Return an Optical Order

The following instructions are to return an optical order.

Instructions

1. Open the optical order that is being returned. This can be accomplished by either:
   • Patients > search for and open the patient > Orders - Optical > open the order.
   • Orders > Advanced Search > search for and open the order.
2. Click 'Return.' Note: If the frame was pulled from your practice's physical inventory, the system will add it back into the inventory count.
3. Access the insurance invoice associated to the order.
   1. Change the invoice status to "Active" and "Pending."
   2. Access the line items that have associated Adjustments and/or Transfers and remove them from the invoice. 
   3. Click 'Save.' Note: The insurance invoice should now reflect a $0.00 balance.
4. Access the patient's invoice associated to the order. 
   1. Remove any charges reflected on the invoice. If the patient has previously paid their invoice, a credit displays in the amount paid. 
   2. If a credit has been created on the patient's invoice, you can either:
      1. Grant the credit to the patient's account.
      2. Issue a refund to the patient.