Record an eye test

The optometrist records vision, the prescription for both eyes, eye pressure, contact lens fitting, advice and the next test date, then prints the prescription.

The optometrist records each eye test on one card, with the right and left eye side by side. The prescription is kept on the customer, so the next visit starts from it.

Before you begin

• You need the Record Eye Tests / Prescriptions permission.
• Set your eye-test fee in Optical settings if you charge one.

Where to find it

Open Optical → Daily → New Eye Test.

Record a test

1. Under Customer, search by name, mobile or code and pick the customer. For a first visit click New customer and type the Name and Mobile.
2. Under Visit, check the Test date and the Optometrist, and type the Complaint and History.
3. Under Vision, type the vision for each eye Without glasses and With old glasses, for example 6/18. Type Near vision if you checked it.
4. In Prescription, type SPH, CYL, AXIS and ADD for R (right eye) and L (left eye), the new VA, and the PD of each eye.
5. Open Eye pressure & contact lenses if you measured eye pressure or fitted contact lenses.
6. Under Advice, type the Recommended lens and any advice. Tick Refer to an eye doctor when the customer needs one.
7. Check the Fee on the right.
8. Click Save, Save & print, or Save & make spectacle order.

Two tools sit under the grid:

• Copy R → L copies the right eye's numbers to the left.
• Transpose turns a plus-cylinder prescription into minus cylinder, or back.

The PD (both eyes) fills itself from the two halves.

The next eye test date

Leave Next eye test empty and it is set from Next eye test after (months) in Optical settings, 12 months by default. That date drives Eye test reminders.

Take the test fee

• To take the fee now, click Save & take fee, choose the payment method and click Take. EloERP makes a sale invoice for the fee and records the payment.
• To charge the fee with the glasses, leave it. A spectacle order made from this test adds the fee to its bill.

What happens in the books

The test itself posts nothing. When the fee is billed, the sale invoice credits sales and the payment debits your cash or bank, as for any sale.

Common questions

Can I change a test later? Yes. Open it from Eye tests, edit and click Save. Once the fee is billed it cannot be changed here.

Does changing a test change an order already made? No. An order keeps the prescription it was made with, so the lab is never told different numbers.

Can I delete a test? Only when no spectacle order was made from it and its fee is not billed.