Assigning an NHS Voucher to a Dispense

The dispensing module in i-Clarity allows you to assign an NHS voucher to a dispense. This will then reduce the amount shown that the patient must pay. Once the dispense is confirmed then the dispense will be entered onto the patient account with a voucher already assigned to the sale.

On the 'Dispense' module, select the voucher the patient is entitled to from the voucher drop-down.

On the 'Finishes and Totals' page, there will be a summary of the total dispense value, the voucher applied and the remaining balance the patient must pay.

After clicking ‘Confirm Estimate’ and then closing the dispense module, the patient account will open.

The details of the sale will be entered onto the patient account and a payment type of ‘voucher’ will have been automatically assigned with the voucher value as the amount.

 The ‘Enter Payment’ button can now be used to pay the remaining balance.

Discounting Products So They Are Covered by an NHS Voucher

If you would like to provide patients with an NHS GOS3 voucher with the option of a pair of spectacles or lenses that are completely covered by the NHS voucher, then you can set you system up in the following way:

Supplying Frames Under the Voucher Value

We recommend that all frames should be entered onto your i-Clarity stock system with the retail price you would charge a private patient for the product.

To then supply this frame to an NHS patient so that it is covered by an NHS voucher add the following discount reason to your system.

Navigate to the ‘Adjustment Reasons’ tab in the maintenance of your i-Clarity.

Click the ‘Add’ button to add this discount to the system.

Discount a frame in the dispensing module so that it is covered by the NHS voucher:

1.Select the frame that can be discounted from the ‘Choose Frame’ button.

2. On the ‘Finishes and Totals’ tab select the ‘NHS Frame’ discount from the Adjustment Reason discount drop-down list for the Frame.

Supplying Lenses Under the Voucher Value

If you would like to offer patients some lenses that will be completely covered by an NHS voucher, we recommend your system is set up in the following way:

1. Add the criteria ‘NHS lenses’ to you Lens Criteria table.

Navigate to the Lens Criteria tab in the Maintenance module of your system.

Click ‘Add’ to enter this new criterion to the grid.

2. Link the ‘NHS Lenses/Voucher Lenses’ criteria to the lenses you are happy to offer at a price under the applicable NHS voucher.

Navigate to your Products tab in the Maintenance module of your system.

Type in the lens name in the Description box and click ‘Search’.

If needed, flick through the search results using the arrows so the lens you want edit is displayed.

Once the lens details are displayed, click on the ‘Edit Lens’ button.

Repeat this for all the lenses you are offering under the voucher value.

3. To enable auto discounting of these lenses, navigate to the ‘Misc 3’ tab of your Maintenance module.

In the voucher limits section set up the price adjustments.

Select the lens type of the first lens you are offering at a discounted price.

Select the voucher type this lens can be used with.

Click ‘Add’ to add this discount line to the grid.

Continue to do this for the other lenses you are offering under the relevant voucher values.

To discount lenses in the dispense module.

1. In the dispense module, select the NHS voucher the patient is entitled to.

2. On the lenses tab, select the specs type you are dispensing and in the bottom criteria box, double click to highlight the criteria ‘Voucher Lenses’.

3. Double click on the lens you want to dispense from the available list to select them.

4. Click on the button ‘Adjust Lens Prices’. 

Clicking on the ‘Adjust Lens Prices’ will discount the lenses down, so they are covered by the voucher value (or by as much as specified in the Maintenance module).

Dispensing With a HC3 Voucher

When a patient presents with a HC3 voucher with partial help to the cost of the spectacles, complete the dispense as normal WITHOUT assigning a voucher value from the list because the patient is not entitled to this full voucher value.

Once you have confirmed the dispense and closed the module so that the dispense details are entered onto the patient account, complete the following steps to reduce the patient balance.

1. Highlight the dispense transaction from the summary list.

2. Click the 'Enter Payment' button.

3. Click on the payment type 'Voucher'.

4. Use the number buttons to enter the reduced voucher value.

5. Click ‘Confirm Amount’ and then ‘Confirm Total’.

6. This will enter a payment type ‘Voucher’ against the sale and reduce the balance to the amount the patient must pay.