Remake or Recreate an Order using a Write-Off
1. From the Patient tab > Click Rx Order
2. Click Eyeglasses
3. Click Import Rx
4. Make necessary changes as needed and RE-ADD the Lens Products
5. Choose "Patient's Own Frame" if remake is lens only
The Source will always need to be re-entered.
In the Special instructions, you will reference the original Supplier Order (i.e. SO5000026589) number and notify the lab that this is a Remake/Redo.
6. Click Post to Invoice
7. Click Post to New Invoice
Apply an Invoice Write-off
8. Click Post
9. Click No
10. Now the Write-off button appears > Click Write-Off
11. Click all Checkboxes to select all order items
12. Add the write-off amount to the Patient Write-off column > Enter amount paid by customer on original invoice to the appropriate items
13. Select a "RMK..." reason for the write-off > Use appropriate write off reason code
For more information on Reasons, treference the Remake/Write Off Reason code quick reference posted on Connect.
14. Click Save
15. Click Close on the Invoice
16. From the Patient Summary tab > Click the Rx Order to Open
17. Once the Order opens > Click Submit
