Setting Up On-The-Fly Benefit Calculations for Exams
The on-the-fly calculations feature automatically performs and displays VSP benefit estimates in real time as you create orders. Use this procedure to include exam calculations as part of this feature.
- In Company: Setup, click Preferences in the blue menu bar and select Material Orders.
- Click Invoicing.
- Under On-the-Fly Calculations, select one or both of the following check boxes:
Select Perform on-the-fly calculations for exam orders to have the system automatically perform on-the-fly calculations for exam-only orders.
Select Include exams in the on-the-fly calculations for material orders to have the system automatically include any exam charges in on-the-fly calculations for eyeglass and contact lens orders.We recommend you do not select this setting if your practice prefers to process exam and material orders and transactions separately.
- Click Save.
Disabling On-The-Fly Benefit Calculations for Exams
To stop including exams in on-the-fly benefit calculations in Material Orders, follow the instructions above and deselect the check boxes in step 3.