Introduction

This document provides instructions for setting up the custom configuration to enable you to key in new delivery days for delay notices and allow both VisionWeb status updates and fax or e-mail updates.

Procedure

Custom Configuration

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 6 – Edit Custom Configuration and press Enter.

The Custom Configuration Editor displays.

Press “Q” to Query.
Ensure that the entry shown below exists.

If the entry does not exist:

Press “A” to add a new record.
Enter all the information, as shown below.
Press Escape to save the data.
Press “E” to exit.

Tracking Stations

Setup the appropriate Tray Tracking stations to allow for station assignment. Refer to the Master & Sub-Master Station Setup document for full instructions on setting up tracking stations.

When you assign a tray to a delay station, we’ll now ask for this extra information to use in the output scripts.

We called it delay notes because one type of delay station might need several days, and another one might need a different type of input, so it’s free-form. We’ll simply carry whatever you type for delay notes to the delay_print script in the delay_notes variable for use in each type of message as appropriate to the station and the message.

The following are a few examples of Tray Track Station Descriptions and delay notices that you could use:

Station Description	Delay Message
Lens on Back-order	There is a manufacturer’s back order on the lenses that you have ordered. The manufacturer has advised us to expect the lenses in xxx days. If you would like to discuss your options or would like further assistance, contact our customer service department at x-xxx-xxx-xxxxx. This message is a reference to the order for patient xxx with invoice number xxx. From: XXX (Co. name)
Breakage Delay	Unfortunately, the lenses for this order do not meet our quality standards. Xxx days expected delay. We are reprocessing the lenses, and priority has been given to this job to speed its delivery. If this delay does not meet your patient’s needs or you require additional details, please call our customer service department at x-xxx-xxx-xxxx. This message is a reference to the order for patient xxx with invoice number xxx. From: XXX (Co. name)
Delivery time	The date requested for this job is outside our regular delivery times. We’ll do everything possible to comply with your request but must notify you of the chance that this may not happen. If you would like to discuss other options, please contact our customer service department at x-xxx-xxx-xxxx. This message is a reference to the order for patient xxx with invoice number xxx. From: XXX (Co. name)

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.

Optifacts Knowledge Base

Job Status & Delay Notice Setup

Introduction

Procedure

Custom Configuration

Tracking Stations