Optometric Practice Management Software - Portfolio

Key Features & Benefits

• Appointment Scheduling
• Assign and track diagnosis and procedures
• View, schedule and change appointments by day, week, and month; configure office hours/closures
• Confirm appointments, double-book appointments, and schedule appointments for non-patients
• Print day sheets
• Patient Record Managements
• Individual/family patient and insurance ledgers
• Track patient demographics with a one-page layout
• Manage patient guarantor information
• Track frames Rx and soft/hard contact lens Rx
• Quick Rx entry—no keystrokes necessary
• Automatic pricing by insurance plan
• Track frames Rx and soft/hard contact lens Rx
• Quick Rx entry—no keystrokes necessary
• Print lab orders and tray tickets
• Transaction Processing/Point-of-Sale
• Keep track of payment types, such as multiple vendor types, refunds, returns, voids, and credits
• Print walk-out statements and receipts
• Assess finance charges
• Reconcile your cash drawer
• Manage petty cash withdrawals
• Third Party/Insurance Processing
• Maintain detailed insurance receivables
• Print or electronically submit HCFA-1500 insurance claim forms
• Create multiple insurance plans per patient
• Comprehensive plan and pricing definitions
• Process mass insurance and third party sales
• Practice Analysis and Marketing
• General results for welcome, recall and referral letters
• Create and print letters, labels and postcards using Microsoft Word
• Analyze patient demographics
• Perpetual Inventory Control
• Point-of-Sale low stock notification
• Stock order and receipt module
• Print bar code labels and reports
• Manage frame, contact lens, spectacle lens and general item inventory control
• Create Reports and Graphs
• Demographic information
• Costs of goods sold
• Accounts receivables
• Stock valuation
• Financial management
• Tax collected by provider
• Detailed and summary sales transactions
• Employee and provider productivity
• Scheduling
• Insurance and managed care
• Employee Time management
• User Management Tools
• Enhanced security levels and password protection
• Track and maintain employee attendance records and export data with built-in time clock
• Toggle between multiple user roles