How Can We Help You?
Welcome to the online help for Encompass with MSI. Click a topic below to find the information you need to make your practice run smoothly and efficiently.
The topics on this page cover the workflows that are relevant to MSI and how your practice uses Encompass. Topics available on this help site that are not listed here may not apply to your practice. Following procedures that are not part of the MSI workflows could cause problems with your systems and data.
- Getting Started
- Patient Demographics
- Material Orders & Transactions
- Administration Setup, Maintenance, & Eyeglass Lens Setup
- Processing Claims & Carrier Payments
- Dashboards and Reports
- Inventory
- Billing Reports
Getting Started
Patient Demographics
- Adding a New Patient
- Entering Patient Demographics Information
- Recording Patient Insurance Information
- Managing Patient Documents
- Entering, Editing, and Printing Notes
Material Orders & Transactions
- Entering Prescriptions
- Creating an Eyeglass Order
- Creating a Contact Lens Order
- Creating Exam-Only Orders and Adding Exams to Orders
- Creating an Extras Only Order
- Adding Modifier Codes and Dispensing Fees to Orders
- Setting Up and Ordering Maui Jim Frames and Lenses
- Returning Orders
- Remaking Orders
- Entering a Miscellaneous Payment
- Entering a Patient Credit
- Refunding or Removing Patient Credits
Administration Setup, Maintenance, & Eyeglass Lens Setup
Processing Claims & Carrier Payments
Dashboards and Reports
- Printing Patient Lists from the Patient Demographics Dashboard
- Using the Patient Marketing Dashboard
- Accounting Reports
- Marketing Reports
- Patient Reports
- Sales Reports
- Dispensary Reports
Inventory
Billing Reports