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.

You can use messages to provide instruction or information, can be displayed based on the specific account number or for all accounts, or can appear in order entry, on the work ticket or invoice.

Procedure

From the Optifacts main menu:

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 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.

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, and prints at the bottom of the ship to box, several lines below the patient name.

“Adding New Messages” displays.

Example of Account Message (0-9)

Example of Operator Warning Setup (A-L)

Example of Courier Setup (M-Z)

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.