• To create a Quick Order:
1. Follow the menu item sequence … File | Order | Quick Order or click Quick Order from menu toolbar.
2. Now in the Quick Order Screen you can enter the patient’s information. If it is an existing patient click the Patient Button and search and select the desired patient. If you would like to update the patient’s information click the Details Button after having selected the patient.
3. If any modifications were made to the patient’s record click the Refresh Button to update the modifications on the Quick Order Screen.
4. If you would like to use one of the patient’s prescriptions on record for the order click the Prescriptions Button and select the desired prescription. The corresponding information about the prescription will be automatically populated in the Quick Order Screen, or enter prescription information in the Order Section.
5. Below the prescription information enter the frame information or select it from inventory using the Inventory Button (…). In the Select Inventory Screen search for the desired frame and double-click the record.
6. If any adding any Lens Treatment select the appropriate one from the Lens Treatment Section. The selected Len Treatments will automatically be added to the order using its retail price.
7. To add any items from the Other Inventory click the Add Button and select the desired item.
8. To modify a charge select the charge and double click on it or click the Modify Button.
9. To delete a charge select the desired charge and click the Delete Button.
10. To discount the entire order with a percentage/amount discount click the Discount Button then specify the discount. If you wish to discount a particular charge double click that charge then edit the Discount Fields accordingly.
11. To remove a charge and return the item to inventory click the Return Button.
12. To add a payment to the order select the payment type from the Payment drop-down list, specify the amount then press the Enter Key. To add multiple payment click the More Payments Button, then click the Add Button, then enter the payment details. This allows you to take multiple payments of different types like partial cash, partial credit card.
13. Clicking the green Flag Button, allows you to view the cost, profit and commission made on the order.
14. You can also specify other order details utilizing the promise, tray number, remake reason, order status, and lab fields.
15. The Made/Ordered by Field below the Charges Section allows you to select who is making the order.
16. Fax Button lets you fax the Lab Order to the corresponding lab.
17. New Button brings up a new Quick Order Screen.
18. New same Patient Button brings up a new Quick Order Screen with the previous patient’s information.
19. Letters Button brings up the Print Letters Screen with the corresponding patient/order information available. See the help topic on Letters for more information on creating letters. Clicking Details automatically saves the order.
20. Search Button brings up the Search Order Screen where you can search for an existing order.
21. If the Dialog Box is checked then when the Print Button is clicked it opens the Print Dialog Screen that allows you to setup default settings for printing lab copies and receipts. If Dialog Box is unchecked it sends the print job to the default printer with default settings.
22. Print Button allows you to print a receipt for the order. Clicking Print automatically saves the order.
23. Save Button saves the order in the database.
24. Details Button brings up the Detailed Order version of order. Clicking Details automatically saves the order.
25. Cancel Button lets you not save the order changes and closes the screen.
See Also: