- Click on “Patient details” next to the patient you are seeing
- Check the details are correct and change them if necessary
- If you have specific notes to add for the day eg. Px unwell so not seen click on Today’s notes and add the note
Click on “Exams” (Opticabase Dispensing)
- Click on “New Rx”
- Enter PD
- Enter Rx
- Choose from dropdown “changed?”
- Add early test code at the top if required
- Choose recall months
- Click SVD, SVN, SNVD/SVN, Multi to work out vouchers if required
- Go back to “Patient Details”
Click on “Exams” (Opticabase Clinical)
- Click on “New Record”
- Enter info on Prelim screen including PD
- Click on Refraction and enter Refraction info
- Click on Ocular Health and enter Ocular Health info
- Click on FIT and enter further info eg colour vision/stereo/fields (or miss this screen out)
- Click on Final and enter info such as Px advice
- Choose from dropdown “Px advice” eg New Rx, Changed Rx or No Rx
- Choose recall months
- Click SVD, SVN, SNVD/SVN, Multi to work out vouchers if required
- Click on “Close” to go back to “Patient Details”
Click on “GOS 6”
- Click on “Create GOS 6”
- Enter who is signing and their name and address if not patient
- Click “Sign” and ask the Px or carer to sign
- Click “Fill Back”
- Click for Performer to sign
- Click on “Close” to go back to Patient details
Click on “GOS 3” (If required)
- Click on “Create GOS 3”
- Click for the performer to sign and get them to sign
- Click “Patient Sign” and ask the Px or carer to sign
- Enter who is signing and their name and address if not patient (Date Ordered will auto fill)
- Do NOT click on Fill back as that is done on delivery
- Click on “Close” to go back to Patient details
Click on “Dispenses”
Just a Sight Test
- Click on “Add Dispense”
- Enter Dispensers Name from dropdown
- Click on “GOS 6” and choose which number domi it is at that venue
- Click on “Close” (bottom left) to go back to patient details screen
Sight Test + Glasses
- Click on “Add Dispense”
- Enter Dispensers Name from dropdown
- Click on “GOS 6” and choose which number domi it is at that venue
- Click on one of the buttons along the top: “DV”, “NV”, “Bifs”, “Prog”, “Int”
- In the Frame area: Enter the frame details in the “Px Frame” box
- In the Lenses area: Choose the Lab, Type of lenses, voucher from the extras
- Tick “GOS 3” voucher 1st or 2nd halfway down the right column
- Tick if they have paid any money by chq, cash or card and enter the amount in the deposit 1 box.
- Either Click on “Close” to go back to Patient details or Add another dispense if they are getting more than 1 pair of glasses. Do NOT click on GOS 6 on the second pair.
Important Info:
The GOS 3 form MUST be signed by the performer AND patient/carer otherwise it will not transfer back into Opticabase when you export the data and the form will be lost
The GOS 6 form MUST be signed by the patient/carer otherwise it will not transfer back into Opticabase when you export the data and the form will be lost
Adding an extra patient at a visit:
If the patient is already in Opticabase at the office then you MUST call the office to get their Opticabase ID number otherwise they will end up with 2 records in Opticabase when the data transfers back. If they are in a HOME (see below) then you can find add them by going to Venue next to any patient listed at the same venue and click on the button to show existing Pxs at that venue (down the right hand side)
At an individual’s house:
Go into the patient details for a different patient at that address:
- For an existing Px click on “Add an existing Px at this address” and then enter their ID number, name and date of birth when asked.
- Then close that screen and go to the Px details for that new Px and add in their Title, exam date, previous exam date and NHS Reason
- Then continue as usual with that Px.
- For an NEW Px click on “Add a new Px at this address” and then enter their name and date of birth when asked.
- Then close that screen and go to the Px details for that new Px and add in their Title, exam date, previous exam date and NHS Reason
- Then continue as usual with that Px.
When completing the GOS 6 you will choose” Additional Px” when asked while filling in the back
At a nursing home/residential home:
Click on “Venue” next to any patient at that same home:
- For an Existing Px click on “Add an existing Px at this home” and then enter their ID number, name and date of birth when asked.
- Then close that screen and go to the Px details for that new Px and add in their Title, exam date, previous exam date and NHS Reason
- Then continue as usual with that Px.
- For an NEW Px click on “Add a new Px at this home” and then enter their name and date of birth when asked.
- Then close that screen and go to the Px details for that new Px and add in their Title, exam date, previous exam date and NHS Reason
- Then continue as usual with that Px.
When completing the GOS 6 you will choose” Additional Px” when asked while filling in the back