Archives: knowledge-base
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Payments Dashboard
The Payment Dashboard in Optopro provides a detailed and organized view of all financial activities across your optical store. It is designed to give you instant clarity on how payments are flowing into your business—categorized by entities, payment methods, payees, time periods, and amounts received. This allows your team to track financial performance effortlessly and…
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Complete Sales Invoice Workflow
Complete Sales Invoice Workflow To create a new Sales Invoice for a selected patient, go to patient’s profile Step 1: On the Left panel click “Patients” Step 2: On patient’s profile click on “Sales Invoices” tab Step 3: Click on “New”, to enter details of the Sales invoice Add a new item to invoice Step…
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Add Doctor
Add a new Doctor Step 1: Select the staff type from the highlighted items in the drop-down list for a new doctor. Step 2: Now enter the First name, Last name, etc of the doctor. Step 3: Click “OK” to save the doctor details. All fields marked with “*” are mandatory and cannot be left…
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Appointment Slots
Efficiently manage your clinic’s availability with Optopro’s Appointment Slots feature. Define, customize, and control your schedule with precision—ensuring optimal utilization of time while delivering a seamless booking experience for your patients. Key functions of Slot Management Dynamic Slot AllocationIt allocates slots based on the type of appointment, the estimated time required for different procedures (e.g.,…
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AI Template Prompt
Create an Email & SMS template for Optopro to send out marketing message for “YOUR TITLE”.Optopro is an Optical Store Management platform and used by optical stores. Pretend this message is sent by the store for the subject mentioned above Guidelines: There are substitution blocks that are to be used in the template in the…
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Insurance
Our Insurance feature provides a list of insurance companies & their details. This functionality helps practices manage & navigate the complexities of billing different insurance providers. Key functions of Insurance Insurance Company Listings Contact Information Plan Details Billing Guidelines & Procedures Electronic Data Interchange (EDI) Information Claim Status Tracking Payment Policies Contractual Agreements Access Controls…
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Vendor
Our Vendor maintains a list of vendors and their details to help support efficient management of the practice’s supply chain & purchasing processes. Key functions of Vendor Vendor Names & Categories Contact Information Product & Service Listings Ordering & Payment Terms Contract Details Performance Ratings & Reviews Historical Transaction Data Compliance & Certification Information Notes…
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Sales Invoice
The Sales Invoice in Optopro allows optical stores to efficiently create, manage, and track invoices for all patient purchases, including frames, lenses, contact lenses, accessories, and services. Create sales invoices in just a few clicks. Designed to simplify day-to-day billing operations, this module ensures accuracy, transparency, and seamless integration with inventory, payments, and patient records.…