Click on the Patients tile on the Main Menu to access patient records.

You will be greeted with a browse of current patient records. You can search for a patient by typing any patient information immediately eg. type “Smith John” and the system will filter to all of the John Smith’s. All search browses in the system all you to search on all visible columns within the browse, just start typing what you’re looking for and the system will filter to matching records.

To choose a patient record press the Enter key or Double-click on the highlighted patient row. Note that pressing the Esc key anywhere in the system will take you back one step.

To add a new patient record click on the New Patient button at the top left of the toolbar.

From the Patient Browse, or when a Patient record is opened, you can perform the following tasks.

Exam – Add a new examination record for the patient.
Incomplete Exams – Provides a list of examinations that are either Incomplete or Unfinalised.
Spectacle Rx- Add a new Spectacle Prescription for the patient.
Spectacle Order – Raise a new Spectacle Lens Order for the patient.
Contact Rx – Add a new Contact Lens Prescription for the patient.
Contact Order – Raise a new Contact Lens Order for the patient.
Repair – Raise a new general Repair Order for the patient.
Invoice – Raise a new Patient Invoice. A Patient Invoice depletes inventory levels and allows you to track consultation and dispensing sales and tax information. When raising a Patient Invoice you have the choice of Patient Invoice, Frame Appro, Vision Training Equipment or Quotation type Invoice.
Invoice Return – Return a previously entered Patient Invoice. This return inventory to stock and depletes sales.
Appro Return – Return a previously entered Patient Invoice Frame Appro.
VTE Return – Return a previously entered Patient Invoice Vision Training Equipment Invoice.
Quote to Invoice – Move a previously entered Quotation Invoice to a Patient Invoice.
Receipt – Add a new Patient Receipt.
Refund – Refund money to the patient.

When you save a new patient record the system will automatically choose preferred contact details if you leave fields empty, for example, the system will set Order Collection to SMS if you have entered a mobile telephone number. Note: Marketing will default to “Exclude”, by default, if you do not choose a Marketing Preferred Contact method. We recommend that you ask the patient 1. whether they are happy to receive marketing and 2. if they are happy to receive marketing, what their preferred method of contact is, so ensure that you enter their preferred marketing contact prior to saving the new patient record.


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