Excel Wizards for Vision 3
All our Excel reports work with Microsoft Excel 2010 or higher.
We design Excel reports for all clinical systems (EMIS Web, Vision 3, SystmOne etc...) .
Vision 3 sites on a hosted solutions must make sure the reports are downloaded to a folder where you use Vision
i.e. within the hosted solution.
Full instructions about how to use them, and the search criteria used are written within each report
All these Excel reports are copyright protected
To use the Excel reports below you must have a valid licence. Please contact us to purchase an annual licence for your practice.
A licence may be used any number of times, by any number of users assigned to the practice.
Vision 3 Seasonal Influenza Invite & Vaccine Report 2024/25
This will provide a list of the different patient groups to be invited for Seasonal Influenza based on PRIMIS business rules (2024/25). Also showing the vaccine uptake though the months.
v3.0 Updated: 11/09/2024
Note: This report is free to all Smart Clinic users, which uses the same licence period.
Click on an image above to view more detail...
The only addition to the 2024/25 report is an update to all the clinical codes and the ability to include children in the AT RISK sheet using a checkbox option on the About sheet.
Working in conjunction with ViPC
Click here to view a video tutorial of the Seasonal Influenza Invite & Vaccine Report
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Vision 3 Welsh Vaccination Claims
This will provide a list of specific vaccines and injections given within a date period for claim purposes.
- Pertussis in Pregnancy - PERTUSIS_P (or DTAPIPV with read code 6556.00)
- Adult Pneumococcal (PPV) - PNEUMOPOLY
- Pneumococcal for Children (PCV) - PNEUMOCONJ, PNEUMOCONJ13, PNEUMOPREV13 (3rd Stage)
- Men ACWY - MENACWY, MENACWYTRAV
- Men B for babies (age < 2y) - MENB Stage AND read code 657Q Recombinant Men B and OMV vacc
- MMR catch up for patients aged 6-42 years - MMR, MR (or read code 65A, ZV064)
- Shingles vaccination - SHINGLES, SHINGRIX
- Rotavirus - ROTAVIRUS (Stage 2)
- Depo-Provera - read-code 65d1
v1.1 Updated: 30/09/2023 | Initially Created: 16/01/2022
Note: This report is free to all Smart Clinic users, with a valid licence. Please contact us to enable this report.
The Excel reports below are free of charge to use in the Vision 3 clinical system only under the freeware licence agreement
All these Excel reports are copyright protected and subject to our freeware licence agreement
NI Influenza Claims Report
This will automatically complete the Submission sheet for Northern Ireland Influenza Claims
v2.4 Updated: 27/10/2021
COVID Vaccine Report
This counts the number of COVID-19 vaccines given and provides a comprehensive vaccination report for those that have (showing how many) and not had a vaccine. Detailing stages given, due date, allergies, patient demographic details, exceptions and future appointments.
v2.0 Updated: 16/12/2021
Clinical Audit Group Report
Copy patients from an audit or patient group list, and paste into this report which will add demographic details, such as tel, mob, email, home address and future appointments
v1.6 Updated: 19/10/2021
GP Appointment Wizard
This imports all the appointment data between your set date range
The type of appointments can be defined by using the Slot Status option
v2.3.3 Updated: 29/11/2023
V360 Appointment Wizard
This imports all the shared care appointment data between your set date range.
The type of appointments can be defined by using the Count option.
v1.9 Updated: 17/06/2022
Anonymised Appointment Wizard
This imports all the appointment data between your set date range.
The type of appointments can be defined by using the Slot Status option, but it doesn't include any patient identifiable data.
v1.0 Updated: 01/05/2018
Daybook Tasks
You may choose between displaying a report of all outstanding tasks or completed tasks within a given date range.
v1.2 Updated: 06/07/2023
Deleted Drugs
This is a quick way to expose any deleted drugs from a patient record within a given date range, and show the details of what has been deleted, when and by whom.
v1.3 Updated: 20/05/2020
Open Exeter Uploads
Individually compile each vaccine with a paycode based on an age range and date search.
This will work across all Health Boards every year.
v2.1 Updated: 25/10/2021
Reprinted Prescriptions
This is a quick way to show any reprinted prescription from a patient record within a given date range, and show the details of when the event occurred, by whom and documented reason.
v2.0 Updated: 20/05/2020
Controlled Drugs Analysis
This provides an exclusive search for controlled drugs only. You may specify a date range and registration status within the Excel report.
The final output includes some patient demographic details, including if patient is setup for dispensing, preferred pharmacy and extensive drug information.
v2.0 Updated: 20/05/2020
Patient Reminders
Lists all the following reminders:
- Manual Free text
- Prescription
- Appointment
- Fixed Group
- Group Applied
No clinical audit reminders are listed as they can be easily found within clinical audit.
v2.1 Updated: 26/02/2020
Preferred Pharmacy
Report of all issued medication by preferred pharmacy within a defined date period.
This also adds the patients latest communication details.
v1.2 Updated: 02/04/2020
eGFR for CKD
This captures the last 5 GFR tests for all active patients (ignoring zero values) and highlights 2 or more consecutive results that are below a value that you can set within the Excel report.
It will also create a CKD register of patients, and show the last diagnosis
v1.2 Updated: 29/01/2020
Head of Household
Compiles a list of patients using the family number in Vision.
Then sorts by age and leaves the oldest family member.
It includes patient details and address that will enable you to do a mail merge to the head of each household, rather than every patient.
v1.0 Updated: 21/05/2016
EPS2 Script Analysis
This report counts prescriptions not individual items.
It may also be used in non-EPS sites, but you have to ignore the EPS columnns
Note: For use in Excel 2007 or higher
v3.0 Updated: 19/05/2020
Staff/Employee Leave Tracker
This is a simple to use Excel report to enable you to track staff leave by type or by hour throughout the year.
Note: For use in Excel 2007 or higher
v1.0 Updated: 20/11/2021
Online Services Functions
Enable practices to search on any online service function set in the patient's registration module.
Search on functions; enabled, disabled or both statuses
Note: For use in Excel 2007 or higher
v1.3a Updated: 19/10/2018
Repeat Master Analysis
A list of all active patients Repeat medication. With a dashboard and data analysis tables, to show those on more than 10 items and top 20 drugs and drug classes (BNF) and more...
v1.2.1 Updated: 03/04/2024
If you need to get any of the patients listed in these Excel reports back into Vision 3 as a patient group,
use the Vision App "Patient Group Import"
