Utilities

Unlock Receipts

This utility allows you to Unbank a Receipt that has been previously banked. Note that if you unlock a Receipt, it will re-appear on your next Banking run unless deleted. The purpose is to unlock a receipt that was banked with incorrect details. Note that if you utilise an Accounting integration and unbank a Receipt, if that receipt has been exported to your Accounting system, you will not be able to delete it.

Unlock Batches

This utility allows you to mark an Institution Batch as Unsent after it has been electronically sent. You can only do this for batches that have been Sent but not yet Received. This will allow you to adjust that batch prior to re-sending.

Merge Patients

This utility allows you to merge 2 patient records together. The first patient record chosen, the Source Patient, will be merged into the second one chosen, the Destination Patient ie. all details & history linked to the Source Patient will be removed from the database and merged into the Destination Patient.

Change/Merge

This utility allows you to Change an items code or Merge two items from the same file together. Note that some setup files only support a Change & not Merge, such as Branches & Recalls. When merging two items together the Source Item will be merged into the Destination Item and the Source Item deleted.

Frame Pricing

This utility allows you to decrease or increase your Frame/Sunglass inventory Sell Prices by a percentage amount, by Supplier or Brand.

Patient Purge

This is an optional add‑on process, available only to businesses that specifically request its implementation. A licence fee applies, as the process requires additional support and ongoing maintenance. 

Once implemented, you will see a new option called “Patient Purge Report” under Reports → Management. When you run this report, the system will evaluate each patient record and include them in the results if they are 25 years of age or older and have had no transactions. A Transaction refers to any Optomate event that updates information within a patient record or modifies any data linked to that patient’s ID.

When you close the report, you will be prompted to proceed with the purge. If confirmed, the system will delete each patient listed in the report along with all associated data, including any externally linked documents. Please note that the user performing the purge must have full hard‑disk read/write permissions.

As each patient is deleted, Optomate will record their Patient ID, Given Name, Surname, and Patient Since Date in the database. All other information is permanently removed and cannot be recovered, except by restoring a previous database backup.

Note: The process of evaluating each patient record and performing the purge may take a considerable amount of time, especially during the initial run. We recommend running this process outside normal trading hours to avoid any impact on system performance.