Keeping track of patients who pay monthly in advance towards glasses.

1. Create an accessory called SpecPlan with a stock number SpecPlan.

2. Set the patient’s direct debit/standing order details up at the top of the CL screen for each patient. Make sure the “reference” box includes the word “Plan”. eg A. Jones (Spec Plan) and insert the monthly amount into the Specs box.

3. When a dispense is done it should be put on as normal. When you get to the point that you enter a deposit you choose “SpecPlan” from the “Other” dropdown list.

4. A message will pop up to show the amount of credit that the patient has and will reduce the sale by that amount.

5. Each month the payments that come in for these patients should be marked off on the Standing Orders/Monthly check screen like Contact Lens standing orders.

 

You can see how much a patient has on their balance by going into their CL screen. As long as the reference has the word Plan in it and the specs amount is greater than zero then a message will appear with the current balance.