Here you will find all training documents to help you operate a clinic. If this is your first time using the system I recommend you use this document explaining how to access a training clinic so you can become familiar with how it works. Please select which section of training you would like to view below.

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Registration

This document explains the process of registering patients online before clinic.

This document explains the process of printing out patient labels.

This document explains the process of searching registration for reporting reasons.

This document explains the process of using the CVC Screening application.

This document explains how to register walk-in patients.

 

Clinic Operations

How to search for a patient in all applications.

How to access and use the Pressures application.

How to access and use the Muscle Balance application.

How to access and use the Visual Acuity application.

How to access and use the Dilation application.

How to Create a Login to use on clinic.

How to access and use the Color and Depth application.

How to access and use the Neutralization application.

How to access and use the Eye Health application. OD's ONLY.

How to access and use the AR and Kaleidos application.

How to access and use the PD application.

How to access and use the Dispense Eyewear application.

How to access and use the Refraction Exam application. OD's ONLY.

How to access and print out the patient letter.

How to access and use the Select Product application.

 

Optical Lab

How to access and use the Open Lab Order application.

How to access and use the Lab Lookup application

How to access and use the Inventory Miscellaneous Usage application.

How to access and use the Final Inspection application

How to access and use the Lab Order Audit application.

 

Coordinators

How to access and run the Closed Loop report.

How to access and run the Inventory Report.

How to access and run the Patient Status report.

How to view and troubleshoot Clinic Reporting.

How to access and run the Name Tag Export application.

How to access and run the RX Need Detailed Report.

How to access and run the Bulk Dispense Report.

How to access and run the Medical Referrals Report.

 

Admin

How to add or edit clinics.

How to access and run the Closed Loop Report.

How to access and run the Bulk Dispense Report.

How to add or edit school, groups, and communities.

How to recall the patient consent form.

How to reprint a patient's letter in English or Spanish.

How to edit user login information on clinic.

How to recall a patient's clinic information.

How to edit an admin's user information.

How to access and edit the Frame Database.

How to access and run the Data Extract application.

 

IT Captain

How to troubleshoot iPad and Hotspot connection issues while on clinic.
How to edit print scaling option while on clinic.
How to connect and troubleshoot Socket Scanners while on clinic.
 

Optometrist Applications

How to Create a Login to use on clinic.

How to access and run the Medical Referrals Report.

How to access and use the Eye Health application. OD's ONLY.

How to access and use the Refraction Exam application. OD's ONLY.

 

MEEAP

How to add or edit organizations as an admin.

How to edit user access as a group admin.

How to lookup, edit, or re-issue a voucher.

How to change or add admin logins.

How to pull voucher reports as a group admin.

How to send or edit vouchers post clinic.

How to pull admin reports.

How to issue a voucher.

 

Videos

Lab Intake

Final Inspection