When you look at a patient’s eligibility and benefit search you will see a “Place Order” Button. This will take you to the start of the Smart Cart so you can begin building an Eyeglasses or Contacts order with a patient.
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Next to the Patient’s name at the top of the Smart Cart is a Back Button, when you click this button it will take you to the previous page you were on in the OST Calculator. For Example, if you were on the “Exams” Page, clicking the back button would take you back to the beginning of the order screen.

When you click on the patient’s name in the order screen, Bolded and Underlined at the top of the screen, this will bring up a pop-up of the patient’s plan that the order is being made under. Here, you can view the Plan Details or the Plan Snapshot to review the patient's Benefits for the order.

When you are on any page of the Order Screen you will see a transparent bar on the banner at the bottom of the page. Clicking this transparent bar will bring up all of the items currently selected and already added to the cart with their retail prices and the patient's responsibility.

After Clicking on the Bottom Bar you will see a summary of the items that you have added to the cart throughout the Smart Cart order:

When you are ready to checkout and complete the order, each item will have an “Insurance” toggle. When you click on this toggle, it will click OFF and remove the Insurance Contribution on the Item selected. You can then click to toggle it back on and add the Insurance Contribution to the total price.

When you are in the cart for the order being made there is an “Edit” button showing with every Item in the cart. When you click on the “Edit” button, a pop-up will appear that will let you edit the price of the Item selected. You can add a discount to the price by the amount of dollars ($) to be deducted or you can add a discount by the percentage (%) to be deducted from the price of the item. Once you click Save, the total price of the item should update to account for your edits.

Under all of the items in the cart, next to the total price is a button that says “Apply Discount''. When you click on the “Apply Discount” button, a pop-up will appear that allows you to take a discount off the total price of ALL of the items in the cart. You will need to select a “Discount Reason” and will then be able to choose whether it was an “Insurance Discount Override”, “Non-Insurance discount”, or “Other”. Once you click Save the discount should be deducted and the total price should update.

Underneath “Miscellaneous” there is a button labeled “Add Item”. When you click on this button a pop-up will appear that will allow you to manually add an item that is not in your inventory to be used in Orders. You will label the item, type in the price of the item, you can add a discount on the item, and lastly, there is a button for you to save the item into your inventory to make it easier to select on future orders.

Under “Lens Measurements” is a button labeled “Add Measurements''. When you click on the “Add Measurements” button you can then specify the Glasses/Contact Measurements for your office or your patient's reference. This will then show on the Order Invoice.

Underneath “Notes” there is a button labeled “Add Note”. When you click on this button a pop-up will appear that allows you to add any notes, memos, reminders, or important information for your office or your patients. You will type your message into the text box and click Save. This will then appear on the Order’s Invoice when the order is completed.