Click any practice on the ECPs page to open its ECP Details page. The header shows the practice name, its plan (e.g., Pro), account number, and the account's assigned sales rep (if it has one). If the account has been flagged, you'll also see a yellow banner with a Review Flag button (learn more).
Overview
Important Account Message – A note about the account for your team. Click Edit to update it, then Save.
Live Chat Summary – An AI-generated summary of recent Live Chat conversations with this account, powered by SpecCheck AI. This card may only appear once the account has Live Chat conversations.
Account Information – Address (click the edit icon to update it), phone number, website, and date created.
Product List – Assign one or more Product Lists to control the lenses, materials, and services available to this account. If no list is assigned yet, the card shows "No product list assigned." Click Assign Product List to choose one. Once a list is assigned, the card becomes Product List Configurations, with the subtitle "Assign and manage Product Lists for this account." It shows each assigned list as a pill. Click a pill to preview or unassign that list, or click Assign New Product List to add another. If no list is assigned, SpecCheck defaults to what is found in your lab's LMS. Learn more about Product Lists.
Users
See every user at the practice, search by username or email, and click Add User to add someone. Use the "..." menu to send a password reset or welcome email, or remove a user. Learn more.
Payments
View the account's Statement Balance, Outstanding Statement Balance, and Due Date, and manage:
Autopay toggle (learn more)
Partial Payments Allowed toggle – lets this ECP pay less than the full statement balance
Card Processing Fee – click the edit icon to set a fee for this account
Make Payment – make a one-time payment on the ECP's behalf
Payment History (with Lab Fee Amount and Reason, e.g., Lab Pay or Point Of Sale) and Statement History (with downloads)
Orders
See the account's orders with All and Needs Attention cards and filters (Patient Name, Invoice #, Tray #, Order Status, Flagged). Switch between Orders and Draft Orders in the upper right, next to Create Order.
Reports
View Sales Reports – ECP for this account, with Insights, Turn & Wait Times, and Print View tabs.
Live Chat
View and search this account's conversation history (filter by CSAT), along with conversation details and account notes. Chats here are read-only; reply from the main Live Chat page.
Settings
ECP Name – Update the practice's display name.
Sales Rep – Click Assign sales rep to search for and select the account's sales rep. An account can have only one sales rep. The list shows lab users who are designated as sales reps on Settings → Team & Roles. If no one has been designated yet, it shows "No items found." (learn about Rep View)
Save changes – Saves your updates to the ECP Name and Sales Rep.
Danger Zone → Delete ECP – Permanently deletes the ECP and all associated data. This can't be undone.
Autopay Disabled Message
The Autopay Disabled Message is a lab-wide setting in Settings → Lab Pay.
Questions? Reach out to [email protected].