Editing Orders

This topic tells you how to edit eyewear, soft contact lens, and hard contact lens orders after recording them on fee slips.

To edit Rx orders after recording them on fee slips, you must set up the following information:

  • From OfficeMate Administration, click Setup, select Preferences, click the Lab Orders tab, select the Yes radio button next to the Allow Lab Order Edits after Fee Slip Has been Billed preference, and click OK.
  • From OfficeMate Administration, click Setup, select Security, and ensure that the user has a role assigned to him or her that allows him or her to edit lab orders after fee slips have been billed.
  • If you edit Rx orders after recording them on fee slips, any edits that you record in the Rx orders will not be reflected on the fee slips or in billing records (i.e., no new open charges will be created).

  1. Open the Eyewear Order, Soft Lens Order, or Hard Lens Order window and find and select the order that you want to edit. For information on opening the Eyewear Order window, see To open the Eyewear Order window. For information on opening the Soft Lens Order window, see To open the Soft Lens Order window. For information on opening the Hard Lens Order window, see To open the Hard Lens Order window.
  2. Enter search information in the Last and First name text boxes and click F2 Find to find the patient for which you want to edit an order.
  3. Select the order that you want you want to edit.
  4. Click Edit Lab Order.

    The Edit Lab Order Warning! window opens.

  5. Click Yes to continue.
  6. Follow the instructions in To create a new eyewear order to edit eyewear order information. Follow the instructions in To create a new soft contact lens order to edit soft contact lens information. Follow the instructions in To create a new hard contact lens order to edit hard contact lens information.