All our Excel reports work with Microsoft Excel 2010 or higher.
These Excel reports connect to Vision 3 using the logged in Vision users account. Therefore please make sure that you download them to a folder where you use Vision, when on a 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
All Rights Reserved | TailorMade Information Technology Solutions Ltd
To use the Excel reports below you must have a valid licence. Please contact us to purchase a licence for your practice for £40+VAT
A licence may be used any number of times, by any number of users assigned to the practice. A Practice licence is annual.
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...
Click here to view a video tutorial of the Seasonal Influenza Invite & Vaccine Report
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This will provide a list of specific vaccines and injections given within a date period for claim purposes.
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 under the freeware licence agreement
All these Excel reports are copyright protected and subject to our freeware licence agreement
This will automatically complete the Submission sheet for Northern Ireland Influenza Claims
v2.4 Updated: 27/10/2021
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
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
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
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
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
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
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
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
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
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
Lists all the following reminders:
No clinical audit reminders are listed as they can be easily found within clinical audit.
v2.1 Updated: 26/02/2020
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
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
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
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
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
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
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"
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