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BJs Uprise Knowledge Base
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How to Add the $25 Tracing Fee when Selling a Patient Owned Frame
How to Add the $25 Tracing Fee when Selling a Patient Owned Frame
1. Create the order and select "Patient's Own"
2. Once you have posted the order to the Invoice > Click "Misc Item" at the bottom of the Invoice
3. Click the dropdown on the new line where it says "Select Item"
4. Select "Patient Owned Frame"
The $25 tracing fee is now added.
5. Once complete, click Pay to complete Order
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Topics
Returns, Remakes and Cancellations
9
Make a Return and Issue a Patient Refund
Remake or Recreate an Order Using "Import Previous Order"
Remake or Recreate an Order using a Write-Off
How to Create a Lens Only Remake using a Write-Off
Cancel Order that is not Submitted
How to Create a Frame Only Replacement using a Write-Off
How to Process a Warranty Claim for a Complete Pair of Glasses
How to Process a Warranty Claim for Lenses Only
How to Process a Warranty Claim for Frames Only
Other Rx Order Flows
9
How to Review Order Status
How to Create an Rx Order using patient's own frames
How to Create a Balanced Lens
How to Correct an Order Created at the Wrong Location AND How to Move a Patient to a Different Location
How do I Add a Patient's Own Frame to an Rx Order?
Frame Only order - fulfilled from Club Inventory (Spot Buys)
Frame Only Order - fulfilled by the Lab
How to Order Two different lens types
How to Add or Decline the BJ's Protection Plan on an Optical Invoice
Other Invoice Flows
5
How to Apply a Split Payment
Manually Adding an After Post Discount
Save Rx Order as a Quote and Post to Invoice at a Later Time
How to Void a Payment or Write-Off
How to Add the $25 Tracing Fee when Selling a Patient Owned Frame
Last Updated
Apr 20, 2020
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