Ordering Miscellaneous Items
You can create orders for miscellaneous items such as exam fees, frames, accessories, gift cards, repair charges, and shipping fees, or add them to existing non-invoiced eyeglass or contact lens orders.
What do you want to do?
- On the left side of the Demographics screen, click Material Orders.
- Click the Non-Invoiced tab, if it is not already displayed.
- Locate the order in the Non-Invoiced Orders list and select Price from the Actions drop-down list.
The Current Pricing screen opens.
- Follow the directions in the relevant procedure below, starting with step 3.
- Once you have completed all the steps, price and invoice the order, as appropriate.
You can use this procedure to add a frame from your inventory to an order (for example, when you are creating an order for non-prescription glasses such as plano sunglasses).
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Frame.
- Enter the manufacturer, collection, model number, color, eye size, and/or UPC for the frame you want to locate.
Entering more frame information provides more precise results.
- Click Search.
- Select a frame from the list.
If the frame has not already been priced for your practice, the Frame Price window opens. Complete these steps:
- Record a Retail Price for the frame.
- Click Save.
If the frame you need is not listed, click +Custom Frame to create it. For more information, go to Setting Up Custom Frames.
- Click Add To Order.
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Accessory.
The Add Accessory window opens.
- Type the item number, UPC, or product name in the search field.
-
Select the accessory you want from the search results.
The list updates to show the accessory details.
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Select the Quantity you want to add.
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Repeat steps 4 through 6 for any other accessories you want to add.
- Click Add To Order.
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Gift Card.
- Record the Card Number, Amount, and Quantity.
- Click Add Gift Card.
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Repair Charges.
- Select the Item # for the repair item.
- Record the Quantity and Price.
- Click Add To Order.
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Shipping Fee.
- Select a Shipping Method.
- Click Add To Order.
- On the left side of the Demographics screen, click Material Orders.
- Under Create an Order, click Add Miscellaneous Order.
The Current Pricing screen opens.
- Click + Misc. Fee.
- Select a miscellaneous fee.
- Click Add To Order.
Related Topics
- Creating Exam-Only Orders and Adding Exams to Orders
- Viewing an Order's Diagnosis Codes and PQRS Codes
- Pricing and Adding Insurance to Orders