Difference between revisions of "Creating a Spectacles Dispense"

From Optisoft
Jump to: navigation, search
(Sundries Fees & Vouchers Tab)
 
(9 intermediate revisions by the same user not shown)
Line 2: Line 2:
 
= Creating a Dispense =
 
= Creating a Dispense =
 
In order to create a dispense you need to work your way through the tabs at the top of the Spectacles Dispensing screen.
 
In order to create a dispense you need to work your way through the tabs at the top of the Spectacles Dispensing screen.
 +
 +
At any point throughout the dispense, you can save and come out of the dispensing module by clicking the Back button in the toolbar. Provided all mandatory information is present, this will auto save your dispense and place it on the Status 'On Hold'.
 +
 +
Dispenses that have a Status of 'On Hold' can be edited at any time.
  
 
==Dispense Rx Tab==
 
==Dispense Rx Tab==
 +
On the Dispense Rx Tab you can specify the Rx that will be used with your dispense.
 +
 +
<center>[[image:SpectaclesDispenseRx.png|border|700px|Spectacles Module]]</center>
 +
 
First of all, you need to configure the following fields:
 
First of all, you need to configure the following fields:
 
*Date - This is the date you created your dispense. By default, this field will be set to Today's date.
 
*Date - This is the date you created your dispense. By default, this field will be set to Today's date.
Line 20: Line 28:
 
==Dispense Tab==
 
==Dispense Tab==
 
On the Dispense tab you can select the Frame, Lenses and any Lens Extras required for your dispense. All the fields on the Dispense tab can be populated by either using the drop down menus, or by free typing the relevant information.
 
On the Dispense tab you can select the Frame, Lenses and any Lens Extras required for your dispense. All the fields on the Dispense tab can be populated by either using the drop down menus, or by free typing the relevant information.
 +
 +
<center>[[image:SpectaclesDispense.png|border|700px|Spectacles Module]]</center>
  
 
For the Frame, simply enter or select the Supplier, Frame Name, Size and Option (for Frames, this will be the colour)
 
For the Frame, simply enter or select the Supplier, Frame Name, Size and Option (for Frames, this will be the colour)
Line 39: Line 49:
 
On the Measurements tab, you can specify any additional measurements required for your dispense. Depending on the Vision Type you have selected on the Dispense Rx tab, some fields may not be visible.
 
On the Measurements tab, you can specify any additional measurements required for your dispense. Depending on the Vision Type you have selected on the Dispense Rx tab, some fields may not be visible.
  
As before, most fields can be populated by choosing a value from the drop down menus, or manually typed.
+
<center>[[image:SpectaclesMeasurments.png|border|700px|Spectacles Module]]</center>
 +
 
 +
As before, most fields can be populated by choosing a value from the drop down menus, or free typed.
  
 
==Sundries Fees & Vouchers Tab==
 
==Sundries Fees & Vouchers Tab==
 
The Sundries Fees & Vouchers tab, allows you to select any additional products or vouchers required for your dispense.
 
The Sundries Fees & Vouchers tab, allows you to select any additional products or vouchers required for your dispense.
 +
 +
<center>[[image:SpectaclesSFV.png|border|700px|Spectacles Module]]</center>
  
 
Similar to Lens Extras, you can click on the '+' symbol on the right hand side of the screen, to add a product to each section.
 
Similar to Lens Extras, you can click on the '+' symbol on the right hand side of the screen, to add a product to each section.
  
Similar to the Dispense tab, products can either be selected from the drop down list, or free typed, with the exception of Vouchers. Vouchers are taken from the Cash module and can be configured there.
+
Similar to the Dispense tab, products can either be selected from the drop down list, or free typed, with the exception of Vouchers.  
 +
 
 +
Vouchers are taken from the Cash module and can be configured there. The combined value of the Vouchers section is taken away from the dispense total.
 +
 
 +
 
 +
[[Spectacles|Back]]
 +
 
 +
[[Optisoft.NET Help|Home]]

Latest revision as of 16:17, 6 March 2023

Creating a Dispense

In order to create a dispense you need to work your way through the tabs at the top of the Spectacles Dispensing screen.

At any point throughout the dispense, you can save and come out of the dispensing module by clicking the Back button in the toolbar. Provided all mandatory information is present, this will auto save your dispense and place it on the Status 'On Hold'.

Dispenses that have a Status of 'On Hold' can be edited at any time.

Dispense Rx Tab

On the Dispense Rx Tab you can specify the Rx that will be used with your dispense.

Spectacles Module

First of all, you need to configure the following fields:

  • Date - This is the date you created your dispense. By default, this field will be set to Today's date.
  • Rx - For all dispenses that contains Lenses you will be required to specify a dispensing Rx. Given Rx's can be picked up from the Patient Record and used as a Dispensing Rx by selecting them from this drop down. If there are no lenses on this dispense, select the 'Frame Only Dispense' option.
  • DO - Here you can specify the Dispensing Optician.
  • Tray - Should you use a Tray system to track you're orders, you can add the tray number in this field.
  • Due Date - Here you can select the expected Due Date of the dispense.

After you have selected the above fields you will then need to select the Vision Type. This will dictate the available fields for the rest of the dispense.

After you have selected the Vision Type you will be able to see the Dispense Rx. It is important to remember the following:

  • The values on the dispense Rx can be changed if required.
  • The dispense Rx exists only on this dispense and is not saved back to the Patient Record.
  • Different Vision Types can be selected in different eyes, by first of all selecting the 'Separate Eyes' button in the toolbar.

Dispense Tab

On the Dispense tab you can select the Frame, Lenses and any Lens Extras required for your dispense. All the fields on the Dispense tab can be populated by either using the drop down menus, or by free typing the relevant information.

Spectacles Module

For the Frame, simply enter or select the Supplier, Frame Name, Size and Option (for Frames, this will be the colour)

For Lenses, simply enter or select the Supplier, Lens Name, Size and Option (for Lenses, this can be the coating or other dispensing service). The Left lens is automatically locked to the Right lens, however, you can use the 'Separate Eyes' button in the toolbar to select a different lens in the Left Eye, if necessary.

Lens Extras can be one of 5 different types of product:

  • Tints
  • Coats
  • Glazing
  • Prism
  • Custom

To add a Lens Extra to the dispense, click on the '+' symbol to the right of the screen.

You can have as many Lens Extras on a dispense as required.

Measurements Tab

On the Measurements tab, you can specify any additional measurements required for your dispense. Depending on the Vision Type you have selected on the Dispense Rx tab, some fields may not be visible.

Spectacles Module

As before, most fields can be populated by choosing a value from the drop down menus, or free typed.

Sundries Fees & Vouchers Tab

The Sundries Fees & Vouchers tab, allows you to select any additional products or vouchers required for your dispense.

Spectacles Module

Similar to Lens Extras, you can click on the '+' symbol on the right hand side of the screen, to add a product to each section.

Similar to the Dispense tab, products can either be selected from the drop down list, or free typed, with the exception of Vouchers.

Vouchers are taken from the Cash module and can be configured there. The combined value of the Vouchers section is taken away from the dispense total.


Back

Home