Setting up the Invoice Plans for Contact Lenses

Setting up the Invoice Plans for Contact Lenses

Set Up Plan

Invoice plans are used to automatically apply a package to your Contact Lens or Rx Job Order. We do this by tying a recall to a package, and then applying that recall to a patient. To set this up:


  • Ensure a valid recall is entered in VE_Admin → Main Tab → Recall →Types. Please use a unique recall group for this recall type so that it is not replaced by another recall.

  • Next, in VE_Admin → Manager Tab → Invoice Plans, click Setup Plans

  • In this screen, all of your current recall types will be listed on the left. To use one of these recalls as a plan, select it from the list and click Edit.
  • Select the Use Recall Type As a Plan checkbox to enable this recall as a plan. Next, select either a CL Package or Rx Package to use with this plan. If you need to add a new CL or Rx package, use the Add buttons to do so.
  • Once you Save this plan, a small thumbs up icon will appear next to the recall type in the list.




Use Your Plan

To use your plan:


  • Add a recall to a patient, that is a type associated with a plan.
  • Once you have selected the recall type, the recall window will expand to the right to display the CL or Rx Order package associated with the recall/invoice plan.

  • Ensure that the recall date is set to when you wish the invoice plan to STOP.
  • Click OK to save the recall

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