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Knowledge base
Welcome
Training Resources Hub
4
Book a Training Slot Online
FLEX Training Packages
The Optinet YouTube Channel
eGOS England Claim Status Explained
Release Notes
4
v1.5.8.x - November '23
v1.5.7x - November '22
v1.5.6.x - November '21
Release Schedule
'Take 5' Emails
1
Take 5 Emails
Quick Start Guides
1
Downloadable PDF Guides
Hardware
1
Screen Resolution - Tablets & Monitors
Hosted Flex
1
Global Aspects of FLEX
FLEX Help
FLEX Bite-Size Guides
22
Appointments - How to change the staff member in the diary
Appointments Setup - Adding SMS/Email confirmations
Appointments Setup - Adding SMS/Email reminders
Appointments Setup - Adjusting staff hours
Appointments Setup - Updating the Appointment Diary
View all 22
Logging into FLEX
5
Logging In
Menu Bar And Keyboard Shortcuts
Address Book
How Do I Switch Branch?
What do we support?
The Home Screen
7
Home Screen Introduction
Home Widgets
Management Widgets
Change Or Remove Widgets
Which Widgets Are For Me?
View all 7
Recalls And Contacting Patients
7
Recall Introduction
How Do I Run Recalls?
How Do I Combine Recalls?
How Do I Send Notifications?
How Do I Send Marketing Shots?
View all 7
Patient Records
26
Patient Records Introduction
How Do I Add A Patient Record?
How Do I Update Details?
How Do I Add a Patient to a Family?
How Do I Add / Update Doctors?
View all 26
Sight Examination Records
13
Sight Examination Records Overview
Medical Assessment (Optoms Only)
Clinical Assessment (Cl Only)
Clinical Refraction / Prescription
IOP & PD
View all 13
Contact Lens Records
14
Contact Lenses Overview
The Contact Lens I need isn't listed
Refraction
Lens Fit
Recall
View all 14
Appointment Diary
8
Appointment Diary Overview
How Do I Book an Appointment?
How Do I Look Ahead?
Modifying Appointment Slots
How Do I Find a Free Slot?
View all 8
Dispensing
4
Dispensing Overview
How Do I Dispense Frames and Lenses?
How Do I Dispense Contact Lenses?
How Do I Add Multiple Pairs?
Ordering
5
Ordering Overview
How To Update An Order Progress
How Do I Make a New Order?
How Do I Cancel An Order?
How Do I Find an Order?
The Till
21
Introduction to The Till
How Do I Create A New Receipt?
How Do I Search For A Receipt?
How Do I Sell An Item?
How Do I Add NHS Vouchers?
View all 21
Stock Management
17
Stock Overview
Stock Take App Setup
Using the Stock Take App
Stock Take App Video
How Do I Add a Frame?
View all 17
Schemes and Direct Debits
3
Schemes Overview
How Do I Add a Patient to a Scheme?
How Do I Run / Reconcile Schemes?
Business Management
8
Business Intelligence & Management Overview
General Reports
Voucher Reports
Dashboards
Data Mining
View all 8
Loyalty and Corporate
8
Loyalty and Corporate: Overview and Differences
How Do I Set Up Loyalty?
How Do I Assign a Patient to a Loyalty Programme?
How Do I Apply a Loyalty Discount?
How Do I Add a New Corporate Client?
View all 8
Patient Account
5
Patient Account Introduction
Patient Account Setup
Topping up the Account
View Patient Account Balance
Spending Account Balance
Merging Patients
1
How Do I Merge Patient Records?
Hosted FLEX
2
Hosted FLEX: Printing From 'RD Client' Application (iPad / Android)
How to setup FLEX on Apple Devices using MS RDP
Backups
2
Adding a folder to your OptiSave backup
How Do I Backup FLEX?
FLEX Setup
Overview of FLEX Setup
1
FLEX Setup Overview
Branch Setup
8
Branch Setup Overview
Contact
Data
Communication
Images
View all 8
Staff Setup
6
How Do I Manage what Staff can see and do?
How Do I Add a Staff Member?
How Do I Update a Staff Member?
How Do I Add / Update a Staff Role?
How Do I Set up Email Reports?
View all 6
Patient Setup
4
How Do I Setup Patient Data Checks?
General Patient Settings
Patient Spend
Doctors and Surgeries
Non-Clinical Exam Setup
2
Contact Lens Setup
Sight Exam Setup
Contact Lens Setup
1
Updating contact lens catalogues
Recall Setup
1
Recall Setup
Diary Setup
3
How Do I Build My Diary?
How Do I Set Up Appointment Reminders?
How Do I Set Up Staff Restrictions?
Dispense, Order and Stock Setup
17
How Do I Modify my Orders Screen?
How Do I Manage Spec Lenses?
How Do I Download Lens Catalogues?
How Do I Create My Lens Book?
How Do I Update Lens Data?
View all 17
Template Setup
10
Email Templates
SMS Templates
Letter Templates
About Paragraphs
Standard Paragraphs
View all 10
Till Setup
13
Payment Methods
NHS Vouchers
Sales Groups
Dispensing Fees
VAT
View all 13
Printer Setup
3
Printer Configuration
Zebra Labels
DYMO Labels
System Setup
5
FTP Sites
PC Settings
How Do I Link My Phoropter Head into FLEX?
How do I setup scanning to 'Hosted FLEX'
Setting the 'AutoLock' Timeout
Group Setup
1
Group Setup
FLEX Integrations
Docmail
3
Docmail Overview
How Do I Send Postcards via Docmail?
How to Use Docmail Backgrounds
e-GOS England
12
EGOS (England) Overview
Configuration
Signing for the day
EGOS Management Screen
Creating / Continuing a GOS Claim
View all 12
Email
2
Email
How to Email all your Patients
Online Appointment Booking
3
Online Booking Overview
How Do I Make Appointments Available Online?
How Do I Accept/Reject Online Bookings?
Optical Payment Services
4
Introduction
OPS on the Patient Record
OPS Reconciliation
OPS - Manual Scheme payments / Ad-Hoc payments
Postcode Lookup
1
How Do I Use Postcode Lookup?
SMS
1
SMS
VisiOffice
1
How to use Visioffice with Flex
Xero
2
Setting Up Xero
Xero Liabilities Accounts
Integration List A-Z
4
Full List
Heidelberg HEYEX
Zeiss
eReferral Help Guide
NOVA Help
Overview
1
Our Data Centres
Getting Started - The Basics
7
First Time Login - Authorisation Needed
Introducing 'Spotlight'
Finding Patients
Homescreen Widgets
Cookie Settings - Firefox
View all 7
Patient Records
6
Create a New Patient Record
How Do I Update Patient Details
How Do I Add a Patient to a Family?
How Do I Add / Update Doctors?
How do I send an SMS message?
View all 6
Sight Examination Records
0
Appointments
0
Orders
1
Create a contact lens order
System Information
1
Release Notes - What's New?
NOVA - Quick Guides
1
NOVA - Quick Start Guides
Optinet (v5)
Voucher Values
1
NHS Exam and Voucher Value Changes - Optinet (v5)
PCS Cheltenham
Voucher Values
1
How to update NHS Exam & Voucher Amounts