Placing Patient Orders

How to place a patient order in CLX
To place an order for a patient, first click on your applicable office in the CLX Portal.   This will bring you to your Location Dashboard. From the...
Fri, 28 Jul, 2023 at 1:45 PM
How to look up and search for a patient in CLX
To search for a patient, first select an office location as indicated on the screen below.     This will bring you to your Dashboard. From the Dashbo...
Mon, 28 Jun, 2021 at 8:58 AM
How to add a new patient in CLX
To add a patient in CLX, first click the Office on the portal as indicated on the screen below.       This will bring you to your Dashboard. From th...
Mon, 28 Jun, 2021 at 8:57 AM
How to search for an order in CLX
To search an order for a patient in CLX, first select an office location as indicated on the screen below.   This will bring you to your Dashboard. Fr...
Mon, 28 Jun, 2021 at 8:55 AM
How to edit an order
Editing an order is available depending on the order status. Below is the recommendation action for editing order for each of the following three order stat...
Tue, 5 May, 2020 at 3:43 PM
How to process a return
If you are needing to return an order that has been received or you need a shipping label you will want to contact your distributor.  You are able to locat...
Tue, 5 May, 2020 at 3:47 PM
How to use CLX Price Compare
CLX Price Compare is designed to help you optimize annual supply sales in the office. To access the feature, log into your CLX account and select your...
Fri, 28 Jul, 2023 at 2:50 PM
How to batch orders
How to Batch an order when ordering through a integration Depending on the contact lens distributor you use, they may require your practice to batc...
Thu, 5 Aug, 2021 at 2:42 PM
How to Sell Revenue Inventory Using 'Ready for Pickup'
If you have in-office revenue inventory lenses in your office, you can use the Ready for Pickup feature in CLX. This feature will allow you to pull from you...
Thu, 16 Jun, 2022 at 11:13 AM