A re-do is the process of remaking a prescription order due to some dissatisfaction, such as manufacturing error or incorrect prescription information used at the time of the original order's creation. This tutorial will explain how to process a standard (no warranty) order re-do request for a previously purchased order in Vision(X).
Select a Patient and Order
Select a patient from the Patients tab, then identify the correct order for redo. Note: A redo can only be performed for an order that has already been updated through final dispensing status.
Review the original order's components, as well as the number of the invoice, to ensure the accurate re-creation of an identical order. When ready, click "Redo":
Configure Redo Order
The Configure Frames menu will appear. Some fields will automatically populate with information from the original order as applicable. Other fields, such as Supplier Invoice Number, Redo Type, and Redo Reason will require manual entry. If an adjustment will be made to the prescription for this new order, click "Show Rx" to view/edit prescription values. Scroll down to review all fields, then click "Save & Continue" to proceed:
The Select Lenses menu will appear, with fields automatically populated with information from the original order as applicable. Scroll down to review all fields, and click "Save & Continue" when ready to proceed:
The Add-Ons & Warranty menu will appear, with fields automatically populated with information from the original order as applicable. Scroll down to review all fields, and click "Save & Complete Order" when ready to proceed:
Assign the Redo Order to a New Invoice
Click "New Invoice":
A new invoice will appear, with the new redo order line items displayed. Redo reasons are configured in the settings portion of your Vision(X) site, and can be associated with an automatic discount percentage. In this example, the redo reason renders all order costs automatically discounted to zero. If the redo reason is not already configured to calculate a discount automatically, discount can be manually applied by clicking "+Add Discount." Users can also review the new invoice against the original invoice as necessary to ensure the product orders match. When ready, click "Post Invoice":
Success!
The new order is now displayed in the patient's orders list, with "Redo" indicated in the Order ID. This is now a new "Initial Order", click the Order ID when ready for further processing:
