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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 setting up account Messages, creating an operator warning, special message, or a global message on a per-account basis.
MessagesYou can
be useduse messages to provide instruction or information
. Messages, can be displayed based on the specific account number or for all accounts
. Messages, or can appear in order entry, on the work ticket or invoice.
Procedure
From the Optifacts main menu:
Type- Select Option 3 - Editor Utilities and press
- Enter.
- Select Option 6 - Configuration Editor and press
- Enter.
- Select Option 1 - Edit Account Messages and press
- Enter.
The Account Message Configuration screen displaysis displayed.
- Enter account 0 “0” zero for a global message and press enterEnter. If it is a message for a specific account, then enter the account number.
| Info |
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If adding, editing, or deleting a courier code (M-Z), you must enter |
“0” zero. |
The following screen displays.
- Type Enter the message type and press enter.
- Enter a number from (0 through -9) to show the message on the order entry screen. This message can be up to 75 characters. These will messages show for a few seconds after you enter the account number has been entered.
- Enter a letter from A through (A-L) to print a message on the work ticket. This message can be up to 40 characters.
- A prints - Prints after the blocking method.
- B prints - Prints after min. minimum lens thickness.
- C prints - Prints after the operator operator’s name.
- D prints - Prints after Surfacing Markup title.
- E prints after – Prints after block size.
- F prints - Prints after Finishing Markup title.
- G-L prints - Prints at the end of the work ticket.
- Enter a letter (M-Z) to represent a shipping method to print on that prints on the invoice. In the customer edit for Ship to, this will correspond message corresponds to the miscellaneous code number 3 in the customer edit for ship to“3.”. This message can be up to 20 characters. This , and prints at the bottom of the ship to box, several lines below the patient name.
Adding new messages “Adding New Messages” displays.
Example of Account Message (0-9)
Example of Operator Warning Setup (A-L)
Example of Courier Setup (M-Z)
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You should check to see if a courier code is already in use before making any changes to any existing codes. For example, a lab may use a courier code as the general courier that is used by all customers or is already in use for a specific account. You would not want to change the description for an existing code unless it were to apply to any accounts currently using that code. For example, the lab may use only one courier code (like M for UPS Ground, Fed Ex, or other) for all accounts. The way to check if a code is in use is to take notice if you are adding or editing. If you are adding, then the code is not being used. If editing, then the code is most likely in use for other accounts. |
- Enter the message.
- Press F2 to save the entry.
The screen displays "New message added"
“New message added” Displays.
Once you have your new code set up, you can update the customer account profile (menu 3-1-5) to reflect the courier code.
If you are editing an existing entry, you will see a message "Edit “Edit or Delete this message message” (E/D)
- Type E Press “E” to edit the entry.
- Make any necessary changes.
- Press F2 “F2” to save the data.
- Type D Press “D” to delete the entry.
- Press F2 “F2” to save the data.
Edit/Delete Example
To view and download these instructions as a PDF file, click on the following document image.
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