{{ p.label }}

{{ d.label }}

{{ largeSubtitle }}

{{ largeTitle }}

← Back

Board List

← Scroll left Scroll right →

Drop CSV or Excel to import, match contacts, or post delivery dates

‹ ›

{{ col.label }} {{ col.count }} + {{ col.minIcon }} ‹ › ×

{{ c.slotLabel }}

{{ c.slotSub }}

{{ c.cardEl }}

{{ c.slotLabel }}

{{ c.slotSub }}

{{ c.cardEl }}

{{ col.emptyCopy }}

{{ col.searchSkipLabel }}

↓ {{ col.moreLabel }}

{{ sub.label }} {{ sub.count }} ×

{{ c.cardEl }} {{ c.cardEl }}

{{ sub.emptyCopy }}

↓ {{ sub.moreLabel }}

+ Add column

Name Patient Date Expected Loc Status Lab / vendor Order type

{{ boardListBulkLabel }} {{ o.label }} Move selected Clear

{{ grp.minIcon }} {{ grp.label }} {{ grp.count }} PDF

{{ r.name }} {{ r.idsLabel }} {{ r.contactName }} 💬 {{ r.commentCount }} {{ r.patient }} {{ r.dateLabel }} {{ r.expectedLabel }} {{ r.locLabel }} {{ r.statusLabel }} {{ r.labLabel }} {{ r.orderType }}

{{ grp.moreLabel }}

{{ grp.emptyLabel }}

{{ jobsEmptyCopy }}

Frame order

{{ orderFormSub }}

{{ formMissingCopy }}

Clear Remake Rush Create frame order

Patient

Name Date of birth Needed with phone or full name, unless email and phone are both on the order Cell phone Optional if name and date of birth are filled Eyewear order texts Patient consented to eyewear order status texts Status texts send automatically when this order has a phone, same as emails. Optional record — patients can reply STOP to opt out. Email Looks up office policy if left blank Office {{ o.label }} Provider {{ o.label }} Optician {{ o.label }} Account ID

Order

CPM Frame ID Lab order # Tray # Status {{ o.label }} Lab / vendor {{ o.label }} Lens type {{ o.label }} Order date Expected date

Ship to

Office Patient

Priority

{{ p.label }}

Prescription

	Sphere	Cylinder	Axis	Vert prism	Hori prism	Add	Seg ht	DPD	Mono PD
OD	{{ o.label }}	{{ o.label }}	{{ o.label }}			{{ o.label }}
OS	{{ o.label }}	{{ o.label }}	{{ o.label }}			{{ o.label }}

Frame

Frame order {{ o.label }} UPC

Scan

{{ frameUpcHint }} Manufacturer Collection Name Color Material Style A B ED DBL Temple

Lens

Description Material {{ o.label }} Tint {{ o.label }} Edge Anti-reflective {{ o.label }} Blue light protection {{ o.label }} Photofusion {{ o.label }}

Notes

External notes Internal notes

{{ quotedSubtitle }}

{{ qt.price }}

{{ qt.patient }}

{{ qt.frame }}

{{ qt.meta }}

{{ qt.emailNote }}

No quoted orders for this location. Import a CSV with status Quoted to add them here.

{{ t.code }} {{ t.statusLabel }} {{ t.summary }} {{ t.ageLabel }}

No receive tickets open.

Scan each order · {{ ticket.progress }}

{{ it.check }} {{ it.code }} {{ it.patient }} · {{ it.frame }} Scan in

{{ j.code }} {{ j.patient }} Here {{ j.ageLabel }} Dispense

Nothing waiting for a patient.

When receive is complete, the order moves to Received. The ready-for-pickup email sends only after the order is in Ready for Pick Up.Flashes yellow if overdue more than 24 hours, and red if overdue more than 48 hours. Sundays don't count.

Print list

{{ r.name }} {{ r.waiting }}

{{ j.patient }} {{ j.dueLabel }} Back to delivery

Nothing waiting receive at this office.

{{ opsSearchEmptyCopy }}

{{ intakeModeCopy }}

List Photos

{{ r.name }} {{ r.waiting }}

{{ j.patient }} {{ j.dueLabel }}

Nothing waiting intake at this office.

{{ intakeListEmptyCopy }}

Take photo Choose photos

Clear

{{ intakeHint }}

{{ g.name }} {{ g.waiting }}

{{ p.by }} {{ p.when }} {{ p.status }} {{ p.comment }} Open order Delete

{{ g.emptyCopy }}

{{ intakeEmptyCopy }}

{{ col.label }} {{ col.count }}

★ Overdue Urgent {{ c.code }} {{ c.locCode }}

{{ c.last }}

Created {{ c.createdLabel }}

{{ c.deliveredFromTitle }} {{ c.deliveredLabel }}

{{ c.dueLabel }}

Double-click a card to open details. Lens ordered → Lens received → Ready to deliver are set by hand. Everything else is a scan.

When you check an order, it moves to Receive and a Delivery completed comment is added.Flashes yellow if overdue more than 24 hours, and red if overdue more than 48 hours. Sundays don't count.

Print list

{{ r.name }} {{ r.waiting }}

{{ j.patient }} {{ j.dueLabel }}

Nothing waiting to deliver for this office.

{{ opsSearchEmptyCopy }}

Good {{ home.greeting }}, {{ home.who }}

{{ home.headline }}

{{ t.label }} {{ t.value }} {{ t.note }}

Nothing overdue, urgent, waiting to deliver, or waiting receive in this view.

Status checks {{ home.lookupsSub }}

{{ o.name }} {{ o.count }} {{ o.meta }}

No patient status checks in the last 7 days.

KPI

What cannot be measured, cannot be improved

{{ p.label }}

to

{{ k.label }}

{{ k.value }}

{{ k.note }}

Orders by lab {{ kpiLabSummary }}

{{ p.lab }}

{{ p.value }}

{{ p.note }}

Days to ready by lens type {{ kpiTatSummary }}

{{ t.lens }}

{{ t.value }}

{{ t.note }}

No orders reached Ready for Pick Up in this period yet.

Export names PDF

{{ kpiLookupsChevron }} Unique lookups {{ kpiLookupsSummary }} PDF

{{ r.patient }} {{ r.detail }}

No patients checked order status in this period.

{{ kpiOsMissingChevron }} Not on order status {{ kpiOsMissingSummary }} PDF

{{ r.patient }} {{ r.detail }}

Every open order can be looked up on gotooptical.com/order-status.

{{ kpiOverdueChevron }} Overdue names {{ kpiOverdueSummary }} PDF

{{ r.patient }} {{ r.detail }}

No overdue orders right now.

{{ kpiUrgentChevron }} Urgent names {{ kpiUrgentSummary }} PDF

{{ r.patient }} {{ r.detail }}

No urgent orders right now.

{{ kpiRemakeChevron }} Remake names {{ kpiRemakeSummary }} PDF

{{ r.patient }} {{ r.detail }}

No remake orders in this period.

{{ kpiInStockChevron }} In Stock names {{ kpiInStockSummary }} PDF

{{ r.patient }} {{ r.detail }}

No orders used In Stock in this period.

Metrics

Created, edged, and order-status lookups for the office you have selected.

{{ p.label }}

{{ inFlowLabel }}

Created{{ opsCreatedAvgShort }}

Edged{{ opsEdgedAvgShort }}

Today's Edging {{ opsEdgingTodayLabel }}

Average Edging {{ opsEdgingTrendArrow }} {{ opsEdgingAvgLabel }}

{{ opsEdgingMonthPopTitle }}

{{ em.month }} {{ em.edgedAvgLabel }} · {{ em.edgedLabel }}

{{ opsEdgingMonthEmpty }}

Best day edging {{ opsEdgingHighLabel }}

Single Vision Timeline {{ opsSvDeliveryLabel }}

Progressive Timeline {{ opsProgDeliveryLabel }}

On time delivery

{{ otdLabel }}

80%{{ otd80Label }}

90%{{ otd90Label }}

95%{{ otd95Label }}

98%{{ otd98Label }}

99%{{ otd99Label }}

100%{{ otd100Label }}

This month {{ importedMonthLabel }} · {{ edgedMonthLabel }} · {{ monthOpenDaysLabel }}

{{ importedPastPopTitle }}

{{ m.month }} {{ m.edgedLabel }} · {{ m.createdLabel }}

{{ importedPastEmpty }}

Order status {{ osHealthLookups }}

{{ osHealthPopTitle }}

{{ n.patient }} {{ n.patient }} from {{ n.office }} · not found Seeing: {{ n.statusLabel }} · {{ n.overdueLabel }} {{ n.lookupLabel }}

{{ osHealthEmpty }}

Remake ratio by provider

No orders for this office yet

{{ pr.name }} {{ pr.ratio }} {{ pr.detail }}

Billing

Open claims, balance, aging, billed, received, and claims by insurance.

{{ st.label }} {{ st.value }}

By insurance {{ billInsNote }}

Insurance	{{ m.label }}	Total
{{ r.insurance }}	{{ c.n }}	{{ r.total }}
All insurance	{{ c.n }}	{{ billInsGrand }}

Activity log

{{ logSubtitle }}

Clear

{{ d.label }}

to

Office {{ p.label }}

From {{ s.label }}

{{ r.time }} {{ r.dayLabel }} {{ r.action }} {{ r.code }} {{ r.who }} {{ r.patient }} {{ r.detail }} {{ logMoreLabel }}

{{ logEmptyCopy }}

Customer emails

{{ emailSubtitle }}

{{ d.label }}

to

Office {{ p.label }}

Clear

{{ k.label }}

{{ t.kindLabel }}

Edit

GoTo Optical

{{ t.heading }}

{{ t.intro }}

{{ p.text }}

Track your order

Or visit gotooptical.com/order-status

Sign dispensing form

Reply to this email or visit your office to get started.

{{ t.phoneLine }}

{{ t.subject }}
From {{ t.from }}

{{ r.time }} {{ r.dayLabel }} {{ r.kindLabel }} {{ r.subject }} {{ r.patient }} {{ r.dirLabel }} {{ r.email }} {{ r.whenLabel }} {{ r.sentStamp }} {{ r.meta }} {{ r.preview }} Form Reply Open order

{{ emailMoreLabel }}

{{ emailEmptyCopy }}

Customer texts

{{ smsSubtitle }}

{{ d.label }}

to

Office {{ p.label }}

Clear

{{ k.label }}

{{ t.kindLabel }}

{{ t.body }}

{{ r.time }} {{ r.dayLabel }} {{ r.kindLabel }} STOP {{ r.patient }} From {{ r.fromPhone }} To {{ r.phone }} {{ r.whenLabel }} {{ r.sentStamp }} {{ r.meta }} {{ r.preview }} Form Reply Open order

{{ smsMoreLabel }}

{{ smsEmptyCopy }}

{{ chatFabUnread }}

{{ chatOtherUnreadN }} # {{ chatHead.code }} {{ chatHead.initials }}

{{ chatTitle }} AI assistant

{{ chatSub }}

{{ chatLiveLabel }} Clear {{ chatSoundIcon }}

You’re offline. Messages can’t be sent until your connection is back.

{{ m.day }}

{{ m.initials }}

{{ m.who }} {{ m.office }}

{{ m.statusText }}

{{ p.text }}{{ p.text }} {{ m.alertText }} {{ m.when }} {{ m.receipt }}

{{ m.copyLabel }} {{ m.retryLabel }} RetryEdit

Loading messages…

✦

💬

{{ chatEmptyTitle }}

{{ chatEmptyCopy }}

{{ st.label }}

{{ chatJumpLabel }} ↓

{{ chatAnnounce }}

{{ chatError }}

Message info

×

{{ chatInfoPreview }}

{{ chatInfoWhen }}

✓✓ {{ chatInfoReadLabel }}

{{ q.initials }}{{ q.name }}{{ q.when }}

✓✓ {{ chatInfoGotLabel }}

{{ q.initials }}{{ q.name }}{{ q.when }}

✓ {{ chatInfoWaitingLabel }}

{{ q.initials }}{{ q.name }}{{ q.when }}

Tag a teammate or patient

{{ pm.initials }} Rx {{ pm.name }} {{ pm.sub }}

No teammates or patients match — keep typing a name or frame ID.

{{ chatAttachName }} ×

To: {{ chatToLabel }} · {{ chatComposeHint }}

Labs

VisionRx ABB

{{ vrxHint }}

{{ vrxUserLabel }} {{ vrxPassLabel }} Reload Open in new tab ↗ Fill from LensFlow

ABB opens in its own window

ABB doesn’t allow its site inside other apps. Copy the username and password above, then open ABB and paste them into its login.

Open ABB ↗

{{ billMessage }}

‹ ›

{{ col.label }} {{ col.count }} {{ col.toggleIcon }}

{{ c.patient }}

Acct #{{ c.acct }}

{{ c.insurance }}

Created {{ c.date }}

{{ c.balance }} {{ c.aging }} {{ c.office }}

No claims

↓ {{ col.moreLabel }}

Patient	Insurance	Status	Office	Claim date	Aging	Amount	Received	Balance
{{ r.patient }} Acct {{ r.acct }}	{{ r.insurance }}	{{ r.status }}	{{ r.office }}	{{ r.date }}	{{ r.aging }}	{{ r.amount }}	{{ r.received }}	{{ r.balance }}

No claims match.

Feedback

{{ fbSub }}

{{ k.label }}

{{ fbNote }} {{ fbSubmitLabel }}

{{ fbError }}

{{ f.label }}

{{ t.kindLabel }} {{ t.title }} {{ t.meta }} {{ t.statusLabel }}

{{ t.body }}

{{ t.closedNote }}

{{ c.who }} {{ c.when }}

{{ c.body }}

Comment

{{ t.statusAction }}

{{ fbEmptyCopy }}

Voice reminders

Hear who tagged you, which patient, and what they wrote.

Read comments aloud {{ readAloudMenuHint }} {{ readAloudMenuAction }}

OrderStatusEvents

{{ j.code }} {{ j.patient }} {{ j.statusLabel }} {{ j.eventCount }}

No match.

{{ e.type }} {{ e.code }} {{ e.age }} {{ e.detail }} Open Resolve

Queue clear.

Comments

{{ commentsSubtitle }}

{{ d.label }}

to

{{ f.label }} Mark all read

From {{ u.label }}

{{ m.patient }} {{ m.code }} {{ m.status }} {{ m.age }} {{ m.office }} · {{ m.byLine }} {{ bit.text }} {{ bit.text }} {{ m.attachTitle }} {{ commentLocMoreLabel }}

{{ mentionsEmptyCopy }}

{{ g.name }} {{ g.waiting }}

{{ m.patient }} {{ m.code }} {{ m.status }} {{ m.age }} · {{ m.byLine }} {{ bit.text }} {{ bit.text }} {{ m.attachTitle }}

{{ commentLocMoreLabel }}

{{ commentLocEmptyCopy }}

{{ taskFormTitle }}

Patients

@{{ m.name }} {{ m.hint }}

@{{ pt.name }}

Assign to

Tap one or more people

{{ p.name }}

Location {{ o.label }} Due Cancel {{ taskSubmitLabel }}

{{ col.label }} {{ col.count }}

{{ col.emptyCopy }}

{{ t.checkMark }}

{{ t.title }}

{{ t.meta }}

{{ asg.label }}

@{{ pt.name }}

{{ t.commentCountLabel }} Crystal {{ t.dueLabel }}

Edit Delete

Order comments {{ t.orderCommentCount }}

{{ oc.initials }} {{ oc.by }} Urgent Pinned {{ oc.when }}

{{ bit.text }}{{ bit.text }}

{{ oc.attachLabel }}

✓ Acknowledged by {{ oc.ackBy }}

{{ rp.initials }}

{{ rp.by }} {{ rp.when }}

{{ bit.text }}{{ bit.text }}

No comments on this order.

{{ t.commentHeadTitle }} {{ t.taskCommentCount }}

{{ cm.initials }} {{ cm.by }} {{ cm.when }}

{{ cm.text }}

{{ cm.replyLabel }} {{ cm.ackLabel }}

✓ Acknowledged by {{ cm.ackBy }}

{{ cm.replyToggleLabel }}

{{ rp.initials }}

{{ rp.by }} {{ rp.when }}

{{ rp.text }}

😊

{{ em.glyph }}

Reply Cancel

No comments yet.

Patients

@{{ m.name }} {{ m.hint }}

Post

{{ em.glyph }}

{{ tasksEmptyCopy }}

{{ t.label }}

Your account

{{ me.initials }} {{ me.name }} {{ accountRoleLabel }}

{{ avatarUploadLabel }} Remove

Initials are used until you upload a photo. Shown next to your name on comments.

Home office {{ homeMenuHint }} Edit Phone number {{ phoneMenuHint }} Edit Email {{ emailMenuHint }} Edit Password Change your login password Change Your log {{ logMenuHint }} Open Notification sound {{ soundMenuHint }} {{ soundMenuAction }} Menu notifications {{ unreadBadgeMenuHint }} {{ unreadBadgeMenuAction }} Read comments aloud {{ readAloudMenuHint }} {{ readAloudMenuAction }}

Log out

{{ userCount }} users · login accounts

{{ u.initials }} {{ u.name }} {{ u.role }} {{ u.meLabel }} {{ u.status }} {{ u.lastLogin }} Password {{ u.passwordShown }} {{ u.phoneLabel }} Change password {{ r.label }} Remove

These choices appear as dropdowns on New order. Add or remove names here and they update for everyone.

{{ g.label }}

{{ g.hint }}

Nothing added yet {{ item.name }} ×

Add