Optisoft - User contributions [en-gb]

Cash - Processing a Refund

2018-01-23T10:48:44Z

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There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

==Full Refund==

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.

In order to do this, go into the Cash Module and click on the Find Trans button.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FindTrans.png</Center>

Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.

From the list of transactions displayed, click one of them and then click OK. You will be displayed with the details of that transaction including the sale and payment items.

You are now required to multiple select all the sale items that you wish to refund.

You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>

When you have done this, click the Refund button.

This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/Refund.png</Center>

You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.

When ready, click OK and repeat the process for all sale items that you selected.

When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>

If money has exchanged hands you now have 2 options:

*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

If no money has been exchanged then simply click the Sale button to complete the transaction.

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2018-01-23T10:47:41Z

Abrown:

There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

==Full Refund==

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.

In order to do this, go into the Cash Module and click on the Find Trans button.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FindTrans.png</Center>

Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.

From the list of transactions displayed, click one of them and then click OK. You will be displayed with the details of that transaction including the sale and payment items.

You are now required to multiple select all the sale items that you wish to refund.

You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>

When you have done this, click the Refund button.

This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/Refund.png</Center>

You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.

When ready, click OK and repeat the process for all sale items that you selected.

When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>

You now have 2 options:

*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

If no money has exchanged hands then simply click the Sale button to complete the transaction.

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2018-01-23T10:47:03Z

Abrown: /* Full Refund */

There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

==Full Refund==

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.

In order to do this, go into the Cash Module and click on the Find Trans button.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FindTrans.png</Center>

Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.

From the list of transactions displayed, click one of them and then click OK. You will be displayed with the details of that transaction including the sale and payment items.

You are now required to multiple select all the sale items that you wish to refund.

You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

When you have done this, click the Refund button.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>

This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/Refund.png</Center>

You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.

When ready, click OK and repeat the process for all sale items that you selected.

When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>

You now have 2 options:

*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

If no money has exchanged hands then simply click the Sale button to complete the transaction.

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2018-01-19T12:07:09Z

Abrown:

There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

==Full Refund==

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.

In order to do this, go into the Cash Module and click on the Find Trans button.

Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.

From the list of transactions displayed, click one of them and then click OK. You will be displayed with the details of that transaction including the sale and payment items.

You are now required to multiple select all the sale items that you wish to refund.

You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

When you have done this, click the Refund button.

This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.

When ready, click OK and repeat the process for all sale items that you selected.

When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

You now have 2 options:

*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

If no money has exchanged hands then simply click the Sale button to complete the transaction.

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2018-01-19T12:06:03Z

Abrown:

There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.

In order to do this, go into the Cash Module and click on the Find Trans button.

Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.

From the list of transactions displayed, click one of them and then click OK. You will be displayed with the details of that transaction including the sale and payment items.

You are now required to multiple select all the sale items that you wish to refund.

You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

When you have done this, click the Refund button.

This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.

When ready, click OK and repeat the process for all sale items that you selected.

When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

You now have 2 options:

*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

If no money has exchanged hands then simply click the Sale button to complete the transaction.

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2017-12-07T12:26:43Z

Abrown:

There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

Below is a guide to process the main 2 types of Refunds, full and partial.

The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

==Full Refund==

[[Cash - Using Cash|Back]]

Cash - Processing a Refund

2017-12-07T12:20:04Z

Abrown: Created page with " Back"

[[Cash - Using Cash|Back]]

Cash - Using Cash

2017-12-07T12:19:33Z

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Optisoft Enterprise Release Notes

2017-10-02T10:38:13Z

Abrown: /* Overview */

__NOTOC__
= Overview =
Below is a list of Optisoft Enterprise versions and all the major changes and bug fixes contained within each release. For further information please call the support desk on 0345 230 3450.

== Enterprise v7.18.1 ==
* Fix to include Over The Counter Sales on the Cashing Up, Weekly Summary and Yearly Summary reports.
* Fix to prevent an error occurring when updating a Contact Lens Dispensing Scheme.
* Fix to prevent an error occurring when setting the Contact Lens Dispensing letter template.

== Enterprise v7.17.0 ==
* Fix in Spectacle Dispensing to ensure the correct values are submitted when electronically ordering a SV Intermediate pair of spectacles.
* Fix in Spectacle Dispensing to ensure the correct values are printed when creating a SV Intermediate pair of spectacles.
* Correction to English and Welsh GOS 6 Forms.
* Update to the installer to ensure all Welsh GOS forms are installed by default.

== Enterprise v7.16.0 ==
* New facility added to allow the Electronic Submission of Scottish GOS 1 Forms.
* Update to the design layout for Scottish GOS 2 Form.
* Update to all Appointment and Stock Reports, to a more modern architecture.
* Installer improvements.

== Enterprise v7.15.1 ==
* Fix for the Appointment Booked Report.

== Enterprise v7.15.0 ==
* Patient Prescription now loads a new form, to avoid the user overwriting historical Rx's.
* Introduction of Universal Credit Analysis Code for Scottish GOS Forms.
* New GOS 3 + 4 Scottish GOS Forms.
* Performers Name and List Number to be automatically populated on all GOS Forms.
* Add the ability to prevent the Patient's Rx from automatically populating the GOS forms, if required.
* Add the ability to have the Contractor Name automatically populate the GOS forms instead of Branch Name, if required.
* Fix for the Batch Printing of GOS forms when choosing the 'Front then Backs' option.
* Fix for OptiPost where documents were being overwritten if Recall Runs were being performed too quickly.
* Change for Cash Report Security to prevent the user having to keep constantly logging in, after closing a report.
* Fix for the VAT Category Report, where All Zeros where not being shown.
* Numerous changes to reintroduce the Intermediate Rx into all necessary areas of the software.
* Numerous changes to increase the range of available EDI catalogues.
* Numerous changes to improve the stability and functionality of EDI Lens Ordering throughout the dispensing process.
* Fix in Spectacle Dispensing to calculate the Blank Sizes of Bifocal Lenses correctly.
* Fix in Spectacle Dispensing where an error was occurring when trying to dispense Lenses with Macros into Separate Eyes.
* Update to the available Standard Shapes in Spectacle Dispensing.

== Enterprise v7.14.0 ==
* Fix to prevent blank emails from being sent.
* Fix to ensure the email disclaimer loaded correctly.

== Enterprise v7.13.0 ==
* Fix an issue where the Email Header was not being centered correctly on mobile devices.

== Enterprise v7.12.0 ==
* Fixed for receipt printing, where is printing 2 copies, the same printer is used.

== Enterprise v7.11.0 ==
* Fix for an error caused by deselecting options in the EGOS Submissions Filters
* Fix for batch printing GOS Forms to an Epson BX630FW printer.

== Enterprise v7.10.0 ==
* Tab order correctly in Voucher Maintenance.
* Fix to enable the Print Icon after selecting a Patient Record via the Duplicate Check feature.
* Fix to save the GP against the Patient Record, when in Surgery mode.
* Bug fixed where the wrong patient details would be printed onto a Standard Form/Letter.
* Addition of a setting that allows enclosures only to be sent with a Recall Email.
* Change to allow multiple selection when Suppressing Recall Letters on the History Tab.
* Fix in SMS settings where one control was incorrectly changing another controls value.
* Fix to an error in Report Generator when searching using GP information.
* Fix to the Optical Dispensing History report to ensure using historical data.
* Change in Appointment 7 Day view, to clarify the functionality of the 'All Opticians' option. Changed to 'All Appointments' to signify an overview of all appointments in the date range, rather than optician availability.
* Fix for multiple dispenses for the same patient not appearing in Find Dispense in Cash module.
* Bug fix to apply Frame Supplementary Charges when selected in the Cash Module.
* Change to allow Lens Extras pass into the Cash Module.
* Fix for the wrong price being display on lenses, when dispensing for separate eyes.
* Fix so Near Prisms are used when using near distance in Spectacle Dispensing.
* Fix for the Order Status 'Received', in CL Dispensing.

== Enterprise v7.9.0 ==
* Slight alteration for the new addition of Separately Disclosed Charges (SDC) in the Cash Module.

== Enterprise v7.8.0 ==
* Addition of Separately Disclosed Charges (SDC) into the Cash Module.

== Enterprise v7.7.0 ==
* Fix to an error caused by missing Prism Values in GOS Forms.
* Size alteration not some of the Welsh GOS Forms.
* An Order Tracking Icon added into the toolbar in the Patients Module for easier access.
* Fix to address the loading of Appointment Templates in the 7 Day View.
* Change to allow Appointments to remember the last Optician selected when leaving the module.

== Enterprise v7.6.0 ==
* Addition of a Recall Telephone List into the Recall Module.
* Bug fix to address the correct calculation of VAT when performing a refund.
* Change to increase the length of a Lens Macro Name.

== Enterprise v7.5.0 ==
* Fix to the GP field in the Patient Module, causing a Save popup to appear.
* Addition of 3 new reports into the Cash Module. Cashing Up, Weekly Summary and Yearly Summary Reports.

== Enterprise v7.4.0 ==
* Fix to the Scroll Bar on the Documents Tab in the Patient Module.

== Enterprise v7.3.0 ==
* Added the ability to export the Dispensing Optical History Report.
* Bug fix to allow you to change the selected GP to one with the same name, but a different practice.
* Fix for passing only one prism through into the GOS Forms.
* Fix to stop a recall showing as being suppressed by appointment, when that appointment time has already passed.
* Fix to stop a blank page from being sent through into OptiPost, when a Recall Enclosure is present.
* Added the ability to edit a Single Instance or a Sequence of Note/Recurrences in Appointments Module.
* Addition of Practice Name and Town to the Patient Transaction and VAT Category reports.
* Change to allow only one coat be selected in Spectacle Dispensing.
* Addition of Supplier Code on the Stock Take and the Stock Value report.

== Enterprise v7.2.1 ==
* Bug fix for selecting a Blank Tray when printing GOS Forms.
* Alteration to the English GOS3 form, to allow a 6 digit number to be added in the Rx Fields.
* Numerous changes to the Scottish GOS Forms.

== Enterprise v7.2.0 ==
* A link to Remote Support, under the Help Menu, has been added.
* Issue resolved with recall.dat file asking to be saved as recall.doc.
* Patient Mobile Number added to the Recall Patients Details Tab.
* A solution to try and address the calling of Patients and easily then booking them an Appointment, before the printing of their Recall Letters, has been added to the software.
* Added to ability to still Print Preview the Dispensing Template, after the dispense has changed into an order.
* Issue with the Lens Extras tripling in price has been resolved in the Spectacle Dispensing Module.
* Fix to resolve the wrong Prescription being used when dispensing Near SV lenses.
* Change to stop the Ordering Template from automatically being printed out when updating a Dispense's status to Sent.
* Removal of the 'Send Order to Supplier' icon in Spectacle Dispensing, as it is no longer required.
* Allow Order Tracking to sort orders via the patients name, not their title.

== Enterprise v7.1.0 ==
* Daily Taking Report added to the Cash Module.
* Fix to make the Discounts Report work.

== Enterprise v7.0.25 ==
* Numerous coding changes to speed up the whole Recall Run process.
* Change to allow Recall Exporting to still send Recall Emails.
* Fix to allow Recall SMS's to be sent.
* Fix on the Scottish GOS 3 Form for Near Rx Axis Values.
* Fix on the Irish GOS 2 Form for Prism values.
* Addition of a Batch number for eGOS Submissions.
* Update to the Trace File format in Spectacle Dispensing.

== Enterprise v7.0.24 ==
* Overhaul of the entire system to work with .docx format instead of .doc to fall inline with Microsoft Word 2013
* Correction of a spelling error in the Email SMS installer.
* Fix applied to the Appointment Module to allow the day to start earlier than 9:00AM.
* Speed Improvements to the Stock Module when loading the list of Stock Items.

== Enterprise v7.0.23 ==
* Fix for Plano Sphere values and 7 digit GOC numbers on the Scottish GOS 3 Form.
* Speed Improvements to the Stock Module when loading the list of Stock Items.

== Enterprise v7.0.22 ==
* Change made to force the user to select a Frames's Colour & Size to guarantee that stock levels are kept accurate.
* Added ability to electronically submit Welsh GOS 1 & 3 forms.

== Enterprise v7.0.21 ==
* Issue with the calendar control on the GOS 1 form whilst running Windows XP, has been resolved.
* Added ability to print to different trays when printing GOS forms.
* Issue with the batch printing of GOS forms retaining incorrect data has been resolved.
* Removal of Email SMS Tracking as this is no longer required.
* Fix for Over The Counter transactions when Cash Transaction Security is active.
* Fix to restore the Voucher tick box in Payment Category maintenance.

== Enterprise v7.0.20 ==
* Change the Help link to point at the new Online Help, rather than the old legacy Help Files.
* Fix for the loading of Frame Maintenance, specifically on Windows Server PC's.
* Fix to allow the Duplex printing of GOS Forms.
* Fix for the Welsh GOS 1 and 3 Files
* Alteration made to stop Recall Emails being sent through into OptiPost.
* Fix for ordering Patient records via Date of Birth in the search window.
* Measures taken to ensure Transactions are not missed, with regards to VAT, when using Cash Accounting.
* Fix introduced to correct an issue when discounting items of more than 1 quantity, when using Cash Accounting.
* Fix to allow the Voucher report to view data from the dates selected, not solely from the dates in between.
* Fix to stop Spectacle Dispensing defaulting to the most recent Rx when saving a Dispense.
* Fix for zero valued dispenses causing an error when brought through into the Cash Module.

== Enterprise v7.0.19 ==
* Changes to the order of the Maintenance Menus
* Fax number moved from GP Maintenance to Surgery Maintenance.
* Change to Frame maintenance to address a column spacing issue on the Size, Bridge and Length fields.
* Change to Contact Lens Solution maintenance to allow the correct Cash Categories to be shown.
* A new feature to allow the Batch Printing of GOS forms added.
* Issue resolved to stop the Recall module from changing the Default Printer of the PC.
* Fix for an issue where the BVD merge field was printing '0' when left blank.
* Fix for an issue where Note/Recurrences where not being saved in the Appointment module.
* Issue where an Appointment SMS Reminder for a moved appointment was not being generated has been resolved.
* A new feature to add a Built In List into Frame Maintenance that lists the Last 20 Frames entered.
* Fix to stop users incorrectly being able to change the price of items, simply by typing into text fields, added to Spectacle Dispensing.
* A new feature to allow the user to Copy a frame, added into Frame Maintenance.

== Enterprise v7.0.18 ==
* Issues regarding Scroll Bar controls on a 64bit PC within the Patient Module has been resolved.
* New Feature introducing OptiPost into Optisoft Enterprise.
* Changes to the English GOS3 Form where dates were being changed uniformly.
* Numerous corrections to the Scottish GOS Forms.
* Change to unlock the Appointment Demographic Tab regardless of appointment status.
* Alteration to the VAT Category and the VAT report to show the correct VAT amounts.
* Fix to the printing of Account Balance on receipts when a patient record is not present.
* Fix to the date being recorded in American format, against reconciled vouchers.

== Enterprise v7.0.17 ==
* A Data Integrity check has been added to the software to try and eliminate major corruption issues with the database, which may go unnoticed.
* Fix to the saving of an Email Header in Email/SMS Maintenance.
* Fix to the saving of a GP record into the database where the wrong popup message was bring displayed.
* Change to remove the enforcement of selection an Ophthalmic Optician or Dispensing Optician on a Staff Record.
* Update to Branch Maintenance to help populate GOS Froms.
* Update to Staff Maintenance to help populate GOS Froms.
* Fix in Recall Category Maintenance that prevented the user from exiting the screen.
* Fix for an error occurring when Optisoft Enterprise is starting has been resolved.
* Fix for an error occurring when deleting a transaction whilst running Invoice Accounting in the Cash module.
* Numerous fixes to resolve issues in Markup Schemes Maintenance.
* Fix in Suppliers Maintenance to order the results on Name rather than Short Name.
* Change to Frame Maintenance with the introduction of a Markup Calculator.
* Change in the Patients Module to automatically update the Salutation field if appropriate to do so.
* Change in the Patients Module to automatically save any printed GOS forms to the Documents tab.
* Fix to prevent an error occuring when deleting an SMS message from the Patient Documents tab.
* Change to the amount of data loaded when finding a Patient record, to try and improve the responsiveness of the software.
* Numerous bug fixes to the GOS Forms application.
* Numerous cosmetic changes to the Report Generator to improve its ease of use.
* Fix in the Cash Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
* Correction to the calculations made on the VAT Category and VAT reports in the Cash Module.
* Fix in the Stock Module when selecting a Frames Colour and Size. The scroll bar in this screen was not working.
* Alteration to Default Coats. Their price will no longer be set to zero when applied to a lens.
* Numerous bug fixes to the EDI process in the Spectacle Dispensing Module.

== Enterprise v7.0.16 ==
* Improvements to the log files have been made, to assist the Support Desk where necessary.
* Fix for Scroll Bars in Frame Maintenance.
* Spelling correction in Prism Maintenance.
* Fix for a error caused by opening a scanned document on a workstation PC.
* Addition for electronically processing English GOS3 forms.
* Numerous changed to the GOS Forms application.
* Fix when exporting Recall Information where comma's may be present in the Patients Address.
* Fix to allow Recall exporting from a workstation PC.
* Email Disclaimer will now only be added onto every new email.
* Fix to allow the user to create Documents on 64bit PCs.
* Fix to allow Items and Payments to be deleted from a Transaction in Cash Module.
* Change to show Zero Payment Categories on the Patient Transaction Report.
* Change to allow the VAT Category report to be run via Session ID.
* Numerous bug fixes to prevent Lenses not showing in Spectacle Dispensing.
* Numerous enhancements to the EDI ordering process in Spectacle Dispensing.

== Enterprise v7.0.15 ==
* Change to correctly calculate the Last Visit date of a Patient Record, based on the available modules.
* Change to correctly calculate the Next Visit date of a Patient Record, based on the first Recall Band date.
* Alteration to the Delete popup, when deleting a Patient Record, to make it more prominent.
* A list of Patient Record currently on a specific Recall Category, has been added to aid in the deletion of Recall Categories.
* A fix for closing down Microsoft Word, when performing a mail merge through the Report Generator has been added.
* Numerous fixes addressing the speed of the Report Generator.
* A fix to the Find Next Appointment procedure in the Appointments Module to exclude Note/Recurrences in its search.
* Major overhaul of the Change Procedure in the Cash Module.
* Major overhaul of the Refund Procedure in the Cash Module.
* Major overhaul of the Voucher Reconciliation Procedure in the Cash Module.
* Numerous changes to improve the general processing of Dispenses in the Spectacle Dispensing Module.
* Numerous changes to enhance the EDI ordering Process.

== Enterprise v7.0.14 ==
* Change to the maximum length of a Lens Name in Lenses Maintenance.
* Introduction of National Insurance and NHS Number Validation on the Patient Record.
* Scanning enhancements for Windows XP and Windows 7.
* Issue involving the Sort Order on the History Tab in the Recall Module has been resolved.
* Issue involving the Sort Order in Find Dispense in the Cash Module has been resolved.
* Fix for the date displayed on the main screen in the Cash Module.
* Fix for an error caused when processing multiple dispenses for the same Patient Record in Spectacle Dispensing.

== Enterprise v7.0.13 ==
* Check to correct historical VAT issues implemented.
* Fix for an error caused when closing the software.
* Utility that checks the integrity of the database, in an attempt to prevent major issues occurring, has been implemented.
* General error with the GOS Form application has been resolved.
* Fix to prevent the Recall module from crashing, when processing Recall Letters for Patients that have a deleted Optometrists record attached to them.
* Changes made to allow Workstation PCs to copy Patient Documents to a local location to try and prevent issues with locked documents.
* Fix to stop deleted Payment Categories from showing in Voucher Maintenance.
* Fix to address an issue when scanning a product into the Cash Module and it's retail price not being displayed.
* Fix to address an issue with the Payment menu reappearing after clicking on the Cancel button.
* Change to make all prices in the Cash Module display as 2 decimal places.
* Numerous bug fixes to the Cash Module to improve stability.
* New feature to allow users to apply a Discount to an already completed transaction in the Cash Module.
* Change to allow multiple refunds on a single transaction in the Cash Module.

== Enterprise v7.0.12 ==
* 64 bit integration for all Optisoft Software
* Change to the installer to stop it from installing the server version of the software, on a workstation PC.
* Change to get Patient Documents to open in front of the main software instead of behind it.
* Numerous GOS Forms enhancements
* Addition of a multi-selection feature when selecting Patient Recalls on the History Tab in the Recall Module.
* Fix to resolve an error on the Patients Tab in the Recall Module, causing the software to crash.
* Fix to stop automatic SMS Recalls from being send out when the Patient has responded to their original Recall.
* Addition of a Default Image program for opening images from the Patient Documents Tab.
* Change to get Templates to open in front of the main software instead of behind it when editing in the Form Designer.
* Fix to stop an error from occurring when clicking Delete in the Form Designer.
* Fix to stop an error occurring in the Report Generator when performing a mail merge.
* Fix to stop the Payment Menu from appearing twice when trying to pay off an outstanding balance.
* Fix to make the correct Refund amount pass through into the Refund Screen.
* Addition of a multi-selection feature when selecting Dispenses in the Cash Module.
* Fix to allow the Patient Transaction Report to run via Session ID.
* Fix to clear the Session ID once the Patient Transaction Report has been closed.
* Addition of a new Detailed Payment breakdown on the Patient Transaction Report.
* Fix to an error caused when processing an Order without a Supplier.
* Fix to Custom Statuses to make them more consistent throughout the software.
* Fix to stop Vertical Prism Base's from being excluded on the Spectacle Dispensing print outs.

== Enterprise v7.0.11 ==
* Fix to stop the software from allowing Lens Macros having a blank name.
* Addition of a Copy function into Markup Schemes.
* Spelling correction on Incoming Call Popup in the Patient Module.
* Addition of Lens Retail Prices coming through into the Cash Module.
* Change to allow the software to handle identical dispenses in the Cash Module.
* Fix to address a known procedure that can Bypass the Security layer in the Cash Module.
* Fix to stop the Category Sales Report from showing Hidden Transactions.
* Numerous changed to the Spectacle Dispensing Module to try and streamline the whole process.
* Fix to try and speed up the loading times within the Stock Module.

== Enterprise v7.0.10 ==
* Addition of a separate application to deal solely with GOS Forms.
* Alteration to the KPI report to pick up the local currency symbol.
* Fix for the Send to Optomnotes button in the Patient Module being Enabled at the wrong time.
* Fix to resolve numerous errors with the Patient Photo feature.
* Fix to Note/Recurrences forgetting their End Time in the Appointment Module.
* Fix to resolve numerous issues with the Appointments Source Report.
* Numerous enhancements to the Spectacle Dispensing module, designed to streamline the whole process.

== Enterprise v7.0.9 ==
* Change to prevent the editing of EDI Lens Macros and Questions.
* Change to stop Microsoft Word from losing focus when printing Patient Standard Letters.
* Move and renaming of the Insert Tab in Recall Enclosure Maintenance.
* Addition of a toggle setting in Supplier Maintenance to turn On/Off/Partial EDI Ordering.
* Addition of a Password Field into Supplier Maintenance.
* Fix to prevent the user changing the Name of a Staff Member causing a mismatch of data from other areas of the software.
* Fix to prevent duplicate Lens Macro Names.
* Addition of Lens Values into the Cash Module.
* Fix to prevent deleted Staff Members from appearing on the Recall Letters.
* Fix to the BCC facility in Email.
* Fix to Email/SMS Tracking.
* Fix to the Recall Module following the release of numerous Microsoft Windows Updates.
* Change to allow the Vision, VA and NVA values to be customised per database.
* Fix to stop the Save and Delete icons from being available at the wrong time in Patients Lifestyle Code Maintenance.
* Fix to prevent the software automatically selecting the first available code, when entering Patient Lifestyle Code Maintenance.
* Addition of BVD as a merge code in Form Designer.
* Ability to run the Outstanding Vouchers Report in groups of vouchers, rather than just via date.
* Change to simplify the Operators used in the Report Generator.
* Alteration to the Appointments reports to exclude Staff Members not listed for available appointments.
* Restriction for the Vouchers Maintenance menu for Cash systems only.
* Addition of Appointment Day merge code for use with Appointment Cards.
* Fix to enable the scanning of Miscellaneous Items into the Stock Module.
* Correction to the Collected Date format in Order Tracking.
* Addition of a setting that allows the user to determine whether the Email Header is included on Adhoc, Recall and Appointment Emails.
* Alteration to the Sell and Pay interfaces in the Cash Module.
* Fix for an error caused when Finding a Dispense in the Cash Module.
* Change to remove the hard coding of the VAT rate in the Cash Module.
* Numerous changes to Lens Catalogues to help stabilise their use within the software.

== Enterprise v7.0.8 ==
* Fix to make the GP and Surgery Build In List search in the Patient module.
* Enforce the selection of Colour and Size when selling a Frame through the Cash module.

== Enterprise v7.0.7 ==
* Fix to and error causes by clicking the Padlock buttons in Frame Maintenance.
* Fix to ensure Patients Date Of Birth is formatted correctly.
* Removal of the Search Facility in Product Category Groups Maintenance, as it is not longer required.
* Fix in Contact Lens Solution Maintenance to allow for 13 digit bar codes.
* Change to prevent the changing of Recall Category Names, if such category is already assigned to a Patient Record.
* Change to prevent the user from changing a Recall Category Band Value whilst the category is already assigned to a Patient Record.
* Numerous changes to the search facility in the Cash Module.
* Addition of EDI Lens Catalogues into Spectacle Dispensing.
* Fix to prevent DPD values from not printing on the Ordering Templates.

== Enterprise v7.0.6 ==
* Fix to the Default STD Code in Patient Settings, that prevents the user from adding too many digits.
* Numerous fixes to the GP Maintenance procedure.
* Fix to the Comments Field in Patient Rx screen, that prevents the user from adding too many characters.
* Fix to the VA Fields in Patient Rx screen, that prevents the user from adding too many characters.
* Fix to the Recall Category Months field in Recall Category Maintenance, that prevents the user from adding too many digits.
* Fix to prevent the data loss of the Surgery field when saving a Patient Record.
* Fix to the Email Field in Patient Module, that prevents the user from adding too many characters.
* Fix to the Discount procedure in the Cash Module to allow for Null values.
* Change to correct errors on the VAT Category Report.
* Numerous bug fixes in the CL Dispensing Module with regards to blank entries in text fields.

== Enterprise v7.0.5 ==
* Active Patient Default Clear Period set to 1 day on all new databases.

User:Abrown

2017-02-20T10:42:09Z

Abrown: Created page with "M Connor User Page Test '''MediaWiki has been successfully installed.''' Consult the [http://meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the..."

M Connor User Page Test

'''MediaWiki has been successfully installed.'''

Consult the [http://meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.

== Getting started ==
* [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list]
* [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]
* [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]

== Optisoft ==

It's the Optisoft Wiki... it's a little sparse

== Management Links ==

* [[MediaWiki:Sidebar]]
* [[MediaWiki:Common.css]]
* [[Special:Userlogin]]
* [[Special:SpecialPages]]

MediaWiki:Sidebar

2017-02-20T09:55:42Z

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MediaWiki:Sidebar

2017-02-20T09:55:18Z

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MediaWiki:Sidebar

2017-02-20T09:54:57Z

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Setting Up Email-SMS - Creating an SMS Template

2017-02-20T09:50:59Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSSMSTemplate.png</center>

Optisoft Enterprise allows you to create SMS templates that can be used to send messages to your patients over and over again.

To create a template do the following:
*Clear the current patient record
*Click on Send SMS
*Write your SMS Template in the SMS Message box.
*You can use the Merge Codes to the right of this box, and Optisoft will merge the relevant patient data when you use the template in an SMS message.
*When finished click Save
*Give you template a name then close.

When you are ready to use your template to send an SMS message do the following:
*Find the relevant patient record
*Click Send SMS
*Click Open
*Double click on your SMS Template, or highlight and click Open.
*Click Send when ready.

Don't forget at some point in the day to check the Email SMS Queue to make sure your message has been sent properly. See [[Using Email-SMS - Checking the Email-SMS Queue|Checking the Email-SMS Queue]].

[[Email-SMS Module|Back]]

Setting Up Email-SMS - SMS Settings

2017-02-20T09:50:45Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSSMSSettings.png</center>

This is the SMS settings screen. Usually this screen will be configured on your behalf. However, if your SMS account settings change, you can change them yourself by going to Red Orb > Maintain > Email/SMS > SMS Settings.

Once changed it is always worth sending a SMS to an Mobile Phone Number that you have access too, to check that your new settings work.

If you have any further questions or query's about the SMS Setting screen, please ring Optisoft Support.

[[Email-SMS Module|Back]]

Setting Up Email-SMS - Email Settings

2017-02-20T09:50:27Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSEmailSettings.png</center>

This is the Email settings screen. Usually this screen will be configured on your behalf. However, if your email account settings change, you can change them yourself by going to Red Orb > Maintain > Email/SMS > Email Settings.

Once changed it is always worth sending an Email to an account you have access too, to check that your new settings work.

If you have any further questions or query's about the Email Setting screen, please ring Optisoft Support.

[[Email-SMS Module|Back]]

Using Email-SMS - Sending Standard Letters via Email

2017-02-20T09:50:03Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSEmailStandard.png</center>

For ease of use, Optisoft Enterprise will allow you to Email your Optisoft Letter Templates without having to manually attach them first.

Simply find that patient you wish to email.

Click on Print and make sure you have Standard Letter selected.

You can now highlight the document you wish to send, and click Email. This will merge the patient details into the document, then automatically send it for you.

[[Email-SMS Module|Back]]

Using Email-SMS - Sending via attachment

2017-02-20T09:49:50Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSEmail.png</center>

Sending a Document via Email Attachment in Optisoft Enterprise is very similar to how you would do the same procedure in other Email Clients.

Simply find your patient and click on Send Email. The patients Email Address should be copied over for you.

Next, click the Add button under the Attachments section. Select your attachment and click Open.

Finish off writing the rest of your Email, or adding any further attachments, and it will now be ready to send.

[[Email-SMS Module|Back]]

Using Email-SMS - Automatic Letter appointment reminders

2017-02-20T09:49:34Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSLettersNote.png</center>

In order to send Automatic Letter Reminders, you must first have a letter template. See [[Using the Form Designer - Creating a Standard Letter/Form|Creating a Standard Letter/Form]].

Once you have a template go to, Red Orb > Maintain > Appointments > Notification to get to the above screen.

Click the Letters Tab. You can set an Letter Reminder for both Appointment Reminders and Fail To Attend Notifications.

Simply tick the relevant box, set a time interval and period, specify your letter template and the printer you would like your letters to be sent to.

This is an Automatic system only, so once set you will not have to do anything other than check that the Letter are being generated.

[[Email-SMS Module|Back]]

Using Email-SMS - Checking the Email-SMS Queue

2017-02-20T09:49:17Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSQueue.png</center>

When you send any Email or SMS message through Optisoft Enterprise your messages will be sent to the Email SMS Queue. In the queue they will be stored and at regular intervals, an attempt to send them will be made.

The Email SMS Queue resides in your Computer's system tray and will exist as an icon next to the clock in the taskbar. A working Email SMS Queue icon looks like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSQueueIcon.png</center>

To get to the Email SMS Queue, double click this icon. You will easily be able to see all messages that have been added to the queue over the selected date range.

It is advised that on a daily basis, you check the Email SMS Queue to check that your Email and SMS messages are being sent, especially if you have Automatic Notifications set up in your Database. If you notice anything wrong, or are not sure if your messages are being sent, please contact Optisoft Support.

[[Email-SMS Module|Back]]

Using Email-SMS - Automatic Email appointment reminders

2017-02-20T09:49:02Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSEmailNote.png</center>

In order to send Automatic Email Reminders, you must first have a letter template. See [[Using the Form Designer - Creating a Standard Letter/Form|Creating a Standard Letter/Form]].

Once you have a template go to, Red Orb > Maintain > Appointments > Notification to get to the above screen.

Click the Email Tab. You can set an Email Reminder for both Appointment Reminders and Fail To Attend Notifications.

Simply tick the relevant box, set a time interval and period, specify your email template and type a Subject you would like your Email to display.

This is an Automatic system only, so once set you will not have to do anything other than check that the Emails are being generated and sent. See [[Using Email-SMS - Checking the Email-SMS Queue|Checking the Email-SMS Queue]].

[[Email-SMS Module|Back]]

Using Email-SMS - Automatic SMS appointment reminders

2017-02-20T09:48:44Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSSMSNote.png</center>

In order to send Automatic SMS Reminders, you must first have an SMS template. See [[Setting Up Email-SMS - Creating an SMS Template|Creating an SMS Template]].

Once you have a template go to, Red Orb > Maintain > Appointments > Notification to get to the above screen.

Click the SMS Tab. You can set an SMS Reminder for both Appointment Reminders and Fail To Attend Notifications.

Simply tick the relevant box, set a time interval, period and specify your SMS template.

This is an Automatic or Manual system. For Automatic notifications, leave the relevant tick box ticked. For Manual notifications, once the settings have been configured untick the tick box before you save. To Manually send the notifications you will need to go into the appointment you wish to send the SMS for, and click the below button.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSManualSending.png</center>

Once set you will have to check that the SMS's are being generated and sent. See [[Using Email-SMS - Checking the Email-SMS Queue|Checking the Email-SMS Queue]].

[[Email-SMS Module|Back]]

Using Email-SMS - Sending a Recall Email

2017-02-20T09:48:31Z

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<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSRecallEmail.png</center>

In order to start sending your Recall Letters via Email you will need to change the configuration of your Recall Categories. You will first need to go to Red Orb > Maintain > Recall > Categories. This will display the screen above.

You can now either create a new Recall Category by filling out the form, or searching for an existing category using the Search facility.

Per band you can now specify your preferred Send Method.

It is important to remember the following:
*Setting the Send Method to Letter will only ever result in a letter being sent out to your patients.
*Setting the Send Method to Email will check the relevant patient record, and work out whether it is possible to send an Email. If not, then a letter will be sent instead.
*Emails are usually free to send.
*The Recall Letter will be sent in the body of the Email not as an attachment.
*Emails only get separated from Letters at the point of when you process them from the Recall Graph, so don't be alarmed when you have asked for 50 letters, but you only get 40 letters printed, for example. The other 10 will have been sent to the Email SMS Queue ready to be sent via Email.
*As part of you changing the configuration of the Recall Categories, if you add or take away any Recall Band(s), you will need to ring Optisoft Support to have your Recall Graph recalculated.

[[Email-SMS Module|Back]]

Using Email-SMS - Sending a SMS

2017-02-20T09:48:15Z

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{{#customtitle:Using Email-SMS - Sending an SMS|My Title}}
First of all you will need a patient with the correct requirements. Please see [[Introducing Email-SMS - Patient Requirements|Patient Requirements]].

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSSMS.png</center>

To send an SMS you will need to do the following:
*Find a patient that meets the necessary requirements.
*Click on 'Send SMS' in the tool bar.
*Notice how the patient Mobile Number is automatically copied into the 'To' field for you.
*There are 2 ways of writing out your SMS message:
**You can simply type your text into the text box toward the bottom of the screen.
**You can click on Open in the tool bar, and select a pre written template.
*When ready click on Send.
*A confirmation message will now appear.

[[Email-SMS Module|Back]]

Using Email-SMS - Sending an Email

2017-02-20T09:48:00Z

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First of all you will need a patient with the correct requirements. Please see [[Introducing Email-SMS - Patient Requirements|Patient Requirements]].

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSEmail.png</center>

To send an Email you will need to do the following:
*Find a patient that meets the necessary requirements.
*Click on Send Email in the tool bar.
*Notice how the patient email address is automatically copied into the 'To' field for you.
*All standard functions are now available as below.
**CC - Carbon Copy allows you to send this email to another patient by manually typing the email address, or searching for patient record by clicking the 'CC' button.
**BCC - Blind Carbon Copy allows you to send this email to another patient by manually typing the email address, or searching for patient record by clicking the 'BCC' button. The recipients listed in the 'BCC' will be hidden from any other recipient copied in on this email.
**Attachments - Allows the attachment of any document needed to be sent with this email.
**Subject - The Subject line of the email.
**Body of Email - The main message of the email can be written in this text box.
*When finished click Send.
*A confirmation message will now appear.

[[Email-SMS Module|Back]]

Introducing Email-SMS - Patient Requirements

2017-02-20T09:47:38Z

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In all cases, if you want the ability to send an Email or SMS to one of your patient records in Optisoft Enterprise, you will require to do the following beforehand.

==Patient Data==
You will first of all need an Email address or Mobile number (or both). These must be entered in the fields on the Patient Record as highlighted below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSPatRequirements.png</center>

You will notice that the text stays red until you have typed the correct format for the relevant information. This is to prevent you from attempting to send correspondence to a patient via Email or SMS, when it will never be possible to do so.

==Patient Agreement==
In addition to the above you will also need to tell Optisoft Enterprise that the patient has agreed to receive correspondence via Email or SMS.

To do this you need to tick the relevant tick boxes on the Recall Tab as highlighted below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSPatRequirementsTick.png</center>

If the tick boxes are not ticked, Optisoft Enterprise will refuse to allow you to send information to the relevant patient record.

[[Email-SMS Module|Back]]

Email-SMS Module

2017-02-20T09:47:28Z

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=Overview=
The Email & SMS module introduces additional functionality into the other modules of Optisoft Enterprise.

Major features include allowing you to send Email & SMS messages to your patient records, send automated Appointment Reminders and send Recall Letters via Email.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/EmailSMS/EmailSMSMain.jpg</center>

=Introducing Email-SMS=
Before you start to send Email or SMS messages, there are a couple a requirements for each patient record.
*[[Introducing Email-SMS - Patient Requirements|Patient Requirements]]

=Using Email-SMS=
==Creating Adhoc Messages==
Adhoc messages allow you to send custom messages to individual patient records easily. You can also use saved templates to speed up the process.
*[[Using Email-SMS - Sending an Email|Sending an Email]]

*[[Using Email-SMS - Sending a SMS|Sending an SMS]]

==Recall Emails==
The Email SMS module introduces Emails into your existing Recall Categories. Choose, per recall band, whether you would prefer the letter to to be printed or emailed, and let Optisoft Enterprise decide the best send method per patient record.
*[[Using Email-SMS - Sending a Recall Email|Sending a Recall Email]]

==Automated Email-SMS==
This facility allows you to send appointment reminders automatically either via SMS, Email or Letter.
*[[Using Email-SMS - Automatic SMS appointment reminders|Automatic SMS appointment reminders]]
*[[Using Email-SMS - Automatic Email appointment reminders|Automatic Email appointment reminders]]
*[[Using Email-SMS - Automatic Letter appointment reminders|Automatic Letter appointment reminders]]

==Sending Documents via Email==
With the Email SMS module you can send your existing document direct via Email to the patient records.
*[[Using Email-SMS - Sending via attachment|Sending via attachment]]
*[[Using Email-SMS - Sending Standard Letters via Email|Sending Standard Letters via Email]]

==The Email-SMS Queue==
The Email SMS Queue allows you to keep track of what message you have sent, and there current status.
*[[Using Email-SMS - Checking the Email-SMS Queue|Checking the Email-SMS Queue]]

=Setting Up Email-SMS=
==Settings==
*[[Setting Up Email-SMS - Email Settings|Email Settings]]
*[[Setting Up Email-SMS - SMS Settings|SMS Settings]]

==Creating an SMS Template==
SMS Templates allow you to save commonly used text that can be used to create future SMS messages.
*[[Setting Up Email-SMS - Creating an SMS Template|Creating an SMS Template]]

[[Main Page|Home]]

Creating a Mail-Shot

2017-02-20T09:46:37Z

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{{#customtitle:Report Generator - Creating a Mail-Shot|My Title}}
The below example is going to search for patients records with the surname 'Smith'.

You will need to go through each tab, starting on the left. Below describes what you need to do at each step.

== Search Tab ==
The Search Tab requires you to specify the criteria which you want to base your Report on.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>

*First of all you need to select the correct table for the field you wish to include in your search.
*Click the 'Patients' option in the 'Table' list.
*Now you need to select the correct field. Click 'Surname' in the 'Field' list.
*You need to now specify the logical operator required. Double click on 'Equals' in the 'Criteria' list. Your screen should now look like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchEquals.png</center>

*Type 'Smith' into the Search For text box.
*Click OK.
*Finally your screen should now look as below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorSearchComplete.png</center>

== Display Tab ==
The Display tab is where you need to select the data fields that you want the Report Generator to include within your report. In this example we are going to select the First Name, Surname, Date of Birth and Address1(first line of the address) fields.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplay.png</center>

*First of all you need to select the correct table for the field you wish to include in your reprot.
*Click the 'Patients' option in the 'Table' list.
*Now you need to select the correct fields. Double Click 'First Names' in the 'Field' list.
*Repeat this process for all the other fields listed above.
*Each time you double click a field, it should be entered into the Display List on the right.
*Your screen should now look like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayList.png</center>

To make our report a little easier to read we can now order the report in Ascending/Descending order on one of our selected fields. In this example we are going to order the results via the 'First Names' field is Ascending order.
*Click on the 'Sort By' drop down.
*Click 'Patients.[First Names]'
*Ensure the dot is selected next to 'Ascending'.
*Your screen should now look like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplayComplete.png</center>

== View Tab ==
The View tab will now allow us to view our report.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorView.png</center>

*Click on the 'Show Data' button.
*Should the Report Generator find any results that meet your search criteria, your screen should now look something like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorViewShowData.png</center>

Other than the requested information, the Report Generator will show you the total number of records displayed, and will also allow you to remove duplicated records, based on all the visible fields, by ticking the 'Show Unique Records' tick box.

== Output Tab ==
The Output tab has various options that allows you to use your new custom report to good effect. The options, and sub options, are listed below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorOutput.png</center>

*Printer - This will send your report direct to the printer defined in the Load/Save/Printer tab.
*Mailshot
** Summary Report - This will send your report to MS Word and then allow you to print or save the report as a MS Word Document on the PC.
** Mail Merge - This will allow you to produce a paper based Mail-Shot using a predefined MS Word template. See [[Creating a Mail-Shot|Creating a Mail-Shot]].
*File - This will allow you to save your report as a CSV(Comma Separated Variable) file for use with other applications such as MS Excel.
*Viewer - This option will send your report to a Document Viewer, such as MS Document Writer.
*Email Mailshot - This will allow you to produce an electronic based Mail-Shot using a predefined MS Word template. (This Option is only available if you have the Email-SMS module licensed).

Now we have got a report generated you need to do the following:
*Click the Output tab.
*Ensure Mailshot is selected.
*Click Mail Merge from the Mail Merge options.
*You Screen should now look something like this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotMerge.png</center>

You now have to choose your Word Processor Output Option. You have two choices as listed below:
*Print - This will merge your patient list to a template of you choice, and send it straight to the Printer.
*File - This will merge your patient list to a template, and save it into MS Word Document at a location of your choice.

Please note it is always recommended that you choose the 'File' option, and check you final mail merge before you send it to the printer. This will prevent any wastage in terms of resources.

When you have selected your Word Processor Output Option, you need to click the Output Report button.

You will then see something similar to the following screen.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMailShotChooseTemp.png</center>

You need to navigate to wherever your saved Template is located, and Double Click on it.

At this point, Optisoft Enterprise will display a similar screen to the one above, asking you where you would like to saved your merged document.

Once saved you can open the merged document, check the content and then print the document. There is also the option in MS Word to print your merged document in small batches, should you not wish to print a lot of letters in one go.

[[Report Generator Module|Back]]

Creating a New Report - Load/Save/Printer Tab

2017-02-20T09:46:24Z

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{{#customtitle:Report Generator - Load/Save/Printer Tab|My Title}}

== Load/Save/Printer Tab ==
The Load/Save/Printer Tab allows you to Save a report, Load an existing report and set the printer.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorLoadSavePrinter.png</center>

===Saving a Report===
*Click on the Save button
*Navigate to the location you wish to save your report. The default location is the Reports folder within the Optisoft Enterprise directory.
*Give your report a name, in the file name text box.
*Click Save.

===Loading a report===
*Click on the Load button
*Navigate to the location of your saved report.
*Either Double Click on your report, or Single Click to Highlight, and then click Load.

[[Report Generator Module|Back]]

Creating a New Report - Output Tab

2017-02-20T09:46:09Z

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{{#customtitle:Report Generator - Output Tab|My Title}}

== Output Tab ==
The Output tab has various options that allows you to use your new custom report to good effect.

Whether simply printing or exporting you report, the Output tab should allow you to extract your custom report with ease.

The Output tab also lends itself to Mail Merging your data into Microsoft Word templates. See [[Creating a Mail-Shot|Creating a Mail-Shot]] for further information.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorOutput.png</center>

[[Report Generator Module|Back]]

Creating a New Report - View Tab

2017-02-20T09:45:55Z

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{{#customtitle:Report Generator - View Tab|My Title}}

== View Tab ==
The View tab allows you to view your report before you export using the various options on the next tab.

Other than the requested information, the View Tab will show you the total number of records displayed, and will also allow you to remove duplicated records, based on all the visible fields, by ticking the 'Show Unique Records' tick box.

The View Tab can be very useful in finding rogue or incomplete patient records which can then be updated in the Patients module

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorView.png</center>

[[Report Generator Module|Back]]

Creating a New Report - Display Tab

2017-02-20T09:45:34Z

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{{#customtitle:Report Generator - Display Tab|My Title}}

== Display Tab ==
The Display tab is where you need to select the data fields that you want the Report Generator to include within your report.

As with the Search Tab you can choose from a wide range of fields contained within the Patient Recall data.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorDisplay.png</center>

[[Report Generator Module|Back]]

Creating a New Report - Search Tab

2017-02-20T09:45:21Z

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{{#customtitle:Report Generator - Search Tab|My Title}}

== Search Tab ==
The Search Tab requires you to specify the criteria which you want to base your Report on.

The default setting for the Search Tab, is to select *****ALL***** patient records, but as you can see from the list of Tables available, you can use any of the Patient Recall information.

This allows you to create reports based on patient records with certain Lifestyle Codes, patients who haven't been to the practice for a certain time period and patients within a certain Rx range, for example.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>

[[Report Generator Module|Back]]

Report Generator Module

2017-02-20T09:45:12Z

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=Overview=

The Report Generator allows users to search through their Optisoft Database using custom search criteria.

This facilitates functions such as creating custom reports, generating mail shots and data cleansing.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center>

=Using Report Generator=
== Creating a Report ==

Creating a report requires the user to work through the tabs from left to right as detailed below.

*[[Creating a New Report - Search Tab|Search Tab]]

*[[Creating a New Report - Display Tab|Display Tab]]

*[[Creating a New Report - View Tab|View Tab]]

*[[Creating a New Report - Output Tab|Output Tab]]

*[[Creating a New Report - Load/Save/Printer Tab|Load/Save/Printer Tab]].

== Creating a Mail-Shot ==
One of the main features of the Report Generator is the ability to create paper based, or electronic, Mial-Shots. In both cases a predetermined MS Word Template will need to have been written first. Click [[Form Designer Module|Form Designer]] to see how.

[[Creating a Mail-Shot|Creating a Mail-Shot]]

[[Main Page|Home]]

Using the Form Designer - Editing a Ordering/Dispensing/CL Dispensing Template

2017-02-20T09:44:53Z

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{{#customtitle:Editing an Order/Spectacles Dispensing/Contact Lens Dispensing Template|My Title}}
In order to edit an existing Template you will need to do the following:

*Make sure the Document Type drop down specifies 'Ordering', 'Spectacles Dispensing or 'Contact Lens Dispensing', which ever option is relevant.
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerSpecsDisp.png</center>

*Double Click on the template you wish to edit.
*You will be presented with the Template you selected in design mode.

You can now use all the available design tools within Microsoft Word to edit your Template.

To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteTemplate.png</center>

[[Form Designer Module|Back]]

Using the Form Designer - Editing a Standard Letter/Form

2017-02-20T09:44:39Z

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In order to edit an existing Standard Letter/Form you will need to do the following:

*Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerStandardLetter.png</center>

*Double Click on the Standard Letter/Form that you wish to edit.
*You will be presented with the Standard Letter/Form you selected in design mode.

You can now use all the available design tools within Microsoft Word to edit your Standard Letter/Form.

To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteStandardLetter.png</center>

==Adding Additional Merge Codes==

*Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerStandardLetter.png</center>

*Single Click on the document you wish to add merge codes too.
*In the tool bar, click 'Show Codes'.
*This will take you to the 'Merge Codes' tab and display all the merge codes that are currently in the document you had selected.
*To add extra codes simply select the correct table, and double click on all the codes necessary.
*When finished, click on the 'Form Options' tab, and Double Click on your document.
*Click 'Yes' to the 'Do you wish to add the chosen merge codes to this document' prompt.
*This will have now added the merge codes to the available list which can now be added to your document as normal.

[[Form Designer Module|Back]]

Using the Form Designer - Editing a Recall Letter

2017-02-20T09:44:25Z

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In order to Edit an existing Recall Letter you will need to do the following:

*Make sure the Document Type drop down specifies 'Patient Recall Letter'
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerMain.png</center>

*Double Click on the Recall Letter that you wish to edit.
*You will be presented with the Recall Letter you selected in template mode.

You can now use all the available design tools within Microsoft Word to edit your Recall Letter.

To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteRecall.png</center>

[[Form Designer Module|Back]]

Using the Form Designer - Creating a Ordering/Dispensing/CL Dispensing Template

2017-02-20T09:44:10Z

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{{#customtitle:Creating an Order/Spectacles Dispensing/Contact Lens Dispensing Template|My Title}}
In order to create a new Template you will need to do the following:

*Make sure the Document Type drop down specifies 'Ordering', 'Spectacles Dispensing or 'Contact Lens Dispensing', which ever option is relevant.
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerSpecsDisp.png</center>

*Now click 'New' in the top left of the screen.
*You will be presented with a 'Save As' dialogue screen.
*Give your new Template a File Name and click Save.
*You will now be presented with a blank Microsoft Word document.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordBlank.png</center>

You can now use all the available design tools within Microsoft Word to create your New Template.

As part of creating your new Template you will want information from Optisoft Enterprise to be merged into this document when you print it. To do this you will need to position Merge Codes in the document as described below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteTemplate.png</center>

[[Form Designer Module|Back]]

Using the Form Designer - Creating a Standard Letter/Form

2017-02-20T09:43:54Z

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In order to create a new Standard Letter/Form you will need to do the following:

*Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerStandardLetter.png</center>

*Now click 'New' in the top left of the screen.
*You will taken to the 'Merge Codes' tab.
*Here you have the freedom to select whatever merge codes you would like to include in your new Standard Letter/Form. Simply select the correct table, and double click on all the codes necessary.
*To help you do this, the 'Load Standard Codes' button will add the basic codes for you.
*When finished your screen should look similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerLoadStandardCodes.png</center>

*Now click 'New' again.
*You will be presented with a 'Save As' dialogue screen.
*Give your new Standard Letter/Form a File Name and click Save.
*You will now be presented with a blank Microsoft Word document.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordBlank.png</center>

You can now use all the available design tools within Microsoft Word to create your New Standard Letter/Form.

As part of creating your new letter you will want information from Optisoft Enterprise to be merged into this document when you print it. To do this you will need to position your Merge Codes in the document as described below.

If you are creating a New Standard Form, Optisoft Enterprise will have already added each Merge Code into the document contained within a Text Box. This will then allow you to drag the Text Box to anywhere on the page. If you wish to add a duplicate merge code, the easiest way to do this is to copy and paste one that is already in the document, rather than following the instructions below.

Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteStandardLetter.png</center>

[[Form Designer Module|Back]]

Using the Form Designer - Creating a Recall Letter

2017-02-20T09:43:35Z

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In order to create a new Recall Letter you will need to do the following:

*Make sure the Document Type drop down specifies 'Patient Recall Letter'
*Your screen should look something similar to this.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerMain.png</center>

*Now click 'New' in the top left of the screen.
*You will be presented with a 'Save As' dialogue screen.
*Give your new Recall Letter a File Name and click Save.
*You will now be presented with a blank Microsoft Word document.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordBlank.png</center>

You can now use all the available design tools within Microsoft Word to create your New Recall Letter.

As part of creating your new letter you will want information from Optisoft Enterprise to be merged into this document when you print it. To do this you will need to position Merge Codes in the document as described below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.

*If not already there, in the tool-bar in Microsoft Word click Mailings.
*In your document, position the cursor where you would like the new merge code to go.
*Click on Insert Merge Field.
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
*Repeat as necessary.
*The end result should look something similar to the image below.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/MSWordCompleteRecall.png</center>

[[Form Designer Module|Back]]

Form Designer Module

2017-02-20T09:43:23Z

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=Overview=
The Form Designer allows you to create and maintain all types of document templates within the Optisoft Enterprise system.

Documents are broken up into 6 main categories, each of which are explained below.

In order to use the Form Designer, you will first need a copy of Microsoft Word installed on your PC.

<center>http://www.optisoft.co.uk/wiki/images/Optisoft/FormDesigner/FormDesignerMain.png</center>

=Using the Form Designer=

==Creating Templates==
*[[Using the Form Designer - Creating a Recall Letter|Creating a Recall Letter]]

*[[Using the Form Designer - Creating a Standard Letter/Form|Creating a Standard Letter/Form]]

*[[Using the Form Designer - Creating a Ordering/Dispensing/CL Dispensing Template|Creating an Ordering/Dispensing/CL Dispensing Template]]

==Editing Existing Templates==
*[[Using the Form Designer - Editing a Recall Letter|Editing a Recall Letter]]

*[[Using the Form Designer - Editing a Standard Letter/Form|Editing a Standard Letter/Form]]

*[[Using the Form Designer - Editing a Ordering/Dispensing/CL Dispensing Template|Editing an Ordering/Spectacles Dispensing/Contact Lens Dispensing Template]]

[[Main Page|Home]]

Spectacle Dispensing - Creating Markup Schemes

2017-02-20T09:42:36Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Markup Schemes.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispMarkupSchemes.png</center>

*Click the New icon in the toolbar.
*Give your Markup Scheme a Name and choose what type of product this Scheme will affect.
*Click on the Details tab.
*Select all the necessary options from the available drop down lists. The list will vary depending on what type of Markup Scheme you are creating.
*Click on the Fees tab.
*Enter any relevant fees.
*Click on the Rounding tab.
*Here you can select a Floor Price, a Ceiling Price and choose a Rounding option.
*Click on the Ranges tab. There are 2 options available
**Either, click on New Range icon in the toolbar. Then enter your next range bracket in the To £ text box. Then enter a Mark-Up Multiplier. Repeat as necessary.
**Or, click on the Mark-Up Builder icon in the toolbar. Then enter your next range bracket in the To £ text box. Then use the calculator options to create a Mark-Up Formula. Repeat as necessary and click Save and then Close when finished.
*Now click the Save icon in the toolbar and then the Close icon to return to the list of available Markup Schemes.
*In order for your Markup Scheme to have any effect, you must apply it. Highlight it in the list, and click Apply in the toolbar. This will display a list of relevant products that you can select from.
*When ready, click Apply to apply your Markup Scheme.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Dispensing Notes

2017-02-20T09:42:24Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Dispensing Notes.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispNotes.png</center>

*Type your Custom Note in the New Notes text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon when finished.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Creating Custom Adjustments

2017-02-20T09:42:12Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Adjustments.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispAdjustments.png</center>

*Type an Adjustment name in the Description text box.
*Type an Amount.
*Choose whether your Adjustment will be Positive or Negative by selecting the corresponding radio button.
*Choose whether your Adjustment will be a Percentage or Value adjustment by selecting the corresponding radio button.
*Check all the relevant tick boxes for the product types that your new adjustment will apply too.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon when finished.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Vouchers

2017-02-20T09:42:00Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Vouchers.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispVouchers.png</center>

*Type a name in the Description text box.
*Add a Value(optional).
*Select a Voucher Type from the drop down list.
*Select a Payment Category from the drop down list.
*When finished click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Examination Fees

2017-02-20T09:41:51Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Examination Fees.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispExaminationFees.png</center>

*Type a name in the Description text box.
*Add a Retail Price(optional).
*Select a Cash Category from the drop down list.
*When finished click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Creating Lens Filters

2017-02-20T09:41:34Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Lens Filters.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispLensFilters.png</center>

*First you need to create a Lens Filter. Click New and type the name of your filter.
*Now you need to search for a lens that you wish to add to your filter. You can do this in 2 different ways:
**Either type the name of the lens you are looking for in the search box
**Or use the Manufacturer, Type and Material drop down lists and click on Find Lenses.
*Repeat for all the lenses required for your Lens Filter.
*Once you have your selected lenses added to the filter, you can reorder them using the Up and Down buttons.
*You can also give each lens a custom name by highlighting it and clicking edit.
*Once finished click the save button to the right of the screen.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Miscellaneous Items

2017-02-20T09:41:21Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Miscellaneous Items.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispMiscellaneousItems.png</center>

*Select a Manufacturer from the drop down list(Optional).
*Type a name in the Description text box.
*Choose a Cash Category.
*If your Item has it's own bar-code, put the cursor in the bar-code text box and scan the bar-code with the bar-code scanner (Stock users only).
*Enter a Wholesale price and Retail price as necessary.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon when finished.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Lens Extras

2017-02-20T09:41:08Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Lens Extras.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispLensExtras.png</center>

*Select a Manufacturer from the drop down list.
*Select a Cash Category from the drop down list.
*Type a name for the Lens Extra in the Description text box.
*Type a unique code in the Code text box.
*Type a Single Vision and Multi Vision price as necessary.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveIcon.png icon.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Spectacle Dispensing - Adding Lens Prisms

2017-02-20T09:40:56Z

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Lens Prisms.

<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispLensPrisms.png</center>

*Select a Manufacturer from the drop down.
*Type in a relevant Prism Table name and click the Plus icon.
*Now enter the Prism, Sphere and Cyl ranges for your Prism Table.
*Next enter all the relevant Wholesale and Retail prices for each Lens Type.
*Click the Plus icon furthest to the right of the screen. This should then add the current range to the grid.
*Repeat for all the necessary ranges in your Prism Table.

[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]