Knowledgebase
(100)Calendar
(64)Cloud Access Support
(3)Customizer
(5)E-Prescribe
(12)Email
(183)Exam
(6)General
(22)Global Portal
(172)Insurance
(28)Interfaces and Integrations
(151)Inventory
(23)Letters
(74)Meaningful Use
(173)Orders
(18)Patient Communications
(19)Patient Portal
(78)Patients
(5)Printing & Scanning
(47)Release Notes
(32)Reports
(43)Sales FAQ
(92)Setup
(5)Time Clock
(40)Users (Employees, Physicians, Providers)
(7)v10 and Earlier Archive
(104)Videos
(50)Webinars
Yes. If the patient is picking up their order then you would click on
the Delivery module found on the tool bar of MVE.
Search for the patient and the order they are picking up. If they owe
a balanc...
No. You can only use one Marketing Code per Order.
Please see attached the documentation for the Delete Batch Payments
feature
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. ...
If you run into any problems when trying to allocate a payment to an
order, follow the directions below:
1. From the Order Items Allocation grid, click on the "+" sign to
expand the order you are ap...
1. Go to _File > Reports > Order > Aged Receivables_.
2. Enter search criteria in the _Criteria_ tab.
Note: You may search by the insurance on the order, the order status,
and/or the order date ra...
TO RETRIEVE PAYMENT INFORMATION:
* Go to _File > Reports > Audit_
* Select PAYMENTS in the dropdown menu for the _Table_ field
* Click the SEARCH button
* From the _Preview_ tab, click the SA...
1. Go to File > Setup > Categories and search for payment methods.
2. Click the Add button and add a manager discount payment method.
3. You will then need to check the box in the manager dis...
1. Go to _File > Batch > Receipts/Statements._
2. Enter your search criteria (preferably via start/end date).
3. Click the SEARCH button.
4. Available balance statements will appear in the listi...
1. Go to _File > Reports > Order > Order Charges & Payments_.
2. Enter in your date range and click SEARCH.
3. Click the ADV. FILTER button to the right.
4. Select from the drop-downs the items ...
YOU MUST HAVE AN XCHARGE ACCOUNT FOR YOUR PATIENTS TO USE THIS
FUNCTIONALITY.
In order to pay for their orders, tell your patients to do the
following:
* From the home screen of the Patient Port...
Once the order has been closed and locked you should not go back and
edit it. You need to return and reenter the order using the After
Sales module. Add the insurance to the new order. If the patient ...
1. Additional copays can be added to an order by first clicking on the
MORE button located near the bottom of the Quick Order screen.
2. A window will open. Check the appropriate box that correspond...
This process involves two major steps:
Step 1: Add the tax rate
* Go to _File > Setup > Tax_.
* Select the ADD button and enter the description and the rate
amount of the tax.
* SAVE and CL...
A payment posted through Batch Payments can be deleted from the order
itself
1. Access the order from the Batch Payments grid by double clicking on
the record and clicking on the OPEN ORDER button
...
Batch payments once created cannot be deleted from the software. To
modify a batch payment you will be required to go into each individual
order in the batch and modify the payment at the order level....
1. From any of the Orders you want to link, select the PAYMENTS button
at the bottom right.
2. Once the Payments window comes up, you can select the ADD ORDERS
button to link the previous order you ...
1. Go to the Patient profile.
2. Go to the _History_ tab.
3. Select the appropriate order and double-click it (the Quick Order
will open).
4. Select the PAYMENTS button (the payment details wind...
The Batch Payments feature can be used to faciliate Insurance
Payments.
1. File > Batch > Payments
2. use the criteria on the left hand side to search for the orders to
apply the payment to
a. C...
1. Open the order.
2. Highlight the item being returned and click on the Return button
(repeat for additional items).
3. Click the PAYMENTS button.
4. Select REFUND radial.
5. Select METHOD.
...
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...
Click Here
[http://support.myvisionexpress.com/kayako_images/orders/credit/applyingcredittoanorder.pdf]
to Download & Print Document
Step 1 - Identify Orders
* Navigate to Patient History Tab
...
1. In the Order, double-click on the frame. Here you will see options
to modify the frame.
2. Click on the checkbox that says _Transfer frame overage to V2025_.
This article outline steps on how to add a payment to a full detail
order and/or Quick Order.
Steps in Full Detail Order
1. Open order by either going to History in the Patients profile or
b...
This article outline steps on how to issue a credit balance as a
refund to patient
Steps in Full Detail Order
1. Open order by either going to History in the Patients profile or by
clicking the ...
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...
This article outlines steps on how to make modifications to a
payment on an order.
Steps in Quick Order
1. Open Quick Order and search for order to modify.
2. Click on the MORE PAYMENTS butto...
1. Click _File > Inventory > Lens Treatment_.
2. Double click on the A/R Coating.
3. Move the bottom scroll bar to the side to view the _Tax_ field then
hit the drop down arrow and chose from the ...
To integrate X-Charge with My Vision Express, the customer must first
request that X-Charge send the Global Payment configuration file to
webhosted@myvisionexpress.com. Once this file is recieved, the...
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...
See the attached PDF for how to post insurance payments using the
Batch Payments feature.
The DELETE ORDER button has been changed to REMOVE ORDER FROM LIST.
This change was made to avoid confusion, however, the functionality of
the button will remain the same.
This is happening based on the search criteria you are specifying.
1.) Go to File > Batch > Payments
2.) In the search criteria (the left side of the screen): if you tick
the _Insurance Balance_ c...
Those notes can be seen on the Order, in the _Charges_ section (if you
scroll right). The note you are leaving is attached to the item you
are leaving the note for, i.e. "Frame benefits denied because...
Manager discount is a payment / write-off and as such should not be
used frequently. If you want to discount an order you should do so by
applying a marketing code or using the discount button on the ...
If a payment is applied to more than one order, checkout will display
the record as such:
In the "Checkout Payments" window, the first line will display the
Payment Record showing the Total Payment ...
Yes, the Delivery module will alert you if the Order has a patient
balance. When you search for the order, a warning will appear letting
you know there is a balance.
To apply a payment, select the Y...
Please open the attached document for instructions on how to process
payments using the X-Charge/XpressLink Interface. These instructions
are for processing EMV Card and non-EMV Card transactions.
Issue: Whenever a customer swipes a credit card using the X-Charge
integration in MVE Cloud the payment window does not display the card
information.
Resolution: You must update Windows RDP Protocol...
Copyright © 2015 Insight Software, LLC | My Vision Express