Configure Frame Materials

File Maintenance Help for NextGen® Enterprise 8

Configure Temple Styles

Use the Temples master file to set up a list of temple styles that your practice offers. From the Master Files > Optical Management, select Temples. The Temples List window opens. Note: Select the Include Hidden Items check box to include hidden items in the master file list. From the list, do one of the following: To add a new item, select the open menu button and select New. To modify an item, double-click the item to open it. Temples window opens. Enter temple information in the following fields: In Description, enter a description for the temple style. This field is required. In Note, enter any additional information. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or OK to return to the Temples List. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Configure Optical Vendors

The Vendors master file enables you to create a list of manufacturers used in NextGen® Optical Management. CAUTION: You must set up the Vendors master file before creating a brand in the Brand master file. Open File Maintenance and select Master Files > Optical Management and select Vendors. The Vendors List window opens. To include the hidden items in the master file list, select the Include Hidden Items check box . From the vendors list, do one of the following: To add a new vendor, select the open menu button and select New. To modify an existing vendor, double-click the item to open it. The Optical Vendor window opens. On the Vendor Detail tab, enter the vendor information in the respective fields. Note: To hide the vendor in the vendors list, select the Hide check box. On the External tab, do one of the following: To add a new item, select the open menu button and select New. To modify an existing item, double-click the item to open it. From the External System list, select VSP as

File Maintenance Help for NextGen® Enterprise 8

Setting Up the Inventory Adjustment Reason

Use the Inventory Adjustment Reason master file to specify the reason for an adjustment to inventory in the NextGen® Optical Management application. When building this master file, you must consider not only why the change in inventory is occurring, but also whether it is a write off, return, or transfer. From the Master Files - Optical Management list, select Inventory Adjustment Reason. The Inventory Adjustment Reason List window opens. From the list, do one of the following: To add a new item, select Open Menu and then select New. To modify an item, select the item in the list, select Open Menu, and then select Open. The Inventory Adjustment Reason window opens. Enter a short description explaining the reason for the adjustment in the Description field. In the Type of Adjustment field, select one of the following types of adjustment: Inventory Return Inventory Write Off Inventory Transfer Enter any additional information in the Note field. If you want to hide the item in the list, s

File Maintenance Help for NextGen® Enterprise 8

Contacts Maintenance

Use theContacts Maintenancemaster file to set up and maintain contact lens information. TheContacts Maintenancemaster file is made up of four tabs that are used to set up the lists for contact lenses. TheContacts Maintenancemaster file includes the following tabs: Material- a list of materials used in the construction of contact lenses by lens type categorized by water content, polymeric composition, and so on. Blend Type- a list of thermally consolidated blends used in non woven material for contact lenses. Replacement Schedule- a list of schedules used to indicate when the contact lenses should be replaced. Options- a list of options that you offer in your practice for contact lenses, such as Hybrids. To access theContacts Maintenancemaster file, from the Master Files - Optical Management list, selectContacts Maintenance. TheContact Maintenancewindow opens. Note: For information about setting up this master file, see the User Guide for NextGen® Optical Management. Parent topic: Maste

File Maintenance Help for NextGen® Enterprise 8

Configure Eyeglass Bridges

The Bridges master file enables you to add the type of available eyeglass bridges. From the Master Files > Optical Management list, select Bridges.The Bridges List window opens. Note: Select the Include Hidden Items check box to include hidden items in the master file list. From the list, do one of the following: To add a new item, select the open menu button and select New. To modify an item, double-click the item to open it. The Bridges window opens. Enter information for bridges in the following fields: In Description, enter a short description that identifies the type of bridge. This field is required. In Note, enter any additional information. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or OK to return to the Bridges List. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Configure Temple Engravement

Use the Temple Engravement master file to set up a list of categories for engraving temples. From the Master Files > Optical Management , select Temple Engravement. The Temple Engravement List window opens. Note: Select the Include Hidden Items check box to include hidden items in the master file list. From the list, do one of the following: To add a new item, select the open menu button and select New. To modify an item, double-click the item to open it. The Temple Engravement window opens. Enter the temple engraving information in the following fields: In Description, enter a description of the category for engraving temples, such as initials and phone numbers. This field is required. In Note, enter any additional information. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or OK to return to the Temples list. Parent topic: Master Files - System

Configure Frame Materials

Recommendations

Configure Temple Styles

Configure Optical Vendors

Setting Up the Inventory Adjustment Reason

Contacts Maintenance

Configure Eyeglass Bridges

Configure Temple Engravement

Configure Temple Styles

Configure Optical Vendors

Setting Up the Inventory Adjustment Reason

Contacts Maintenance

Configure Eyeglass Bridges

Configure Temple Engravement