The Orders Page
Click Orders in the left sidebar to see orders across all of your accounts.
All, In Progress, and Needs Attention cards – Needs Attention shows every flagged order (learn about Flagged Orders).
Filters – Patient Name, Last 4 of SSN, Account #, Tray #, Invoice #, Reference #, Order Status, and Flagged.
Columns – Flag, Patient Name, Account #, Tray #, Invoice #, Order Status, and Submitted On. A purple badge means the order was submitted through SpecCheck.
Badges – Redo and Multi Pair badges appear next to the patient name, so you can spot redo and multi-pair orders at a glance.
To see one account's orders, open the ECP and select the Orders tab. There you can filter by Patient Name, Invoice #, Tray #, Order Status, and Flagged, switch between Orders and Draft Orders, and click Create Order to enter a new order. Redo and Multi Pair badges show there too.
Order Details
Click an order to see its Overview (Job Type, Rx #, Tray #, Invoice #), Rx, Lens, and Frame Information, Documents (such as the invoice), and Order History. A label shows whether it's a SpecCheck Order or Non-SpecCheck Order.
Lab Notes
Use the Lab Notes box on the right to add notes about the order. Lab Notes are internal and never visible to the ECP.
Create, Redo, or Duplicate Orders for an ECP
Create Order: On an ECP's Orders tab, click Create Order to enter an order on their behalf.
Redo: On a shipped order, click Redo and enter the Redo Type and Reason.
Duplicate: Click Duplicate to start a new order pre-filled from this one.
Questions? Contact [email protected].