The Orders tab contains all Rx and frame orders in your practice. This article will highlight a few of the features of this portion of your Vision(X) site.
Draft Orders
Draft Orders are a unique status, reserved for any order that has been saved, but not not yet applied to an invoice and has been posted. Note: An order remains in Draft status even if it appears on an invoice, provided that invoice is still open. Only once the order appears on an invoice that converts to "POSTED" status (either manually posting or by saving a patient payment) does the order leave Draft status.
When viewing Draft Orders, any item can be selected for further processing by clicking "Resume Order":
The order will appear in the Patients tab, threaded to the corresponding patient profile. Relevant information such as existing invoice associations will help you determine what further action may be necessary for this order:
Order History
Order History contains all orders that are no longer in Draft Order status. Primary search fields for Product Type, Order Status, Patient Name, and Supplier can be used to quickly locate specific orders. Use the drop-down arrow under any Order ID, then click the order to view:
The order will appear in the Patients tab, threaded to the corresponding patient profile:
Advanced Search
Click "Advanced Search" to open new fields, including search by optician and lab information or by redo type/reason:
