Schemes and Direct Debits

Schemes Overview
What is a scheme, and why are they recorded in Flex? Schemes are payment plans: regular monthly payments to split the cost of goods sold, usually to pay f...
Fri, 26 May, 2023 at 9:46 AM
How Do I Add a Patient to a Scheme?
To set up a Scheme, click to Contact Lens - Schemes on the Patient Record homepage (shown below). This window will then show current schemes, collectio...
Fri, 26 May, 2023 at 9:50 AM
How Do I Run / Reconcile Schemes?
Once the Schemes have been Setup and Patients assigned, you can manage them in the Schemes module of FLEX, shown below. This page will show all Scheme ...
Fri, 26 May, 2023 at 9:50 AM