Our vision: to transform access to medical care.

Vision data extract and upload

Appointments data from Vision is extracted by using the Vision Appointment Wizard. You need to download this wizard to your computer and then run it each time you want to extract data. The data is an Excel file which you then save and submit as an attachment via the navigator data upload page.

  1. Downloading the wizard – once only
    1. Log into Vision on a practice computer
    2. You will need a login to Hive here:  Vision appointment wizard
    3. Download the vision appointment wizard which matches your version of Vision. (unless you one of the few Scottish practices using the old version of Vision, this will always be v 1.8)
    4. It unloads itself into O: downloads/guidelines
  1. Extracting the data
    1. Follow the instructions below on the Wizard to enable content:
    2. Enter the date range of data to extract as shown below.
    3. Initially send 2 years data, thereafter updates since last time, however long that is, up to last Saturday (Step 2)
    4. Click on the button to “Click here to compile Appointment Data using your selected date range” (Step 3)
    5. This will produce an excel workbook with the requested data (this will appear as a new Excel Tab in the tool).
    6. Select the button to remove personal data.  Leave the columns with patient age and gender.
    7. Leave the column with clinician names.  These are essential to the analysis.
    8. Save the data as a csv file, ready to submit (note where you saved the file, you will need it for the next step)


  1. Submitting the data.
    1. Return to the Navigator data upload page and complete your details.
    2. Attach the file of appointments you have saved and press “submit”


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