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How to Configure Your Vision(X) Site for Use with CLX

This tutorial will demonstrate how to configure your Vision(X) site for use with the CLX ordering platform.

Vision(X) Settings & Configuration


In the Settings > Organization section of your Vision(X) site, select the correct organization, then click the edit button under the "Actions" column:



Edit Organization Details

The Edit Organization menu will appear. Select the External ID subtab, then use the drop-down menu in the "External ID Key" field to select CLX. Then, enter your CLX client ID number (provided by CLX) into the "External ID Value" field. When ready, click "Save":


Edit Practice Details

Next, select Settings > Setup > Practice, and select the correct practice, then click the view/edit button under the "Actions" column:


The Edit Practice Settings menu will appear. Use the drop-down menu under the "External ID Key" field to select CLX, then enter your CLX Location ID (provided by CLX) into the "External ID" field. When ready, click "Save":


Success!

Your site is now configured for use with the CLX ordering platform.