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Returning Contact Lens Orders

  1. On the left side of the Demographics screen, click Material Orders.
  2. Locate the order in the Invoiced Orders grid, and select Return from the Actions drop-down list.

    The Return Orders screen opens.

  3. Complete one of the following steps:
    • To return everything on the order, click Full Return.
    • To return only the materials on the order and not the exam, click Full Return w/out Exam.
    • To do a partial return, select the number of boxes you are returning from the Return Quantity drop-down list in the Sale Detail grid (for non-insurance orders only).
  4. Click Save.

    The Confirm window opens.

  5. Select the Reason for Return.
  6. Select to Return Frame to Inventory, if necessary.

  7. Choose how you want to process the return:
    • To refund the amount to the patient, click Refund.

      In the screen that opens, click Edit next to the Payment Type, enter the Amount, and click Save.

    • To apply a credit to the patient’s account, click Credit.

    The credit appears under the Patient’s Outstanding Balances.

    The Return/Refund receipt opens in a new window, and the remake order information is displayed in the Invoiced Orders grid.