Optometric Essay

702 words - 3 pages

GUIDELINES FOR OPTOMETRIST INVOICES

[pic]
(Independent Optometric Corporate Franchises)


A. Invoice

B. “Summarized Sales Activity by Category” Report

C. “Service Summary” Report

Failure to submit all of these documents for each service period at each clinic at which the Optometrist has provided optometric services will result in delay for payment of the optometric fees.

If you have any questions regarding billing Image Optometry, please feel free to contact Image Optometry’s Accounting Department located at the Head Office. The Head Office phone number is 604-468-2609.

A. Invoice

The invoice generated and submitted by the ...view middle of the document...

So the Optometrist must generate and submit one of these reports for each clinic at which he/she has worked as supporting documentation for that particular service period.

In order to generate this report the Optometrist must be at that particular clinic and have IFile open. The steps to generate the report are outlined below.

Step #1: On the top menu click on the “MORE” button.

Step #2: In the new window that opens up, double click on “Sales Analysis”.

Step #3: In the new window that opens up, double click on “Activity by Category”.

Step #4: In the new window that opens up, select the appropriate information. Select
the year. Select the month. Make sure that there is no check mark in the
“ALL” box. Select the Optometrist’s initials from the drop down menu.

Step #5: Click the “OK” button. The report will open in a preview window. Print it out.

Failure to include this report for each service period at each clinic at which the Optometrist has provided optometric services will result in delay for payment of the optometric fees.

C. “Service Summary” Report

The “Service Summary” Report is generated by the Optometrist through Image Optometry’s practice...

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