Patient

Our Patient feature serves as the central hub for managing all patient-related information within the clinic. It consolidates all key patient data into a single, easy-to-navigate profile. This ensures that front-desk staff, doctors, and optical sales teams have instant access to complete and accurate records, improving both operational efficiency and patient care.

Key functions of Patient

 Patient Dashboard: It provides a snapshot of each patient’s most important information. From here, staff can quickly access:

• • Basic demographics
  • Contact information
  • Appointment status
  • Prescription summaries
  • Outstanding balance and billing history
  • Last visit details
  • Alerts or important notes

This high-level overview allows staff to make informed decisions at a glance.

 Demographics & Personal Information: It allows for detailed entry and management of patient demographics:

• • Full name
  • Date of birth
  • Gender
  • Address
  • Contact details (phone, mobile, email)
  • Emergency contacts
  • Preferred communication method

Clinics can customize required fields based on their operational needs.

Health Card & Insurance Information: It includes comprehensive sections for capturing and validating health coverage:

Health Card Details

• • Health card number
  • Version code (if applicable)
  • Expiry date
  • Province/state
  • Automatic validation (if enabled)
  • Alerts for expired or invalid cards

Insurance Information

• • Primary and secondary insurance providers
  • Policy numbers and plan details
  • Coverage limits
  • Copay requirements
  • Eligibility notes

This ensures accurate billing and helps reduce claim rejections.

Clinical History: All historical clinical notes and exam details are directly accessible from the patient profile.

Includes:

• • Previous eye examination records
  • Diagnoses and medical history
  • Ocular history
  • Allergies and medications
  • Imaging records (OCT, Fundus Photos, VF Reports)
  • Clinical notes and provider comments

This complete history enables continuity of care across visits.

Prescriptions: It stores all eyeglass and contact lens prescriptions generated through the Examination

Features:

• • View past and current prescriptions
  • Print or email prescriptions
  • Prescription expiry tracking
  • Notes from provider
  • Quick transfer to Sales Module

This ensures dispensers always work with the most accurate and up-to-date prescription information.

Appointments: It integrates closely with the Appointment Module.

Appointment Features:

• • View upcoming appointments
  • Review past visits
  • Appointment status (confirmed, cancelled, no-show)
  • Reminder history
  • Quick booking from the patient profile

This makes scheduling faster and eliminates duplication of data entry.

Sales & Billing: Staff can access all financial interactions linked to the patient:

Billing Features

• • Invoices and receipts
  • Detailed sales history
  • Outstanding balances
  • Payments made and payment methods
  • Insurance billing records

Benefits

• • Clear visibility into financial obligations
  • Improved reconciliation
  • Faster check-out and payment processing

Communication Logs: All communications sent to or received from a patient are stored in one place:

• • Email notifications
  • Appointment reminders
  • Prescription emails
  • Marketing consent and message history

This ensures compliance and helps maintain transparent communication.

Document Storage & Uploads: It provides a secure digital repository for storing patient-related documents.

Supported Uploads:

• • Consent forms
  • Insurance cards
  • Identity documents
  • Referral letters
  • Scanned prescriptions
  • Clinical photos and external documents

Documents can be uploaded manually or captured using mobile devices or scanners.

Alerts & Flags: The system allows clinics to add important notices or alerts to patient profiles, such as:

• • Allergies
  • Special instructions
  • Outstanding balance alerts
  • Behavioral flags
  • Insurance issues

These alerts appear prominently to ensure staff remain informed throughout the workflow.

Audit Trail & Compliance: Optopro maintains a complete audit trail of all patient-related updates

• • Date and time of change
  • User who made the change
  • Field-specific modifications

This ensures compliance with privacy laws, insurance regulations, and clinic policies.

Search & Filters: It includes powerful search capabilities to help staff quickly locate patient records

• • Search by name, phone, email, health card number, or patient ID
  • Advanced filters by status, visit history, balance, and more

This reduces administrative time and keeps patient flow efficient.

Integration with Other Modules: It is fully integrated with all major modules in Optopro

• • Appointment Scheduling
  • Examination
  • Health Card Validation
  • Sales & Billing
  • Inventory
  • Dashboard & Reports

This ensures a seamless, data-driven workflow across the clinic without the need for repetitive entry.