--- title: How to add a patient & order (Unintegrated accounts) description: Learn how to add a patient to the Dr. Contact Lens portal. For unplugged accounts only. image: https://blog.drcontactlens.com/hubfs/Invite%20(9)-1.jpg --- [![drcl-logo-gradient (1)](https://blog.drcontactlens.com/hs-fs/hubfs/DCL%20Logos/drcl-logo-gradient%20(1).png?width=111&height=56&name=drcl-logo-gradient%20(1).png "drcl-logo-gradient (1)")](https://blog.drcontactlens.com/training) - [Home](https://blog.drcontactlens.com/training) [![Support](https://no-cache.hubspot.com/cta/default/6987820/1884955c-a560-4cba-9c95-71d40099b28f.png)](https://cta-redirect.hubspot.com/cta/redirect/6987820/1884955c-a560-4cba-9c95-71d40099b28f) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # The DCL training portal Watch these short videos to learn how to implement Dr. Contact Lens & keep up with the latest features - [Add a patient](https://blog.drcontactlens.com/training/tag/add-a-patient) ## [How to add a patient & order (Unintegrated accounts)](https://blog.drcontactlens.com/training/addpatient) - by: Jennifer - On: 13, Aug 2020 28 min read - [Digital Scripts (2)](https://blog.drcontactlens.com/training/tag/digital-scripts) - [Inviting a patient (2)](https://blog.drcontactlens.com/training/tag/inviting-a-patient) - [pricing (2)](https://blog.drcontactlens.com/training/tag/pricing) - [Add a patient (1)](https://blog.drcontactlens.com/training/tag/add-a-patient) - [CSV upload (1)](https://blog.drcontactlens.com/training/tag/csv-upload) - [CrystalPM (1)](https://blog.drcontactlens.com/training/tag/crystalpm) - [Email Marketing (1)](https://blog.drcontactlens.com/training/tag/email-marketing) - [FAQ (1)](https://blog.drcontactlens.com/training/tag/faq) - [FTC compliancy (1)](https://blog.drcontactlens.com/training/tag/ftc-compliancy) - [In office ordering (1)](https://blog.drcontactlens.com/training/tag/in-office-ordering) - [Insurance benefits (1)](https://blog.drcontactlens.com/training/tag/insurance-benefits) - [Prescription extension (1)](https://blog.drcontactlens.com/training/tag/prescription-extension) - [Rebates (1)](https://blog.drcontactlens.com/training/tag/rebates) - [Returns (1)](https://blog.drcontactlens.com/training/tag/returns) - [System Training (1)](https://blog.drcontactlens.com/training/tag/system-training) - [Trial Tracking (1)](https://blog.drcontactlens.com/training/tag/trial-tracking) - [downloads (1)](https://blog.drcontactlens.com/training/tag/downloads) - [integrated (1)](https://blog.drcontactlens.com/training/tag/integrated) - [inventory (1)](https://blog.drcontactlens.com/training/tag/inventory) - [office flow (1)](https://blog.drcontactlens.com/training/tag/office-flow) - [onboarding (1)](https://blog.drcontactlens.com/training/tag/onboarding) - [verifications (1)](https://blog.drcontactlens.com/training/tag/verifications) - [walking scripts (1)](https://blog.drcontactlens.com/training/tag/walking-scripts) All - Share - - - - [Subscribe for latest updates](http://#) #### **Watch this video to learn how to add a patient to the Dr. Contact Lens system for the first time** #### **How to place an order in Dr. Contact Lens** 1. Click on Patients at the top 2. Search for the patient by first or last name 3. You will see 2 options to add a prescription into DCL 1. Use this button if the doctor writes an Rx for the patient and you want to order through DCL or for a walking script patient 2. \* You can display up to 3 prescriptions to a patient  1. Use this button if you dispensed lenses to the patient from stock or if you placed the other through another platform. This allows you to track the next order date so patients get their reorder reminders 4. *\*Before you place an order- Confirm the patient’s email and cell phone number\** 5.   6. Add material insurance allowance for the patient→ click on insurance allowance and add in the material benefit 1. Click on order 2. Select number of boxes for each eye 3. Select patient address 4. Select prepaid- This means you already took payment or are using your own processor 5. Click on order 6. You are done! No more calling patients, unpacking boxes or returning lenses that have not been picked up. *\* If you are placing an order over the phone you can type the patient’s credit card number directly into DCL or you can click prepaid and run it through your own credit card processor\**   #### **How to invite a patient to Dr. Contact Lens** 1. Click on patients at the top of the page 2. Search for the patient 3. Verify the email address and cell phone number are accurate  4. If it is not accurate update it in DCL and then in your EMR 5. Make sure your the patient has an active prescription, if not- add in a new EMR prescription 6. Click invite or resend invitation 7. Invite every patient that asks for a copy of their prescription so they get a digital copy *\*When a patient is due to reorder the first email is sent automatically via email and text. Patients are then prompted to create an account by creating a password. * *\*Family members can be under one login and they will be prompted upon logging in what patient they would like to order for* #### **What happens after you click order?** 1. Orders go directly to your distributor's pick and ship line 2. Patients will receive tracking information once it is available via email 3. Changes to an order can only be made within 20 minutes of placing an order 4. View your orders→  click on the Orders Tile on your DCL dashboard 5. Patients typically receive their orders within 4-7 business days 6. You can also view tracking information by going to the orders tile and clicking on the magnifying glass 7. Backorders→ if you notice an order is on backorder please contact your distributor for a more accurate ship date (patients are emailed after ordering to let them know their order is being processed and on backorder)   Need Help? Email us: [support@drcontactlens.com](mailto:support@drcontactlens.com) Call us: 888-205-1679  Business hours: 9-5 EST #### Jennifer Dr. Jennifer Tabiza is a private practice Optometrist & Co-founder of Dr. Contact Lens. She assisted in the creation and beta testing of the Dr. Contact Lens platform. Her mission is to use data to help Optometry practices add more efficiency and scale their business. connect me : [![](https://cdn2.hubspot.net/hubfs/3842749/Icons/linkedin-1.png)](https://www.linkedin.com/in/jenntabiza/) ## Comments ## Leave your Comments # How to add a patient & order (Unintegrated accounts) Posted by [Jennifer](https://blog.drcontactlens.com/training/author/jennifer) on Aug 13, 2020, 6:32:07 PM ![Jennifer](https://blog.drcontactlens.com/hubfs/Email%20Nurturing/jenn-tabiza-avatar.jpg) Find me on: [LinkedIn](https://www.linkedin.com/in/jenntabiza/) - [Tweet](https://twitter.com/share) #### **Watch this video to learn how to add a patient to the Dr. Contact Lens system for the first time** #### **How to place an order in Dr. Contact Lens** 1. Click on Patients at the top 2. Search for the patient by first or last name 3. You will see 2 options to add a prescription into DCL 1. Use this button if the doctor writes an Rx for the patient and you want to order through DCL or for a walking script patient 2. \* You can display up to 3 prescriptions to a patient  1. Use this button if you dispensed lenses to the patient from stock or if you placed the other through another platform. This allows you to track the next order date so patients get their reorder reminders 4. *\*Before you place an order- Confirm the patient’s email and cell phone number\** 5.   6. Add material insurance allowance for the patient→ click on insurance allowance and add in the material benefit 1. Click on order 2. Select number of boxes for each eye 3. Select patient address 4. Select prepaid- This means you already took payment or are using your own processor 5. Click on order 6. You are done! No more calling patients, unpacking boxes or returning lenses that have not been picked up. *\* If you are placing an order over the phone you can type the patient’s credit card number directly into DCL or you can click prepaid and run it through your own credit card processor\**   #### **How to invite a patient to Dr. Contact Lens** 1. Click on patients at the top of the page 2. Search for the patient 3. Verify the email address and cell phone number are accurate  4. If it is not accurate update it in DCL and then in your EMR 5. Make sure your the patient has an active prescription, if not- add in a new EMR prescription 6. Click invite or resend invitation 7. Invite every patient that asks for a copy of their prescription so they get a digital copy *\*When a patient is due to reorder the first email is sent automatically via email and text. Patients are then prompted to create an account by creating a password. * *\*Family members can be under one login and they will be prompted upon logging in what patient they would like to order for* #### **What happens after you click order?** 1. Orders go directly to your distributor's pick and ship line 2. Patients will receive tracking information once it is available via email 3. Changes to an order can only be made within 20 minutes of placing an order 4. View your orders→  click on the Orders Tile on your DCL dashboard 5. Patients typically receive their orders within 4-7 business days 6. You can also view tracking information by going to the orders tile and clicking on the magnifying glass 7. Backorders→ if you notice an order is on backorder please contact your distributor for a more accurate ship date (patients are emailed after ordering to let them know their order is being processed and on backorder)   Need Help? Email us: [support@drcontactlens.com](mailto:support@drcontactlens.com) Call us: 888-205-1679  Business hours: 9-5 EST Topics: [Add a patient](https://blog.drcontactlens.com/training/tag/add-a-patient) ## Related Posts [![drcl-logo-gradient (1)](https://blog.drcontactlens.com/hs-fs/hubfs/DCL%20Logos/drcl-logo-gradient%20(1).png?width=111&height=56&name=drcl-logo-gradient%20(1).png "drcl-logo-gradient (1)")](https://drcontactlens.com/doctors) - [About](https://drcontactlens.com/doctors/) - [Contact](https://drcontactlens.com/contact/) - [Blog](https://blog.drcontactlens.com) - [Social](https://instagram.com/drcontactlens) - [Reserve a Demo](https://meetings.hubspot.com/dcldemo/demo) - [Learn more about TechifEYE](https://www.techifeye.com) #### Connect with us [support@drcontactlens.com](mailto:support-hubspot@wow.design) ## Subscribe for the latest updates Training videos for the latest features from Dr. Contact Lens. Thank you for being part of the DCL community!