I am one of 3 opticians trying to get up to speed with Crystal PM and finding myself hiding sharp objects from our office administrator for my personal safety.
She wants us to enter optical work and not adjust the bill. So I am not supposed to use say, the VSP link and find myself stuck when I just want to enter a job as private pay to be adjusted by the back office.
Is there a video to do this? Or is it a simple matter this Luddite is not grasping?
here's the question:
When I enter an order do I have to go through billing before the routing tab will allow me to send the order to a lab?
Last Edit: May 19, 2020 11:31:03 GMT -6 by gunnar: Clarification...
Not sure exactly what you're asking, but you do have the option to say 'no' to creating a routing slip when you save the order. If you do save it to the routing slip, you don't have to adjust, simply let the default charges populate the invoice when it's pulled through. Hope this helps, but feel free to give more detail if it doesn't.
Don't let what you can't do keep you from doing what you can do!
I think Karen got to the heart of it with her last line. A lot of offices will have their opticians put in the orders, but leave it to the front desk or a billing team to create/finalize the invoice.
My preferred method would be to put in the order, and let it generate the routing slip so they know all pertinent billing details, such as frame, lens and material options. That should combine with any professional services onto one invoice, that they can call up at the front and then apply insurance, copays, etc.. and collect the money.