Your role
Optician
Your day at an eye clinic's optical counter. You order spectacles from the eye test, follow them to the lens lab and back, hand them over, and sell at the till.
Kila describes the role: “The optical counter: spectacle orders from the eye test, frames and lenses, the lens lab, collections and the till. No eye examinations.”
When you sign in
Link to this section: When you sign inKila opens Clinic › Spectacle orders: “From the eye test to the lens lab, and back to the patient.” New order (1) starts one. The orders show where each stands, and the button that moves it on. Cashier (2), the till, is in your menu under Serve, with Bills, Quotations, Returns and Shifts under Today.
Your day
Link to this section: Your day- Open your shift at the till when you start: Open a shift.
- Order the spectacles from the patient’s eye test, and move each order on as it goes: Sent to the lab, Received and checked, Collected: Optical practice.
- Sell frames, lenses and the rest at the till.
- Close your shift at the end of the day: Close a shift.
What you can do
Link to this section: What you can do- Keep the spectacle orders under Clinic › Spectacle orders.
- Sell at the till and run your own shift: Cashier, Bills, Quotations, Returns and Shifts.
- Book appointments under Diary, Calendar and Appointments.
Everything the role is allowed to do
- General
- View dashboard
- Point of sale
- Sell at the till; View sales; Open and close own shift
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- View services and bookings; Book and manage appointments
What needs a manager
Link to this section: What needs a managerNo approval limits: anything that needs approval goes to someone else.
Needs a manager
Discounts and refunds at the till. Your role has no approval limits: anything that needs approval goes to someone else, as for a cashier: Cashier.
Common questions
Link to this section: Common questionsThe spectacles are late. An order past its expected date is marked Overdue. Ask the lens lab, then carry on with Received and checked when they come.
Does Kila tell the patient their spectacles are ready? With Tell the patient by SMS when ready ticked, it sends an SMS. SMS is in test mode until a provider is connected: Kila records each one, and nothing reaches the phone yet. Call the patient.
Can I do the eye test? No. The optometrist examines the eyes: Optometrist.
- Optical practice: what Kila adds for eye care.
- Cashier: the till and the cash.