ontario Health Insurance Plan (OHIP)
;; Saskatchewan Health Services (SASK)
Multi-Lingual
Canadian Provincial Insurance

35. My
Express
Employee Messaging allows your team to exchange information, as well as assign tasks and keep track of
their progress within My Vision Express.
;; Broadcast message or send message to
individual employees
;; Message automatically pops-up within a minute
of being sent or immediately after user login
;; Efficient way to communicate between
employees
;; Schedule tasks, assign them and track their
status
;; Link with patient, order, insurance or exam
record
;; Review messages and tasks through a report
;; Get a visual cue and the number of your new messages/tasks in the toolbar’s Messages button
Labor management can be an arduous task when you have to deal with separate, disparate programs to keep
track of time punches for your staff. My Vision Express features a built-in, flexible and easy to use employee
time clock.
;; Record arrival and departure times along with up to three daily breaks for each employee
;; Track worked hours for your staff
;; Time punches are clocked from your database
server to avoid tampering
;; Have employees punch times securely with
passwords to prevent unauthorized submissions
;; Use fingerprint recognition technology for added
security
;; Use administrative access to post adjustments
or otherwise manage the Time Clock
;; Keep track of employees time off from work
;; Facilitate payroll calculations through time sheet reports that can be filtered by date range and/or
employee
;; Send employee and time clock data to QuickBooks for payroll
Time Clock
Messaging
«The willingness to apply new features to this product to make it more adaptable to our practice is something we appreciate
very much. My Vision Express is an affordable product with free upgrades, and the staff is always looking for ways to improve the
product.»
Debbie White – Henley Vision Center

36. My
Express
Assign different levels of access to employees according to their job descriptions. Keep track of changes to
your data.
;; Authenticate employees through User ID and Password
;; Monitor access to patient
records through interactions
that include date, time and
employee name, and are
logged automatically by the
system every time that a
record is accessed
;; Have the system auto
log out after an idle time
interval that you specify
;; Assign employees to
security groups based
on their roles within your
practice
;; Define unlimited security
groups
;; Show or hide software
features for any security
group (e.g. hide reports
for receptionists, hide
claims for lab employees,
show the refractive
section of exams for
opticians, etc.)
;; Rely on the robust,
built-in security of the
Microsoft SQL Server
database engine
;; Lock exams, prescriptions
and documents to prevent them from being modified or deleted
;; Audit reports to determine who has added, deleted or modified sensitive data; using what device; and
on what date and time
;; Use the encryption/hash tool to encode confidential information and verify its integrity in e-mail
messages
;; Integrate with Windows domain for single sign-on functionality
Security
«The software is very complete and we run 3 locations off a server with great speed. The system is very stable and we have never
had to use our daily backup; but we do it anyway.»
Craig Chasnov – Eyetopian Optical
Operation
Audit - Payments
Updated By Updated Date Patient ID Location Order Payment Date Amount Type Description Effect
INSERT Snellen, OD, Herman 8/1/2013 14:41:25 CRAMOS-MVE 08/01/2013 200.00 Order Patient - Cash Patient1 204
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 CRAMOS-MVE 08/01/2013 200.00 Order Patient - Cash Patient1 204
INSERT Snellen, OD, Herman 8/1/2013 14:41:32 CRAMOS-MVE 08/01/2013 287.99 Order Patient - Credit Card - Visa Patient1 204
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 CRAMOS-MVE 08/01/2013 287.99 Order Patient - Credit Card - Visa Patient1 204
INSERT Snellen, OD, Herman 8/1/2013 14:44:11 CRAMOS-MVE 08/01/2013 100.00 Order Patient - Credit Card - Mastercard Patient115 205
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 CRAMOS-MVE 08/01/2013 100.00 Order Patient - Credit Card - Mastercard Patient115 205
UPDATE Snellen, OD, Herman 8/1/2013 16:03:12 CRAMOS-MVE 08/01/2013 167.99 Order Patient - Check Patient115 205
INSERT Snellen, OD, Herman 8/1/2013 14:44:31 CRAMOS-MVE 08/01/2013 167.99 Order Patient - Check Patient115 205
INSERT Snellen, OD, Herman 8/14/2013 08:57:22 CRAMOS-MVE 08/14/2013 0.00 Order Patient115 206
INSERT Snellen, OD, Herman 8/14/2013 09:30:13 CRAMOS-MVE 08/14/2013 0.00 Order Patient10117 210
DELETE Snellen, OD, Herman 8/14/2013 09:30:13 CRAMOS-MVE 08/14/2013 0.00 Order Patient10117 210
INSERT Snellen, OD, Herman 8/14/2013 09:34:16 CRAMOS-MVE 08/14/2013 0.00 Order Patient10232 211
UPDATE Snellen, OD, Herman 8/14/2013 17:17:11 CRAMOS-MVE 08/14/2013 0.00 Order Patient10232 211
INSERT Snellen, OD, Herman 8/14/2013 17:17:41 CRAMOS-MVE 08/14/2013 200.00 Order Patient - Cash Patient10232 211
INSERT Snellen, OD, Herman 8/14/2013 17:17:51 CRAMOS-MVE 08/14/2013 177.99 Order Patient - Check Patient10232 211
INSERT Snellen, OD, Herman 8/14/2013 17:20:14 CRAMOS-MVE 08/14/2013 200.00 Order Patient - Credit Card - Visa Patient10117 210
INSERT Snellen, OD, Herman 8/14/2013 17:20:20 CRAMOS-MVE 08/14/2013 201.99 Order Patient - Credit Card - Mastercard Patient10117 210
1 of 1Printed: 8/15/2013 16:49

37. My
Express
Customizer allows you to modify the format for screen, receipt, statement, lab copy, prescription and label
layouts in the program to suit your business needs.
;; Customize screen layouts by highlighting fields, moving them around, hiding them, etc.
;; Modify patient receipt, lab copy, Rx printouts by adding, deleting or shifting fields
;; Modify any frame barcode/patient label
by adding, deleting or shifting fields
;; Create customizations to print postcards
;; Change existing layouts by adding,
deleting, aggregating or grouping fields
;; Unlimited customizations can be created
for each printout or screen
;; Each user group can have its own default
customized layout for printouts and
screens
;; Share customizations with other My
Vision Express users
Statement before customization Statement after customization
Customizer
«The best thing about My Vision Express is that you have the power to customize it. It is a fluid program, and the staff is always
working to make it better.»
Mandy Robinson – Vision Plus

38. My
Express
The Inventory Distribution Center module facilitates reordering and ensures that all your locations have the
stock levels that they need.
;; Single-point ordering from your suppliers
;; Real time item status updates for ordering
location
;; Create barcoded pick tickets and packaging
slips
;; Invoice locations for merchandise ordered
from the warehouse
;; Manage your warehouse from a single
screen
;; Recall inventory from locations
My Vision Express allows you to implement a single, centralized system for several locations that can be
deployed as a local installation or web-based solution.
;; Supports unlimited locations
;; Maintain separate location
information including logo, tax rates,
and commissions
;; Assign employees to a single location
or to all
;; Run reports and scheduling by
locations
;; Separate financials by location
;; Maintain patient history across
locations
;; Lookup inventory easily across
locations
;; Maintain inventory per location, transfer inventory among locations. Add inventory items to all
locations or to a single one
;; Send messages to individuals or user groups across locations
;; Reduce costs by centralizing scheduling and insurance billing for all locations
Multi-Location
«I operate an 8 location optometric practice and a 2 location MD practice using My Vision Express. We have been through two
EMRs in the past 10 years and I can say that I am done looking. The customer service is something that I wish I could clone for my
offices!»
Dr. Ryan Halpern, OD – Halpern Eye Care
Distribution Center

39. My
Express
Reports
My Vision Express contains
numerous reports designed to
help you analyze your business
performance.
;; Use extensive pre-built
reports that cover all aspects
of the business
;; Easily produce reports based
on criteria that you specify.
Run reports for any time
period
;; Specify search, sort, and
filter criteria
;; Save reports in different
formats
;; E-mail or fax reports
;; Separate financials for each location
;; Control user access to reports
;; Define your own Report Groups
«Reports are outstanding and scalability of the software would give you no reason to need anything else. Customer support has
been outstanding, a quality that is difficult to find in today’s market.»
Joseph Sylvestre, Optician – Vision Center of Farmington Valley
Personalize your reports using Microsoft SQL Server Report Builder

40. My Vision Express
3265 Meridian Parkway, Suite 112
Weston, FL 33331 U.S.A.
Phone: 1-877-882-7455
Fax: 1-877-882-0329
www.MyVisionExpress.com
Copyright © 2015 Insight Software, LLC. All rights reserved. Unpublished rights reserved under U.S. copyright laws. My Vision Express is a registered
trademark of Insight Software, LLC. All other trademarks are property of their respective owners. My Vision Express design and specifications, and all
information presented herein are subject to change without notice. This Complete EHR is 2014 Edition compliant and has been certified by an ONC-ACB
in accordance with the applicable certification criteria adopted by the Secretary of Health and Human Services. This certification does not represent an
endorsement by the U.S. Department of Health and Human Services or guarantee the receipt of incentive payments.