Acuitylogic pos. If necessary, select the company for which you want to access AcuityLogic POS. Acuitylogic pos

1. AcuityLogic directs you to the payment refund window. 1. When creating an item, users can no longer save a space inserted before or after the number in the Item Number and UPC Code fields. Description. To create eyeglass orders. In AcuityLogic Admin, click Company and select Types/Reference. Select the check box next to each order to include on the invoice. The training videos below will help you understand how to use AcuityLogic. In AcuityLogic POS, go to the patient's Insurance tab. Office# Key: This is my home or office computer: 10. Enter the item quantity in the Quantity field. The report can be exported in PDF, Excel, or CSV format. 8. You must set up a doctor’s schedule before you can schedule appointments for him or her. ; Follow the prompts on the Ingenico iCT220 Terminal to complete the return. 00, a patient. 111. The Schedule Appointment window opens. ; Perform one of the following tasks: Search for and select an available appointment. The availability schedules set up for resources follow the Normal Hours - No Rotation schedule by default. AcuityLogic POSCreating Eyeglass Orders in AcuityLogic POS. 1. The Invoice window opens and displays all orders that have been priced and need to be invoiced. Click Add Stock Order. Helpful Hints for Using AcuityLogic POS Tab Key / Enter Key Used to move from field to field on most screens. 39Verify that the Ingenico iCT220 Terminal is ready. ActiveThe schedules that you set up populate the Scheduler in AcuityLogic POS and AcuityLogic BackOffice. If you selected CL Exam in the Exam Rx Type drop-down list, follow the process. Tip: From the Carrier Type drop-down menu, select Third Party Insurance. 1. 2. This section describes the types of reports you can generate and how to generate them. (Optional) Deselect the check box next to orders that you do not want to include on the invoice. To display the data you want to include in the report, see Viewing an Employee’s Commissions in AcuityLogic POS. 1. AcuityLogic offers three different hosting options: On. 141. Type the maximum age of a patient who is eligible for the method. If selected, users can invoice the item with no price or change the price to $0. Search for an available appointment time. In AcuityLogic POS, create an eyeglass order. 1. AcuityLogic Billing simplifies how you calculate and submit insurance claims for more accurate receivables and consistent. To convert the data into a report, click the following buttons:You can include all required note types generated by POS (adjustment, miscellaneous payment, refund, remake, and return) or just selected types. Previously. AcuityLogic 8. This section explains how to set up and use Worldpay with AcuityLogic for processing credit card transactions. Inventory and Distribution. Office# Key: This is my home or office computer: User Name: * Password: *. Click the link in the Time column for the non-patient appointment start time. This section explains how to manage your inventory. Select the Bad Phone Number check box if the provided phone number is incorrect. ; Perform one of the following tasks: Search for and select an available appointment. ; Select Exams from the Item Type drop-down list, and locate the exam that has been imported from ExamWRITER. To print and download employee commission reports. To access the Inventory tab, you need the correct security option. 168. Open Calendar View. The style name, which is what AcuityLogic POS users see when they enter orders and view reports. Item Group. 3. In the order's Lenses tab, select a style that includes an item custom attribute, such as Technical Addon A. After completing the product and lab set up required in AcuityLogic Admin, VSP network doctors who are authorized Maui Jim retailers will be able to submit Maui Jim lab orders from AcuityLogic POS for both VSP members and private-pay customers. The Scheduling tab opens. When in doubt, read the options and look for the logical solution. Each role is made up of building blocks, called access options, which determineOffice# Key: This is my home or office computer: 10. Voiding an order in AcuityLogic POS. This. Open the Management window. – Indeed; ConclusionIn AcuityLogic POS, open a patient profile. Click the link of the item in the Item Number column. AcuityLogic 7. 1. For example, if you type 8. When a claim first displays in AcuityLogic Billing, review the claim and edit it if necessary. From the Patient Orders window in AcuityLogic POS, select Adjust from the Actions drop-down list. 1. Admin Enhancements. 141. 39This section provides an overview of AcuityLogic X-Link. You can track, adjust, and report on your product inventory in the Inventory section of AcuityLogic POS. For offices with multiple platform partners configured, the platform partner must be selected manually. For multitenant environments, the following setup can be performed only by administrators of the parent company and is required only for the parent company. See Setting Up the Multi-Tier Sales Tax Calculator. Click Full Return w/out Exam to return all items without refunding the exam fees or click the Return link to return individual items. Office# Key: This is my home or office computer: 10. You can schedule and modify patient appointments after you set up resource schedules and service templates. You can create eyeglass orders for patients with an eyeglass prescription recorded. Click the Change Pay Type tab. 141. The Computed column displays the amount of each payment type that AcuityLogic POS calculated the office should have received since the last daily closing. Select Reports > Miscellaneous > Required Note Audit Report (MISC103). Type2, Type3: Show nonregular hour. AcuityLogic POSWhen refunding a customer's credit, AcuityLogic POS now lists all payment types used for the original payments in the Payment Refund table. If this is a diagnostic or trial lens, include that distinction in the style name (for example, dx or trial) so that the AcuityLogic POS user easily knows what type of lens it is. 75For each productivity category in your AcuityLogic POS system, the search results include the following: The total number of sales in the productivity category that you finalized during the following time periods: The specified month; The same month for the previous year; Year-to-date (YTD) for the selected and previous yearsrole is allowed to perform. Enter or select the eyeglass prescription expiration date in the Expiration Date field, if needed. 141. From the AcuityLogic POS Patient Orders window, click Generate Invoice. 1. POS Billing Reconciliation Report (GB118) Shows the variance between the changes made to A/R balances in AcuityLogic POS and AcuityLogic Billing. In AcuityLogic POS, open the patient's Orders tab. The Invoice window opens and displays all orders that have been priced and need to be invoiced. You can create packages to bundle items such as eyeglass lenses, coating, tinting, and plans into one item that an AcuityLogic POS user can order for a customer. You can create eyeglass orders for patients with an eyeglass prescription recorded. The type of contact lens (for example, spherical or. The patient's Consumer ID is added along with any other new information obtained from VSP. Field Name Description Required; Eye Glass Lens Coat Fields Description. The following table lists the minimum workstation requirements for AcuityLogic. If selected, the lens base type is an available option when an AcuityLogic POS user creates an eyeglass. 6The option to select a partner appears when scheduling appointments for the employee in AcuityLogic POS and AcuityLogic BackOffice. Indicates that AcuityLogic POS will not calculate and charge taxes on patient copays. Reason: Shows the reason for the adjustment. ; Right-click a time slot on the appointment grid and select New Appointment. The option to select a platform partner appears when scheduling appointments for the employee in AcuityLogic POS and AcuityLogic BackOffice. Active. You can customize a. Topics include the following: To adjust and recategorize employee hours. In the Type column of the order associated with the claim, click the green or red status icon. (This issue applies only to credit card payments made with a Worldpay device. 141. Requires users to click the Search button or press Enter when searching for patients in AcuityLogic POS and AcuityLogic BackOffice. The Confirm Payment Adjustment window opens. (Optional) Deselect the check box next to orders that you do not want to include on the invoice. Office# Key: This is my home or office computer: 10. In the Refund Payment window, click OK to confirm the refund amount and to close the window. You can also print labels for frames and accessories. Select the resource you want to set up a schedule for from the Resource drop-down list. Click Add Payment in the Payments section. For frame inventory sessions, you can select one or more collections. 54AcuityLogic POS. 75Select whether or not to display the attribute in AcuityLogic POS from the Display in Eligibility drop-down list. Security Roles in AcuityLogic. See Opening Patient Profiles. Open the Scheduler to Book View. In AcuityLogic Billing, run the POS Billing Reconciliation Report (GB118). Topics include the following:POS Enhancements; Fixed Issues; For more information on AcuityLogic features, training, and integrations, contact your account representative, or call Eyefinity at 800. See Maintaining Financial Groups. 2. Office# Key: This is my home or office computer: 10. A Strategic Asset to Help You Achieve Your Business Goals. The order in which you want this attribute to appear in the drop-down list for Material in AcuityLogic POS. From the AcuityLogic POS Patient Orders window, click Generate Invoice. Scheduling Appointments in AcuityLogic POS. The lens attributes include Lens Base Type, Material Addon, Style Addon, Color Addon, Tint, Edging, Coating, and Miscellaneous Extras. Select an insurance plan by using one of the following methods: Enter or select an insurance plan in the Plan field. ; Follow the prompts on the Ingenico iCT220 Terminal to refund the customer credit. You can report on all, one, or multiple offices, doctors, service types, or appointment statuses. The report can be exported in PDF, Excel, or CSV format. Shows the value of the inventory items counted during a physical inventory session. Topics include the following:You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section. 2012. 168. 1. 13 fixes issues in the following areas: Admin; BackOffice; Billing; DC; POS; X-Link; Admin. The attached custom attribute is automatically added as an option to the Miscellaneous section of the order’s Extras tab: Selecting Colors and Shapes for FramesPayment types are configured in AcuityLogic Admin. Creating Eyeglass Orders in AcuityLogic POS. 942. You can also generate this report for the office from which you are accessing AcuityLogic POS in the Inventory section's Reports tab. Beginning August 14, 2019, Maui Jim will join the VSP Formulary and VSP Contract Lab Network. There are no orders associated with these converted balances, as displayed below. ; Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if. In AcuityLogic POS (for one office) and AcuityLogic BackOffice (for all offices), you can run reports on the contact lens based on the assigned status. ; Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed. From the A/R Options drop-down menu, select All. Creating and Modifying Patient Profiles in AcuityLogic POS. Topics include the following: General Reports in AcuityLogic POS; Inventory Reports in. To delete an exception, click the Delete Exception icon () and click Yes in the confirmation window. AcuityLogic POS Training Manual AcuityLogic POS Training Manual Page 1 The goal of the AcuityLogic system is to be intuitive. 141. For information about. Learn more about using AcuityLogic POS. 211In AcuityLogic POS, create an eyeglass order. 1. AcuityLogic Optical Software Suite - Cloud - POS, Billing, BackOffice, DC, Admin & XLink. Minor Age Limit. An inactive patient profile does not appear in patient searches, in the Scheduler, or in other areas of AcuityLogic. 141. 10. You can also print labels for frames and accessories. You can use this method to set up Spectera insurance schedules so that AcuityLogic POS users are prompted when insurance is applied to an order that includes a contact lens fitting fee without a contact lens purchase. 168. Click the link in the Time column for the appointment start time.