Optizone Enterprise Features

Patient File


Security

  • store logon password
  • staff logon password
  • staff activity tracking
  • user defined department access accounting etc.
  • user defined invoice lock down

Patient Demographics

  • user defined clients
  • encrypted credit card info
  • mail, e-mail, phone contact control
  • appointment recall
  • staff and store location assignment
  • web enabled data input
  • add duplicate - family members
  • ship address
  • doctor assignment
  • insurance provider info
  • last purchase
  • chart, mail, ship to labels
  • appointment recall
  • birthday recall

Eyeglass Prescriptions

  • transposition
  • staff and doctor assignment
  • electronic ordering
  • "diorad" optical calculator
  • half page / full page work orders
  • prescription print out / e-mail
  • job status
  • confirmation tray number
  • supplier parts info
  • auto repeat for refills
  • specialized inventories
  • past orders navigation

Contact Lens Prescriptions

  • drop shipment from suppliers
  • staff assignment
  • electronic ordering
  • "diorad" optical calculator
  • half page / full page work orders
  • prescription print out / e-mail
  • job status
  • confirmation tray number
  • supplier parts info
  • auto repeat for refills
  • specialized inventories
  • past orders navigation
  • cleaning solutions info
  • contact lens warranty
  • on-line ordering from your web-site

Examinations

  • user defined templates
  • fee schedule
  • user defined field population drop down list
  • appointment recall
  • consultation reports
  • reports e-mail capable
  • exam records
  • visual acuity
  • past exams navigation

Billing

  • log invoice type
  • log prescribing doctor
  • manager security control
  • staff assignment
  • discounts on invoice / invoice items
  • two tax components
  • credit card info
  • insurance provider info
  • multiple payments
  • account balance
  • e-mail enabled
  • show / do not show item pricing
  • insurance invoice
  • log staff member dispensing
  • create client statements

Contact Lens Warranties

  • multiple list
  • policy renewals
  • user defined pricing inventory

Communications

  • web interface
  • patient inquiries
  • e-mail enabled
  • letter library
  • letter auto format

Graphic and File Management

  • picture files
  • .pdf, word, fax etc.
  • e-mail enabled
  • export file
  • paperless prescription scanning

Appointment Scheduling

  • set appointment interval
  • multi-staff schedules
Inventories

Specialized Inventories

  • eyeglass lens coatings and extras
  • contact lenses
  • eyeglass lenses
  • fees
  • eyeglass frames
  • contact lens warranty
  • miscellaneous inventories

Inventory Reports

  • all inventory in stock summary
  • sales by supplier
  • inventory best sellers
  • inventory by date of entry
  • cogs - cost of good sold
  • select excel reports
  • client bulk ordering
  • minimum stock reordering
  • returns reports

Inventory Capabilities

  • barcode ready
  • pricing tools
  • eyeglass frame pictures
  • two tax components available
  • department logging
  • stock reorder minimum quantity
  • add duplicate
  • grid modification
  • export to excel
  • itemized reports
  • inventory count
  • barcode add to / remove from inventory
  • multi store tracking
  • multi store inventory duplication tool
  • supplier directory
  • supplier communication tracking
  • inventory count by barcode

 

 

Accounting

Reports

  • accounts receivables
  • billing statements
  • insurance provider statements
  • staff sales
  • doctor sales
  • bank deposits
  • sales and tax
  • cost of goods sold
  • cost of goods sold by invoice
  • commissions
  • taxed invoices only
  • individual store location reporting
  • practice analysis
  • export to excel
  • staff profit hourly productivity
  • detailed sales tax report

 

User Defined

  • payments
  • invoice type
  • commissions
  • tax names and percentages
  • items taxed
  • tax number for invoice
  • currency symbol

 

Staff Management

Management

  • staff directory
  • doctor directory
  • staff public directory
  • staff scheduling
  • commissions
  • security level assignment
  • passwords
  • staff activity tracking
Staff Instant Text Messaging
  • send / receive messages
  • instant notice
  • log sent / received messages
  • preview / print messages
  • delete as required
Marketing 

Marketing Lists by Any Combination of the Following
  • by file number
  • by purchase date
  • by age
  • by store location
  • by prescription
  • by client type
  • by client product interest
  • by city
  • by state/prov.
  • by country
  • by zip/postal code
  • by patient demographics gender etc.
  • by patient birthday
  • by client item purchases

Tools

  • client contact control
  • mail labels
  • post card labels
  • customized letters with salutation
  • appointment recall
  • e-mail broadcasting with html style pictures
  • internet interface for your web-site
  • patient communication history
  • letter library
  • telemarketing
  • export to excel
  • data maintenance - fixed misspelled cities etc.
  • staff reassignment to patient file