Lab View is where your team manages ECP accounts, orders, payments, catalogs, Live Chat, and reports on SpecCheck. Everything is reached from the top bar and the left sidebar, so you can get to any tool in a click or two.
The Top Bar
From left to right, the top bar shows the menu icon, the SpecCheck logo, the lab location switcher, the SpecCheck AI button, and your profile menu:
Menu icon – Shows or hides the left sidebar.
Lab location switcher – Shows the lab name and address you're working in. Click it to switch to another lab location you have access to.
SpecCheck AI – On the right side of the top bar, next to your profile menu. Opens an AI assistant in a panel on the right side of the screen, so you can ask questions about SpecCheck or get help creating an Rx order while you keep working. SpecCheck AI is currently in beta.
Profile menu – Switch between Lab View and ECP View (if you have access to both) or log out. Learn more.
The Left Sidebar
The left sidebar holds every Lab View tool. From top to bottom: ECPs, Orders, Catalogs, Payments, Live Chat, Reports, and Settings, with Help at the bottom.
ECPs
See every practice account at your lab, search for an account, review accounts that need attention, and click Add ECP to add a new one (learn more). Pro accounts show a Pro icon before the practice name. Hover over it to see "Pro account." Click a practice to open its ECP Details page, with tabs for Overview, Users, Payments, Orders, Reports, Live Chat, and Settings.
Orders
See orders across all of your accounts. Use the All and Needs Attention cards and filters such as Patient Name, Account #, Tray #, and Order Status to find an order, then click it to see its details and add internal Lab Notes. Learn about Flagged Orders.
Catalogs
Click Catalogs to expand it:
Frame Catalog – Add and manage the frames your lab supports (learn more).
Lens Catalog – View, rename, and reclassify your lab's lens products, and see the active catalog your ECPs can order from (learn more).
Product Lists – Control which lenses, services, tints, frames, and redo types each ECP can order, then assign lists from the ECP's Overview tab (learn more).
Payments
See every Lab Pay payment across all of your accounts, including the amount, status, payment method, and who initiated it. Click a payment to open that ECP's Payments tab. Learn about enabling autopay for ECPs.
Live Chat
Message your ECPs in real time, right alongside their orders and account details. A badge on Live Chat shows your unread conversation count. Learn more.
Reports
View your lab's reports, such as the Sales Report and SpecCheck Metrics. Use the tabs at the top of the page to switch between reports. To see reports for a single account, open the ECP and select its Reports tab.
Settings
Manage your own preferences and your lab's setup. The Settings page is organized into three groups:
Personal Settings – Personal Details (contact information and password), Personalization (theme settings, default lab, and more), and Communication Preferences (customize the emails you receive; manage email notifications).
Account Settings – Team & Roles (team members, roles, and sales rep designations; add or delete lab users). Users designated as sales reps only see the ECP accounts assigned to them (learn about Rep View).
Product Settings – Rx Orders (configure the lab's ordering experience, allowed order types, flagged orders, and more), Lab Pay (partial payments, card processing fees, and more), and Live Chat (macros, office hours, your personal Live Chat widget preference, and more; configure Live Chat).
Help
Click Help at the bottom of the sidebar to open the Help Center. From here you can:
Ask SpecCheck AI – Opens the SpecCheck AI panel, the same as the button in the top bar.
Share Feedback – Send ideas or feedback to the SpecCheck team through a short survey.
Find SpecCheck support articles.
Where Do I Find...?
To... | Go to |
Add a new ECP | ECPs → Add ECP |
Find or review a flagged order | Orders → Needs Attention |
Make a payment on an ECP's behalf | ECPs → select the ECP → Payments → Make Payment |
Designate a lab user as a sales rep | Settings → Team & Roles → Add User or Edit User → Standard User → Designate as Sales Rep |
See which users are sales reps | Settings → Team & Roles, then check the Sales Rep column |
Assign a sales rep to an account | ECPs → select the ECP → Settings → Sales Rep → Save changes |
Add or manage frames | Catalogs → Frame Catalog |
Control what an ECP can order | Catalogs → Product Lists, then assign it on the ECP's Overview tab |
Add or remove lab users | Settings → Team & Roles |
Change your email notifications | Settings → Communication Preferences |
Choose which order types ECPs can submit | Settings → Rx Orders → Rx Order Options |
Set partial payment and card fee rules | Settings → Lab Pay |
Set Live Chat office hours, widget links, or macros | Settings → Live Chat |
Keep the Live Chat widget open when you leave the Live Chat page | Settings → Live Chat → Personal Settings |
Ask SpecCheck AI a question | SpecCheck AI in the top bar, or Help → Ask SpecCheck AI |
Share feedback with SpecCheck | Help → Share Feedback |
Switch to ECP View | Profile menu → Switch Product |
Questions? Reach out to [email protected].