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Knowledgebase : Orders > Quick Order
This can be resolved by going to: * _File > Setup > Categories_ * Select _Spectacle Lens Style_ * On the right you will see a list of all your lens styles * Click on the appropriate lens st...
1. For a prism grid to work properly and add the appropriate charge, you must first add a lens treatment (_File > Inventory > Lens Treatments_) with the V2715 procedure code (PRISM, PER LENS) attached...
An order should have only 1 frame and cannot be modified. If the patient is ordering another set of frames/sunglasess, create a frame only order. To create a frame only order, please follow these inst...
Yes. You can still change the source of inventory for the frame you are using in the 'Frame' section of the Order. Under the _Source_ field there is a drop-down menu available to change your selection...
Yes. 1. Click the down arrow by the Order Main Menu option. 2. Choose Checkout and then click the Add Orders button. 3. Once you add all the orders click Add payment.
Yes. This is available in Version 2014, build 150406. This feature is activated by setting the _Order Status_ to 'Delivered'. Once the _Order Status_ is changed to 'Delivered', saved, then closed,...
This video will show you how to enter in an order than contains services only. For more detailed information regarding the Orders Module: * Help File: http://www.myvisionexpress.com/help/2014/...
You can quickly access a patient's order history without having to leaving the order screen. Along the top of the order screen, where the patient information is located, there is a _History_ field. ...
In the Quick Order screen, select the DETAILS button at the top of the screen.
If a patient has another Rx posted under the _Vision Rx_ tab and you want to change the Rx in the Quick Order module, it is possible to do so. 1. Click on the PRESCRIPTIONS button in the Quick Order...
1. Click the CHECK OUT icon in the Toolbar. 2. Click inside the _UPC_ field on the Check Out screen, and scan the frame UPC. 3. You will see the item you scanned in the Check Out screen and an order...
1. Create the first order following the normal process of order creation. 2. Once that order is created, click the NEW SAME button on the bottom right of the Order screen. 3. A new order will open t...
TO RETRIEVE GENERAL ORDER INFORMATION: * Go to _File > Reports > Audit_ * Select ORDERS in the dropdown menu for the _Table_ field * Click the SEARCH button * From the _Preview_ tab, click th...
To save a label printer for individual workstations, you must first check the Printer Settings in the Company Setup window: * Go to _File > Setup > Company_ * Click the _System_ tab * In the O...
An 'Interaction Alert' can have an Expiry date set so that it does not continue to pop-up once the expiration date has passed. * Click the _Interactions_ tab (available in the Patient Profile, Exa...
1. Go to _File > Setup > Categories_. 2. Find the Category titled 'Order Notes' and select it. 3. Here you can choose to add, delete or edit existing Order Notes. Note: You can also choose to ma...
The process outlined below will automatically add Drilled Rimless and Grooved Rimless charges to an order based on the type of frame used. 1. Verify you have the charges setup in your lens treatment...
1. Open the order from either the Patient Profile or Quick Order. 2. Navigate to the Order Status drop-down and select _Quote_. 3. Click on SAVE button on the bottom right. 4. Items on the order...
This article outlines steps on how to change the date of a Quick Order. NOTE: Any changes made to the dates on an order will affect the reports. 1. Open Quick Order by pressing the button on the...
It is recommend that if you have time to create the PO for the frame you need to order at the time that you are in the actual order. 1. At the Order, make sure that under Source you have selected Or...
This article outlines steps on how to create an order from the Vision Rx Tab. 1. Go to Patient Module by pressing the Patient button on the toolbar, clicking _FILE > PATIENT_ or shortcut [Ctrl+P] ...
1. Open the patient's profile and go to the _Vision Rx_ tab. 2. Select from three options on the side: Spectacle Lens, Soft Contacts, or Hard Contacts. 3. Fill out the necessary fields in the Rx w...
This article outlines steps on how to create orders from exams module. 1. Go to the Exam module by pressing the EXAM icon on the toolbar, or by clicking _FILE > EXAM_ 2. Search and open an exist...
Go to _File > Setup > Categories > Spectacle Lens Prescription Type_. Tick off the default checkbox for the order type you would like to default.
1. Go to _File > Setup > Company_. 2. Under the _Location_ tab, select the radio button labeled "Plus (+)." 3. Make sure to save your changes. 4. You will be prompted to exit the program for the...
1. Go to _File > Setup > Company_ 2. Click the _System_ tab 3. In the 'Other Settings' section, locate the SYSTEM category 4. Click the + next to 'Printing Preferences' to expand the options 5...
1. Go to File > Setup > Categories 2. Search for SPECTACLE LENS PRESCRIPTION TYPE in the Category Group Column 3. Click to Highlight and view Category items on the right 4. Select Default box fo...
This article outline steps on how to delete an order from the patient profile 1. Go to Patient Module by pressing the PATIENT button on the toolbar, Click _File > Patient_ or shortcut [Ctrl+P] fro...
1. First make sure your computer has the appropriate driver installed on it. The driver must correspond to the fax or the all-in-one device. 2. If everything is set, proceed to the order. In the Qui...
From within the Order module: 1. Click the EXAM button located to the right of the "Charges" section 2. From the _Import Exam Charges & Diagnosis_ window, select the date of the exam for the charg...
This article outlines how to manually create an order for exam charges without an exam that was created in the EMR 1. Select your patient (_Orders > PATIENT button > Search Patient_ window). 2. In...
In the order screen, use the _'Search Order'_ field to enter the order number and click the SEARCH button right next to it.
1. Click on the ORDER button on the task bar. 2. Type in the look up patient order criteria. 3. Click on the SEARCH button. 4. Select the desired order by double-clicking on it. 5. When the In...
This article outlines steps on how to print lab copy only. Print Lab Copy from Quick Order 1. Open Quick Order by pressing the button on the toolbar, click _File > Quick Order_ or press [Ctrl+Q]...
The easiest way to set an order status to 'Delivered' will be to use our Delivery module. It will access the order without having to open it. The toolbar along the top shows you the various modules ...
You can indicate that the job is a "rush order" in the MORE button within the Order module. Look for the _Rush Order_ checkbox. Click it and close the window.
Go to File/ Setup/ Configurations In the Search Field type SPECTACLE Look for SPECTACLE LENS PRESCRIPTION TYPE Add, Modify & Uncheck the Types of orders that you do not use in your office. Sel...
If you no longer want to be alerted about consents missing: 1. Go to _File > Letters_ 2. Click the _Letters_ tab 3. Click the UNLOCK button 4. Under the _Consent Type_ column, remove any conse...
1. Go to the Order Main Menu option. 2. Click 'Order'. 3. The Quick Order window is displayed. 4. Click on the PATIENT button at the far right hand side of the window. 5. Use the pop-up window...
1) Tick the box next to the tint type you would like to add to the order 2) A modify lens box will appear 3) Select the Tint color from the Tint Color drop down at the bottom of the window ...
1. First make sure the 'Ghost Script PDF Printer' is installed on the computer you send the e-receipt from. 2. Go to the Quick Order module, click the SEARCH button and select or search for the desi...
This article outline steps on how to send an item to the lab in the Quick Order. Steps in Quick Order 1. Open an order in the Quick Order screen by pressing the button on the toolbar, click _Fil...
This article provides information on how to switch the assigned patient on an order in My Vision Express. In My Vision Express, you have the ability to change the assigned patient on either a qui...
Purpose This article will give you a step-by-step guide on how to assign insurance charges manually to either an existing order or a new order from the Quick Order screen. NOTE - Be sure the in...
Please check/verify the following: 1. Please make sure that the patient has a valid email address. 2. Please make sure that there is an NPI for the physician that is on the order. (_File > Setup >...
If you simply free-type the frame specifications into the Order, it will not carry over to your Inventory Catalog. You can however, click on the ELLIPSIS button next to the UPC field in the frame sect...
Yes. Using the checkout screen, you can find it in the orders icon on the toolbar. Click on the small arrow next to it, and when it drops down select checkout. From the checkout screen you will cli...
Yes. Whenever you see an equal sign in the Rx window, press it to set OD equal to OS. This is great for OU prescriptions.
Go to Tools Maintenance Device Settings Click on the PIN Pad Device. Cycle through the ports till the Pin pad is activated
Purpose This article will provide you with the steps necessary to address the error (see image below) that appears when attempting to submit an order when the contact lens name is misspelled in the ...
PURCHASE ORDER SHORTCUT In addition to the shortcut in the More button section of an order, there is now a Create PO button in the 'Order Frame' window. This window is only available when the Frame ...
This article outlines the steps to manually add AR Coating Copay for VSP Interface orders Due to some recent changes to the Eyefinity Interface the AR Coating copay when listed as "Covered with...
THE TO DO BUTTON IN THE ORDER MODULE The To Do button in the 'More' section of the Order module is used to open an employee message with the Order number and Patient number already linked. It is als...
This means you have not attached the Insurance to the patient's profile. 1. You can do that without leaving the Order, by clicking the DETAILS_ _button at the top-right corner of the screen. Note:...
1. Go to _File > Setup > Company_. 2. Click the _Location_ tab. 3. Verify the the 'Cylinder (Spectacle lens Order)' setting. You have three options here: * _'Plus (+)'_: if you enter a prescri...
You can do this at Order level. There is a field under the PD section labeled _Lab Inst_. In that field you can free type your instructions, or you can setup a multi-pick list to choose instructions f...
The tax screen, located under _File > Setup > Tax_, allows you to record and utilize different types of taxes, including their description and rate. You can specify up to two tax types for each invent...
1. Navigate to _File > Setup > Categories_. 2. Select the "ORDER STATUS"category group. 3. Add, remove, and resort the statuses as needed. 4. Click Save on the main task bar and restart MVE.
The 'Notes' need to be entered in the _Plan_ section within the _Detailed_ sub-tab; this will carry the information over to the _Notes_ field on the Order. Note: This is regardless of whether you pe...
When you have contact lenses that don't display, this can be due to not having the contact lens configurations entered correctly. To verify, go to _File > Inventory > Contact Lens_. Double-click a c...
The reason for this is because there is no Marketing Code selected. You need to create a marketing option for a Contact Lens Quantity discount. To do so, go to _File > Setup > Marketing > Marketing_...
There are 2 reasons why the fee schedule might not apply. Please check your system for the following scenarios: 1. Go to _File > Setup > Insurance > Insurance Companies_. Look for the check box stat...
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