Order Entry Screen
The Order Entry Screen is made up of several sections. This document will look at each section and the components that comprise them.
General Information
Account # - This field is designated for the account number associated with the customer who placed the order. Customers and assigned account numbers are maintained in the Customer Database. This field can be useful for searching for a particular order.
Job Type – From the dropdown menu, select whether the job will be a full job, uncut no frame, or uncut with frame. This field can be useful for searching for a particular order within the Customer Service screen.
Patient – Patient name associated with the order. This field can be useful for searching for a particular order within the Customer Service screen.
Tray # - Depending on how your specific instance of RX Universe is configured; the tray number will either auto-populate or can be edited manually. This field can be useful for searching for a particular order within the Customer Service screen.
Order # - Also dependent on configuration, the order number will auto-populate. Character length can range from 4-8, depending on lab preference. This field can be useful for searching for a particular order within the Customer Service screen.
PO # - This field is not required, but can still be used at the discretion of the lab. In the past, some customers used this for third-party billing or safety contracts. This field can be useful for searching for a particular order within the Customer Service screen.
Release # - This field is not required. In the past, some customers required tracking of a release number for third-party billing, or safety contracts.
Ship To # - Typically this will default to the account “Bill To” address. There may be times a dropship or a different location may be requested. The option to browse Account Database and Ship To Database exists as well.
Date – Defaults to current date of entry.
Wanted – Can be modified if the account has requested by a specific date.
Hot Job – Toggle if this job needs to be rushed. An icon will populate in the Customer Service screen for all hot jobs. Once flagged, the word “*RUSH*” will appear on top of the standard PCL work ticket.
Print WT – Toggle to print work ticket. RX Universe can be configured to auto-print work tickets as well.
Print Invoice – Toggle to print the invoice for the specific job. Applicable if the Account Receivable module is activated.
When populated, the General Information area will look similar to the image below.
Select OPCs
Select by OPC – When toggled, the user will be able to scan, or manually enter an OPC code into the dialogue box.
Lens Information
Lens Information – This area is where the desired lenses will be selected. Within the four available dropdown menus, users will select lens style, lens material, pretreatment, and color.
· By default, the “Filter lenses by availability” will be toggled to only show lenses which are turned on in your Lens Inventory file.
RX Information
RX Information – Area to be populated with prescription associated with the patient. Cylinder can be entered as either +/-. If selecting a multifocal, near PD will default to -1.5 pupillary distance. If lenses are SV, NPD will toggle to vertical decentration. Center thickness and edge thickness will default to the thicknesses which were configured. As the RX is entered, you will see the optimal base curve populate above the entry screen. Ensure the “Select” toggle boxes are selected for the eyes lenses are needed.
Trace Information
Trace Information – This section allows you to either select a frame trace from a library or enter box measurements. If searching for an existing trace, select the browse icon to the right of the “Name” box to find the desired frame.
After selecting the frame, the dimensions and pattern will populate below. If using generic box measurements, populate the eye, bridge, A, B, ED, and DBL boxes. If using a trace, the option to get a 2D or 3D preview of the lenses exists.
Finalizing Order Entry
F9/Do Calcs – after populating all necessary fields above, the last step before saving the entry, is to perform calculations. Pressing the F9 button on the keyboard, or F9/Do Calcs button in RX Universe will command the system to select optimal blanks, and tools needed to execute the job. After pressing the button, a “Performing Calculations” message will appear, and when successfully executed; the optimal lenses will be shown as indicated below.
Save Job
Saving – once calculations are completed, select the save button in the upper left corner of the screen to save the order. Depending on the configuration of your instance, a work ticket will print.