Optometry
Exams, lenses and prescriptions — built on the Healthcare core template and adapted to how your optometry actually operates. Run your store with stock, sales and the team working from one workspace built for how healthcare operates.
Optometry workspace preview
One workspace, your way
About Optometry
An optometry practice balances the clinical side — eye examinations, prescriptions, contact lens fittings — with a retail component in dispensing frames and lenses. Managing both sides of that equation coherently, while keeping recall schedules running and frame inventory stocked intelligently, requires a practice system that thinks about the whole patient relationship.
The operational reality
The dispensary is selecting frames, ordering lenses from the lab, tracking collection status and processing payment while the consulting room is conducting exams and updating prescriptions. Lab orders are tracked in a separate book or spreadsheet. When lenses arrive from the lab, the patient still needs to be called to come in. Frame inventory is counted manually and reordered based on gut feel.
Where growth bottlenecks
- Lab order tracking disconnected from patient records — arriving orders require a manual search to match
- Frame inventory replenishment reactive — popular styles run out before a reorder is placed
- Recall scheduling not automatically triggered by prescription renewal cycles
- Contact lens subscription and supply management tracked informally, causing gaps in patient supply
How ConfigBiz helps a optometry
Starts from the Healthcare core — shared capabilities, terminology and workflows — then configures for optometry: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What optometry needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a optometry actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products & Services
Products/Services keeps the operational detail in one place.
Operations
Run day-to-day work without things slipping.
Scheduling & Appointments
Appointments keeps the operational detail in one place.
How ConfigBiz fits optometry
Start from the Healthcare core (shared capabilities, terminology, workflows) then configure for optometry: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your optometry business and the way your team prefers since.