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Contact Lens

The section below shows how General Preferences, Contact Lens Data & Recalls can be modified.

For lens updates, please see How Do I Update Contact Lenses?

For clinical updates, please see Customise CL Clinical

General

This is where captions (names) for Contact Lens Prices can be set.

Contact Lens Data

This is where Push Up Test Descriptions (e.g. Very Easy, Easy, Difficult), Tear Quality Descriptions (e.g. Good, Average, Bad) and Replacement Schedules (e.g. Monthly, Quarterly, Annually) can be entered. You should not need to change these as they are set by Optinet. However, new descriptions can be added if you wish, by clicking in the row below the last entry and typing in your new description.

Recall

This is where Recall Categories and Recall Schedules can be set. Double-click a new row in the Recall Categories to enter a new item.

The Recall Schedules for each category are then shown. Press the Green + symbol to create a new schedule. This brings up the box below.

This will then ask the Contact Method being used, and for each of these it will ask which Template To Use (these are created under Communication).; You then Set Reminder Interval and the fourth (optional) step is to Set Substitutes, i.e. if the primary contact method is unavailable (for example the patient has not given an email address or elected not to receive text messages), the substitution method will be used.

The recall schedules can be copied and pasted using the tools shown in the centre of the screen below.

Lenses
This is where prices for Contact Lenses can be entered - there are two columns for two prices - the names of these were set under General. Pick your supplier from the drop-down and you can then enter prices. Please also see How Do I Update Contact Lens Catalogues?

Test Types

This is where Test Types can be set up. When a new contact lens record is created, Clinical users can choose from multiple test types. A new test type can be added by clicking in the row below the last entry in the test types box.

Auto-billing items can be added to each test type using the 'Add Billing Items' button. This will automatically add items from stock on to each new contact lens record of the relevant type.

Specific staff can be authorised to perform certain tests. Staff members can be added using the 'Authorise Staff' button.

Tab Config

You can configure what tabs appear for each test type here. Please head to Customise Tabs for more information.