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Table of Contents (on this page)
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Introduction
This document provides instructions for setting up
Account Messages. Messages can be usedaccount Messages, creating an operator warning, special message, or a global message on a per-account basis.
You can use 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
layoutorder 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 displays. ╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 1 ║
║ ║
║ ║
║ ║
║ Message Type: ║
║ ║
║ ║
║ ║
║ Hit ESC to return to Account entry (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- The Message Type field lets you specify where the message should appear.
- Pressing F1 will provide information about the options available.
- Enter a number between 0-9 to show the message in the layout screen.
- Enter a letter A-L to print a message on the work ticket.
- Enter a letter M-Z to represent a shipping method to print on the invoice.
- Type in the message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 1 ║
║ ║
║ ║
║ ║
║ Message Type: 1 Adding new messages. ║
║ Message: ║
║ ║
║ ║
║ Hit ESC to return to account, F2 to save (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- Press F2 to save the message.
- Press Escape to exit.
Below is an example of an account message as it appears in the layout screen.
╔═══════════════════════════════Tray & Acct.═══════════════════════════════╗
║ Tray Number: 8642 ║
║ Date Needed: 12/12/2011 Time Needed: 14 ║
║ Acct No.:[20 ] Acct Name: ║
║ Ship to Code: Ship to: ║
║ Invoice No.: Patient Name: ║
║ ║
╚══════════════════════════════════════════════════════════════════════════╝
╔════════════════════════════ Account Information ════════════════════════════╗
║ ║
║ test account message ║
║ ║
╚═════════════════════════════════════════════════════════════════════════════╝
Edit or Delete Account Messages
- Type E to edit or D to delete an account message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
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║ Account Number: 20 ║
║ ║
║ ║
║ ║
║ Message Type: 1 ║
║ Message: test account message ║
║ Edit or Delete this message (E/D) E ║
║ ║
║ Hit ESC to return to account (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- If E is selected the program will enter Edit mode allowing you to change the Account Message.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 20 ║
║ ║
║ ║
║ ║
║ Message Type: 1 Editing existing message. ║
║ Message: test account message ║
║ ║
║ ║
║ Hit ESC to return to account, F2 to save (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
- If D is selected the Account Message will be deleted.
╔════════════════════Account Message Configuration Screen════════════════════╗
║ ║
║ ║
║ ║
║ Account Number: 20 ║
║ Message deleted ║
║ ║
║ ║
║ Message Type: ║
║ ║
║ ║
║ ║
║ Hit ESC to return to Account entry (F1 for help). ║
╚════════════════════════════════════════════════════════════════════════════╝
Step 3 - Setup couriers in Account Messages
Set up the couriers in account messages. The available codes are M through Z. (capitol letters)
From the Optifacts main menu:
Type 3 - Editor Utilities and press enter.
Type 6 - Configuration Editor and press enter.
Type 1 - Edit Account Messages and press enter.
The Account Messages screen displays.
- Enter account number 0 (zero) and press enter.
The following screen displays.
screen is displayed.
- Enter account “0” zero for a global message and press Enter. If it is a message for a specific account, then enter the account number.
| Info |
|---|
If adding, editing, or deleting a courier code (M-Z), you must enter “0” zero. |
The following screen displays.
- Enter the message type.
- Enter a number from (0-9) to show the message on the order entry screen. This message can be up to 75 characters. These messages show for a few seconds after you enter the account number.
- Enter a letter from (A-L) to print a message on the work ticket. This message can be up to 40 characters.
- A - Prints after the blocking method.
- B - Prints after minimum lens thickness.
- C - Prints after the operator’s name.
- D - Prints after Surfacing Markup title.
- E – Prints after block size.
- F - Prints after Finishing Markup title.
- G-L - Prints at the end of the work ticket.
- Enter a letter (M-Z) to represent a shipping method that prints on the invoice. In the customer edit for Ship to, this message corresponds to the miscellaneous code number “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.
If you are adding a new entry, you will see a message "Adding new message"
“Adding New Messages” displays.
Example of Account Message (0-9)
Example of Operator Warning Setup (A-L)
Example of Courier Setup (M-Z)
| Note |
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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.Type D to delete the entry.
- Make any necessary changes.
- Press F2 “F2” to save the data.
Step 4 - Assign courier to accounts
Assign the accounts to the appropriate Courier Code in the Ship to addresses.From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database Editor and press enter.
Type 5 – Add/Edit Ship To and press enter.
The Customer Database Modifications screen will display.
- Type the Company code and press enter.
- Type the Branch code and press enter.
- Type the Sales Territory code and press enter.
- Type the applicable Ship To code and press enter.
The following screen will display.
- Courier (M-Z): Type the letter which will correspond to the shipping method set up in the account message editor and press enter. The corresponding message prints at the bottom of the Ship to box below the patient name.
Is this data correct (Y/N)?
- Type Y to save the data.
- Type N to edit the entry.Press “D” to delete the entry.
- Press “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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