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Search Optifacts User Documentation

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Table of Contents (on this page)

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Introduction

This document provides instructions for receiving a frame and assigning a frame bin on a Frame to Come job.

Procedure

From the Optifacts main menu:

Select Option 7 - Tray Track and press Enter.

Select Option 17 - Frame to Come Lookup and press Enter.

The Frame to Come Lookup screen displays

  • Press “S” to view on screen and then press Enter.

  • Enter the account number. Press Enter or type the first few letters of the account name to view the Account Lookup window if you do not know the account number.

  • Press Escape and enter the account number in the Enter Account Number field.
Info

Use account number 0 (zero) to view all Frame to Come jobs.

  • Press Enter past the patient name field or enter the patient name.
    • You can also press “I” to toggle to search by invoice.
    • Or, enter “SP” to search by SP number.
    • Or, you can use the (=) wildcard feature.
    • Or, press “E” to use expanded search to open up additional search fields.

  • Scroll to the relevant job using the up and down arrows on the keyboard.

The < > arrows indicate the selected job. If a bin number is not displayed, the job was Entered through Order Entry and marked with the Frame to Come lite-up. Notice the tray location at the bottom of the screen.

  • Press the space bar to receive the frame and assign a bin.
    • To receive a frame to a tray with an auto-assigned bin, press the space bar.
    • An * asterisk will display on each side of the selected row or rows.

  • Press Escape.

You get prompted to continue with bin assignments.

  • Press “Y” and Enter to continue.
  • Press “N: and Enter to stop assigning bins.

  • Press escape twice to return to the Job Track main menu.

Help Menu

  • Press Help to view all commands


To view and download these instructions as a PDF file, click on the following document image.

View file
nameFrame Receipt and Bin Assignment after Order Entry.pdf
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