Training Resources Hub 3

• Book a Training Slot Online
• FLEX Training Packages
• The Optinet YouTube Channel

Release Notes 3

• 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

Logging into FLEX 7

• Logging In
• Menu Bar And Keyboard Shortcuts
• Address Book
• How Do I Switch Branch?
• How Do I Backup FLEX?

View all 7

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 1

• Hosted FLEX: Printing From 'RD Client' Application (iPad / Android)

Backups 1

• Adding a folder to your OptiSave backup

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 15

• 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?

View all 15

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

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 3

• Introduction
• OPS on the Patient Record
• OPS Reconciliation

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 3

• Full List
• Heidelberg HEYEX
• Zeiss

Multi-Tenant FLEX / Hosted FLEX 0

Voucher Values 1

• NHS Exam and Voucher Value Changes - Optinet (v5)

Voucher Values 1

• How to update NHS Exam & Voucher Amounts