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Business-type guide

Optical & hearing centre guide

An optician or a hearing-aid centre: eye and hearing tests, the frames, lenses and hearing aids, the fitting and the recall.

Day one

Installed on day one

What a optical or hearing centre cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

Patient RegistryRegister patients and find their recordsFirst step: Register in under a minuteSlotGridBook and manage appointmentsFirst step: Book into a real diaryBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayOptomDeskRun the optical counter: frames, lenses, lab ordersFirst step: Keep the board and the catalogueVisionSuiteEye tests: refraction, lens power and fieldsFirst step: Record the refraction per eyeAudioLabHearing tests and hearing-aid fittingsFirst step: Open a session and enter the thresholdsStoreStockTrack stock with batches and expiry datesFirst step: Receive a delivery into a batchRecallWaveRemind patients when they’re due to come backFirst step: Open the worklist
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Optical & hearing centre” when you sign up. 10 essentials are installed for you on day one: Patient Registry, SlotGrid, BillDesk, CarePings, PulseBoard, OptomDesk, VisionSuite, AudioLab, StoreStock, RecallWave.
  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: care coordinator, finance manager, front desk, operations manager, doctor, business development.
  5. Days 4–5 — run a real day on Patient RegistryRegister in under a minute, then Find anyone from anywhere, then Open the one record.
The store

Everything else it sees

The store shows a optical or hearing centre 102 live apps, back office included. These 26 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
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

More

Other business types