✨ When You Need This Guide
Use this guide if you're asking:
How do I add a warranty to a patient’s order?
Where do I manage warranty options in Aloha?
What if I don’t use an EHR integration or SmartCart?
Whether you're using Aloha with SmartCart or manually entering orders, this guide shows you how to add warranties to eligible purchases and keep everything organized.
🛍️ How to Sell Warranties with SmartCart
🎉 Congrats on enabling the warranty feature! Here's how to start using it with SmartCart:
Step-by-Step Instructions:
Search for the patient
Go to the Eligibility Search tab and enter the patient’s:Last name
First name
Date of birth
Place an order
Click the patient’s name in the search results
Select Place an Order
Build the order
Add all items the patient is purchasing (frames, lenses, etc.)
When ready, click Add to Cart (bottom right)
Click Proceed to Cart
Add the warranty
Under Frames and Lens, find the Warranty toggle
A blue checkmark means the warranty is active ✅
Leave it checked if the patient wants the warranty
Uncheck it if they decline coverage
Complete the sale
Click Proceed to Checkout and finish the order
📩 Patients will receive confirmation emails after purchase.
📝 How to Sell Warranties Without SmartCart (Manual Entry)
Don’t use SmartCart or an EHR integration? You can still offer and track warranties easily in Aloha.
Manual Warranty Setup:
Click the Warranties tab
Found in the left-side menu
Click “Create Warranty”
Fill out the warranty form
Include all recent order details
Enter the patient’s full name and contact info
The system will auto-select the correct warranty tier based on the order total
Submit the warranty
Click Submit to finalize the entry
A confirmation screen will appear, and…
📩 The patient will receive a confirmation email automatically
🗑️ Canceling a Warranty
Need to cancel? Here's how:
Go to the Warranties Dashboard
Click the 3 dots (⋮) next to the relevant warranty
Select Cancel Warranty
✅ You’ll Know It Worked When:
The warranty toggle appears and is selected during checkout (SmartCart)
A confirmation screen and patient email appear (manual method)
The warranty is visible in the Warranties Dashboard
💬 Need Help? We're Here!
Email: support@reviewwave.com
Phone: 1-800-563-0469
Live Chat: Available during business hours
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