Reviewing and Editing Orders in the Summary

Use the Summary screen to check that all information is correct and make any changes before saving or pricing orders.

  1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
  2. Enter the patient's information and click Search.
  3. Select the patient from the search results list.
  4. On the left side menu, click Material Orders.
  5. In Material Orders, do one of the following to open the Summary screen:
    • Click Add Eyeglass Order, add all components to the order in the Build Order screens, and then click Continue to Summary.
    • Click Add Contact Lens Order, select insurance and the Rx, and then click + Add to Order.
    • Click the Non-Invoiced tab, locate the order in the lists and click the Order #.
  6. Under Shipping Information, select the Ship To location and Address.
  7. Under Order Information, perform the following steps:
    1. Select the Resource. This field defaults to the staff member currently logged in to Encompass.
    2. Select the Dispensing Status.
    3. To record dispensing notes, click the Add Dispensing Notes link.
  8. Review the Lab information and Submission method and click Change to edit, if necessary.
  9. Type Instructions for the lab, if needed, and make any necessary changes to the Lab To Make check boxes.
  10. Review the remaining frame, Rx, lens, and pricing information for the order and click Change to edit, if necessary.
  11. To print the order summary, click Print Summary.
  12. Perform one of the following steps:
    • Click Save Draft to save the order without completing it and return to the Material Orders window. The order appears in the Draft Orders list.

      • When an order is in Draft, any authorizations associated with it remain available for use on other orders.

    • Click Continue to Pricing to open the order in the Order Review window.

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