Uprise Support
TEST 123
Topics
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1. Starting an Rx Order 8
- 1.1 Explanation of Rx Statuses and How They Work
- 1.2 How to Create A Redo/Remake Order
- 1.3 How to Start an Rx Order From the Optical / Checkout Tab
- 1.4 How to Display or Hide Trail CL Prescriptions in the PM
- 1.5 How do I Use a Prescription that's Transferred from the Doctor?
- 1.6 How do I Enter a Rx Order if a Prescription Is Not on File?
- 1.7 Creating an Rx Order for Trial Contact Lenses
- 1.8 How to Integrate with CLX
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2. Spectacle Lab Orders 6
- 2.1 How to Enter Different Lenses for One Pair of Glasses
- 2.2 How to Enter Lens Product Details to a Spectacle Rx Order
- 2.3 How to Enter Lens Add-ons to a Spectacle Rx Order
- 2.4 How to Add a Frame to an Rx Order From the Frame Board
- 2.5 How to Add a Frame to an Rx Order That Needs to be Ordered
- 2.6 How to Add a Patient's Own Frame to an Rx Order
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4. Invoicing 30
- 4.1 Uprise New Invoice Format Overview
- 4.2 How to Configure a Default Minimum Deposit
- 4.3 How to Add Shipping Charge to the Invoice
- 4.4 How Can I Send Transaction Data to my POS System?
- 4.5 Where can I Find a List of Open Invoices?
- 4.6 Can I Delete or Cancel an Invoice?
- 4.7 How to Cancel an Rx Order and Remove from Original Invoice
- 4.8 An Explanation of Invoice Statuses
- 4.9 Invoices and V-Codes
- 4.10 How do I Allocate the Right Amount to Bill the Insurance?
- 4.11 How do I Apply a Price Adjustment/Discount?
- 4.12 How do I Apply a Global Patient Discount to the Invoice?
- 4.13 How do I Apply a Patient Credit to an Invoice?
- 4.14 How do I Apply a Patient Credit from a Linked Patient?
- 4.15 How do I Make a Return and Refund?
- 4.16 How to Return a Misc. Item
- 4.17 How to Give a Refund to a Patient with a Credit Balance
- 4.18 How to Make a Refund from the Ledger
- 4.19 How do Deleted Invoice Items get Re-Allocated on a Posted Invoice?
- 4.20 How to Modify Insurance Payer and Make Transfers for Professional Services after Invoice is Posted
- 4.21 How to Modify Insurance Payer for Rx Orders on a Posted Invoice
- 4.22 How to Transfer a Private Pay to Insurance after Payment is taken
- 4.23 How to transfer responsibility from a Patient Payment to an Insurance after the invoice has been posted
- 4.24 How to Easily Change the V-code for a Frame from V2020 to V2525
- 4.25 How do I Void a Payment?
- 4.26 What Happens to an Invoice When I Edit an Rx Order
- 4.27 Posting a Payment after a Claim has been Submitted
- 4.28 How to Edit or Void a Write-Off after its been Applied
- 4.29 How to add a Global Discount to Lenses on an Invoice
- 4.30 How to Issue an Insurance Refund
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5. Pre-Payments 8
- 5.1 New Pre-Payment Terminology
- 5.2 Where to find Pre-Payment Buttons
- 5.3 What's the Difference Between the Invoice and Transaction Ledgers?
- 5.4 On an Invoice, How do I know there is a Pre-Payment to be Applied?
- 5.5 Workflow for using an Unapplied Payment and an Invoice Credit
- 5.6 Why do I not see the Unapplied payment in the Inline Ledger on an Invoice ?
- 5.7 How to Void an Applied Payment or Patient Credit
- 5.8 Running and Reading the Day Sheet Report
Last Updated
Mar 22, 2019