Adding a Patient's Supplied Frame to a Lenses Only or Extras Only Order

You can add the patient's own frame to the order by searching for it in the system or entering the frame details yourself.

What do you want to do?

  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Search for the patient and select them from the results list.

  3. On the left side menu, click Material Orders.

  4. In the Material Orders screen, do one of the following:

    • For a new order: Under Create an Order, click Add Eyeglass Order. Select Extras Only or Lenses Only as the Order Type.

    • For an existing order: Click the Non-Invoiced tab, locate the order, and select Edit from the Actions drop-down list.

  5. In the Build Order screen, click Add Patient's Supplied Frame.

  6. In the Frame Details screen, enter the search criteria and click Search.
  7. Select the frame in the list.

    The frame information displays. The Frame Source is automatically set to Patient Supplied (Customer Frame).

  8. Edit the frame information, if necessary.
  9. Click Add to Order
  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Search for the patient and select them from the results list.

  3. On the left side menu, click Material Orders.

  4. In the Material Orders screen, do one of the following:

    • For a new order: Under Create an Order, click Add Eyeglass Order. Select Extras Only or Lenses Only as the Order Type.

    • For an existing order: Click the Non-Invoiced tab, locate the order, and select Edit from the Actions drop-down list.

  5. In the Build Order screen, click Add Patient's Supplied Frame.

  6. In the Frame Details screen, click Enter Patient Frame Details.
  7. Record the Name and Color of the frame.
  8. Record the frame measurements.
  9. Select the Edge Type.
  10. Select the Frame Source.

    If you will not be shipping a frame to the lab, select Lenses Only.

  11. Select whether the frame is a Safety Frame.
  12. Record any Custom Frame Measurements, if necessary.
  13. Click Add to Order.

Related Topics

  • Building an Extras Only Order