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Knowledge base
FLEX Help
Welcome to the Portal
5
Welcome to the FLEX Training Portal
Latest Release Notes
Useful Documents and Links
Downloadable Guides
VIDEO: FLEX January 2020 Release
Logging into FLEX
8
Logging In
Menu Bar And Keyboard Shortcuts
Address Book
How Do I Switch Branch?
How Do I Backup FLEX?
See all 8 articles
The Home Screen
6
Home Screen Introduction
Home Widgets
Management Widgets
Change Or Remove Widgets
Which Widgets Are For Me?
See all 6 articles
Recalls And Contacting Patients
7
Recall Introduction
How Do I Do Recalls?
How Do I Combine Recalls?
How Do I Send Notifications?
How Do I Send Marketing Shots?
See all 7 articles
Patient Records
24
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?
See all 24 articles
Sight Examination Records
11
Sight Examination Records Overview
Medical Assessment (Optoms Only)
Clinical Assessment (Cl Only)
Clinical Refraction / Prescription
IOP & PD
See all 11 articles
Contact Lens Records
13
Contact Lenses Overview
Refraction
Lens Fit
Recall
Medical Assessment (Clinical)
See all 13 articles
Appointment Diary
7
Appointment Diary Overview
How Do I Book an Appointment?
How Do I Modify an Appointment?
How Do I Look Ahead?
How Do I Print Forms and Letters?
See all 7 articles
Dispensing
3
Dispensing Overview
How Do I Dispense Frames and Lenses?
How Do I Dispense Contact Lenses?
Ordering
3
Ordering Overview
How Do I Update Order Progress?
How Do I Make a New Order?
The Till
20
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?
See all 20 articles
Stock Management
14
Stock Overview
How Do I Add a Frame?
How Do I Add a Sundry?
How Do I Add a Solution?
How Do I View a Stock Item?
See all 14 articles
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
See all 8 articles
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?
See all 8 articles
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?
FLEX Setup
Overview of FLEX Setup
1
FLEX Setup Overview
Branch Setup
7
Branch Setup Overview
Contact
Data
Communication
Images
See all 7 articles
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?
See all 6 articles
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
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
14
How Do I Modify my Orders Screen?
How Do I Manage Spec Lenses?
How Do I Download Spec Lenses?
How Do I Create My Lens Book?
How Do I Update Lens Data?
See all 14 articles
Template Setup
6
Email Templates
SMS Templates
Letter Templates
About Paragraphs
Standard Paragraphs
See all 6 articles
Till Setup
12
Payment Methods
NHS Vouchers
Sales Groups
Dispensing Fees
VAT
See all 12 articles
Printer Setup
3
Printer Configuration
Zebra Labels
DYMO Labels
System Setup
2
FTP Sites
PC Settings
Integrations
Docmail
1
How Do I Use Docmail?
e-GOS England
10
Overview
Configuration
Signing for the day
Creating / Continuing a GOS1 Claim
Creating / Continuing a GOS3 Claim
See all 10 articles
Email
1
Email
Online Appointment Booking
3
Online Booking Overview
How Do I Make Appointments Available Online?
How Do I Accept/Reject Online Bookings?
Postcode Lookup
1
How Do I Use Postcode Lookup?
SMS
1
SMS
Xero
1
Setting Up Xero
Integration List A-Z
1
Thomson Software: Phoropter Head