Archives: knowledge-base

  • Glossary

    Optopro Examination Glossary Anterior Segment The front structures of the eye, including the lids, lashes, conjunctiva, cornea, iris, anterior chamber, lens, sclera, and orbit. Lids Assessment of eyelid position, structure, and health. Lashes Evaluation of eyelash cleanliness, alignment, and presence of debris or infection. Lens Refers to the crystalline lens inside the eye. Clear indicates…

  • Optik K&R Integration

    Optopro offers a seamless, fully automated integration with Optik K&R, enabling optical stores to streamline their inventory management, product catalog updates, purchase ordering, and frame data synchronization. This integration eliminates manual data entry, reduces operational errors, and ensures your store always has access to the most current product information offered by Optik K&R. Overview With…

  • OHIP Intergration

    OHIP – Health Card Validation (HCVs) Optopro’s OHIP Health Card Validation (HCVs) feature ensures that Ontario patients’ health card information is accurate, valid, and up to date before delivering insured optometry services. This module helps clinics minimize claim rejections, reduce administrative work, and maintain compliance with Ministry of Health regulations. Overview The OHIP HCVs Module…

  • Appointments

    Appointment section is designed to streamline and manage the scheduling of patient visits to ophthalmologists/eye-care clinics. It offers various viewing options, such as daily, weekly, or monthly calendars, to help staff manage the schedule effectively. Key functions of Appointment Appointment SchedulingIt allows the receptionist or medical staff to book, reschedule, or cancel appointments. Patient RegistrationIt…

  • Gmail SMTP Server Setup

    Send email with the Gmail SMTP server Watch the youtube video with step by step instructions by clicking on the link below: https://www.youtube.com/watch?v=ZfEK3WP73eY OR Follow the steps below to send emails via Gmail SMTP server that can be configured from your own Gmail account used for your business.   Step 1: Goto https://www.google.com/account/ and login to…

  • Released Updates – 2025-11-13

  • 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…

  • 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…

  • 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…

  • 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.,…