SmartFlow - Setup - Contact Lenses

Contact Lenses need to be associated to SmartFlow within the Inventory module. This can be accomplished by updating your existing products or by importing the products that are used within your practice. If you have added products manually in the past, you can import the identical product and deactivate the manually added product. If you deactivate a manually added product and import the identical product, when running reports, there will be line-items from your original product and line-items from your newly imported product listed separately within the report.

• Imported products:
  • Are automatically associated to SmartFlow.
  • Automatically include product details such as Lens Type, Manufacturer, Model, and SmartFlow ID.

Instructions

Import

1. Access Inventory > Products.
2. Hover your cursor over the + icon.
3. Select Import Products.
4. In the Category field, select Contact Lenses.
   • Input Manufacturer and additional search information in any of the fields.
5. Click 'Search.'
6. Click the checkbox beside the lenses you would like to import, or, click the checkbox
   at the top of the column to include all lenses in the current view of the grid.
   • Note: Discontinued products cannot be associated to SmartFlow.
   • It might be helpful to expand the number of contact lenses that display in the grid
     by changing the number in the Show dropdown menu.
7. Click 'Import.' A banner message displays that indicates the contact lenses have
   been successfully imported.
8. Repeat steps 4-7 for all contact lenses used by your practice.
9. Click 'Back to Products.' Note: The newly imported products are listed at the top
   of the Dashboard grid.
10. Open each contact lens product; update the pricing and any other information pertinent
    to your location.
11. If you have imported contact lenses, deactivate any matching products that have previously
    been added to your catalog.

Update Existing Contact Lenses

1. Access Inventory > Products.
2. Search for and open a contact lens.
3. Select a Manufacturer that is associated to SmartFlow from the dropdown menu.
4. Type the product description into the SmartFlow ID field. As you type, a list of options displays the products that match the product description, select the product from the list.
5. Click 'Save.'