Show/Hide Toolbars

Filopto Help Manual

Navigation: The Basics - Common Tools/Features

The User Interface (UI) (Overview)

Scroll Prev Top Next More

 

Filopto is known for its neat and intuitive work flow based user interface.  Filopto is user centric versus patient centric.  By this, we mean users can accomplish most task in the order they want versus having to always open the patient file to complete a task.  For example, a user does not have to open a patient file to create and invoice.  The user can create a patient file directly from the scheduler, patient file, or using the Invoice Manager to name but a few.  This flexibility permits user to complete task quicker and reduces the number of clicks required compared to patient centric system which mandates that you must first navigate to the patient file before completing a task.

 

The Filopto Interface is made up of four primary work areas:

 

1) The Menu Bar located on the top of the screen

2) The Ribbon Bar located below the menu bar.

3) Activity Work flow located in the center of the screen

4) The Activity buttons, Grid & links located in the bottom section of the screen.

 

FiloptoScreenOverview2

 

1) Menu Bar

 

The menu bar gives access to key functionality of Filopto

 

Add-Ins: Permits users to add into Filopto, applications or web sites that they wish to use or access on a regular basis.

Make a Suggestion: Your suggestion for improvements to Filopto are used by us to provide you with the tools you need.

Windows:  Displays a list of all open Filopto Windows.

Help: the option to easily find Help or get help.

 

 

2) Ribbon Bar

 

The Ribbon bar controls and governs Filopto.  Located at the top of the screen it contains the control functions of Filopto.

 

NavigationMasterBar

 

 

The Ribbon Bar divides Filopto into eight(8) menu sections, each section can be hidden or shown for a user depending on his/her security settings. Located at the right of the ribbon bar is the Filopto Exit button, the Expand or Minimize ExpandRibbonbarthe ribbon bar icon and the Help helpicon file access button.

 

FiloptoTabs

 

1

Home: The Home tab is the users dashboard to the system

2

Point of Sale: Activities normalcy associated with dispensing or optical stores

3

Front Office : Activities normally associated to the front office staff such as patient management

4.

Back Office - Patient & Insurance: Activities normally done by the back office staff such as Patient accounts, Insurance and claims and accounting .

5

Back Office - Inventory: Activities associated with the management of inventory such as Purchase Orders.

6

Reports & Forms: Activities associated the creation and management of reports and forms..

7

Office Manager: Activities normally done by the office manager such as managing employees, system and security settings, reporting and overseeing the daily activities of the office.

8

Configuration Manager: Activities related to the administration of the system and employees

 

 

Navigation Buttons

 

Navigationbuttons

 

Some data grids will display additional Navigation buttons and information at the bottom of the grid.

 

GridNavigation