When going into a patients file we sometimes need to reorder their contacts but with slight changes. For example, switching a patient over to Air Optix from Acuvue Oasys but with everything else in the prescription the same. Or perhaps we needed to change the axis or power. So we are wanting to have a copy function where we could copy the last order, create a new one, and then edit any minor changes. The copy button could be used before or after making a new order. Currently in that scenario you have to Create a New Order and then enter all the data from scratch even if only 1 small item has changed. This would save significant time.
The Reorder button will copy forward the last CL Order. The Trick is to go to a previous order, and press the Reorder button. If you click Create New Order first, the reorder button will be grayed out. Hope this helps!
Reorder creates an exact copy of the previous order THAT CANNOT BE EDITED. We are looking for a way to copy the previous order forward and then be able to edit it. This would save time when ordering nearly the same identical order with a small change to the axis or the sphere power by a quarter diopter, etc.
If you used a contact catalog to create the order, you would need to click search inventory and would need to re-choose the options. But this is always the case for orders created from a contact catalog, regardless of it's a new order or reorder.
I tested it out with a default rx after clicking Reorder. If you save the order first, then you can click edit and change the cells.
Post by friscoeyeassociates on Aug 13, 2018 13:33:14 GMT -6
Our practice utilizes buttons in the record to transfer changes in CLRX both within the record and to transfer to "Prescription" Tab so staff can order trials accurately. As you can see in the first photo attached, this is our Contact Lens tab in our records. You will notice in the section labeled Trial #1 there are buttons in the bottom right that will allow you to transfer the entire rx above to multiple places. You can see Trial #2 section just below it. We only changed sphere in OS by a quarter of diopter. All technician had to do was hit the "Copy to T2" button to copy down the exact same Rx from Trial #1 then change the OS Sphere. Similarly if we need to order the trial because it is not in our stock, then the technician can hit the "To Trial Order" button which will copy the Rx over to "Contact Lens Rx 3" on the "Prescription" tab for ordering. We only put Trial Rx's in this "Contact Lens Rx 3" box... From there you should be able to just hit "create new order" rather than needing to copy one.
Once pt has finally finalized the Rx, we will go back into record and hit the "To Final" button on the trial they prefer which will copy the Rx from that Trial section up to the Orange final Rx section as well as transfer it over to the "Contact Lens Rx 1" on the Prescription tab where only finalized Rx's go and now boxes can be ordered.
This would most likely require creating all these buttons in your record so its a time commitment up front but its the best way we have found to do it. You could also copy our tab as it is publicly available under Frisco Eye Associates via the import/export utility in crystal if your interested. Maybe contact customer support if you're not sure how to import just one tab from our template. Hope this helps
Hey Justin! I have a few questions for you I hope that's ok! I have thought of doing something similar with the Crystal template - where the trial is sent to a specific position in the final Rx window. I would use Rx3 as well since that's the last one you can send to. I had another doctor bring this method up and I think it would be a good adoption. We also use the Copy to T# buttons but it's more of a waterfall where T1->T2 and T2->T3 etc. Do the doctors in your office use the RX button to open the RX History in order to see the most recent Rx that was in CL RX3? (RX button is next to the doctor drop down at the top) If that is the case, how do they know which of the 7 trials to import? Not sure if they put the trial number in the notes so that it shows up in the history or ? I built grids in our template so that you can pull through the complete history of all of the trials and then use the previous button in whatever trial is relevant. The bad thing about the grids is that they don't easily transfer into an existing CL tab and if you import our CL tab, the buttons have to be reconfigured...which can be a good amount of work. Just wondering your process for this
Post by friscoeyeassociates on Aug 15, 2018 10:37:18 GMT -6
So our doctors are actually super spoiled.. They never have to look at any of that because we have scribes for each of them that prep the chart before doc ever goes in. But the scribes do have to import the trials that have been given at previous encounters. Rather than reference the Rx History as you mentioned above, Crystal actually has a pretty intuitive field history function for each field in your record and if you notice in the photos above there is a button that says "Last Trial #x" in each section to import the last visits trials. All the scribe does is look at the last encounter briefly, see which trial number we ended on last time, and then go to new encounter and hit the import button to bring those old trials over. Lets say the last encounter was a week ago at their full exam and we dispensed a trial pair. At next encounter a week later for follow up scribe will look and see we only dispensed 1 pair, import it over by hitting the button in today's encounter and now we can dispense a new trial in section number 2. Repeat process as many times as needed.
Post by friscoeyeassociates on Aug 15, 2018 10:58:51 GMT -6
I should also mention we only transfer to Rx #3 on prescription page IF a trial pair needs to be ordered from distributor, most likely an extremely bad Rx or something to that affect. We have a HUGE in house trial stock so it is fairly rare that we have to actually transfer over to that Rx #3 spot 90 percent of the time we will have their trial in our stock, thusly the Rx History would not even be accurate in most cases for our office. Side note, I also use a custom MS Word Template to run a schedule report at days end and use the "Send to Word" function to import all the trials we dispensed for that day into one multi page document, which we use to re order and re stock the trials we dispensed from our stock room that day. I'll attach the word document here in case anyone is interested in improving their trial stock ordering efficiency. Obviously field values will need to be changed but the format is pretty universal I think. It's definitely better than having an employee try to go through all the trial trays and fill missing spots every week or two.