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Table of Contents (on this page)

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Introduction

This document will explain how to navigate and input data using your keyboard. Optifacts has several different types of screens, each with its’ own standards for navigating through and inputting data into the various fields.

Features

  • Speed - The order entry system is quick to use because it skips those windows and fields that don’t apply to the calculations you have entered for the job. The system also displays only those options that you ask to see. If you know the correct code and seg for the style you want, you don’t need to display the style list. Or if you don’t need to enter any calculation options, you don't need to display the calculation list.
  • Rx Form - Information in the system is organized to reflect the order of information listed on the typical Rx form.
  • Windows - All information is entered and displayed in windows, rather than in screens. Some windows are displayed for every job; others are displayed only under specific circumstances. As you complete a window, the next appropriate window will be displayed slightly below the last window. You can easily move to the previous window by pressing the escape (ESC) key.
  • Fields - Some fields are displayed for every lens selected; other are displayed only if a specific lens is selected. Some windows display all fields, but access only applicable fields, that is, the system will access a field if it applies to the calculations you have entered.

Definitions

  • Order Entry - The Order Entry function allows you to enter all measurements, curves, and blocking needed to create the prescribed lens. If you have pricing, basic invoicing information is also recorded here.
  • Optifacts Blocking - Your Optifacts software is designed to allow on geometric lens center blocking or MRP blocking for lens surfacing. The system will compute the prism required to place optical centers, the prism direction, and the segment positioning required at layout. When on center blocking is used single vision must be blocked as close as possible to the geometric center of the lens. Multifocals, however, should not be blocked on the geometric center as determined by available blank center locating methods, but rather referencing up and over from the segment equal to the layout seg down and seg in amounts. MRP blocking is also available and is automatic for aspherics and progressives. On the work ticket, the system will list the blocking method at the top and the measurements under Surfacing Markup.
  • Right Eye Assumption - The system always assumes you are entering the right eye calculations first. In any window with calculations for both eyes, the system will first ask for right eye calculations, then left eye calculations. And if you’re working with only one lens, you can signal the system to prompt for that lens only, left or right.
  • Right and Left lenses are labeled as R and L in the Rx window. In all other windows, two lines indicate two lenses, and the right lens is always the first line, as labeled in the Rx window.

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Procedure

Order Entry Screens

The order entry screens are located by using the “Order Entry” menu option 4 on the Optifacts Main Menu.

Entering Values in Order Entry

  • Values for various materials are input in the fields illustrated below. Inputting these values is similar to inputting dollar amounts. You must type the decimal point in the numeric entry. For example, if you want to input an entry of 3.5 for the Sphere, you would type 3, the period, and the 5. When you press Enter, the number  appropriately aligns within the field. Some fields default to an entry when you Enter through it.
Note

 *** Caution: If you do not type a decimal, all numbers typed will fall to the left of the decimal when the Enter key is pressed. ***

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Help Keys and Shortcuts

Use the table below for instructions on navigating through the order entry screens and inputting data.

Use the END key to navigate to the end of the Rx and reprint the work ticket
KeyHow it's used

Press F1 to access the system help for a field.Image Removeddisplay the Help window for the field the cursor is in. Some help texts are longer than one page; press the space bar to continue to the next page.

(See prompt "more..." at bottom of screen.) Press ESC to exit the Help window and return to the field. 

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Press F2 to display the Calculations Options window. The status message at the bottom of the screen will tell you when you can access the Calculation Options window.

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Press F3 to return to the first field in a window.

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Press F4 to move to the last field in a window.

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Press F5 to utilize the Phone Rx screen.

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Press Ctrl Y to toggle the CBT (Commercial Brand Tool) and/or CPS (Commercial Product Selector) menu.

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Press F5 to utilize the Phone Rx screen.

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Press F2 to access the Calculations Options screen.

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Press the Esc key to exit a screen

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The status message at the bottom of the screen will tell you the result of pressing ESC in each window. In the Tray & Acct. window, press ESC to exit Order Entry. Pressing ESC anywhere in this window will exit Order Entry. Use the arrow keys or F3 to back up. In the Frame Information window at the first field (Frame name or shape): press ESC to return to the Blank window. After the first field press ESC to return to first field. In the Near Prism window, press ESC to restart the window. In all other windows, press ESC to return to the previous window or screen; ESC backs up one window at a time.

Press the Insert key to access the Recall Options screen.

Press Enter to advance to the next field or to complete the order when at the pricing options screen.

Caution: The Enter key save data in a field. If you move between fields using the arrow keys, the data is not saved.

If you try to store information using a Tab key, the cursor will not move and you will receive an error sound (if your system is configured for sound).

The Space bar can be used to:

·         Clear and entry in a field.

·         Set a default value in a field.

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Press the Page Down key to move to the next section.

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Press the Page Up key to move to the previous section.

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Use the question mark (?) key to :

See

see the available options for a field.

      Example: To see a list of customers in the account field, or to see a list of options in any other field within order entry.

Image AddedPress the Page Up key to move to the previous section.
Image AddedPress the Page Down key to move to the next section.
Image AddedUse the END key to navigate to the end of the Rx and reprint the work ticket

Press the Left Arrow key to move backward by one field or one page in the pricing options screens.

Press the Right Arrow key to move forward by one field or one page in the pricing options screens.

  • Use arrows to navigate through the pricing options screens within order entry.

Caution: When you navigate using the arrow keys, your data will not be saved. You must use the Enter key to save data in a field.

If you try to store information using a Tab key, the cursor will not move and you will receive an error sound (if your system is configured for sound).

Press S in the Patient Name field to access the Safety/Copay Account Code field

Press V in the Patient Name field to add the VSP account code.

Press C in the Patient Name field to access the CBT Selection menu.

Press S in the Style w/Seg Sz field to access the Special Entry screen.

Press L in the Frame Name field to access the frame library.

Press I in the Frame Name filed to access frame inventory.

Entering Values in Order Entry

Values for various materials are input in the fields illustrated below:
Inputting these values is similar to inputting dollar amounts. You must type the decimal point in the numeric entry. For example, if you want to input an entry of 3.5 for the Sphere, you would type 3, the period, and the 5. When you press Enter, the number  appropriately aligns within the field. Some fields default to an entry when you Enter through it. Caution: If you do not type a decimal, all numbers typed will fall to the left of the decimal when the Enter key is pressed.