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?