Viewing a Patient's Invoiced Orders

Use the Invoiced tab to view all the patient's invoiced orders, and perform tasks such as reprinting invoices or returning orders. This topic provides instructions on accessing the Invoiced tab, and an overview of everything you can do with the orders there.

1. On the left side of the Demographics screen, click Material Orders.

   The Material Orders screen opens.

2. Click the Invoiced tab, if it is not already displayed.

   The Invoiced Orders grid lists the patient’s invoiced orders.

3.  Locate an order in the list and click the green down arrow on the far left to view the following information, as applicable for the order:
   • Insurance carrier and plan name along with the authorization date and number;
   • Remake history, if the order is a remake (for more information, see Remaking Eyeglass Orders);
   • The VSP, eLab, or ABB integration status, If the order was submitted electronically, and error information, if the submission failed (for more information, see Viewing an Order's Integration Status and Handling Failed eLab Orders).
4. Click the Order number link to view the order summary. If the order has a remake history, the remake icon (up/down arrows) appears next to the order number.
5. Click the Status link to view an order’s status history and add Order Notes. For more information, see Adding Order Notes to an Order.
6. For orders that have a claim, click the Claim Status link to open the claim detail in Claims Management. If the claim is in Failed status, the Failed Claims screen opens, enabling you to try submitting the claim again. For more information, see Viewing an Order's Claim Status and Claim.

   Only providers and staff members with the Process Claims security permission selected in Administration can access the Claim Detail window. If you do not have this security permission, an Access Denied - Temporary Override window displays, allowing another user with permission to enter their username and password and give you temporary access. For information on setting security permissions, see Setting Up Provider Security Settings and Setting Up Staff Security Settings

7. For orders that have a balance, click the Balance link to open the Make Payment window. For more information, see Entering Payments for Invoiced Orders.
8. Use the Print drop-down menu to print receipts and reports for the order.
   • Select Invoice to reprint the invoice. For more information, see Reprinting an Invoice
   • Select CMS Form to print the CMS 1500 form. For more information, see Printing CMS 1500 Forms from Material Orders
   • Select Packing Slip to print the packing slip. For more information, see Printing a Packing Slip.
   • If the order is a VSP order, select Doctor Report to print the VSP Doctor Service Report. For more information, see Printing a VSP Doctor Service Report.
   • Select Ledger to print the order's Ledger. For more information, see Printing the Ledger for an Order
   • Select Well Vision Saving Report to print the VSP Well Vision Savings Statement.
   • Select Lab Order to print the Lab Order Report. For more information, see Printing the Lab Order Report for an Invoiced Order .
   • Select Rx to print the prescription used on the order. For more information, see Printing a Prescription
9. Use the Action drop-down menu to perform tasks such as remaking or returning orders, entering price adjustments, or changing the order status. The actions available in the drop-down menu change depending on type of order and the current order status.
   • Select Adjust to enter a price adjustment. For more information, see Processing Price Adjustments on Material Orders.
   • Select Copy to copy an eyeglass order. For more information see Copying Eyeglass Orders.
   • Select Delay to set the order's status to Delayed. For more information, seeChanging Order Statuses in Material Orders (Delay, Receive, Notify)
   • Select Deliver to set the order's status to Delivered and process a patient payment, if necessary. For more information, see Delivering Orders.
   • Select Merchandise Drop to write off the balance of an order that has not been picked up. For more information, see Using Merchandise Drop.
   • Select Notify to set the order's status to Notified. For more information, seeChanging Order Statuses in Material Orders (Delay, Receive, Notify)
   • Select Receive to set the order's status to Received. For more information, see Changing Order Statuses in Material Orders (Delay, Receive, Notify)
   • Select Collections to set the order status to Collections and write off the balance. For more information, see Setting Orders to Collections Status.
     Selecting Collections does not automatically send the order to a collection agency.
   • Select Remake to remake the order. For more information see Remaking Eyeglass Orders.
   • Select Return to return the order. For more information, see Returning Orders.
   • Select View Transactions to go to the Transactions tab an see all transactions associated with the order. For more information, see Viewing Transaction Information.