Prescription order can be created for any patient once your Vision(X) catalog is populated with products. This tutorial will explore the process of creating and saving a new prescription eyeglasses order.
Select a Patient
From any patient's profile summary page, look to the "Create a new" toolbar and click "New Order":
Prescription & Order Items
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":
Configure Frames
The "Configure Frames" menu will appear. Enter 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":
Select Lenses
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 the 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":
Add-Ons & Warranty
The Add-Ons and Warranty menu will appear. Use the options provided as applicable, then click "Save & Complete Order":
Success!
The order is now saved to the patient's profile with a unique identification number. From here, the order can be deleted or edited as needed using the options available in the "Actions" column. The order can also be saved as a draft, or applied to an invoice when ready to execute final sale and advance the order's status to its next steps toward fulfillment:
