Track a Parts Order for Eyeglass Frames

Currently there are no order options for replacement parts such as a temple replacement. It is not required to create an order for frame components, but if you wish to have a way to track those types of orders in RevolutionEHR, a suggested option is to use the Frame Only order.

Instructions

1. Create a new Frame Only order.
2. Complete all appropriate fields.
3. In the Additional Information section, in the Comments field, indicate this is a parts only order.
4. Access Frame Information and select Patient as the source. This will prevent the order from generating a billable item for the entire frame and will allow for custom data entry on the frame information.
5. In the Frame Product Selection section, click 'Add Patient Frame.'
6. In the Add Patient Owned Frame modal, complete the Manufacturer field.
7. Click 'Save' in the modal.
8. Click 'Save' in the order.
9. Click 'Approve.'
10. Access Billing.
11. Click 'Create Invoice.'
12. Select the appropriate payer.
13. Click on the invoice number to access the invoice previously created.
14. Click the ellipsis icon.
15. Select 'Add Adhoc.'
    • If the part resides within your product catalog, use the Add button, however, having parts configured in your product catalog is not considered the norm.
16. In the Add Adhoc Item modal, complete the required fields.
17. Click 'Save.'
18. Authorize and Receive Payment to finalize the transaction.