Step 1: Set Up The Recurring Lens Plan Charge

Open the CL Mgmt form for the patient.

Underneath the top grey box, click on the button 'Add New Aftercare Fee'.

On the 'Product/Service To Be Supplied' window, select the monthly professional fee you would like to charge the patient for.

This will then display a description of the product in the description field.

Type in the 'To be supplied every' field, the number 1 and then select 'Months' from the drop-down.

Select the supply options 'Sold Automatically' and 'Paid for by DD or SO'.

Select from the date picker the first supply date you would like the system to charge the DD account for the monthly professional fee.

Click 'Save'.

A note of this recurring monthly charge will be added to the top grey box.

Setting Up The DD/SO Mandate

Click on the 'Set Up Mandate' button.

Select the Collection Method from the drop-down, e.g. Bottomline.

Select the First Collection Date for the patient's DD/SO payment.

Select the Next Collection Date after that.

Type 1 into the 'Collect Every' field.

Type in the patient's account details.

By default, the payment field will be filled with the amount of the monthly charge set up in step 1.

Click the 'Add This Payment' button.

The payment will be added to the grid.

Click 'Create Mandate'.

The main CL Mgmt form will show a summary of the charge and payment now set up.

Now every month, the patient will be charged for the monthly lens plan fee. This will be automatically entered into the 'Goods/Services paid for by DD/SO' column.

Every month, the patient's DD/SO payment will be entered into the SO/DD Payments Received' column.