Configure Temple Engravement

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

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

File Maintenance Help for NextGen® Enterprise 8

Configure Frame Materials

The Frame Material master file enables you to create a list of materials used for frames. From the Master Files > Optical Management, select Frame Material. The Frame Material 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 Frame Material window opens. Enter the information for frame material in the following fields: In Description, enter a short description of the material used in frames, such as titanium. 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 Frame Material List. To print the master file list, see . Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Remake Accountability

Use the Remake Accountability master file to set up a list of people/entities responsible for a contact or eyeglass remake order. To add or modify a remake accountability party: From the Master Files - Optical Management list, select Remake Accountability. The Remake Accountability List window opens. From the list, do one of the following: To add a new item, select the Open Menu button and then select New. To modify an item, select the item in the list, select the Open Menu button, and then select Open. Note: Select the Include Hidden Items check box to include hidden items in the master file list. If you do not select this box, the items do not appear in the list and they cannot be accessed. The Remake Accountability window opens. Enter the information for remake accountability according to the following table. Field Description Description Enter the name of the party responsibility for the remake order. Some examples include: physician, lab, optician, patient, shipper, and vendor. Th

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

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

Configure Temple Engravement

Recommendations

Configure Temple Styles

Configure Temple Engravement

Configure Frame Materials

Remake Accountability

Configure Optical Vendors

Configure Temple Styles

Configure Temple Engravement

Configure Temple Styles

Configure Temple Engravement

Configure Frame Materials

Remake Accountability

Configure Optical Vendors

Configure Temple Styles