From any patient's profile summary page, look to the "Create a new" toolbar and click "New Order":
A New Order tab will appear next to the patient's name, indicating that the order draft process has begun. Select an option from the patient's list of saved prescriptions. Once the prescription is selected, choose an order type (Frames Only, Contact Lens, or Eyeglasses). Then click "Begin Order":
The "Configure Frames" menu will appear. Proceed down the menu from top to bottom, entering selections for each required field (marked by the blue asterisk):
When a frame option from your catalog is selected, values for sizing and Trace File Options will automatically populate. All fields remain editable, and can be re-set to no values as a group using the "Clear Fields" button. When all required fields have been completed, click "Save and Continue":
The "Select Lenses" menu will appear. Some information fields, such as patient prescription, insurance details, and contact settings will already be completed, but can still be edited as needed. Complete any outstanding required fields (marked by a blue asterisk), and continue:
Select any applicable Lens Package to apply that package pricing formula to this order (optional). Use the filter options for lens Type, Design, Material, and Color to narrow the options available in your Vision(X) catalog, then select a lens product:
When all required fields are completed, you will have the option to proceed by clicking "Save & Continue":
The Add-Ons and Warranty menu will appear. Use the options provided as applicable, then click "Save & Complete Order":
The order is now saved to the patient's profile with a unique identification number. The order can be saved as a Draft for potential future use, or it can be directly added to an invoice for immediate sale. Select either "New Invoice" to place the order on a blank invoice, or "Existing Invoice" to place the order on any invoice that may have already been generated for this patient:
Review Invoice and Post Patient Payment
Review all line item values for pricing and costs to ensure that the displayed patient balance owed is correct. Line items can be expanded for detailed view using the drop-down arrows. When ready, click "Collect Patient Pay":
The "Collect Patient Payment" menu will open. Collect patient payment and click "Post Payment" to post the invoice and update the order's status for next steps:
The posted invoice will now display. Click the listed Order Number from any line item to open the Order Detail menu. Click "Submit Order" to send the order to the supplier:
The order has now been successfully submitted. The order can be reviewed to update dispensing statuses when ready.
