Creating a Frame Only Order

  1. On the left side of the Demographics screen, perform one of the following steps:
    • Click Material Orders and then, under Create an Order, click Add Eyeglass Order.
    • Click Eyeglass Order.
    If these options are unavailable, go to Administration and check the status of your Frames Data subscription integration.
  2. Select an insurance plan. If the plan you need is not shown, check to make sure it has valid authorizations. A green icon next to Frame indicates that the patient has a valid authorization. If the plan has shared allowances configured, the available allowance amount is shown.
    • For VSP insurance, locate the plan and click + VSP Order.
    • For non-VSP insurance, locate the plan, select the Lab Submission method, and then click + {Insurance Name} Order.
    • To create the order without insurance, locate Non-Insurance/Private Pay, select the Lab Submission method, and then click + Non-Insurance Order.
    • Electronic lab submission means that the system will transmit the order directly to the lab upon invoicing. Manual lab submission means you will be processing the lab order outside the system, To prevent duplicate orders, select Manual for insurance plans that require you to submit orders on their websites, such as EyeMed or Medicaid.
    • A message displays if a plan's authorization is missing required information. Click the Update Info link in the message to go to the Eligibility/Authorization screen and edit the authorization to add the missing information.
  3. In the Choose Order Type screen, click Frame Only.
  4. Search for the frame and add it to the order

    For more information, see Adding a Frame to an Eyeglass Order

  5. If you want to add additional features, instructions, or fees to the order:
    1. Click Add Extras .
    2. Select all of the extras you want to add.
    3. Click Add to Order.
  6. If you selected Lab Supplied as the Frame Source, click Add Lab and select a lab. If you don't see the lab you need, check to make sure it is set up and activated in Administration.

    The lab is added to the order. The Build Order screen displays green check marks to indicate that all parts of the order have been added and the Estimated Charges area shows the total estimated charges for the entire order.

  7. To complete the order, go to step 9 of Creating a Complete Eyeglass Order.