1. Sign Up for or Login to EasyRx Connected Lab Account 

OPTION A (Recommended) - Global Settings module

1. 1. From VisualDLP Launchpad, access the Global Settings module.  

   2. From the Global Settings drop-down menu, click to select the Integration Settings menu item. 

2. Click on the Sign Up link to establish a new account or click on Log In to connect to an existing EasyRx Connected Lab Account.

OPTION B - Order Management module: Products

1. From VisualDLP Launchpad, access the Order Management module. 
   
2. From the Product Management drop-down menu, click to select the Products menu item.
   
3. Select any product on your list that will be accessible to your customers in the EasyRx prescriptions.
   
4. Click on the EasyRx Mapping tab.
   
5. Click on the Sign Up link to establish a new account or click on Log In to connect to an existing EasyRx Connected Lab Account.
   

OPTION C - Order Management module: Accounts

1. From VisualDLP Launchpad, access the Order Management module. 
   
2. From the Finance drop-down menu, click to select the Accounts menu item.
   
3. Select any account on your list that will be invited to submit EasyRx prescriptions.
   
4. Click on the EasyRx Account tab.
   
5. Click on the Sign Up link to establish a new account or click on Log In to connect to an existing EasyRx Connected Lab Account.

1. Your VisualDLP Lab Name will automatically be listed. 
   
2. Type in the email address that you will use to manage your EasyRx Connected Lab account.
   
3. When prompted, type in the password that you will use to access your EasyRx Connected Lab account
   
4. If you are creating a new account, you will first receive a message that the account is successfully created. In addition, the message will instruct you to check your inbox for an email providing a link to validate your account.  Follow the emailed instructions to validate your email account and to schedule an EasyRx training session. 
   
5. If you successfully login to an existing account or create a new account, the Current EasyRx Connected Status will automatically update from Disconnected to Connected.
   

3. Login to EasyRx with the Connected Lab Account login and configure VisualDLP Service Account (EasyRx)

4. Setup Categories and Part Lists in your EasyRx Connected Lab Account

Recommendation: If not completed yet from your activation Email, click to Schedule a complimentary EasyRx Training Appointment: 

EasyRx On-Boarding Calendar

(Note: After you have completed configuring your Category and Part lists in EasyRx, you will map products to them from within VisualDLP.) 

Step 1a - Deactivate Categories that your Lab does not provide on the Manage Categories screen. We recommend reviewing the Main Category and Subcategory items listed starting at the top and clicking deactivate under the Actions column for that item if you wish to hide it. Skip any you want to keep. Continue down the list until all remaining categories are those you want your customers to have access to when ordering prescriptions.  

(Hint: If there are parts you want to keep that are listed within a Category that you want to deactivate, you can edit the Parts List and move the parts to different Category prior to deactivation.) 

Step 2a - (Optional) Click to Enable Alternate Parts Naming  

If you enable Alternate Parts Naming, you can enter additional names for enhancing your customers’ search and to better match your lab’s customary product names.  “Used if your lab uses a different name for this part.  When creating a prescription, the Alternate Part Name is searched and displayed when viewing the prescription.” 

Step 2b – Deactivate Parts that your Lab does not provide on the Manage Parts screen. We recommend reviewing the EasyRx Part Name items listed, starting at the top and clicking deactivate for each item that you wish to hide. Skip any you want to keep. Continue down the list until all remaining parts are those you want your customers to have access to when ordering prescriptions.  

Step 2c – Customize Parts by adding an Alternate Name, optionally add a Lab Part Number and Part Price, select if it is a part or appliance and confirm the category. You can also set up additional options such as Shade or Margin. This will confirm your customers can select the parts with familiar names and add the detail you want to have included. Click on edit or options to customize each part as you move down the list.  

Getting Started with Inviting Your Accounts to Send Prescriptions 

Step 1 - From VisualDLP Launchpad, access the Order Management module. 

What a Doctor sees when sending a Prescription to your Lab from within EasyRx: 

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6. Helpful Tips 

Message: No Mapped EasyRx Product 

Issue: In VisualDLP, “No Mapped EasyRx Product” message is found on Product Management -> Products -> (selected) product -> EasyRx Mapping tab. 

Solution: …. 

When searching for parts to create a prescription, customers are not finding them easily. 

Issue: Part is missing an Alternate Name 

Solution: In EasyRx, click on Configure -> Manage Parts -> Edit (Locate the part on the list and click Edit) -> Click in the Alternate Name box and enter an alias or alternate search name. 

Solution: In EasyRx, click on Configure -> Manage Parts -> Edit (Locate the part on the list and click Edit) -> Click in the Category box to select a different category. 

  

Account Invitation Requirements