Training Course Catalogue

Browse our course catalogue and choose the training that meets the learning needs for you or your staff.

Training can be either half or full day so why not combine courses together and attend an online session or choose to have one of our experienced training consultants visit you on site. Take a look at how we can deliver training here

Don't forget we have a large range of elearning courses for all 

our solutions. Register for the Learning Zone here 

Nov 2020 user group overlayCourse Catalogue

Primary Care

Course Topics Covered Duration
Vision for the Clinician

Beginner - Intermediate

  • Consultation Manager - hints and tips
  • Prescribing principles
  • Data entry protocols
  • Using templates
  • Calculators
  • Creating tasks
  • Viewing incoming messages in Mail Manager
  • Referral maintenance
  • DXS - Decision support
  • KIS/ECS (Scotland and Northern Ireland)
  • Summary Care Record (England)
  • IHR (Wales)
2 hours 

Vision for Reception and Admin

Beginner - Intermediate

  • Managing registrations
  • Dealing with registration links
  • New appointments
  • Introduction to prescribing
  • Workflow management
  • Managing incoming messages in Mail Manager
1.5 hours
Vision for the Pharmacist

Beginner - Intermediate 

  • Navigating the patient record
  • Prescribing
  • Data entry
  • Maintaining formularies
  • Drug searches
  • Clinical searches
2.5 hours

System/User Configuration

(Practice and IT Managers, System Administrators or Super Users)

  • Creating and inactivating users
  • Mail Manager and mail maintenance
  • Appointment book administration
  • Making the most out of Apps controller
  • Online services configuration
  • Registration Links
  • Daybook templates and management
  • Workflow housekeeping
  • Word processor management
  • Audits and events
  • Housekeeping tasks
1.5 hours


(Reception and Admin staff)

  • Navigating the appointment book
  • Booking appointments
  • Searching for patients
  • Cancelling/moving appointments
  • Using the free slot search
30 mins

Appointments Setup

(Practice and IT Managers, System Managers)

  • Managing book owners
  • Understanding the configuration options
  • Creating sessions and setting up weekly plans
1 hour

Online Services


Practice and IT Managers, System Managers
  • Organisation configuration
  • Registration Processes and account activation
  • Online appointments 
  • Online prescriptions (acute and repeats)
  • Summary care record management (England and Wales)
  • DCR (England and Wales)
  • Online patient messaging (England)
  • Searches and reports
  • Utilisation

Reception and Admin staff

  • Registration process
  • Viewing online appointments
  • Processing online prescriptions

2 hours







1 hour

Searches and Reports


  • Reviewing clinical audit
  • Explanation of patient groups
  • Building a simple clinical term search
  • Report output types
  • Creating batches


  • Clinical audit refresher
  • Building medication and clinical searches
  • Creating test searches
  • Excluding criteria
  • Patient groups


  • Recap search criteria and output
  • Scheduling searches
  • Exporting searches
  • Working with searches in Excel



2 hours




2 hours




2 hours



Including Text Messaging and Template Designer

Beginner - Intermediate
  • Patient mode
  • Reporting
  • Recalls
  • Contract manager
  • Text Messaging 


  • Vision+ Template design and concepts for data entry
  • Create a template using the different template tools
  • Manage template distribution

2.5 hours




2.5 hours


Beginner - Intermediate

  • Create and send a task
  • Reply to tasks
  • Navigate daybook
  • View announcements


  • Daybook configuration
  • Daybook template
  • Housekeeping

2.5 hours




2 hours


Reception and Admin

  • Registration process
  • Managing incoming GP2GP messages


  • Dealing with degraded data
  • Managing incoming allergies
  • Tidying the patient record

45 mins



1.5 hours


Reception and Admin

  • Advice on creating a Summarising protocol
  • Hints and tips on clinical term data entry
  • Customising the system to aid data entry
  • Dealing with degraded data (England, Wales and Scotland)
  • Summarising records and the impact on QOF and Enhanced services

2.5 hours

Workflow Management/Docman Refresher 

Reception and Admin

  • Getting the best out of Docman
  • Scanning hints and tips
  • Managing workflow
  • Reporting in Docman
  • Optimising Intellisense 

1.5 hours

Referral Processing

Secretarial and Admin

  • Refresher on setting up templates
  • File management (tidying up documents)

45 mins

General Hints and Tips

  • Recap of recent software releases
  • Offer general hints and tips covering all modules
  • Review procedures and discuss shortcuts
  • Troubleshooting 

1.5 hours

5K Challenge

  • One of our experienced specialists will visit your practice for two days to analyse your records
  • Training consultants will identify patients that do not have a QOF appropriate diagnostic term and then add correct codes to your records, or if you prefer, provide you with lists of patients to update yourself
  • You will be provided with a summary of the work that has been completed along with a financial breakdown of the associated increase to your practice income
  • All we need is a little time with one of your GPs at the beginning and end of each day to make sure they are comfortable with the coding changes we will make

2 days

Vision Anywhere

GP Practices and Federations - Clinicians

  • Opening an encounter
  • Recording clinical terms and observations
  • Viewing the patient record
  • Prescribing 

45 mins

Vision 360 Organisational Services

Federations/Health Boards/CCG - Super Users/Admin

  • Creating a new user
  • Deactivating a user
  • Unlocking a user
  • Resetting a user's password

45 mins

Consultancy Schemes

Vision offers a range of consultancy schemes that enable you to receive regular visits from our highly experienced Training Consultants. You will be allocated a Consultant who will visit your practice on a regular basis to assist with training, management of the system, day to day usage, reporting and much more..

Various (Please enquire)

Pre-Live Training

For practices migrating to one of our Solutions, you can book additional pre-live training which is tailored to your specific practice requirements and can accommodate any of the above courses.

Various (Please enquire)

To enquire or book training click here