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BJs Uprise Knowledge Base
BJs Uprise Knowledge Base
Standard Uprise Workflow
Enter Patient Information
Create a New Patient
Create a New Patient
1. Click Patients Tab > Click Create New Patient
2. Enter required Demographics
3. Enter Patient Address
4. Enter Communication Method(s)
Note: The patient's preferred communication method will be based on the first entry.
4.1. Click Add to enter an Email address
5. When information is complete > Click Save (upper right corner)
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How to Change Your Password
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How to Add/Edit/Delete Notes to a Patient Record
Topics
Login to Uprise
2
Log in to Uprise with Your Username and Password
How to Change Your Password
Enter Patient Information
3
Create a New Patient
How to Add/Edit/Delete Notes to a Patient Record
How to Upload External Documents into the Patient Record
Basic Workflow
7
Creating an Eyeglass Rx Order
Posting an Rx Order to an Invoice, Taking Payment, Submitting Order
Creating a Standard Contact Lens Rx Order
Receive Either a Single Job or a Batch of Jobs
Dispensing an Order
Apply Discount to an Invoice
How to Process Multiple Rx Orders
Schedule an Appointment (Only for Clubs with Optometrist or Telemedicine Clubs)
6
Scheduling Appointments from the Patients or Scheduler tabs
How to use the Drag function to change the Appointment Time and Date
How do I Change an Appointment Status?
Setting Office Hours and Availability
How to Find the Availability for an Appointment based on Certain Criteria
How do I Modify Office Hours for Just a Day?
Last Updated
Jan 14, 2021
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