Service catalog

The Service Catalog in Optopro is a centralized repository for managing all billable and non-billable services offered by your optical practice. It allows clinics to maintain a structured, consistent, and standardized list of services that can be added to sales invoices, work orders, patient bills, and insurance claims.

The Service Catalog ensures that all services—such as adjustments, fittings, repairs, examinations, and professional fees—are well-defined, priced accurately, and easy for staff to access, ultimately improving operational efficiency, billing accuracy, and patient experience.

Key Features of Service catalog

 Centralized List of All Services

Optopro allows clinics to maintain an organized list of services, such as:

Clinical Services

• • Eye Examinations (Comprehensive, Follow-up, Pediatric, Contact Lens Fit)
  • Dilated Exams
  • OCT, VF, Topography, and Diagnostic Tests
  • Contact Lens Fitting & Assessment
  • Medical Follow-ups

Optical Services

• • Frame Adjustments
  • Prescription Verification
  • Lens Fittings & Measurements
  • Lens Edging & Mounting
  • Repairs (Soldering, Nose Pad Replacement, Temple Repairs)

Administrative/Practice Services

• • Shipping & Handling
  • Special Orders
  • Rush Service Fees
  • Consultation Fees
  • Product Protection Plans

This organized list ensures all service items are easy to find and quickly added during billing.

 Detailed Service Definitions

Each service record in the catalog includes:

• • Service Name
  • Category (Clinical, Optical, Repair, Admin, Packages)
  • Detailed Description
    Clarifies what the service includes or excludes
  • Duration (optional)
  • Applicable Products (if linked)
  • Tax Applicability
  • Insurance Eligibility

Clear definitions help reduce misunderstandings and standardize service delivery across staff.

 Custom Pricing and Fee Structures

Optopro supports flexible pricing options:

• • Fixed service fees
  • Tiered or package-based pricing
  • Location-specific pricing for multi-clinic operations
  • Insurance billing prices vs. retail price
  • Add-on service fees (e.g., rush service or complex repairs)

This ensures correct billing regardless of the scenario.

 Insurance Code Mapping

For clinics billing insurance, Optopro allows:

• • Mapping services to insurance billing codes
  • Assigning HCVs, OHIP codes, or private insurance codes
  • Automatic population of codes during claim creation
  • Ensuring claims match insurer requirements

This dramatically reduces claim rejections and improves reimbursement speed.

 Integration With Sales & Work Orders

The Service Catalog seamlessly integrates with:

Sales Invoices

Staff can quickly add services directly to a patient’s invoice with accurate pricing, tax, and insurance mapping.

Work Orders

Certain services may trigger work orders, such as:

• • Lens edging
  • Frame repairs
  • Customizations
  • Special handling requests

Optopro automatically links catalog services to work order actions for smooth operational flow.

 Custom Service Creation

Clinics can create their own services tailored to their workflow, such as:

• • Premium eyewear consultation
  • At-home appointment fees
  • Corporate screening services
  • Protection plan packages
  • Private specialty diagnostic services

Each custom service supports full configuration options, matching your practice’s unique offering.

 Visibility Controls & Permissions

To maintain control and accuracy:

• • Restrict who can add, edit, or delete services
  • Hide services not currently offered
  • Disable outdated or discontinued services without deleting historical records
  • Capture audit logs of all updates

This ensures the catalog remains accurate and well-governed.

 Search, Filters & Categorization

Staff can locate services quickly using:

• • Keyword Search
  • Category Filters
  • Price Filters
  • Insurance Filters
  • Active/Inactive Status

This reduces checkout time and improves staff productivity.

 Reporting & Analytics Integration

Services defined in the catalog link to Optopro dashboards, supporting insights such as:

• • Service revenue by category
  • Most frequently used services
  • Insurance-based service billing
  • Average service revenue per patient

These insights help practices make informed decisions and optimize their service offerings.