Skip to main content
OptiFlow

For optometrists and optometry clinics

From the appointment to the prescription, in records you can return to

An exam diary, vision and contact-lens exam records, prescription history and attachments in one place. The professional decision stays yours; the system makes sure the record is there when you need it.

The friction today

  • A patient’s history is split between a folder in the cupboard, a notebook and a scans folder on the PC.
  • A follow-up exam needs last visit’s findings, and the comparison happens from memory.
  • The contact-lens fitting is recorded separately from the eye exam, so there is no single view of the patient.
  • A file off the device is saved under a name nobody will find six months from now.
  • A patient is due back for a check, and that only happens if someone remembered to write it down.
  • A patient asks for their prescription, and the search starts in the pile on the desk.

How the day runs

  1. 01The exam is booked into the diary — by phone or through a self-booking link — against who is examining and when.
  2. 02When the patient sits down, their file already shows previous exams, prescriptions and attached files.
  3. 03Objective measurements from supported devices can be imported as a starting point, subject to a compatibility check.
  4. 04The exam is recorded — vision exam or contact-lens exam — in consistent fields, so it is readable in two years’ time and not only by whoever wrote it.
  5. 05The prescription is saved alongside the previous ones, and can be printed or sent to the patient.
  6. 06Images and files attach to the exam itself, not to a separate folder on a computer.
  7. 07A future check is recorded as a follow-up task, so the patient coming back does not depend on anyone’s memory.
  8. 08If the clinic also supplies glasses or lenses, the prescription carries into an order without being retyped.

OptiFlow supports documenting and managing exam and prescription workflows. Professional and clinical judgement remains the optometrist’s responsibility.

OptiFlow can connect to supported devices and services depending on the model, the provider and your configuration. Some connections depend on your plan, your equipment and a compatibility check.

Capabilities

Everything the business needs, connected

Customers & CRM

Everything about a customer sits on one card — details, exams and prescriptions, orders, payments and follow-ups — so anyone on the team answers from the same picture, even if they never served that customer before.

  • One customer card holding details, exams, prescriptions, orders and payments
  • Fast lookup by name, phone or ID, so the same customer is not opened twice
  • Customer groups and a loyalty club for benefits and repeat-customer follow-up
  • Calls, notes and follow-up tasks recorded on the customer, not on a sticky note
  • History that survives even after years or a visit to a different branch

Available on every plan

Appointments & calendar

One calendar for the whole team, with availability that follows real working hours, plus a link customers can book from on their phone — so the diary keeps filling while the store is busy.

  • A shared team calendar, by day and by staff member
  • Online booking on your own store link, usable from a customer’s phone
  • Availability driven by staff working hours and the live calendar
  • Customer reminders on the channels the business has set up
  • The appointment stays linked to the customer and to the exam that followed it

Available on every plan

Eye exams & prescriptions

The exam, the prescription and the history stay on the customer, the previous prescription is shown next to the new one, and the order continues from the same values — with no re-typing.

  • Documented eye exams, including contact-lens exams
  • Prescription history, with the previous prescription shown beside the current one
  • Continue from the prescription straight into an order, carrying the exam values
  • Files and images attached to the exam and kept with the customer
  • A printable exam or prescription document to hand to the customer

Available on every plan

Reports & the management view

The data recorded during the working day becomes reports and a status view — no manual collection, no extra spreadsheet on the side.

  • A daily status view: appointments, orders and branch activity
  • Sales, order and payment reports by period
  • Breakdowns by branch, by staff member and by activity type
  • Open orders and unfinished follow-ups tracked in one place
  • Data exposed according to the viewer’s permissions

Available on every plan

Employees & permissions

Each person gets access to what their role actually needs — clinical information included — and when they leave, the record of their work stays with the business.

  • Role-based permissions for front desk, sales, optometry and management
  • Clinical information shown only to the roles whose work requires it
  • Add a new employee and get them working without sharing passwords
  • Off-board someone without losing the history they created
  • A record of who did what, for internal control

Available on every plan

Automation & integrations

Tasks and reminders come out of the work itself, messages go out on the channels you have set up, and measurement data from supported devices arrives in the system instead of being typed in again.

  • Tasks and follow-ups created out of the daily work
  • Customer reminders and messages by SMS or WhatsApp, on the channel you configured
  • Online booking through the store’s public link
  • Measurement data imported from supported devices, objective refraction included
  • Connection to a point-of-sale system, subject to provider and a compatibility check

Subject to equipment, provider and a compatibility check

See all capabilities

Want to see how OptiFlow could fit your business?

We’ll set up a personal demo, learn how you work today, and show the capabilities that matter for your store or clinic.

Book a demoLog in