Track Patients With Multiple Eyeglasses

Patients that have ordered multiple pairs of eyeglasses can be tracked using two different processes. We recommend using only one of the instructions below for office consistency. 

Instructions

Add Discount Reason

1. Access Admin > Data Configuration > Balance Writeoff Reasons.
2. Click the + icon.
3. Enter a reason into the Name field (e.g. Multiple Eyeglasses).
4. Click 'Save.'
5. Access Reports > Accounting > Sales.
6. In the Report Type field, select "Adjustments by Type."
7. Complete the remaining fields.
8. Click 'Search.'
9. In the results grid, click on the line items to drill-down to the report details.

Add Comments

1. Access Orders:
   • Start a new order or open an existing order.
2. Input text into the Comments section. It is important that the comments entered are consistent (e.g. multiple pairs). 
3. Access Reports > Optical Orders > Optical Order Search.
4. Click the + icon.
5. Select Add Report.
6. Input text into the Name field, (e.g. Patients with multiple eyeglasses).
7. Drag and drop data options from the "Available Fields" to the Search Criteria, Results Fields, and Sort Fields sections. See Example
8. Click 'Save.'
9. Locate the report within the reports list and click the icon for 'Run Report.'