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Business-type guide

Eye clinic / centre guide

OPD, refraction, optical counter and cataract lists.

Day one

Installed on day one

What a eye clinic cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

QueueFlowRun the day’s patient queue with tokensFirst step: Add the patient as they arrivePatient RegistryRegister patients and find their recordsFirst step: Register in under a minuteCaseNotesWrite visit notes, diagnoses and allergiesFirst step: Write inside the visitRxCanvasPrescribe safely, with drug and allergy checksFirst step: Prescribe inside the visitBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfSlotGridBook and manage appointmentsFirst step: Book into a real diaryCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayVisionSuiteEye tests: refraction, lens power and fieldsFirst step: Record the refraction per eyeOptomDeskRun the optical counter: frames, lenses, lab ordersFirst step: Keep the board and the catalogue
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Eye clinic / centre” when you sign up. 10 essentials are installed for you on day one: QueueFlow, Patient Registry, CaseNotes, RxCanvas, BillDesk, SlotGrid, CarePings, PulseBoard, VisionSuite, OptomDesk.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: doctor, care coordinator, quality officer, front desk, finance manager, business development.
  5. Days 4–5 — run a real day on QueueFlowAdd the patient as they arrive, then Start the visit, then Let the day run itself.
The store

Everything else it sees

The store shows a eye clinic 182 live apps, back office included. These 106 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
Analytics
Business

Your specialty adds its own apps

Tell setup your specialties and the store also shows the apps built for them — an orthopaedic clinic sees the orthopaedic apps. Browse by specialty →

The team

Role guides for this business

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Other business types