Setting Up Patients - OptomNotes Integration

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Setting up the integration in Optisoft Enterprise requires a simple check box.

  • Click on the optisoftorb.jpg in the top left.
  • Choose Maintain > Patients > Settings from the menu that appears.
  • To enable OptomNotes integration from Optisoft Enterprise place a tick in the Enable OptomNotes Integration check box.


patientssettings.png


  • Click savebutton.jpg to save the change.

This will enable the OptomNotes icon on the Patient module tool bar.


If you wish to transfer the Latest Rx from Optisoft Enterprise to Optomnotes at the same time, ensure that the Transfer Latest Rx from Optisoft check box is ticked.


You will need to ensure that the OptomNotes application Practice Link has been configured for the feature to work correctly.


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