drb
Junior Member
Posts: 50
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Post by drb on Jul 12, 2016 15:40:59 GMT -6
Hi All, Is there a shortcut to copy all the information from a previous eyeglass purchase but simply add the new Rx? When a patient wants to update their glasses with the new Rx, Is there a way to copy all the info with one click but have the new Rx? We are having to re enter all the frame and lens information. If I use Remake and change the info to POF, it puts a retail price for the frame on the billing record. Any help would be appreciated.
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Post by agapevision on Nov 4, 2016 17:09:30 GMT -6
DID YOU ever get an answer?? we are new to Crystal
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Post by vaderkty on Nov 4, 2016 17:41:45 GMT -6
Hi All, Is there a shortcut to copy all the information from a previous eyeglass purchase but simply add the new Rx? When a patient wants to update their glasses with the new Rx, Is there a way to copy all the info with one click but have the new Rx? We are having to re enter all the frame and lens information. If I use Remake and change the info to POF, it puts a retail price for the frame on the billing record. Any help would be appreciated. 1.) Add new Rx to the frames page screen, if not already there. 2.)Open up frame order, hit "remake" and then select the "real" item in drop down menu like WHY or if it's a new pair, sale, pof, etc. under left hand , frames column. You need to go into your admin settings and remove a bill code associated to "POF" We have a $10.00 fee attached to ours so we have a billing code set and pof is linked to that code. just unlink the bad association code in admin. 3.)Change any billing codes that were possibly messed up (like not keeping the crystal pm items in the vision web sent order. This causes the billing codes to not align with YOUR codes). 4.)Change any other pd, seg ht issues and save routing slip (for new orders or things requiring billed out or delete if it's just a redo at no charge). This will give you the correct Rx, billing codes, if payment is due and no real work on your end. it's really just switching "Remake" to some other "preset" option in your frames default page in admin. I have lab error, outside Rx change, in-house Dr change, optician error, upgrade to material,etc. it's set up in admin so the frame page part takes 2 seconds to do from start to finish, if no changes are required other than RX.
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