Eyeglass Order With a Frame Restyle

The following instructions are to process a frame remake on an eyeglass order.

Instructions

Frame Change

1. Access the eyeglass order.
2. Click 'Remake.'
3. In the Remake Order modal, select the reason from the dropdown menu.
4. Click 'Save.'
5. Access the Frame tab.
6. Click 'Clear.'
7. Click '+add.' 
8. In the Select Product Item modal, select the new frame.
9. Click 'Save.'
10. Click 'Approve.'

Billing

1. Access the Billing tab. Note: The charges are automatically assigned as non-billable.
2. Frame charges:
   • Private Pay: 
     1. Access the original patient invoice.
     2. Update status to Pending.
     3. Remove the original frame by clicking the red minus icon.
     4. Click 'Close.'
     5. Assign the new frame to the invoice.
     6. Assign the old frame as non-billable. Note: The pricing difference is reflected in the remaining balance.
   • Insurance: 
     1. Access the patient invoice and the insurance invoice and update the status of both invoices to Active and Pending.
        • Remove the original frame and reassign the new frame to the insurance invoice. Transfer the appropriate out of pocket to the existing patient invoice. OR,
        • Assign the new frame to a new patient invoice and discount the frame with "insurance payment already applied to original frame.
3. Authorize all associated invoices and post payment or grand credit to patient, if needed.
4. Advance order status as appropriate.

Additional 

• What is the difference between a Change Order and a Remake Order?