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Table of Contents (on this page)


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.

Procedure

Order Entry Screens

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

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

KeyHow it's used

Press F1 to access the system help for a field.

Press Ctrl Y to toggle the CBT Selection menu.

Press F5 to utilize the Phone Rx screen.

Press F2 to access the Calculations Options screen (from the RX Layout module).

Press the Esc key to exit a screen.

Press the Insert key to access the Recall Options screen (from the RX Layout module).

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 Spacebar can be used to:

·         Clear and entry in a field.

·         Set a default value in a field.

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

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

Use the END key to navigate to the end of the Rx and reprint the work ticket

Use the question mark (?) key to:

  • See the available options for a field.
  • To see a list of customers in the account field.

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 Layout.

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 Account Numbers

In the Optifacts system, account numbers should not be preceded by leading zeros. Leading zeros will be added to account numbers by default.

Entering Values

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.

Entering Data in Fields

  • The Enter key is used to store data input within a field. If the Tab key is used the cursor will not move, and you will receive an error sound (if your system is configured for sound).
  • The Arrow keys can be used to navigate between fields however, the data will not be saved unless the Enter key is pressed.

Date Format

  • Dependent on system configuration. IE: DD/MM/YYYY (DAY, MONTH, YEAR). If you enter the date without inputting the 4-digit year, the cursor will not move from the field until the date format is input correct.

Exiting Screens

  • Most of the screens within Optifacts provide clear instructions on how to exit a screen. If no onscreen instructions are provided, try these keystrokes in this order:
    • Esc  
      • E  
        • Q  
          • Delete  



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