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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 entering a Stock Lens credit from Quick Look-up.
Procedure
:From the Optifacts main menu:
Type Select Option 7 – Tray Tack and press enterEnter.
Type Select Option 1 – Quick Look-up and press enterEnter.
Perform a search for the
applicablerelevant job.
- Once you have found the job is found, in Quick Lookup, make sure the brackets are located on each side of the job information and type C to enter the Credit Memo screen.Touch
If the invoice has already had a credit posted against it, you see the following message:
If not, then you see the following message:
- Press Enter to continue.
The original job information
will displaydisplays.
- Press enter past the Patient Name field.
Are these entries correct <y/n>?
Type Y or N and press enter.The tray Number 7777777 will be automatically assigned- Press “Y” to accept the entry.
- Press “N” to return to the form.
- The system automatically assigns tray number 7777777.
The original job information is applied automatically to the remaining fields.
- Press Enter past each field until the following window displays.
- Select the appropriate billing options.
- Press Enter (11 Continue) once more to display the first item listed on from the original jobsjob.
The Stock Option defaults to option “I” Inventory.Image
- If the item to credit is displayed, press enter the quantity to credit. If the appropriate item is not displayed, type 0 enter “0” zero in the quantity to view field. The system displays the next item on the list.
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Price/Item and Price/Line populate automatically based on the Stock Price List and do not include any special discounts, but the Invoice Total includes any special discounts given. |
- When complete, press "Q" to quit and press Enter.
- Follow the on-screen prompts to continue the process.
Image
An Operator will be promptedExample of credit for 1 lens and a pair of lenses:
The system prompts the Operator for a credit reason .
- Touch C to continue.
Image(if your lab is using credit reasons).
- Press “C” to and press Enter to continue.
- Enter any applicable comments.
- Enter past the reference for original credit.
- Enter the Date Out of the job credited, or press Enter past it if already populated with a date.
- Press Enter past the “Enter for Reason Options” OPTIONS field.
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“DO NOT CHANGE THE WORD “OPTIONS” You may not see the Enter for Reason Options line if your lab does not use OPTIONS. |
The Options Selector screen displays.
- Select the applicable appropriate credit reason option and press enter.E
You may be prompted
The system may prompt you to select additional credit reason options
. The system may be set up to cascadeby cascading through various credit reason menus.
- Press Enter past the “Reference for Original Credit” fieldto print the invoice.
- Enter any of the following applicable information press Enter past each field.
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- Press Enter to print the invoice.
Coming soon.....
- Press Enter to continue.
To view and download these instructions as a PDF file, click on the following document image.
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