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How to Configure a Panel for Your Vision(X) Site

Panels map eligible providers to specific practice locations. Panel setups are required for providers to use the remote care features in your Vision(X) site, with at least one panel required for each state that contains a practice location. This tutorial will demonstrate how to configure a new panel for use in your Vision(X) site.

Vision(X) Settings & Configuration

In the Settings tab, select the "EHR" subtab to view your organization's EHR configurations. Select the Panel subtab to view a list of your site's panels. Panels can be edited or removed using the available Action buttons. To configure a new panel, click "New Panel":


Select Panel Details & Assign Doctors

The New Panel configuration menu will appear. Enter values for each required field (marked by asterisk). Note that any provider user profile that is assigned to this panel will also need to have licensing information for the state that corresponds to the store(s) that you select in this menu. (Provider info can be reviewed/edited in Settings > Setup > User Management.)

To add multiple providers to this panel, click the "Select Doctors" field again and make another selection, then continue to scroll down:


Assign Stores

Select a store location for this panel. To add multiple store locations to this panel, click the "Select Stores" field again and make another selection. When finished, click "Save":


Success!

The new panel has been saved, and is now available to review/edit in Settings > EHR > Panel