Prescription orders are typically eligible for return or redo within a set period of time from date of purchase. A warranty is frequently sold to cover the cost of replicating the same order for an additional period of time should a replacement be required after the expiration of the initial redo window. This tutorial will explain how to process an order re-creation request for a previously purchased order that is still covered by valid warranty in your Vision(X) site.
Select a Patient and Review Original Order/Invoice Details
Select a patient from the Patients tab, then identify the correct order for replication from their Order History list. All components including frames, lenses/material costs, and add-ons will need to be re-selected for the new order, so it is helpful to copy details from the original order for easy reference:
Reviewing the original invoice will allow users to confirm that a warranty was sold at time of initial purchase, as well as the total cost of the original, which will be matched by the new remake order:
Create a New Order
Because this is not a "redo" of a previous order, a new replacement order must be created manually. Return to the patient's profile summary and click "New Order":
A new order will appear threaded to the patient's profile. Select the same prescription and type of order (frames only, contact lens, or eyeglasses) as used in the original order, then click "Begin Order":
Configure frames using the same information as the original order. When ready, click "Save & Continue":
Select lenses using the same information as the original order. When ready, click "Save & Continue":
Select add-ons using the same information as the original order. When ready, click "Save & Complete Order":
Assign New Order to Invoice, Assign Copay, & Discount Cost
To further process the new order, it must first be sold on an invoice. Click "New Invoice" to assign the order:
The total cost of the replacement order will display on the new invoice. Because this is warranty remake, the patient is not responsible for the new order's costs. Click "+ Add Discount", then discount the order line items to zero:
A warranted remake still requires a patient copay, which can be added by clicking "+ Add Miscellaneous Item." Add the copay value to the Usual/Cust Fee field as necessary, which should be the only remaining cost to the patient:
Collect Patient Payment & Post Invoice
Review patient totals, and when ready, click "Collect Patient Pay" to collect payment and post the invoice:
Success!
The new order is now displayed in the patient's orders list in "Initial Order" status. Click the Order ID when ready for to submit the order:
