Use Optizone's built in navigation screen to find functions easily and learn the software program quickly. Use the Main navigation screens for reference and finding program modules. Select the area of interest, click on item with mouse to navigate.

Client demographics include e-mail information and contact control for e-mail, telephoning and letter sending. Use the find button once and all file information including Rx information and billing is found.

Eyeglass orders are built on three sections, the prescription, coatings and extras and the frame. Transposition buttons are built right onto the form. Error messaging will make sure that you do not forget simple things like the pupillary distance, ocular center heights etc. Pushing the print button will allow sending the order to printer or faxing to your lab / supplier. For automatic ordering fill in the e-mail address on the supplier list for their order desk and you can electronically send them the order with one click. Monitor order confirmation on a separate grid and feel confident that your order was received.

Using the insert R or insert L button, you may access the inventory to transport items into the file after pushing the Add button or you may also put an individual order in by filling the boxes individually. The contact lens form also has electronic ordering and order confirmation.

You can use the drop shipment tool on the client contact lens order form to order contact lenses electronically from the supplier and have them shipped directly to the client. Fill a repeat order and the last order will show on the inventory selection. It could not be any easier.

This module makes easy consultation reports or doctor exam forms. Populate exam findings from combo box defaults or design your own template. You can specify exactly which exams you perform. Perhaps your doctor wants an exam template to write his notes on. Select exam record and push the print button and your doctor has a record complete with date and the client's demographics. Exam output is by print or e-mail.

When using the "Insert" from inventory button on the client record for glasses and contact lenses, all invoice information is held in suspense until an invoice is added. You can track the insurance billing form the provider and also create a separate accounts receivable for insurance providers. You can add multiple items with two different tax rates and add multiple payments with different methods of payment such cash, credit card etc. from default values that you define. Commission tracking is available for both staff member and doctor. Invoices can be sent via e-mail with one simple click.

This is a in-house warranty system. Use this module to create a customized warranty for contact lenses. In inventory you can add contact lens warranty for each lens separately or have yearly or bi-yearly general contracts. For example, you can itemize gas permeable or soft lenses individually by name, or just type in "Contact Lens Warranty" in the warranty module located in modify inventory. Automatic recalls are available under the menu bar Mailing Lists. When a patient is renewing a policy, press the edit button and then press the renew one or two year button and add in the policies being renewed. This will fill the invoice upon adding a record. Contact Lens Warranty deductibles are inputted in the inventory screen and are actuated automatically on active policies when the client buys more lenses. 

Use the communications log on client information to track correspondence with clients. This tool will also create letters for clients from the default letter library that you specify. View what correspondence was sent to this client via e mail or by letter. Send letters, appointment recalls or simply track conversations. Output can be made by print, fax or e-mail. 

EZ-Zone can provide you with on-line services tools for your web-site. These web tools allow your clients to send messages directly to you which are tracked on their client file. Custom messages are processed in seconds.

Use the graphics / file manager page on client information to hold picture and files relating to your clients. You can store photographs, prescription copies etc. File formats include .pdf, .doc, .xls, .jpg , .bmp and .gif.

Print, view or e-mail results as required. Use open file to use your computers default viewer.

Use this module located in the accounting reports menu to determine the amount of new patients or jobs being processed in any given time period. Use this module to calculate eye doctor referrals. The inventory type sold module will display what type of inventory has been sold in a give time frame. With this information, you can see what inventory is moving the best.

You can activate security permissions to enable this form for certain staff under "Password Control" along with many other sensitive forms in Optizone. Select the appropriate log required for view or print. Please note that the default is today's logs, otherwise logs can be tailored chronologically as required. All reports are itemized per location. Reconciliation at the end of the day is easy. All payments are itemized the way you want them i.e. cash, visa, amex etc.

To activate the appointment recall, use the "Appointment Recall" field on the Client Address screen. The default value is set under your business information. Use the "Interval" field to set how many months you would like to recall your clients and click the "Update" button to set the recall date. You may reset the recall date on the "Client Exam" screen as well.

Use the appointment recall to create an email, letter, mail label or phone list to contact your clients for their next appointment. Select "Mailing Lists" from the Main Menu bar and click "Appointment Recall For This Location". If you have multiple stores, you must be logged into that store to do that recall.

Use Optizone's built in navigation screen to find functions easily. Use the Main navigation screens for quick reference and finding program modules. There are six inventories - eyeglass lenses, contact lenses, coatings and extras, frames, fees and miscellaneous. Select the area of interest, click on item with mouse to navigate.

Individual inventories are highly specialized; select the appropriate inventory module to be modified. There are six inventories - eyeglass lenses, contact lenses, coatings and extras, frames, fees and miscellaneous. For multiple stores, the inventories can be duplicated to each store separately. This will assure that inventory on hand shows at the proper location.

After installing your inventory, access to the inventory is achieved by clicking the "Insert" inventory buttons found on the client file. These buttons will automatically remove from inventory the quantities added to the client file.

Select which report you desire and choose functions as required. Inventory reports are all located in the inventory menu and on the inventory modules page two. Edit inventory departments or entire lists.

Inventory reports will give information from the first time the schedule was created. Use the supplier drop-down combo box to select from an individual supplier or select all suppliers for year end reports. If reports are required by chronology of items sold, use cost of goods sold under sales accounting in the menu bar under reports.

To check / count your inventories go to the modify inventory, and select inventory of your choice. Click on the count inventory tab to begin.

Begin by selecting the parameters of inventory items to be counted and checked. You have the option of checking all locations, checking a single location, checking location and supplier and by "contains" field. The "contains" field allows you to search phrases from within the item description. In order for the inventory check to function, you must check all the inventory within your given selection parameters. This means that only inventory within the selected parameters will be checked. If you select an item outside of the parameters, a buzzer will sound and the message " Item not found etc." will display. You can hand type product numbers or use a bar code scanner.

Use this screen to add and subtract inventory already installed with a barcode scanner. Select adding or subtracting and begin scanning the product. A report reference can be made to facilitate return of product on making and printing a report.