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 easily; 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
- Multiple and repeat recall dates
Rx Processing
- 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
