How do I create a transaction?

Transactions pull the most current information from the PATIENT window

Create Transaction from the PATIENT window

Create Transaction from the PATIENT window

Or from the TRANS window click ADD

Or from the TRANS window click ADD

Enter (or scan) the patient number

Enter (or scan) the patient number

Click Current Pt. to make a new transaction for the patient you are currently working on

Or billing the patient from EXAM will create a Transaction and add up to 4 billing codes.

Or billing the patient from EXAM will create a Transaction and add up to 4 billing codes.

Clicking the "99203" button (arrow) with "CLCK" and "92081" entered below will create a Transaction with those two codes as well as 92015

A TRANSACTION is created. Demographics, primary Rx for glasses and contacts, and dignosis is pulled from PATIENT window

A TRANSACTION is created. Demographics, primary Rx for glasses and contacts, and dignosis is pulled from PATIENT window

To refresh data from the PATIENT window click the Update (blue circle)

Add billing codes

Add billing codes

You can add most contacts without codes by clicking the add button

You can add most contacts without codes by clicking the add button

If you want to order more boxes change the units

Or add frame (1)  or spec lenses (2) without codes

Or add frame (1) or spec lenses (2) without codes

Enter a frame number (1), then a lens type, (2)

Here is a 4 min video, the first 2 min are about TRANSACTIONS (with sound)