Optisoft - User contributions [en-gb]

Main Page

2022-10-13T12:21:00Z

Admin:

Optisoft Enterprise Help Wiki

Welcome to the Optisoft Ltd Wiki!

Please click on a module using the Navigation bar on the left.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptisoftMain.png</center>

Appointments - Appointment Views

2022-10-13T12:20:05Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/OpticianViewButton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/1DayViewButton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/7DayViewButton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/31DayViewButton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/ApptDisplayButton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplay.png

[[Appointments - Using Appointments|Back]]

Appointments - Appointment Views

2022-10-13T12:19:40Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/OpticianViewButton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/1DayViewButton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/7DayViewButton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/31DayViewButton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/ApptDisplayButton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplay.png

[[Appointments - Using Appointments|Back]]

Appointments - Appointment Views

2022-10-13T12:19:21Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/OpticianViewButton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/1DayViewButton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/7DayViewButton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/31DayViewButton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/ApptDisplayButton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/ApptDisplay.png

[[Appointments - Using Appointments|Back]]

Appointments - Appointment Views

2022-10-13T12:18:40Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/OpticianViewButton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/1DayViewButton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/7DayViewButton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/31DayViewButton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplaybutton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplay.png

[[Appointments - Using Appointments|Back]]

Appointments - Appointment Views

2022-10-13T12:17:53Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/opticianviewbutton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/1dayviewbutton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/7dayviewbutton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/31dayviewbutton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplaybutton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptdisplay.png

[[Appointments - Using Appointments|Back]]

Appointments - Appointment Views

2022-10-13T12:16:54Z

Admin:

== Appointment Views ==

There are four different views for the appointment diary. You can change the view by clicking on the down arrow underneath the current view indicator.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/opticianviewbutton.jpg Optician View – This is the default view. It shows all of the optometrists on a single day, each with their own column.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/1dayviewbutton.jpg One Day View – Shows a single day with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/7dayviewbutton.jpg Seven Day View – Shows a week at a time with a drop down box to filter between All Opticians and single optometrists by name.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/31dayviewbutton.jpg Month View - Shows a month at a time with a drop down box to filter between All Opticians and single optometrists by name.

== Appointment Display ==

On the Optician View you can change the number of optometrists on display and their order by using the Appointment Display button.

Click on the Appointment Display button.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/apptdisplaybutton.jpg

*You can hide or display an optometrist by ticking or clearing the check box next to their name.
*You can change the display order by using the arrows on the right hand side (the name at the top will appear on the left hand side).
*You can change the number of optometrists displayed in the Optician View by changing the number in the text box.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SpecialSaveIcon.png button to save the changes then close the window.
*These settings are unique to the computer the changes were made on. You would need to make the changes on all computers in the practice.

https://www.optisoft.co.uk/wiki/images/optisoft/appts/apptdisplay.png

[[Appointments - Using Appointments|Back]]

Appointments

2022-10-13T12:16:19Z

Admin:

= Overview =

The automation of the appointments process brings many benefits to your practice. The ability to define whose appointments can be entered into the practice diary means you can include your staff as well as patients, making it easier to see who is doing what at any particular time.

Automation of the process also eliminates basic errors, such as bookings made for the wrong patients on the wrong day or even double bookings. As part of the system, the Optisoft Appointments module will also take care of essential routine tasks that would otherwise take up valuable staff time. Appointment cards can be printed automatically, for example, providing patients with an immediate record of their next visit. As the appointment grows closer, the module can be set to automatically issue reminders to patients via SMS, E-mail or Letter.

The likelihood of missed, late or forgotten appointments can be significantly reduced by making sure that patients are kept aware of their next appointment date and time.

The Optisoft Appointments module can improve practice performance in other ways too. By capturing valuable data on staff, patients, the rate and number of cancellations, referrals, Failed To Attend management and other Key Performance Indicators, the module equips you with practical and useful information that enables you to identify problems and take appropriate action quickly.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptsblank.png</center>

=Using Appointments=

Click the link below to find out how to use the Appointment module

[[Appointments - Using Appointments|Using Appointments]]

=Setting up the Appointment Diary=

Click on the link below to help you set up the Appointment Module

[[Appointments - Setting Up Appointments|Setting Up Appointment Module]]

[[Main Page|Home]]

Recall

2022-10-13T12:11:53Z

Admin:

=Overview=

The Patients Recall module has been designed to compile and print recall letters based on set time frames entered by the user.

The user creates a number of letter templates, into which the patient information is merged. These letter templates are assigned to Recall Categories which define which letter is sent and when that letter is to be sent.

The patient is then assigned a recall category and a Start Date, this date is used in the calculation of which letter the patient is due to receive.

The Recall Graph provides a graphical representation of how many patients are due to be recalled in a given month.

The graph is not linked to today’s date, so if, for example, you complete a month’s letters within the first week of the month the graph then moves on to show the next month.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Recall/recallfront.png</center>

=Introducing Recall=

When you open the Recall screen you will see that there are six tabs.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Recall/recalltabs.png</center>

*[[Recall - Graph Tab|Graph Tab]]

*[[Recall - Recall Tab|Recall Tab]]

*[[Recall - History Tab|History Tab]]

*[[Recall - Patients Tab|Patients Tab]]

*[[Recall - Patient Details Tab|Patient Details Tab]]

*[[Recall - Active Enclosures Tab|Active Enclosures Tab]]

=Using Recall=

*[[Recall - A Sample Recall Run|A Sample Recall Run]]

*[[Recall - Reprinting From History|Reprinting From History]]

*[[Recall - Suppressing Recall Letters|Suppressing Recall Letters]]

*[[Recall - Recall Enclosures|Recall Enclosures]]

=Setting Up Recall=

*[[Recall - Setting Up Enclosures|Enclosures]]

*[[Recall - Recall Categories|Recall Categories]]

*[[Recall - Recall Categories - Send Method|Recall Send method]]

[[Main Page|Home]]

Recall

2022-10-13T12:10:56Z

Admin:

=Overview=

The Patients Recall module has been designed to compile and print recall letters based on set time frames entered by the user.

The user creates a number of letter templates, into which the patient information is merged. These letter templates are assigned to Recall Categories which define which letter is sent and when that letter is to be sent.

The patient is then assigned a recall category and a Start Date, this date is used in the calculation of which letter the patient is due to receive.

The Recall Graph provides a graphical representation of how many patients are due to be recalled in a given month.

The graph is not linked to today’s date, so if, for example, you complete a month’s letters within the first week of the month the graph then moves on to show the next month.

<center>https://www.optisoft.co.uk/wiki/images/optisoft/recall/recallfront.png</center>

=Introducing Recall=

When you open the Recall screen you will see that there are six tabs.

<center>https://www.optisoft.co.uk/wiki/images/optisoft/recall/recalltabs.png</center>

*[[Recall - Graph Tab|Graph Tab]]

*[[Recall - Recall Tab|Recall Tab]]

*[[Recall - History Tab|History Tab]]

*[[Recall - Patients Tab|Patients Tab]]

*[[Recall - Patient Details Tab|Patient Details Tab]]

*[[Recall - Active Enclosures Tab|Active Enclosures Tab]]

=Using Recall=

*[[Recall - A Sample Recall Run|A Sample Recall Run]]

*[[Recall - Reprinting From History|Reprinting From History]]

*[[Recall - Suppressing Recall Letters|Suppressing Recall Letters]]

*[[Recall - Recall Enclosures|Recall Enclosures]]

=Setting Up Recall=

*[[Recall - Setting Up Enclosures|Enclosures]]

*[[Recall - Recall Categories|Recall Categories]]

*[[Recall - Recall Categories - Send Method|Recall Send method]]

[[Main Page|Home]]

Main Page

2022-10-13T12:10:03Z

Admin:

{{#customtitle:Optisoft Enterprise Help Wiki|My Title}}

Welcome to the Optisoft Ltd Wiki!

Please click on a module using the Navigation bar on the left.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptisoftMain.png</center>

Main Page

2022-10-13T12:08:09Z

Admin:

{{#customtitle:Optisoft Enterprise Help Wiki|My Title}}

Welcome to the Optisoft Ltd Wiki!

Please click on a module using the Navigation bar on the left.

<center>[[Image:https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptisoftMain.png]]</center>

Main Page

2022-10-13T12:07:10Z

Admin:

Patients

2022-10-13T12:06:13Z

Admin:

{{#customtitle:Patients Module|My Title}}

= Overview =

The Patients screen is used to manage all information that directly relates to your patients.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Patients/BlankPatients.png</center>

When you open Optisoft Enterprise it will display a blank Patient record, in the Patient Records Module.

At this point you can either enter a new patient record, or you can retrieve the details of existing patients.

= Using Patients =
== Creating a New Patient ==

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

*[[Using Patients - Patients Tab|Patients Tab]]

*[[Using Patients - Recall Tab|Recall Tab]]

*[[Using Patients - Documents Tab|Documents Tab]]

*[[Using Patients - Notes Tab|Notes Tab]]

*[[Using Patients - Appointments Tab|Appointments Tab]]

*[[Using Patients - Cash Tab|Cash Tab]]

*[[Using Patients - Spectacles Tab|Spectacles Tab]]

*[[Using Patients - Contact Lenses Tab|Contact Lenses Tab]]

==Finding Patients==

There are a number of ways to find a patient within Optisoft Enterprise.

*[[Finding Patients - Search Box|Using the Search Box]]

*[[Finding Patients - Built In Lists|Built-In Lists]]

*[[Finding Patients - Active Patient List|Active Patient List]]

You can also filter the results of your searches.

*[[Finding Patients - Filtering Searches|Filtering Searches]]

==Active Patients==

Active Patients is a new feature that has been introduced into Optisoft Enterprise Edition.

https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/ActivePatientList.jpg

It is designed to keep a list of the patients that the user is currently working with, enabling you to quickly switch between patients rather than having to search for the patient every time you wish to perform an action.

===Using Active Patients===

The name of the current Active Patient is displayed in the top right of Optisoft Enterprise. This is the patient you are currently working with and so will be automatically selected when you enter a module.

There is a dropdown arrow alongside the active patient’s name. Clicking on this will show the list of other patients within the active list, if there are any, and also the options to have No Active Patient or Clear Active Patients, which will blank the list completely.

To select another patient from this list and make them the active patient you would simply click once on their name.

Next to the dropdown arrow there is a red cross, this is used to ‘close’ the currently active patient and remove them from the Active Patients list.

*[[Active Patients - Adding Active Patients|Adding Patients to the List]]

*[[Active Patients - Removing Active Patients|Removing Patients from the List]]

==OptomNotes Integration==

Optisoft Enterprise can be integrated with the OptomNotes application, passing patient details in both directions, saving you from having to enter the same information into both systems manually.

https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptomNotesButton.png

===Sending Patients to OptomNotes===

To send a patient to OptomNotes you need to make sure that the patient is currently selected as the active patient.
You would then click on the Send to OptomNotes button on the toolbar in the Patient module.
This opens a window allowing you to select the optometrist to pass the patient to.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptomNotesSelectOptom.png</center>

If the optometrist is currently logged in to their OptomNotes application their name will appear as an option within this list.
If there are no optometrists currently logged in then the only option will be Next Free O.O.
Make your selection and click the button to add the patient to the OptomNotes application.

===Information from OptomNotes===

When the optometrist has completed their examination, OptomNotes will send the patient’s updated prescription and recall information back to Optisoft Enterprise.

The patient’s record in Optisoft Enterprise will be updated automatically with these new details.

=Setting Up Patients=

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example optometrist’s details may change as the practice grows.

[[Setting Up Patients - Maintaining the Patient Module|Maintaining the Patient Module]]

[[Main Page|Home]]

Patients

2022-10-13T12:04:59Z

Admin:

{{#customtitle:Patients Module|My Title}}

= Overview =

The Patients screen is used to manage all information that directly relates to your patients.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Patients/blankpatients.png</center>

When you open Optisoft Enterprise it will display a blank Patient record, in the Patient Records Module.

At this point you can either enter a new patient record, or you can retrieve the details of existing patients.

= Using Patients =
== Creating a New Patient ==

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

*[[Using Patients - Patients Tab|Patients Tab]]

*[[Using Patients - Recall Tab|Recall Tab]]

*[[Using Patients - Documents Tab|Documents Tab]]

*[[Using Patients - Notes Tab|Notes Tab]]

*[[Using Patients - Appointments Tab|Appointments Tab]]

*[[Using Patients - Cash Tab|Cash Tab]]

*[[Using Patients - Spectacles Tab|Spectacles Tab]]

*[[Using Patients - Contact Lenses Tab|Contact Lenses Tab]]

==Finding Patients==

There are a number of ways to find a patient within Optisoft Enterprise.

*[[Finding Patients - Search Box|Using the Search Box]]

*[[Finding Patients - Built In Lists|Built-In Lists]]

*[[Finding Patients - Active Patient List|Active Patient List]]

You can also filter the results of your searches.

*[[Finding Patients - Filtering Searches|Filtering Searches]]

==Active Patients==

Active Patients is a new feature that has been introduced into Optisoft Enterprise Edition.

https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/ActivePatientList.jpg

It is designed to keep a list of the patients that the user is currently working with, enabling you to quickly switch between patients rather than having to search for the patient every time you wish to perform an action.

===Using Active Patients===

The name of the current Active Patient is displayed in the top right of Optisoft Enterprise. This is the patient you are currently working with and so will be automatically selected when you enter a module.

There is a dropdown arrow alongside the active patient’s name. Clicking on this will show the list of other patients within the active list, if there are any, and also the options to have No Active Patient or Clear Active Patients, which will blank the list completely.

To select another patient from this list and make them the active patient you would simply click once on their name.

Next to the dropdown arrow there is a red cross, this is used to ‘close’ the currently active patient and remove them from the Active Patients list.

*[[Active Patients - Adding Active Patients|Adding Patients to the List]]

*[[Active Patients - Removing Active Patients|Removing Patients from the List]]

==OptomNotes Integration==

Optisoft Enterprise can be integrated with the OptomNotes application, passing patient details in both directions, saving you from having to enter the same information into both systems manually.

https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptomNotesButton.png

===Sending Patients to OptomNotes===

To send a patient to OptomNotes you need to make sure that the patient is currently selected as the active patient.
You would then click on the Send to OptomNotes button on the toolbar in the Patient module.
This opens a window allowing you to select the optometrist to pass the patient to.

<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Shared/OptomNotesSelectOptom.png</center>

If the optometrist is currently logged in to their OptomNotes application their name will appear as an option within this list.
If there are no optometrists currently logged in then the only option will be Next Free O.O.
Make your selection and click the button to add the patient to the OptomNotes application.

===Information from OptomNotes===

When the optometrist has completed their examination, OptomNotes will send the patient’s updated prescription and recall information back to Optisoft Enterprise.

The patient’s record in Optisoft Enterprise will be updated automatically with these new details.

=Setting Up Patients=

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example optometrist’s details may change as the practice grows.

[[Setting Up Patients - Maintaining the Patient Module|Maintaining the Patient Module]]

[[Main Page|Home]]

MediaWiki:Nstab-main

2014-11-18T11:56:26Z

Admin: Created page with "Help"

Help

Optisoft:Privacy policy

2014-11-18T11:51:05Z

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Optisoft:General disclaimer

2014-11-18T11:50:49Z

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Patients

2014-11-06T15:16:54Z

Admin:

{{#customtitle:Patients Module|My Title}}

= Overview =

The Patients screen is used to manage all information that directly relates to your patients.

<center>http://91.151.213.84/wiki/images/Optisoft/Patients/blankpatients.png</center>

When you open Optisoft Enterprise it will display a blank Patient record, in the Patient Records Module.

At this point you can either enter a new patient record, or you can retrieve the details of existing patients.

= Using Patients =
== Creating a New Patient ==

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

*[[Using Patients - Patients Tab|Patients Tab]]

*[[Using Patients - Recall Tab|Recall Tab]]

*[[Using Patients - Documents Tab|Documents Tab]]

*[[Using Patients - Notes Tab|Notes Tab]]

*[[Using Patients - Appointments Tab|Appointments Tab]]

*[[Using Patients - Cash Tab|Cash Tab]]

*[[Using Patients - Spectacles Tab|Spectacles Tab]]

*[[Using Patients - Contact Lenses Tab|Contact Lenses Tab]]

==Finding Patients==

There are a number of ways to find a patient within Optisoft Enterprise.

*[[Finding Patients - Search Box|Using the Search Box]]

*[[Finding Patients - Built In Lists|Built-In Lists]]

*[[Finding Patients - Active Patient List|Active Patient List]]

You can also filter the results of your searches.

*[[Finding Patients - Filtering Searches|Filtering Searches]]

==Active Patients==

Active Patients is a new feature that has been introduced into Optisoft Enterprise Edition.

http://91.151.213.84/wiki/images/Optisoft/Shared/ActivePatientList.jpg

It is designed to keep a list of the patients that the user is currently working with, enabling you to quickly switch between patients rather than having to search for the patient every time you wish to perform an action.

===Using Active Patients===

The name of the current Active Patient is displayed in the top right of Optisoft Enterprise. This is the patient you are currently working with and so will be automatically selected when you enter a module.

There is a dropdown arrow alongside the active patient’s name. Clicking on this will show the list of other patients within the active list, if there are any, and also the options to have No Active Patient or Clear Active Patients, which will blank the list completely.

To select another patient from this list and make them the active patient you would simply click once on their name.

Next to the dropdown arrow there is a red cross, this is used to ‘close’ the currently active patient and remove them from the Active Patients list.

*[[Active Patients - Adding Active Patients|Adding Patients to the List]]

*[[Active Patients - Removing Active Patients|Removing Patients from the List]]

==OptomNotes Integration==

Optisoft Enterprise can be integrated with the OptomNotes application, passing patient details in both directions, saving you from having to enter the same information into both systems manually.

http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesButton.png

===Sending Patients to OptomNotes===

To send a patient to OptomNotes you need to make sure that the patient is currently selected as the active patient.
You would then click on the Send to OptomNotes button on the toolbar in the Patient module.
This opens a window allowing you to select the optometrist to pass the patient to.

<center>http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesSelectOptom.png</center>

If the optometrist is currently logged in to their OptomNotes application their name will appear as an option within this list.
If there are no optometrists currently logged in then the only option will be Next Free O.O.
Make your selection and click the button to add the patient to the OptomNotes application.

===Information from OptomNotes===

When the optometrist has completed their examination, OptomNotes will send the patient’s updated prescription and recall information back to Optisoft Enterprise.

The patient’s record in Optisoft Enterprise will be updated automatically with these new details.

=Setting Up Patients=

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example optometrist’s details may change as the practice grows.

[[Setting Up Patients - Maintaining the Patient Module|Maintaining the Patient Module]]

[[Main Page|Home]]

Patients

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Patients

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{{#customtitle:Patients Module|My Title}}

= Overview =

The Patients screen is used to manage all information that directly relates to your patients.

<center>http://91.151.213.84/wiki/images/Optisoft/Patients/Main.png</center>

When you open Optisoft Enterprise it will display a blank Patient record, in the Patient Records Module.

At this point you can either enter a new patient record, or you can retrieve the details of existing patients.

= Using Patients =
== Creating a New Patient ==

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

*[[Using Patients - Patients Tab|Patients Tab]]

*[[Using Patients - Recall Tab|Recall Tab]]

*[[Using Patients - Documents Tab|Documents Tab]]

*[[Using Patients - Notes Tab|Notes Tab]]

*[[Using Patients - Appointments Tab|Appointments Tab]]

*[[Using Patients - Cash Tab|Cash Tab]]

*[[Using Patients - Spectacles Tab|Spectacles Tab]]

*[[Using Patients - Contact Lenses Tab|Contact Lenses Tab]]

==Finding Patients==

There are a number of ways to find a patient within Optisoft Enterprise.

*[[Finding Patients - Search Box|Using the Search Box]]

*[[Finding Patients - Built In Lists|Built-In Lists]]

*[[Finding Patients - Active Patient List|Active Patient List]]

You can also filter the results of your searches.

*[[Finding Patients - Filtering Searches|Filtering Searches]]

==Active Patients==

Active Patients is a new feature that has been introduced into Optisoft Enterprise Edition.

http://91.151.213.84/wiki/images/Optisoft/Shared/ActivePatientList.jpg

It is designed to keep a list of the patients that the user is currently working with, enabling you to quickly switch between patients rather than having to search for the patient every time you wish to perform an action.

===Using Active Patients===

The name of the current Active Patient is displayed in the top right of Optisoft Enterprise. This is the patient you are currently working with and so will be automatically selected when you enter a module.

There is a dropdown arrow alongside the active patient’s name. Clicking on this will show the list of other patients within the active list, if there are any, and also the options to have No Active Patient or Clear Active Patients, which will blank the list completely.

To select another patient from this list and make them the active patient you would simply click once on their name.

Next to the dropdown arrow there is a red cross, this is used to ‘close’ the currently active patient and remove them from the Active Patients list.

*[[Active Patients - Adding Active Patients|Adding Patients to the List]]

*[[Active Patients - Removing Active Patients|Removing Patients from the List]]

==OptomNotes Integration==

Optisoft Enterprise can be integrated with the OptomNotes application, passing patient details in both directions, saving you from having to enter the same information into both systems manually.

http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesButton.png

===Sending Patients to OptomNotes===

To send a patient to OptomNotes you need to make sure that the patient is currently selected as the active patient.
You would then click on the Send to OptomNotes button on the toolbar in the Patient module.
This opens a window allowing you to select the optometrist to pass the patient to.

<center>http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesSelectOptom.png</center>

If the optometrist is currently logged in to their OptomNotes application their name will appear as an option within this list.
If there are no optometrists currently logged in then the only option will be Next Free O.O.
Make your selection and click the button to add the patient to the OptomNotes application.

===Information from OptomNotes===

When the optometrist has completed their examination, OptomNotes will send the patient’s updated prescription and recall information back to Optisoft Enterprise.

The patient’s record in Optisoft Enterprise will be updated automatically with these new details.

=Setting Up Patients=

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example optometrist’s details may change as the practice grows.

[[Setting Up Patients - Maintaining the Patient Module|Maintaining the Patient Module]]

[[Main Page|Home]]

[[Spectacle Dispensing Module|Spectacle]]
[[Contact Lens Dispensing Module|Contact]]
[[Stock Module|Sto]]
[[Form Designer Module|Form]]
[[Report Generator Module|Report]]
[[Email-SMS Module|Email]]
[[System Maintenance Module|System]]
[[DDSO Module|DD]]
[[OptomNotes Module|Optom]]
[[Clinical Imaging Module|Clinical]]
[[Frames On Faces Module|Frame]]

Patients

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Admin:

{{#customtitle:Patients Module|My Title}}

= Overview =

The Patients screen is used to manage all information that directly relates to your patients.

<center>~/images/Patients/Main.png</center>

When you open Optisoft Enterprise it will display a blank Patient record, in the Patient Records Module.

At this point you can either enter a new patient record, or you can retrieve the details of existing patients.

= Using Patients =
== Creating a New Patient ==

Adding a new patient is simply a matter of typing their details into the relevant box, working your way through the tabs from left to right.

*[[Using Patients - Patients Tab|Patients Tab]]

*[[Using Patients - Recall Tab|Recall Tab]]

*[[Using Patients - Documents Tab|Documents Tab]]

*[[Using Patients - Notes Tab|Notes Tab]]

*[[Using Patients - Appointments Tab|Appointments Tab]]

*[[Using Patients - Cash Tab|Cash Tab]]

*[[Using Patients - Spectacles Tab|Spectacles Tab]]

*[[Using Patients - Contact Lenses Tab|Contact Lenses Tab]]

==Finding Patients==

There are a number of ways to find a patient within Optisoft Enterprise.

*[[Finding Patients - Search Box|Using the Search Box]]

*[[Finding Patients - Built In Lists|Built-In Lists]]

*[[Finding Patients - Active Patient List|Active Patient List]]

You can also filter the results of your searches.

*[[Finding Patients - Filtering Searches|Filtering Searches]]

==Active Patients==

Active Patients is a new feature that has been introduced into Optisoft Enterprise Edition.

http://91.151.213.84/wiki/images/Optisoft/Shared/ActivePatientList.jpg

It is designed to keep a list of the patients that the user is currently working with, enabling you to quickly switch between patients rather than having to search for the patient every time you wish to perform an action.

===Using Active Patients===

The name of the current Active Patient is displayed in the top right of Optisoft Enterprise. This is the patient you are currently working with and so will be automatically selected when you enter a module.

There is a dropdown arrow alongside the active patient’s name. Clicking on this will show the list of other patients within the active list, if there are any, and also the options to have No Active Patient or Clear Active Patients, which will blank the list completely.

To select another patient from this list and make them the active patient you would simply click once on their name.

Next to the dropdown arrow there is a red cross, this is used to ‘close’ the currently active patient and remove them from the Active Patients list.

*[[Active Patients - Adding Active Patients|Adding Patients to the List]]

*[[Active Patients - Removing Active Patients|Removing Patients from the List]]

==OptomNotes Integration==

Optisoft Enterprise can be integrated with the OptomNotes application, passing patient details in both directions, saving you from having to enter the same information into both systems manually.

http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesButton.png

===Sending Patients to OptomNotes===

To send a patient to OptomNotes you need to make sure that the patient is currently selected as the active patient.
You would then click on the Send to OptomNotes button on the toolbar in the Patient module.
This opens a window allowing you to select the optometrist to pass the patient to.

<center>http://91.151.213.84/wiki/images/Optisoft/Shared/OptomNotesSelectOptom.png</center>

If the optometrist is currently logged in to their OptomNotes application their name will appear as an option within this list.
If there are no optometrists currently logged in then the only option will be Next Free O.O.
Make your selection and click the button to add the patient to the OptomNotes application.

===Information from OptomNotes===

When the optometrist has completed their examination, OptomNotes will send the patient’s updated prescription and recall information back to Optisoft Enterprise.

The patient’s record in Optisoft Enterprise will be updated automatically with these new details.

=Setting Up Patients=

Some of the details that you will be using in the Patient Records module require some setting up beforehand.

They will also require maintenance during the system’s life, for example optometrist’s details may change as the practice grows.

[[Setting Up Patients - Maintaining the Patient Module|Maintaining the Patient Module]]

[[Main Page|Home]]

[[Spectacle Dispensing Module|Spectacle]]
[[Contact Lens Dispensing Module|Contact]]
[[Stock Module|Sto]]
[[Form Designer Module|Form]]
[[Report Generator Module|Report]]
[[Email-SMS Module|Email]]
[[System Maintenance Module|System]]
[[DDSO Module|DD]]
[[OptomNotes Module|Optom]]
[[Clinical Imaging Module|Clinical]]
[[Frames On Faces Module|Frame]]

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Using Dispensing

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== Using Dispensing ==

[[Spectacles Dispensing|Back]]

Using Dispensing

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Admin: Created page with " == Using Dispensing =="

== Using Dispensing ==

Spectacles Dispensing

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What is Spectacles Dispensing?

Spectacles Dispensing allows the operator to quickly and easily dispense spectacles for a patient.

The module takes the form of a wizard which will guide the user through the process from entering the prescription, choosing a frame, selecting a suitable lens and finally adding examination fees and accessories.

Spectacles Dispensing in Enterprise also allows the user either to track the completed dispense through the ordering process or, with the addition of the Central Ordering Client, actually order the spectacles directly from the Optisoft Enterprise software.

Before you can fully utilise the dispensing module you will need to set up the frames and lenses. See the System>Products section.

[[Using Dispensing]]