Learn how to manage operations that cover Employees, Stores, Locations & Vendors

Operational Management

Learn how to add or edit or delete / inactivate / terminate employees

Add / Edit Employees 

Doctors are added under the employee section differentiated by the assigned Role.

Add / Edit Common Prescribing Doctors

Learn how to add, edit or delete vendors for labs, frames and other products.

Add / Edit Vendors for Labs & Frames

Send Rx orders to your lab via VisionWeb quickly and easily—no double entry needed.

Setup VisionWeb Integration

If your office charges a fee when a patient brings in their own frame for new lenses, you can easily customize this fee. This fee is automatically added at checkout if applicable.



Add or Edit a Patient Own Frame (POF) Fee

Configure your work email to send from your desired email address items like invoices and more. 

Email Setup

Configure sales tax categories to ensure proper tax rates are applied to different types of products and services.

Setup Sales Tax

Add health insurance and vision plans to your system so they're available when processing customer transactions.

Add insurance payers

This guide will walk you through adding custom QR codes to your invoices. These QR codes will appear on all past and future invoices for your store location.

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